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)
Unique Wealth
2051
Unique Wealth
Florida
US$8.77억 +US$1914만 +2% 0.37% 68.5% 225 17.78% 1.6
Arbor Investment Advisors
2052
Arbor Investment Advisors
North Carolina
US$8.77억 -US$653만 -0.7% 0.33% 48.5% 153 19.61% 4.9
Freedom Together Foundation
2053
Freedom Together Foundation
New York
US$8.75억 +US$821만 +0.9% 0.98% 69.7% 2 0% 1.8
Tran Capital Management
2054
Tran Capital Management
California
US$8.73억 +US$416만 +0.5% 6.44% 173% 72 15.28% 3.1
Thompson Investment Management
2055
Thompson Investment Management
Wisconsin
US$8.73억 +US$101만 +0.1% 3.06% 100% 522 8.24% 4.3
Brio Consultants
2056
Brio Consultants
California
US$8.72억 +US$1884만 +2% 0.17% 46.9% 182 13.19% 3
Alley Investment Management Company
2057
Alley Investment Management Company
Illinois
US$8.71억 +US$1527만 +2% 2.72% 63.2% 89 3.37% 3.7
Warwick Investment Management
2058
Warwick Investment Management
Texas
US$8.71억 -US$1986만 -2% 0.15% 69.9% 158 11.39% 2.1
Financial Enhancement Group
2059
Financial Enhancement Group
Indiana
US$8.71억 +US$3205만 +4% 0.75% 62.2% 147 12.24% 3.4
Physician Wealth Advisors
2060
Physician Wealth Advisors
Utah
US$8.69억 +US$3199만 +4% 1.02% 79.9% 2,648 19.86% 1.3
Parkway Wealth Management
2061
Parkway Wealth Management
Texas
US$8.69억 +US$263만 +0.3% 0.25% – 162 20.37% 0.6
Newbridge Financial Services Group
2062
Newbridge Financial Services Group
Florida
US$8.68억 +US$5965만 +7% 5.71% 189% 1,412 19.97% 2.1
Sargent Investment Group
2063
Sargent Investment Group
Maryland
US$8.67억 +US$3542만 +4% 7.49% 135% 303 15.84% 2.5
HCP
2064
Holt Capital Partners
Texas
US$8.66억 +US$1646만 +2% 0.73% 75.1% 169 4.73% 7.5
Security National Bank
2065
Security National Bank
Nebraska
US$8.65억 +US$2707만 +3% 2.33% 125% 488 22.75% 2.2
BlueSky Wealth Advisors
2066
BlueSky Wealth Advisors
North Carolina
US$8.65억 +US$119만 +0.1% 1.25% 45.9% 118 12.71% 2.7
Rice Partnership
2067
Rice Partnership
Hawaii
US$8.64억 +US$3998만 +5% 2.51% 135% 192 16.15% 3.7
Oslo Pensjonsforsikring
2068
Oslo Pensjonsforsikring
US$8.63억 -US$596만 -0.7% 5.46% 79% 481 13.51% 1.9
PA
2069
Prairie Advisory
Kansas
US$8.63억 +US$4.37억 +102% 0.34% – 183 12.57% 0.2
J.P. Marvel Investment Advisors
2070
J.P. Marvel Investment Advisors
Massachusetts
US$8.63억 -US$796만 -0.9% 3.44% 195% 66 4.55% 7.5
Lineweaver Wealth Advisors
2071
Lineweaver Wealth Advisors
Ohio
US$8.63억 +US$1769만 +2% 0.83% 68.4% 194 12.37% 2.9
Peterson Wealth Advisors
2072
Peterson Wealth Advisors
Utah
US$8.62억 +US$1573만 +2% 0.68% 50.9% 123 8.13% 3.8
Eubel Brady & Suttman Asset Management
2073
Eubel Brady & Suttman Asset Management
Ohio
US$8.62억 +US$2009만 +2% 1.79% 49% 127 11.81% 4.1
Berman McAleer
2074
Berman McAleer
Maryland
US$8.62억 -US$188만 -0.2% 0.35% – 189 13.76% 0.8
CANC
2075
Culbertson A N & Co
Virginia
US$8.61억 +US$252만 +0.3% 0.85% 87.5% 142 5.63% 7.9