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 4,657개 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)
Commonwealth Retirement Investments
2226
Commonwealth Retirement Investments
Virginia
US$3.7억 +US$134만 +0.4% 2.87% 96.7% 415 69.4% 2.3
Wealth Effects
2227
Wealth Effects
Massachusetts
US$3.7억 -US$96.4만 -0.3% 1.52% 235% 270 11.85% 2.7
Solitude Financial Services
2228
Solitude Financial Services
Virginia
US$3.7억 +US$829만 +2% 1.64% 62.4% 42 9.52% 3.1
Reston Wealth Management
2229
Reston Wealth Management
Virginia
US$3.69억 -US$208만 -0.6% 0.18% 66.4% 72 11.11% 3.7
Kentucky Farm Bureau Mutual Insurance
2230
Kentucky Farm Bureau Mutual Insurance
Kentucky
US$3.69억 +US$841만 +2% 4.5% 96.4% 70 1.43% 6.6
Seafarer Capital Partners
2231
Seafarer Capital Partners
California
US$3.69억 -US$6527만 -15% 3.86% 61.3% 9 0% 3.8
FSA
2232
Financial Services Advisory
Maryland
US$3.68억 -US$3091만 -8% 0.76% 82.5% 92 43.48% 1.2
PCA Investment Advisory Services
2233
PCA Investment Advisory Services
Ohio
US$3.68억 +US$1000만 +3% 0.87% 71.4% 61 4.92% 2.5
Cabot-Wellington
2234
Cabot-Wellington
Massachusetts
US$3.68억 -US$1190만 -3% 0.76% 73.1% 5 0% 6.1
Quantum Financial Planning Services
2235
Quantum Financial Planning Services
Washington
US$3.67억 +US$4452만 +14% 0.54% – 60 13.33% 1.2
ITIM
2236
Indiana Trust & Investment Management
Indiana
US$3.67억 +US$107만 +0.3% 1.65% 114% 485 7.01% 4.1
25 LLC
2237
25 LLC
Missouri
US$3.67억 +US$170만 +0.5% 0.96% 48.7% 83 12.05% 2.2
Southern Financial Group
2238
Southern Financial Group
Alabama
US$3.66억 -US$2555만 -7% 4.08% – 96 8.33% 0.7
Purus Wealth Management
2239
Purus Wealth Management
California
US$3.66억 +US$304만 +0.8% 4.14% 174% 183 13.66% 3
Gill Capital Partners
2240
Gill Capital Partners
Colorado
US$3.66억 -US$1175만 -3% 0.28% 59% 703 78.52% 4.1
Barrett & Company
2241
Barrett & Company
Rhode Island
US$3.66억 +US$851만 +2% 1.91% 83.6% 727 10.45% 3
Essential Planning
2242
Essential Planning
New Hampshire
US$3.65억 +US$1159만 +3% 0.82% 40.9% 90 5.56% 2.7
Planned Solutions
2243
Planned Solutions
California
US$3.65억 +US$1618만 +5% 1.59% 68.3% 164 10.37% 2.8
Sterling Financial Planning
2244
Sterling Financial Planning
New Jersey
US$3.65억 -US$287만 -0.8% 1.31% 59.3% 127 5.51% 4.1
Impact Capital Partners
2245
Impact Capital Partners
Colorado
US$3.65억 -US$188만 -0.5% 3.47% – 297 14.81% 1.4
HT Partners
2246
HT Partners
Connecticut
US$3.64억 +US$329만 +0.9% 1.14% 71.1% 56 5.36% 6
CCM
2247
Consolidated Capital Management
California
US$3.64억 -US$1088만 -3% 0.9% 166% 74 4.05% 2.7
Firetrail Investments
2248
Firetrail Investments
Australia
US$3.64억 +US$887만 +2% 1.88% 139% 34 5.88% 1.5
Centerpoint Advisors
2249
Centerpoint Advisors
Massachusetts
US$3.63억 +US$1110만 +3% 1.38% 82.6% 507 34.12% 3.9
Verger Capital Management
2250
Verger Capital Management
North Carolina
US$3.63억 +US$2172만 +6% 1.13% 58.3% 14 21.43% 8.1