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 1,877개 펀드(~21%)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)
Oregon Pacific Wealth Management
1776
Oregon Pacific Wealth Management
Oregon
US$1.08억 +US$128만 +1% 0.15% – 128 21.09% 1.1
CogentBlue Wealth Advisors
1777
CogentBlue Wealth Advisors
Tennessee
US$1.08억 -US$6698만 -38% 0.22% – 104 50.96% 1.4
Shelter Rock Management
1778
Shelter Rock Management
New York
US$1.07억 +US$429만 +4% 1.45% – 42 19.05% 0.6
Lubar & Co
1779
Lubar & Co
Wisconsin
US$1.07억 -US$1923만 -15% 14.3% – 3 0% 9.1
Fullerton Advisors
1780
Fullerton Advisors
California
US$1.07억 +US$27.3만 +0.3% 0.18% – 56 7.14% 0.7
Good Harbor Advisors
1781
Good Harbor Advisors
Massachusetts
US$1.07억 +US$496만 +5% 1.51% – 92 9.78% 0.7
Grange Capital
1782
Grange Capital
Oregon
US$1.07억 -US$165만 -2% 2.34% – 55 12.73% 1.3
SG
1783
Sherry Group
Arkansas
US$1.07억 +US$411만 +4% 2.01% – 57 19.3% 0.6
Burkett Asset Management
1784
Burkett Asset Management
US$1.06억 -US$91.1만 -0.9% 0.18% – 66 21.21% 0.6
Kingsbury Capital Investment Advisors
1785
Kingsbury Capital Investment Advisors
Illinois
US$1.06억 -US$1221만 -10% 0.54% – 129 23.26% 1.9
PWM
1786
Puff Wealth Management
New Jersey
US$1.06억 +US$785만 +8% 0.94% – 83 10.84% 1.2
Geremia Financial Services
1787
Geremia Financial Services
New Jersey
US$1.05억 +US$1053만 +11% 0.88% – 9 0% 0.7
Xena Financial Planning
1788
Xena Financial Planning
Oregon
US$1.05억 +US$55.2만 +0.5% 1.08% – 40 10% 0.7
CF
1789
Calder Financial
Pennsylvania
US$1.05억 -US$156만 -1% 0.67% – 43 2.33% 0.7
Surience Private Wealth
1790
Surience Private Wealth
Washington
US$1.04억 -US$952만 -8% 0.47% 169% 64 62.5% 0.4
Q Fund Management (Hong Kong)
1791
Q Fund Management (Hong Kong)
US$1.04억 -US$552만 -5% 9.72% – 42 47.62% 0.4
Succession Financial
1792
Succession Financial
Texas
US$1.04억 -US$123만 -1% 2.69% – 55 21.82% 0.2
UPWML
1793
UMB Private Wealth Management, LLC
Missouri
US$1.03억 – – 1.91% – 1,409 – 0
Strategic Financial Group
1794
Strategic Financial Group
Michigan
US$1.03억 -US$112만 -1% 2.08% – 20 5% 0.5
Willow Creek Capital Management
1795
Willow Creek Capital Management
Montana
US$1.03억 -US$23.3만 -0.2% 0.55% – 101 1.98% 0.2
Parrish Capital
1796
Parrish Capital
Georgia
US$1.03억 -US$109만 -1% 2.12% – 88 5.68% 0.7
PBK
1797
Peoples Bank (Kansas)
Kansas
US$1.03억 -US$33.9만 -0.3% 3.28% 74.5% 101 6.93% 2.6
IWMO
1798
Integrated Wealth Management (Ohio)
Ohio
US$1.02억 +US$690만 +7% 1.93% – 104 17.31% 0.5
Englebert Financial Advisers
1799
Englebert Financial Advisers
Pennsylvania
US$1.01억 -US$47.8만 -0.5% 0.58% – 80 41.25% 0.5
KFP
1800
Kroeger Financial Partners
California
US$1.01억 -US$260만 -3% 1.07% – 143 11.19% 0.2