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 2,314개 펀드(~26%)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)
Barrett & Company
1051
Barrett & Company
Rhode Island
US$3.66억 +US$851만 +2% 1.91% 83.6% 727 10.45% 3
Essential Planning
1052
Essential Planning
New Hampshire
US$3.65억 +US$1159만 +3% 0.82% 40.9% 90 5.56% 2.7
Planned Solutions
1053
Planned Solutions
California
US$3.65억 +US$1618만 +5% 1.59% 68.3% 164 10.37% 2.8
Impact Capital Partners
1054
Impact Capital Partners
Colorado
US$3.65억 -US$188만 -0.5% 3.47% – 297 14.81% 1.4
HT Partners
1055
HT Partners
Connecticut
US$3.64억 +US$329만 +0.9% 1.14% 71.1% 56 5.36% 6
CCM
1056
Consolidated Capital Management
California
US$3.64억 -US$1088만 -3% 0.9% 166% 74 4.05% 2.7
Verger Capital Management
1057
Verger Capital Management
North Carolina
US$3.63억 +US$2172만 +6% 1.13% 58.3% 14 21.43% 8.1
Family Legacy Inc
1058
Family Legacy Inc
South Carolina
US$3.63억 -US$1194만 -3% 2.48% 89% 128 6.25% 6.2
Global Financial Private Client
1059
Global Financial Private Client
Florida
US$3.62억 -US$639만 -2% 2.2% 100% 253 9.49% 4.3
Kercheville Advisors
1060
Kercheville Advisors
Texas
US$3.61억 +US$3294만 +10% 5.57% 261% 125 18.4% 2.6
Grandview Asset Management
1061
Grandview Asset Management
Pennsylvania
US$3.61억 -US$4154만 -10% 6.77% 200% 156 21.79% 2.6
Range Financial Group
1062
Range Financial Group
Oregon
US$3.61억 -US$503만 -1% 2.6% 195% 240 27.92% 1.9
Lawson Kroeker Investment Management
1063
Lawson Kroeker Investment Management
Nebraska
US$3.6억 -US$55만 -0.2% 4.19% 69.7% 61 6.56% 6.9
LifeWealth Investments
1064
LifeWealth Investments
Florida
US$3.6억 -US$1461만 -4% 1.06% – 150 16.67% 1.2
Gunderson Capital Management
1065
Gunderson Capital Management
South Carolina
US$3.59억 -US$1146만 -3% 2.54% 961% 78 64.1% 0.6
Key Client Fiduciary Advisors
1066
Key Client Fiduciary Advisors
New Jersey
US$3.58억 +US$1147만 +3% 2.41% 107% 246 12.6% 2.6
Gold Investment Management
1067
Gold Investment Management
Alberta, Canada
US$3.58억 -US$1100만 -3% 1.14% 117% 202 1.98% 2.6
WT Wealth Management
1068
WT Wealth Management
Arizona
US$3.57억 -US$392만 -1% 1.33% 72% 174 37.36% 2.3
Elevated Financial Group
1069
Elevated Financial Group
Indiana
US$3.57억 -US$781만 -2% 0.59% – 142 29.58% 0.6
Arkfeld Wealth Strategies
1070
Arkfeld Wealth Strategies
Nebraska
US$3.57억 +US$2217만 +7% 4.6% 90.8% 127 11.02% 3.5
TSA Wealth Management
1071
TSA Wealth Management
Texas
US$3.56억 +US$276만 +0.8% 0.15% 62.4% 132 15.91% 1.4
LifeGuide Financial Advisors
1072
LifeGuide Financial Advisors
Pennsylvania
US$3.56억 +US$479만 +1% 2.75% 35.4% 49 12.24% 2.9
Elevation Wealth Partners
1073
Elevation Wealth Partners
California
US$3.56억 +US$2202만 +7% 0.31% 69.9% 1,423 13.91% 1.3
Owl Creek Wealth Partners
1074
Owl Creek Wealth Partners
Colorado
US$3.55억 +US$1316만 +4% 1.15% – 1,376 10.54% 0.4
AFP
1075
Advus Financial Partners
Florida
US$3.55억 +US$382만 +1% 0.34% 56.5% 148 7.43% 1.6