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 2,475개 펀드(~28%)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)
LFP
1251
Lakeshore Financial Planning
Michigan
US$3.23억 +US$1186만 +4% 2.28% 65.4% 102 14.71% 1.9
Foundry Financial
1252
Foundry Financial
California
US$3.22억 +US$2461만 +8% 0.05% – 103 24.27% 0.5
Invesco LLC (Illinois)
1253
Invesco LLC (Illinois)
Illinois
US$3.21억 -US$217만 -0.7% 3.14% 122% 137 7.3% 2.6
Global Trust Asset Management
1254
Global Trust Asset Management
Florida
US$3.21억 +US$119만 +0.4% 0.22% 178% 548 22.99% 3.9
Asset Allocation & Management Company
1255
Asset Allocation & Management Company
Illinois
US$3.21억 +US$1397만 +5% 0.53% 58.5% 71 8.45% 3.5
Centerline Wealth Advisors
1256
Centerline Wealth Advisors
Kentucky
US$3.21억 +US$155만 +0.5% 1.11% – 83 6.02% 1
Sims Investment Management
1257
Sims Investment Management
Ohio
US$3.2억 -US$312만 -1% 1.73% – 184 78.8% 1.4
Register Financial Advisors
1258
Register Financial Advisors
Georgia
US$3.2억 -US$601만 -2% 0.49% 130% 454 9.91% 2.2
Adirondack Trust Company
1259
Adirondack Trust Company
New York
US$3.2억 -US$1584만 -5% 2.92% 96.7% 575 6.43% 6.4
Bell & Brown Wealth Advisors
1260
Bell & Brown Wealth Advisors
California
US$3.2억 -US$1036만 -3% 4.67% 125% 74 4.05% 6.2
Maryland Capital Advisors
1261
Maryland Capital Advisors
Maryland
US$3.19억 +US$731만 +2% 0.06% – 1,088 7.63% 1.1
Samalin Investment Counsel
1262
Samalin Investment Counsel
New York
US$3.19억 -US$66.6만 -0.2% 0.71% 68.3% 359 14.21% 3.3
Carlton Hofferkamp & Jenks Wealth Management
1263
Carlton Hofferkamp & Jenks Wealth Management
Texas
US$3.19억 +US$896만 +3% 1.26% 63.9% 147 2.72% 6.5
Defender Capital
1264
Defender Capital
North Carolina
US$3.19억 +US$1118만 +4% 7.68% 101% 39 7.69% 0.6
Genesee Capital Advisors
1265
Genesee Capital Advisors
New York
US$3.18억 +US$17만 +0.1% 0.92% 107% 197 19.8% 2
Nepsis Inc
1266
Nepsis Inc
Minnesota
US$3.17억 +US$2263만 +8% 8.98% 131% 29 6.9% 4.6
TrustBank
1267
TrustBank
Illinois
US$3.17억 +US$2283만 +8% 0.52% – 193 12.44% 0.6
Oak Asset Management
1268
Oak Asset Management
California
US$3.17억 +US$639만 +2% 5.11% 91.8% 117 5.98% 3.5
Archer Investment Management
1269
Archer Investment Management
Texas
US$3.17억 +US$2467만 +8% 0.61% – 131 23.66% 0.8
Carroll Advisory Group
1270
Carroll Advisory Group
Texas
US$3.17억 +US$1269만 +4% 0.89% – 88 18.18% 0.6
Cambridge Financial Group (Arizona)
1271
Cambridge Financial Group (Arizona)
Arizona
US$3.17억 -US$54.6만 -0.2% 0.76% 69.5% 155 1.29% 2.2
Alliance Wealth Advisors (Pennsylvania)
1272
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
US$3.17억 +US$882만 +3% 0.2% 74.4% 179 6.7% 3.5
Mills Wealth Advisors
1273
Mills Wealth Advisors
Texas
US$3.16억 -US$143만 -0.5% 1.64% 37.9% 81 9.88% 1.9
Beacon Wealthcare LLC
1274
Beacon Wealthcare LLC
North Carolina
US$3.15억 +US$332만 +1% 0.54% 47% 32 18.75% 2.8
Trinity Wealth Management
1275
Trinity Wealth Management
Pennsylvania
US$3.15억 +US$24.1만 +0.1% 0.78% 56.7% 94 24.47% 2.5