에서 실시간으로 운영 중이에요! 자세히 알아보기

세계 최고의 투자자와 헤지펀드의 최신 주식 포트폴리오

실시간 공시

현재 2026년 3분기 포트폴리오 공시가 진행 중이며, 11월 16일에 마감됩니다. 현재까지 2,069개 펀드(~23%)가 보유 종목을 공개했어요. 아래 데이터는 펀드가 규제 당국에 공시를 제출하는 즉시 실시간으로 업데이트됩니다.

이름 AUM AUM
성장률
AUM
성장률
분기
예상 수익률
3년간
예상 수익률
보유 종목 포트폴리오 회전율 평균 보유
기간(년)
Kings Path Partners
901
Kings Path Partners
Texas
US$3.8억 +US$433만 +1% 0.86% – 393 14.5% 1.4
Davis Rea
902
Davis Rea
Ontario, Canada
US$3.79억 +US$2860만 +8% 10.3% 66.9% 46 13.04% 3.9
AB
903
Atlas Brown
Kentucky
US$3.79억 +US$668만 +2% 3.03% 115% 244 6.15% 6.8
Courage Miller Partners
904
Courage Miller Partners
Virginia
US$3.79억 -US$13.6만 -0% 0.99% 43.5% 95 9.47% 8
Westbourne Investment Advisors
905
Westbourne Investment Advisors
Maryland
US$3.78억 +US$1558만 +4% 8.24% 107% 126 6.35% 3.8
Wheelhouse Advisory Group
906
Wheelhouse Advisory Group
Missouri
US$3.78억 +US$2379만 +7% 1.04% 67.9% 59 11.86% 1.8
Cypress Capital
907
Cypress Capital
Tennessee
US$3.77억 +US$741만 +2% 0.72% 43.6% 127 18.9% 2.6
Trust Company of Oklahoma
908
Trust Company of Oklahoma
Oklahoma
US$3.77억 -US$1226만 -3% 3.02% 101% 152 17.11% 6
Narus Financial Partners
909
Narus Financial Partners
Utah
US$3.77억 -US$1240만 -3% 2.18% 85.3% 184 10.33% 4.1
WealthBridge Investment Counsel
910
WealthBridge Investment Counsel
Alberta, Canada
US$3.77억 +US$235만 +0.6% 3.93% 106% 44 0% 5.1
Capital Planning
911
Capital Planning
Washington
US$3.76억 +US$3267만 +10% 2.56% 81.2% 93 15.05% 3.6
Sweeney & Michel
912
Sweeney & Michel
California
US$3.76억 -US$505만 -1% 1.51% – 172 8.14% 2.3
Veery Capital
913
Veery Capital
Delaware
US$3.75억 +US$296만 +0.8% 0.12% 63.4% 109 15.6% 3.3
Pinnacle Bancorp
914
Pinnacle Bancorp
Nebraska
US$3.75억 -US$953만 -2% 1.31% 72.9% 950 5.79% 5.1
KA
915
Kooman & Associates
Pennsylvania
US$3.75억 +US$232만 +0.6% 0.77% 66% 57 7.02% 2.6
ShankerValleau Wealth Advisors
916
ShankerValleau Wealth Advisors
Illinois
US$3.74억 -US$514만 -1% 1.01% 60.3% 50 22% 2.4
Cypress Financial Planning
917
Cypress Financial Planning
New Jersey
US$3.73억 -US$3944만 -10% 1.9% 41.2% 116 17.24% 2
MKC
918
M. Kraus & Co
Vermont
US$3.73억 -US$418만 -1% 3.17% 65.9% 88 7.95% 6.9
Oxler Private Wealth
919
Oxler Private Wealth
New York
US$3.72억 +US$2228만 +6% 9.82% 119% 94 6.38% 4.2
Private Client Services
920
Private Client Services
Kentucky
US$3.72억 -US$916만 -2% 1.1% 72% 271 29.89% 1.4
Veracity Capital
921
Veracity Capital
Georgia
US$3.72억 +US$123만 +0.3% 1.86% 149% 248 20.56% 3.1
Comprehensive Financial Consultants Institutional
922
Comprehensive Financial Consultants Institutional
Indiana
US$3.71억 -US$729만 -2% 2.04% 78% 219 15.98% 2.8
Stone Summit Wealth
923
Stone Summit Wealth
Florida
US$3.7억 -US$2375만 -6% 0.35% 67% 145 6.21% 3.8
PCA Investment Advisory Services
924
PCA Investment Advisory Services
Ohio
US$3.68억 +US$1000만 +3% 0.87% 71.4% 61 4.92% 2.5
Quantum Financial Planning Services
925
Quantum Financial Planning Services
Washington
US$3.67억 +US$4452만 +14% 0.54% – 60 13.33% 1.2