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 2,393개 펀드(~27%)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)
PWM
2276
Puff Wealth Management
New Jersey
US$1.06억 +US$785만 +8% 0.94% – 83 10.84% 1.2
Stonehaven Wealth & Tax Solutions
2277
Stonehaven Wealth & Tax Solutions
Wisconsin
US$1.05억 -US$1944만 -16% 0.68% – 102 27.45% 1.1
Cogent Strategic Wealth
2278
Cogent Strategic Wealth
Illinois
US$1.05억 +US$19.9만 +0.2% 0.88% – 61 9.84% 0.6
Geremia Financial Services
2279
Geremia Financial Services
New Jersey
US$1.05억 +US$1053만 +11% 0.88% – 9 0% 0.7
Xena Financial Planning
2280
Xena Financial Planning
Oregon
US$1.05억 +US$55.2만 +0.5% 1.08% – 40 10% 0.7
CF
2281
Calder Financial
Pennsylvania
US$1.05억 -US$156만 -1% 0.67% – 43 2.33% 0.7
Surience Private Wealth
2282
Surience Private Wealth
Washington
US$1.04억 -US$952만 -8% 0.47% 169% 64 62.5% 0.4
Q Fund Management (Hong Kong)
2283
Q Fund Management (Hong Kong)
US$1.04억 -US$552만 -5% 9.72% – 42 47.62% 0.4
Succession Financial
2284
Succession Financial
Texas
US$1.04억 -US$123만 -1% 2.69% – 55 21.82% 0.2
T3 Companies
2285
T3 Companies
New York
US$1.03억 +US$970만 +10% 1.69% – 292 72.26% 0.2
UPWML
2286
UMB Private Wealth Management, LLC
Missouri
US$1.03억 – – 1.91% – 1,409 – 0
Strategic Financial Group
2287
Strategic Financial Group
Michigan
US$1.03억 -US$112만 -1% 2.08% – 20 5% 0.5
Willow Creek Capital Management
2288
Willow Creek Capital Management
Montana
US$1.03억 -US$23.3만 -0.2% 0.55% – 101 1.98% 0.2
Parrish Capital
2289
Parrish Capital
Georgia
US$1.03억 -US$109만 -1% 2.12% – 88 5.68% 0.7
PBK
2290
Peoples Bank (Kansas)
Kansas
US$1.03억 -US$33.9만 -0.3% 3.28% 74.5% 101 6.93% 2.6
Schuylkill Financial
2291
Schuylkill Financial
Pennsylvania
US$1.02억 -US$623만 -6% 2.19% – 72 16.67% 0.2
IWMO
2292
Integrated Wealth Management (Ohio)
Ohio
US$1.02억 +US$690만 +7% 1.93% – 104 17.31% 0.5
Englebert Financial Advisers
2293
Englebert Financial Advisers
Pennsylvania
US$1.01억 -US$47.8만 -0.5% 0.58% – 80 41.25% 0.5
KFP
2294
Kroeger Financial Partners
California
US$1.01억 -US$260만 -3% 1.07% – 143 11.19% 0.2
Chiron Capital Management
2295
Chiron Capital Management
Florida
US$1.01억 -US$1090만 -10% 4.32% – 144 18.75% 2.2
Sulzberger Capital Advisors
2296
Sulzberger Capital Advisors
Florida
US$1.01억 -US$191만 -2% 2.6% – 59 15.25% 1.3
Ulrich Consultants & Investment Group
2297
Ulrich Consultants & Investment Group
New Mexico
US$1억 – – 1.07% – 47 – 1.6
HFG Wealth Management
2298
HFG Wealth Management
Texas
US$9901만 -US$43만 -0.4% 3.16% 45.9% 42 2.38% 2.3
October Effect
2299
October Effect
Virginia
US$9831만 -US$804만 -8% 4% – 68 14.71% 0.9
Professional Financial Management
2300
Professional Financial Management
Wisconsin
US$9823만 -US$37.4만 -0.4% 3.75% – 28 35.71% 0.5