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)
UPWML
1976
UMB Private Wealth Management, LLC
Missouri
US$1.03억 – – 1.91% – 1,409 – 0
Strategic Financial Group
1977
Strategic Financial Group
Michigan
US$1.03억 -US$112만 -1% 2.08% – 20 5% 0.5
Willow Creek Capital Management
1978
Willow Creek Capital Management
Montana
US$1.03억 -US$23.3만 -0.2% 0.55% – 101 1.98% 0.2
Parrish Capital
1979
Parrish Capital
Georgia
US$1.03억 -US$109만 -1% 2.12% – 88 5.68% 0.7
PBK
1980
Peoples Bank (Kansas)
Kansas
US$1.03억 -US$33.9만 -0.3% 3.28% 74.5% 101 6.93% 2.6
Schuylkill Financial
1981
Schuylkill Financial
Pennsylvania
US$1.02억 -US$623만 -6% 2.19% – 72 16.67% 0.2
IWMO
1982
Integrated Wealth Management (Ohio)
Ohio
US$1.02억 +US$690만 +7% 1.93% – 104 17.31% 0.5
Englebert Financial Advisers
1983
Englebert Financial Advisers
Pennsylvania
US$1.01억 -US$47.8만 -0.5% 0.58% – 80 41.25% 0.5
KFP
1984
Kroeger Financial Partners
California
US$1.01억 -US$260만 -3% 1.07% – 143 11.19% 0.2
Chiron Capital Management
1985
Chiron Capital Management
Florida
US$1.01억 -US$1090만 -10% 4.32% – 144 18.75% 2.2
Sulzberger Capital Advisors
1986
Sulzberger Capital Advisors
Florida
US$1.01억 -US$191만 -2% 2.6% – 59 15.25% 1.3
Ulrich Consultants & Investment Group
1987
Ulrich Consultants & Investment Group
New Mexico
US$1억 – – 1.07% – 47 – 1.6
HFG Wealth Management
1988
HFG Wealth Management
Texas
US$9901만 -US$43만 -0.4% 3.16% 45.9% 42 2.38% 2.3
October Effect
1989
October Effect
Virginia
US$9831만 -US$804만 -8% 4% – 68 14.71% 0.9
August Group Capital
1990
August Group Capital
US$9803만 +US$702만 +8% 3.5% – 107 16.82% 0.6
ACIML
1991
ASK CAPITAL INVESTMENT MANAGERS, LLC
Texas
US$9708만 – – 5.39% – 28 – 0
University of Cambridge Investment Management
1992
University of Cambridge Investment Management
US$9640만 +US$250만 +3% 2.66% – 1 0% 0.8
Meadowbrook Wealth Management
1993
Meadowbrook Wealth Management
New York
US$9543만 +US$257만 +3% 6.7% – 91 31.87% 0.7
York GP
1994
York GP
Cayman Islands
US$9516만 -US$3119만 -25% 24.2% – 3 0% 1.7
WealthSpring Partners
1995
WealthSpring Partners
California
US$9442만 -US$2195만 -19% 0.94% – 82 23.17% 2.6
Measured Risk Portfolios
1996
Measured Risk Portfolios
California
US$9378만 -US$1863만 -17% 0.02% – 66 7.58% 1.5
Capitol Family Office
1997
Capitol Family Office
Oregon
US$9290만 -US$179만 -2% 1.9% 72% 47 23.4% 2.2
HCM
1998
Helios Capital Management
Singapore
US$9190만 -US$1046만 -10% 3.55% 124% 27 11.11% 1.8
Walleye Partners
1999
Walleye Partners
Wisconsin
US$8900만 +US$127만 +1% 0.72% – 64 15.63% 0.6
John W. Brooker & Co
2000
John W. Brooker & Co
California
US$8796만 +US$519만 +6% 0.06% 43.4% 78 14.1% 2.4