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)
Avantra Family Wealth
1626
Avantra Family Wealth
Pennsylvania
US$1.67억 +US$1037만 +7% 4.77% – 178 16.29% 1.1
BRWM
1627
Blue Rock Wealth Management
North Carolina
US$1.67억 -US$1289만 -7% 3.02% – 120 18.33% 1.3
Silvia McColl Wealth Management
1628
Silvia McColl Wealth Management
California
US$1.67억 +US$31.4만 +0.2% 1.73% 82.7% 125 8% 3
Westco Advisory Services
1629
Westco Advisory Services
New York
US$1.66억 +US$77.5만 +0.5% 2.85% – 103 8.74% 0.7
Hickory Point Bank & Trust
1630
Hickory Point Bank & Trust
Illinois
US$1.66억 +US$140만 +0.8% 1.53% – 485 12.99% 0.8
Cottonwood Capital Advisors
1631
Cottonwood Capital Advisors
Utah
US$1.66억 +US$17.6만 +0.1% 1.42% 79% 91 4.4% 3.9
LDIC Inc
1632
LDIC Inc
US$1.66억 +US$639만 +4% 4.54% – 25 24% 0.3
Seven Hills Financial, LLC
1633
Seven Hills Financial, LLC
Florida
US$1.66억 – – 1.69% – 109 – 0
MJPCFAI
1634
Michael J. Porro & Co. Financial Advisors, Inc.
New Jersey
US$1.66억 -US$1010만 -6% 2.02% – 150 18% 0.6
JDH Wealth Management
1635
JDH Wealth Management
California
US$1.65억 +US$109만 +0.7% 0.08% – 64 12.5% 1.4
Nautilus Advisors
1636
Nautilus Advisors
California
US$1.65억 -US$433만 -3% 1.5% – 186 11.29% 1.3
Navigate Wealth Management
1637
Navigate Wealth Management
Alabama
US$1.65억 +US$387만 +2% 0.22% – 87 16.09% 0.4
FIG Financial Advisory Services
1638
FIG Financial Advisory Services
Oklahoma
US$1.65억 -US$551만 -3% 0.91% – 107 71.96% 0.4
SJBenen ADVISORY
1639
SJBenen ADVISORY
North Carolina
US$1.65억 -US$1145만 -6% 7.65% – 37 18.92% 0.6
BAWM
1640
Bennett Associates Wealth Management
Pennsylvania
US$1.65억 +US$331만 +2% 0.61% 51% 62 29.03% 1.4
PIA
1641
Prakash Investment Advisors
Massachusetts
US$1.65억 -US$927만 -5% 1.22% – 106 14.15% 0.9
Boyce & Associates Wealth Consulting
1642
Boyce & Associates Wealth Consulting
Texas
US$1.65억 +US$2047만 +14% 1.6% 58.2% 89 19.1% 2.5
LWM
1643
Lighthouse Wealth Management
Ohio
US$1.65억 +US$366만 +2% 1.43% – 52 13.46% 1.3
Flagship Capital Management
1644
Flagship Capital Management
Pennsylvania
US$1.64억 +US$590만 +4% 5.79% – 53 7.55% 0.7
Beacon Hill Wealth Management
1645
Beacon Hill Wealth Management
US$1.64억 +US$1993만 +14% 1.05% – 28 17.86% 0.2
Lancaster Investment Management
1646
Lancaster Investment Management
United Kingdom
US$1.64억 -US$172만 -1% 5.92% 0.78% 12 33.33% 0.7
Climber Capital
1647
Climber Capital
Switzerland
US$1.64억 +US$12.5만 +0.1% 0.83% – 68 8.82% 1.5
Income Research & Management
1648
Income Research & Management
Massachusetts
US$1.64억 -US$2089만 -11% 0.5% 1.19% 33 9.09% 1.5
BFS
1649
Burr Financial Services
California
US$1.64억 +US$239만 +1% 3.08% 478% 31 32.26% 1.7
KLCM
1650
KG&L Capital Management
Louisiana
US$1.63억 -US$480만 -3% 1.14% 91.9% 150 16.67% 3.9