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 2,002개 펀드(~22%)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)
Burkett Asset Management
1901
Burkett Asset Management
US$1.06억 -US$91.1만 -0.9% 0.18% – 66 21.21% 0.6
Kingsbury Capital Investment Advisors
1902
Kingsbury Capital Investment Advisors
Illinois
US$1.06억 -US$1221만 -10% 0.54% – 129 23.26% 1.9
PWM
1903
Puff Wealth Management
New Jersey
US$1.06억 +US$785만 +8% 0.94% – 83 10.84% 1.2
Geremia Financial Services
1904
Geremia Financial Services
New Jersey
US$1.05억 +US$1053만 +11% 0.88% – 9 0% 0.7
Xena Financial Planning
1905
Xena Financial Planning
Oregon
US$1.05억 +US$55.2만 +0.5% 1.08% – 40 10% 0.7
CF
1906
Calder Financial
Pennsylvania
US$1.05억 -US$156만 -1% 0.67% – 43 2.33% 0.7
Surience Private Wealth
1907
Surience Private Wealth
Washington
US$1.04억 -US$952만 -8% 0.47% 169% 64 62.5% 0.4
Q Fund Management (Hong Kong)
1908
Q Fund Management (Hong Kong)
US$1.04억 -US$552만 -5% 9.72% – 42 47.62% 0.4
Succession Financial
1909
Succession Financial
Texas
US$1.04억 -US$123만 -1% 2.69% – 55 21.82% 0.2
UPWML
1910
UMB Private Wealth Management, LLC
Missouri
US$1.03억 – – 1.91% – 1,409 – 0
Strategic Financial Group
1911
Strategic Financial Group
Michigan
US$1.03억 -US$112만 -1% 2.08% – 20 5% 0.5
Willow Creek Capital Management
1912
Willow Creek Capital Management
Montana
US$1.03억 -US$23.3만 -0.2% 0.55% – 101 1.98% 0.2
Parrish Capital
1913
Parrish Capital
Georgia
US$1.03억 -US$109만 -1% 2.12% – 88 5.68% 0.7
PBK
1914
Peoples Bank (Kansas)
Kansas
US$1.03억 -US$33.9만 -0.3% 3.28% 74.5% 101 6.93% 2.6
Schuylkill Financial
1915
Schuylkill Financial
Pennsylvania
US$1.02억 -US$623만 -6% 2.19% – 72 16.67% 0.2
IWMO
1916
Integrated Wealth Management (Ohio)
Ohio
US$1.02억 +US$690만 +7% 1.93% – 104 17.31% 0.5
Englebert Financial Advisers
1917
Englebert Financial Advisers
Pennsylvania
US$1.01억 -US$47.8만 -0.5% 0.58% – 80 41.25% 0.5
KFP
1918
Kroeger Financial Partners
California
US$1.01억 -US$260만 -3% 1.07% – 143 11.19% 0.2
Chiron Capital Management
1919
Chiron Capital Management
Florida
US$1.01억 -US$1090만 -10% 4.32% – 144 18.75% 2.2
Sulzberger Capital Advisors
1920
Sulzberger Capital Advisors
Florida
US$1.01억 -US$191만 -2% 2.6% – 59 15.25% 1.3
Ulrich Consultants & Investment Group
1921
Ulrich Consultants & Investment Group
New Mexico
US$1억 – – 1.07% – 47 – 1.6
HFG Wealth Management
1922
HFG Wealth Management
Texas
US$9901만 -US$43만 -0.4% 3.16% 45.9% 42 2.38% 2.3
October Effect
1923
October Effect
Virginia
US$9831만 -US$804만 -8% 4% – 68 14.71% 0.9
August Group Capital
1924
August Group Capital
US$9803만 +US$702만 +8% 3.5% – 107 16.82% 0.6
ACIML
1925
ASK CAPITAL INVESTMENT MANAGERS, LLC
Texas
US$9708만 – – 5.39% – 28 – 0