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)
TPWM
1701
Twelve Points Wealth Management
Massachusetts
US$5.36억 +US$3706만 +7% 1.25% 56.8% 225 7.56% 2.9
Silverlake Wealth Management
1702
Silverlake Wealth Management
Vermont
US$5.36억 +US$813만 +2% 1.62% 73.3% 420 11.43% 2.5
Rockline Wealth Management
1703
Rockline Wealth Management
New York
US$5.35억 +US$1302만 +2% 6.1% 176% 114 11.4% 1.9
Firestone Capital Management
1704
Firestone Capital Management
Florida
US$5.35억 -US$161만 -0.3% 0.37% 56.9% 177 9.6% 4.1
AIS
1705
AM Investment Strategies
Tennessee
US$5.35억 +US$1427만 +3% 2.94% 135% 119 15.97% 3.4
RS Crum Inc
1706
RS Crum Inc
California
US$5.34억 +US$105만 +0.2% 0.1% 54.2% 106 6.6% 3.3
NVWM LLC
1707
NVWM LLC
Pennsylvania
US$5.33억 +US$3687만 +7% 3.32% 119% 837 12.31% 3.2
55 North Private Wealth
1708
55 North Private Wealth
Florida
US$5.32억 +US$2422만 +5% 1.28% – 350 23.71% 0.5
New Hampshire Trust
1709
New Hampshire Trust
New Hampshire
US$5.32억 +US$186만 +0.4% 3.55% 88.5% 182 9.34% 3
Manitou Investment Management
1710
Manitou Investment Management
Ontario, Canada
US$5.32억 -US$620만 -1% 5.29% 69.3% 52 11.54% 4
Castle Rock Wealth Management
1711
Castle Rock Wealth Management
California
US$5.31억 +US$2176만 +4% 2.91% 115% 287 12.89% 3.4
Roof Eidam Maycock Peralta (REMP)
1712
Roof Eidam Maycock Peralta (REMP)
California
US$5.31억 +US$2322만 +5% 0.97% 62.3% 136 7.35% 5.2
Cherry Tree Wealth Management
1713
Cherry Tree Wealth Management
Minnesota
US$5.31억 -US$69.9만 -0.1% 0.92% 38.9% 606 6.11% 2.7
Valicenti Advisory Services
1714
Valicenti Advisory Services
New York
US$5.31억 +US$81.6만 +0.2% 2.35% 134% 86 9.3% 5.8
Frontier Asset Management
1715
Frontier Asset Management
Wyoming
US$5.3억 -US$2856만 -5% 0.06% 57.1% 94 18.09% 2.3
TGY2IT
1716
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
US$5.3억 +US$1964만 +4% 0.73% – 147 74.83% 0.3
Kirr Marbach & Co
1717
Kirr Marbach & Co
Indiana
US$5.3억 -US$6426만 -11% 6.67% 121% 61 13.11% 4.7
Cranbrook Wealth Management
1718
Cranbrook Wealth Management
Michigan
US$5.29억 -US$509만 -1% 0.41% 54.3% 418 13.4% 6.1
Bright Rock Capital Management
1719
Bright Rock Capital Management
Massachusetts
US$5.29억 +US$3004만 +6% 6.08% 53.1% 80 18.75% 5.3
Beacon Financial Advisory
1720
Beacon Financial Advisory
Ohio
US$5.29억 +US$2049만 +4% 1.37% 76.8% 448 12.95% 2.8
Waterway Wealth Management
1721
Waterway Wealth Management
Texas
US$5.28억 +US$3818만 +8% 0.28% 52.2% 113 18.58% 1.2
MPS Loria Financial Planners
1722
MPS Loria Financial Planners
Illinois
US$5.27억 +US$9209만 +21% 2.39% 80% 93 8.6% 5.4
Brown Capital Management
1723
Brown Capital Management
Maryland
US$5.27억 +US$2668만 +5% 10.7% 107% 58 12.07% 3.8
Highline Wealth Partners
1724
Highline Wealth Partners
California
US$5.27억 +US$3364만 +7% 3.19% 93.8% 1,552 15.01% 1.5
Wendel SE
1725
Wendel SE
US$5.26억 +US$756만 +1% 1.46% – 1 0% 1.5