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)
Decker Retirement Planning
1076
Decker Retirement Planning
Utah
US$3.02억 +US$818만 +3% 4.27% – 497 39.03% 0.8
Breakwater Investment Management
1077
Breakwater Investment Management
Washington
US$3.02억 +US$797만 +3% 1.36% – 845 37.4% 1
Western Financial Corp
1078
Western Financial Corp
California
US$3억 -US$4112만 -12% 0.89% 275% 159 31.45% 1.7
First Community Trust
1079
First Community Trust
Iowa
US$3억 +US$7881만 +36% 3.05% 128% 360 13.61% 3.2
Kondo Wealth Advisors
1080
Kondo Wealth Advisors
California
US$3억 +US$101만 +0.3% 0.17% – 79 11.39% 1.4
Foundation Wealth Management (Pennsylvania)
1081
Foundation Wealth Management (Pennsylvania)
Pennsylvania
US$3억 -US$3160만 -10% 0.65% – 107 10.28% 1.5
Trellis Wealth Advisors
1082
Trellis Wealth Advisors
California
US$2.99억 +US$793만 +3% 0.03% 62.2% 116 58.62% 0.9
Sage Private Wealth Group
1083
Sage Private Wealth Group
Illinois
US$2.98억 +US$7526만 +34% 0.28% 72.3% 138 29.71% 2
SC
1084
Sawyer & Company
Massachusetts
US$2.98억 -US$24.9만 -0.1% 5.26% 111% 210 9.05% 4.6
Shrier Wealth Management
1085
Shrier Wealth Management
California
US$2.98억 +US$114만 +0.4% 1% – 137 5.11% 0.7
Weitzel Financial Services
1086
Weitzel Financial Services
Iowa
US$2.98억 +US$341만 +1% 0.71% 46.3% 56 14.29% 3.5
HCC
1087
Hatch Cove Capital
Illinois
US$2.97억 +US$7196만 +32% 15.6% – 32 40.63% 0.3
Lodestone Wealth Management
1088
Lodestone Wealth Management
Washington
US$2.97억 +US$1400만 +5% 2.05% 87.1% 821 7.67% 1.2
Citrine Capital
1089
Citrine Capital
California
US$2.97억 +US$2705만 +10% 4.58% – 65 15.38% 1.2
TradeWell Securities
1090
TradeWell Securities
Indiana
US$2.96억 +US$1557만 +6% 5.39% – 55 10.91% 1.3
RHS Financial
1091
RHS Financial
California
US$2.96억 +US$4762만 +19% 2.03% 65.6% 198 23.23% 2.2
Midwest Financial Group
1092
Midwest Financial Group
Kansas
US$2.95억 +US$1029만 +4% 0.63% 103% 144 9.72% 2.2
Investment Research Partners
1093
Investment Research Partners
Pennsylvania
US$2.95억 -US$16만 -0.1% 3% – 301 14.62% 0.8
Cisco Systems
1094
Cisco Systems
California
US$2.94억 -US$1.11억 -27% 4.48% 210% 7 42.86% 2
Lewis Asset Management
1095
Lewis Asset Management
California
US$2.94억 +US$824만 +3% 3.49% 142% 239 15.06% 1.5
TCFG Investment Advisors
1096
TCFG Investment Advisors
California
US$2.93억 -US$417만 -1% 2.99% – 317 14.83% 0.4
Fluent Financial
1097
Fluent Financial
Texas
US$2.92억 +US$1199만 +4% 1.06% 46.9% 69 50.72% 2.1
Stonehearth Capital Management
1098
Stonehearth Capital Management
Massachusetts
US$2.92억 -US$113만 -0.4% 0.42% 87.5% 98 10.2% 3.7
Eagle Capital Management (Louisiana)
1099
Eagle Capital Management (Louisiana)
Louisiana
US$2.92억 -US$99.1만 -0.3% 2.48% 103% 54 14.81% 4.5
Vertrix Wealth Management
1100
Vertrix Wealth Management
Michigan
US$2.92억 -US$533만 -2% 1.2% – 108 12.96% 0.4