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 2,004개 펀드(~22%)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)
Shelton Wealth Management
1176
Shelton Wealth Management
Texas
US$2.54억 -US$49.8만 -0.2% 1.07% 89.4% 166 28.31% 2.1
Kaizen Financial Strategies
1177
Kaizen Financial Strategies
California
US$2.54억 -US$5352만 -17% 1.19% 126% 190 14.21% 2.4
Physician Wealth Solutions
1178
Physician Wealth Solutions
Nevada
US$2.54억 -US$958만 -4% 1.86% 43.6% 47 8.51% 2.5
Hippocratic Financial Advisors
1179
Hippocratic Financial Advisors
California
US$2.54억 -US$1097만 -4% 0.35% – 54 33.33% 0.8
Woodward Financial Advisors
1180
Woodward Financial Advisors
North Carolina
US$2.54억 -US$4527만 -15% 0.15% 55% 68 5.88% 3.2
Ergawealth Advisors
1181
Ergawealth Advisors
Illinois
US$2.53억 -US$412만 -2% 1.58% 50% 54 1.85% 2.5
Davidson Trust Company
1182
Davidson Trust Company
Washington
US$2.53억 -US$332만 -1% 3.84% 77% 194 7.73% 3.9
Finer Wealth Management
1183
Finer Wealth Management
Massachusetts
US$2.53억 +US$2908만 +13% 8.23% 175% 94 8.51% 3.1
MW Advisory
1184
MW Advisory
Georgia
US$2.52억 +US$174만 +0.7% 3.03% – 167 25.75% 0.2
Pennsylvania State University
1185
Pennsylvania State University
Pennsylvania
US$2.52억 +US$312만 +1% 1.46% – 3 0% 0.6
Applied Capital LLC
1186
Applied Capital LLC
Florida
US$2.52억 +US$542만 +2% 1.45% 78.3% 97 8.25% 2.7
GEM Asset Management
1187
GEM Asset Management
Michigan
US$2.52억 -US$230만 -0.9% 0.35% 62.9% 123 13.01% 2.6
Kieckhefer Group
1188
Kieckhefer Group
Wisconsin
US$2.52억 +US$578만 +2% 10.7% – 68 13.24% 1.2
Tealwood Asset Management
1189
Tealwood Asset Management
Minnesota
US$2.51억 -US$940만 -4% 0.87% 128% 126 7.14% 3.9
HRC Wealth Management
1190
HRC Wealth Management
Idaho
US$2.51억 +US$661만 +3% 1.85% 82.2% 71 11.27% 1.8
Taylor Securities Services
1191
Taylor Securities Services
Pennsylvania
US$2.5억 +US$454만 +2% 1.89% – 65 12.31% 0.7
GoalFusion Wealth Management
1192
GoalFusion Wealth Management
Texas
US$2.5억 +US$241만 +1% 0.1% 47.6% 35 11.43% 2.5
Union Savings Bank
1193
Union Savings Bank
Connecticut
US$2.5억 +US$117만 +0.5% 0.08% – 333 5.41% 2.6
Walser Wealth Management
1194
Walser Wealth Management
Florida
US$2.5억 +US$904만 +4% 2.56% – 249 26.51% 0.5
Sard Wealth Management Group
1195
Sard Wealth Management Group
Georgia
US$2.5억 +US$4051만 +19% 0.88% 51.3% 68 14.71% 2
GRWP
1196
Green Ridge Wealth Planning
New Jersey
US$2.49억 +US$1148만 +5% 2.58% – 99 16.16% 0.6
Mainsail Asset Management
1197
Mainsail Asset Management
Alabama
US$2.49억 -US$603만 -2% 3.82% 90.4% 219 36.99% 1.1
Aletheian Wealth Advisors
1198
Aletheian Wealth Advisors
Washington
US$2.49억 +US$1489만 +6% 0.31% – 118 11.86% 2.8
Rockingstone Advisors
1199
Rockingstone Advisors
Massachusetts
US$2.49억 -US$47.9만 -0.2% 3.71% 114% 117 5.98% 2.9
Vista Investment Partners II
1200
Vista Investment Partners II
Indiana
US$2.48억 -US$654만 -3% 5.07% – 172 15.12% 1.2