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 4,517개 펀드(~51%)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)
Baron Wealth Management
2076
Baron Wealth Management
Michigan
US$3.89억 +US$315만 +0.8% 1.48% 88.6% 334 17.37% 1.7
Sensible Money
2077
Sensible Money
Arizona
US$3.89억 +US$1166만 +3% 0.52% 69.1% 113 17.7% 2.5
FP
2078
Fiduciary Planning
Florida
US$3.89억 +US$641만 +2% 0.54% 71.4% 84 10.71% 2.5
Trinity Financial Advisors
2079
Trinity Financial Advisors
Ohio
US$3.88억 -US$59.6만 -0.2% 0.94% 74.5% 101 7.92% 2.9
CIA
2080
Cape Investment Advisory
Georgia
US$3.88억 +US$1428만 +4% 1.63% 72.5% 1,541 10.25% 0.6
Sterling Wealth Management
2081
Sterling Wealth Management
Illinois
US$3.88억 -US$1437만 -4% 0.94% – 118 4.24% 2.2
Leeward Financial Partners
2082
Leeward Financial Partners
Washington
US$3.88억 +US$665만 +2% 4.58% 97.9% 115 9.57% 2.8
Penobscot Wealth Management
2083
Penobscot Wealth Management
Maine
US$3.88억 +US$1389만 +4% 0.49% 56.7% 121 4.13% 2.5
Advanced Asset Management Advisors
2084
Advanced Asset Management Advisors
Ohio
US$3.87억 +US$737만 +2% 2.92% 93.6% 89 5.62% 5.4
Hazlett, Burt & Watson
2085
Hazlett, Burt & Watson
West Virginia
US$3.87억 +US$1067만 +3% 1.96% 108% 959 10.11% 2.8
Stolper & Co
2086
Stolper & Co
Oklahoma
US$3.87억 -US$8.9만 -0% 1.9% 77.1% 92 3.26% 4.7
Colonial River Investments
2087
Colonial River Investments
Virginia
US$3.87억 +US$3569만 +10% 2.04% 156% 278 16.91% 2.1
Shoker Investment Counsel
2088
Shoker Investment Counsel
Ohio
US$3.87억 -US$1145만 -3% 0.03% 88.9% 116 3.45% 6.4
Cherrydale Wealth Management
2089
Cherrydale Wealth Management
New Jersey
US$3.86억 +US$371만 +1% 1.21% 80.8% 87 9.2% 2.6
Whelan Financial
2090
Whelan Financial
California
US$3.86억 +US$1861만 +5% 0.18% 64.6% 108 8.33% 1.9
Oak Family Advisors
2091
Oak Family Advisors
Illinois
US$3.85억 -US$644만 -2% 3.29% 81.9% 124 23.39% 2.7
Fire Capital Management
2092
Fire Capital Management
California
US$3.84억 +US$1.39억 +56% 2.89% – 156 26.28% 1
Cornell Pochily Investment Advisors
2093
Cornell Pochily Investment Advisors
New York
US$3.84억 +US$1212만 +3% 3.87% 97% 195 5.64% 5.2
Vista Investment Partners
2094
Vista Investment Partners
Oklahoma
US$3.84억 -US$1361만 -3% 3.51% 112% 187 19.25% 1.8
Sara-Bay Financial
2095
Sara-Bay Financial
Florida
US$3.84억 +US$811만 +2% 3.65% 233% 96 16.67% 2.9
WBI Investments
2096
WBI Investments
New Jersey
US$3.84억 -US$1998만 -5% 4.3% 105% 368 45.38% 0.8
Demars Financial Group
2097
Demars Financial Group
Washington
US$3.83억 +US$2170만 +6% 2.78% 69.1% 127 16.54% 2.2
OFS Enterprise
2098
OFS Enterprise
Nebraska
US$3.82억 -US$932만 -2% 1.73% – 110 9.09% 0.5
Keating Investment Counselors
2099
Keating Investment Counselors
Florida
US$3.82억 +US$1771만 +5% 5.48% 50% 62 8.06% 6.8
TM
2100
TigerOak Management
New Mexico
US$3.82억 +US$2576만 +7% 6.7% – 141 4.96% 1.4