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 4,696개 펀드(~53%)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)
Allegiance Financial Group Advisory Services
1526
Allegiance Financial Group Advisory Services
Virginia
US$6.17억 +US$3918만 +7% 2.11% 71.1% 274 35.77% 1.3
Mattern Wealth Management
1527
Mattern Wealth Management
Kansas
US$6.16억 +US$692만 +1% 2.41% 62.2% 189 10.58% 3.9
Cadinha & Co
1528
Cadinha & Co
Hawaii
US$6.16억 -US$5918만 -9% 2.53% 132% 111 7.21% 6.7
Aire Advisors
1529
Aire Advisors
California
US$6.16억 +US$116만 +0.2% 0.59% 77.4% 189 14.29% 3.1
Gould Asset Management
1530
Gould Asset Management
California
US$6.16억 -US$1897만 -3% 0.29% 48.3% 182 7.69% 6.3
Westover Capital Advisors
1531
Westover Capital Advisors
Delaware
US$6.16억 +US$1372만 +2% 1.91% 144% 264 16.67% 3.3
SkyOak Wealth
1532
SkyOak Wealth
Michigan
US$6.16억 +US$354만 +0.6% 1.16% 80.7% 266 15.41% 4
Legacy Financial Strategies
1533
Legacy Financial Strategies
Kansas
US$6.15억 -US$3020만 -5% 1.97% 76.7% 159 13.21% 3.3
Curran Financial Partners
1534
Curran Financial Partners
South Carolina
US$6.15억 -US$5640만 -8% 0.24% 53.5% 157 19.75% 2.5
Whitaker-Myers Wealth Managers
1535
Whitaker-Myers Wealth Managers
Ohio
US$6.14억 +US$1523만 +3% 0.03% 75.2% 134 23.88% 2
Key Financial Inc
1536
Key Financial Inc
Pennsylvania
US$6.14억 +US$316만 +0.5% 1.25% 64.1% 1,396 8.88% 4.1
Grant Street Asset Management
1537
Grant Street Asset Management
Pennsylvania
US$6.14억 +US$322만 +0.5% 1.1% 47.2% 95 7.37% 3.1
EFL
1538
ERn Financial LLC
Wisconsin
US$6.13억 +US$891만 +1% 0.7% 61.2% 170 9.41% 4.1
CBTWT
1539
Community Bank & Trust (Waco, Texas)
Texas
US$6.12억 +US$5782만 +10% 5.07% 124% 181 11.6% 6.1
CRB
1540
Chad R. Baker
US$6.12억 -US$815만 -1% 2.21% 123% 54 9.26% 6.4
REAP Financial Group
1541
REAP Financial Group
Texas
US$6.11억 +US$2522만 +4% 1.06% 63% 566 11.31% 2
Altiora Financial Group
1542
Altiora Financial Group
Ohio
US$6.11억 -US$2367만 -4% 0.39% 41.1% 119 16.81% 2.4
GWI
1543
Grace & White Inc
New York
US$6.1억 -US$2166만 -3% 0.92% 59.6% 137 4.38% 7.8
Steginsky Capital
1544
Steginsky Capital
New York
US$6.1억 -US$5647만 -8% 4.79% 99.4% 8 0% 8.6
Mountain Pacific Investment Advisers
1545
Mountain Pacific Investment Advisers
Idaho
US$6.1억 -US$2579만 -4% 0.31% 82.7% 152 7.24% 8
High Note Wealth
1546
High Note Wealth
Minnesota
US$6.1억 +US$2340만 +4% 2.79% 82.8% 1,022 10.96% 1.5
New York Life Insurance Company
1547
New York Life Insurance Company
New York
US$6.08억 +US$8118만 +15% 2.04% 71% 4 50% 6.3
ORG Wealth Partners
1548
ORG Wealth Partners
Texas
US$6.07억 -US$6081만 -9% 7.89% – 2,584 73.26% 0.4
Sterling Investment Advisors (Pennsylvania)
1549
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
US$6.06억 +US$771만 +1% 3.51% 111% 235 6.81% 4.2
Landaas & Company
1550
Landaas & Company
Wisconsin
US$6.06억 +US$5661만 +10% 1.6% 68.3% 166 13.86% 2.9