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 7,143개 펀드(~80%)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)
Kintegral Advisory
1576
Kintegral Advisory
New York
US$12.7억 +US$3490만 +3% 5.15% 143% 238 3.78% 5.9
Heartwood Wealth Advisors
1577
Heartwood Wealth Advisors
Virginia
US$12.7억 -US$2145만 -2% 1.39% 59.4% 232 6.03% 3.2
HCR Wealth Advisors
1578
HCR Wealth Advisors
California
US$12.7억 +US$1.49억 +13% 3.52% 107% 276 9.42% 4.4
Avestar Capital
1579
Avestar Capital
New York
US$12.7억 -US$5.3억 -30% 4.32% 112% 623 29.37% 2.5
HSG Holding
1580
HSG Holding
Hong Kong
US$12.6억 +US$2289만 +2% 4.27% 6.36% 21 9.52% 3.7
Caldwell Trust
1581
Caldwell Trust
Florida
US$12.6억 +US$2769만 +2% 2.66% 97.5% 844 7.58% 4.6
WGI DM
1582
WGI DM
Massachusetts
US$12.6억 +US$1.06억 +9% 4.1% – 7 0% 1.1
RKL Wealth Management
1583
RKL Wealth Management
Pennsylvania
US$12.6억 +US$750만 +0.6% 0.36% 76.8% 196 4.59% 5.5
Dundas Partners
1584
Dundas Partners
United Kingdom
US$12.6억 -US$1.22억 -9% 2.91% 102% 31 6.45% 5.7
Brigade Capital Management
1585
Brigade Capital Management
New York
US$12.6억 +US$7.25억 +136% 125% 234% 27 37.04% 0.4
Linden Thomas Advisory Services
1586
Linden Thomas Advisory Services
North Carolina
US$12.6억 +US$1922만 +2% 3.74% 149% 569 7.73% 2.5
Royal Fund Management
1587
Royal Fund Management
Florida
US$12.6억 +US$5538만 +5% 2.22% 103% 311 14.47% 3.5
Cooper Financial Group
1588
Cooper Financial Group
California
US$12.6억 +US$4936만 +4% 2.08% 87.2% 484 13.84% 2.8
Northside Capital Management
1589
Northside Capital Management
Oregon
US$12.5억 +US$3220만 +3% 1.84% 99.6% 195 10.77% 4
Rockbridge Investment Management
1590
Rockbridge Investment Management
New York
US$12.5억 +US$1760만 +1% 0.99% 43% 150 6.67% 4.3
Spartan Wealth Advisory Services LLC
1591
Spartan Wealth Advisory Services LLC
Michigan
US$12.5억 +US$2629만 +2% 4.73% – 340 14.71% 0.4
Wealth Alliance
1592
Wealth Alliance
New York
US$12.5억 +US$5220만 +4% 2.41% 86.9% 621 16.1% 3.3
Wilkinson Global Asset Management
1593
Wilkinson Global Asset Management
New York
US$12.5억 -US$1159만 -0.9% 4.65% 96.8% 64 4.69% 4.1
Allen Capital Group
1594
Allen Capital Group
Nebraska
US$12.5억 +US$1888만 +2% 1.2% 62.8% 338 12.13% 2.3
Octavia Wealth Advisors
1595
Octavia Wealth Advisors
Ohio
US$12.5억 +US$8838만 +8% 1.03% 76.4% 267 16.1% 3.2
TCOT
1596
Trust Company of Toledo
Ohio
US$12.5억 +US$4411만 +4% 4.5% 109% 890 14.61% 3.2
Woodstock Corp
1597
Woodstock Corp
Massachusetts
US$12.4억 +US$4048만 +3% 5.42% 115% 169 8.88% 8.7
Blueprint Investment Partners
1598
Blueprint Investment Partners
North Carolina
US$12.4억 +US$4451만 +4% 0.8% 91.9% 186 23.66% 1.4
Shepherd Financial Partners
1599
Shepherd Financial Partners
Massachusetts
US$12.4억 +US$2690만 +2% 1.89% 88.4% 273 13.92% 4.2
Baskin Financial Services
1600
Baskin Financial Services
Ontario, Canada
US$12.4억 -US$2966만 -2% 1.76% 69.1% 58 6.9% 5.8