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 4,623개 펀드(~52%)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)
Wheelhouse Advisory Group
2176
Wheelhouse Advisory Group
Missouri
US$3.78억 +US$2379만 +7% 1.04% 67.9% 59 11.86% 1.8
MS
2177
Madden Securities
Texas
US$3.78억 +US$1812만 +5% 4.42% 108% 344 65.99% 1
United Wealth Management
2178
United Wealth Management
Virginia
US$3.78억 -US$6649만 -15% 1.17% – 25 12% 1.6
RWC Asset Advisors
2179
RWC Asset Advisors
Florida
US$3.77억 -US$7221만 -16% 9.04% 267% 17 23.53% 2.4
Cypress Capital
2180
Cypress Capital
Tennessee
US$3.77억 +US$741만 +2% 0.72% 43.6% 127 18.9% 2.6
Seneca Financial Advisors
2181
Seneca Financial Advisors
New York
US$3.77억 -US$785만 -2% 1.41% 50.9% 69 13.04% 3.7
FAP
2182
Financial Advisory Partners
Florida
US$3.77억 -US$561만 -1% 0.85% 52.9% 75 1.33% 3.3
Trust Company of Oklahoma
2183
Trust Company of Oklahoma
Oklahoma
US$3.77억 -US$1226만 -3% 3.02% 101% 152 17.11% 6
Narus Financial Partners
2184
Narus Financial Partners
Utah
US$3.77억 -US$1240만 -3% 2.18% 85.3% 184 10.33% 4.1
WealthBridge Investment Counsel
2185
WealthBridge Investment Counsel
Alberta, Canada
US$3.77억 +US$235만 +0.6% 3.93% 106% 44 0% 5.1
Kelleher Financial Advisors
2186
Kelleher Financial Advisors
New York
US$3.77억 -US$3.28억 -47% 2.96% 80.3% 884 51.13% 2
Capital Planning
2187
Capital Planning
Washington
US$3.76억 +US$3267만 +10% 2.56% 81.2% 93 15.05% 3.6
Sweeney & Michel
2188
Sweeney & Michel
California
US$3.76억 -US$505만 -1% 1.51% – 172 8.14% 2.3
Veery Capital
2189
Veery Capital
Delaware
US$3.75억 +US$296만 +0.8% 0.12% 63.4% 109 15.6% 3.3
Pinnacle Bancorp
2190
Pinnacle Bancorp
Nebraska
US$3.75억 -US$953만 -2% 1.31% 72.9% 950 5.79% 5.1
KA
2191
Kooman & Associates
Pennsylvania
US$3.75억 +US$232만 +0.6% 0.77% 66% 57 7.02% 2.6
ShankerValleau Wealth Advisors
2192
ShankerValleau Wealth Advisors
Illinois
US$3.74억 -US$514만 -1% 1.01% 60.3% 50 22% 2.4
StrongBox Wealth
2193
StrongBox Wealth
Missouri
US$3.74억 +US$2329만 +7% 1.26% 63.9% 358 27.37% 1.2
Morling Financial Advisors
2194
Morling Financial Advisors
California
US$3.74억 +US$1347만 +4% 0.33% 97.6% 154 26.62% 2.1
Cypress Financial Planning
2195
Cypress Financial Planning
New Jersey
US$3.73억 -US$3944만 -10% 1.9% 41.2% 116 17.24% 2
Powszechne Towarzystwo Emerytalne Allianz Polska
2196
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
US$3.73억 +US$7678만 +26% 1.94% – 13 23.08% 1.7
Watershed Private Wealth
2197
Watershed Private Wealth
Illinois
US$3.73억 +US$1818만 +5% 1.58% 80.3% 129 17.05% 2.3
Lisanti Capital Growth
2198
Lisanti Capital Growth
New York
US$3.73억 -US$8172만 -18% 16.6% 1,588% 161 73.29% 0.4
MKC
2199
M. Kraus & Co
Vermont
US$3.73억 -US$418만 -1% 3.17% 65.9% 88 7.95% 6.9
Oxler Private Wealth
2200
Oxler Private Wealth
New York
US$3.72억 +US$2228만 +6% 9.82% 119% 94 6.38% 4.2