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)
Sheets Smith Wealth Management
1926
Sheets Smith Wealth Management
North Carolina
US$9.6억 -US$4267만 -4% 0.72% 83.4% 418 10.05% 5.5
Madison Wealth Partners
1927
Madison Wealth Partners
Wisconsin
US$9.6억 +US$1.72억 +22% 0.24% 74.2% 362 23.2% 1.8
TC
1928
Teilinger Capital
Texas
US$9.6억 +US$2.42억 +34% 17.5% 8.46% 15 33.33% 0.8
Ellenbecker Investment Group
1929
Ellenbecker Investment Group
Wisconsin
US$9.6억 +US$9480만 +11% 0.85% 61.6% 161 16.15% 3.9
GWM
1930
Gibbs Wealth Management
Georgia
US$9.5억 +US$1.27억 +15% 1.18% – 535 19.07% 1.2
Howard Financial Services
1931
Howard Financial Services
Texas
US$9.5억 +US$2704만 +3% 0.71% 55.9% 250 11.2% 3
Polaris Capital Management
1932
Polaris Capital Management
Massachusetts
US$9.5억 -US$1.08억 -10% 1.47% 94.4% 89 8.99% 4.4
Integrity Advisory Solutions
1933
Integrity Advisory Solutions
Texas
US$9.5억 -US$1877만 -2% 0.79% – 393 15.78% 0.6
Central Pacific Bank - Trust Division
1934
Central Pacific Bank - Trust Division
Hawaii
US$9.5억 -US$3205만 -3% 0.79% – 940 14.26% 1.8
Geometric Wealth Advisors
1935
Geometric Wealth Advisors
District of Columbia
US$9.49억 +US$2480만 +3% 0.27% 68.3% 103 10.68% 2.4
MJP Associates
1936
MJP Associates
Connecticut
US$9.48억 +US$3389만 +4% 1.97% 69.1% 252 16.27% 2.5
EQT Fund Management
1937
EQT Fund Management
Luxembourg
US$9.47억 +US$8482만 +10% 9.11% – 6 16.67% 0.7
Cypress Point Wealth Management
1938
Cypress Point Wealth Management
Texas
US$9.45억 +US$4.54억 +92% 7.11% 255% 186 32.26% 1.3
Marietta Wealth Management
1939
Marietta Wealth Management
Georgia
US$9.45억 -US$2583만 -3% 2.28% 93% 139 12.23% 5
Ashton Thomas Securities
1940
Ashton Thomas Securities
New York
US$9.44억 +US$2.67억 +39% 2.21% – 537 34.45% 1
Twin Capital Management
1941
Twin Capital Management
Pennsylvania
US$9.44억 +US$2711만 +3% 4.91% 148% 289 13.49% 4.4
Advisory Research
1942
Advisory Research
Illinois
US$9.43억 -US$5901만 -6% 2.06% 138% 146 18.49% 4.1
Middleton & Co
1943
Middleton & Co
Massachusetts
US$9.43억 +US$103만 +0.1% 4.54% 81.8% 171 5.26% 7.2
APFP
1944
Action Point Financial Planning
Michigan
US$9.41억 -US$4365만 -4% 0.2% – 2,790 84.66% 0.3
Planning Alternatives
1945
Planning Alternatives
Michigan
US$9.4억 +US$718만 +0.8% 1.21% 75% 147 19.05% 3.1
JT Stratford LLC
1946
JT Stratford LLC
Georgia
US$9.39억 +US$2742만 +3% 2.21% 113% 350 16.86% 3.2
Foundation Resource Management
1947
Foundation Resource Management
Arkansas
US$9.39억 +US$7899만 +9% 11.4% 84.5% 57 3.51% 8.4
James J. Burns & Company
1948
James J. Burns & Company
New York
US$9.37억 +US$1342만 +1% 0.25% 70.2% 172 8.72% 2.5
Wealth Enhancement Trust Services
1949
Wealth Enhancement Trust Services
South Dakota
US$9.37억 +US$3650만 +4% 1.11% – 1,577 53.46% 0.6
James Investment Research
1950
James Investment Research
Ohio
US$9.36억 -US$4759만 -5% 0.51% 110% 392 9.18% 5.2