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 4,675개 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)
TMB Capital Partners
2426
TMB Capital Partners
Arkansas
US$3.29억 +US$818만 +3% 1.06% – 192 13.54% 0.7
Montgomery Investment Management
2427
Montgomery Investment Management
Maryland
US$3.29억 -US$93.1만 -0.3% 2.76% 105% 109 4.59% 7.2
Heritage Oak Wealth Advisors
2428
Heritage Oak Wealth Advisors
Florida
US$3.29억 -US$1115만 -3% 1.85% – 119 41.18% 1.1
Arcadia Wealth Management (New Hampshire)
2429
Arcadia Wealth Management (New Hampshire)
New Hampshire
US$3.28억 +US$973만 +3% 0.17% 55.5% 73 24.66% 2.2
Sunpointe
2430
Sunpointe
Missouri
US$3.28억 -US$2379만 -7% 2.84% 122% 305 28.2% 1.5
Wealth Quarterback
2431
Wealth Quarterback
New Jersey
US$3.28억 +US$428만 +1% 2.37% 109% 185 9.73% 2.9
LifeGoal Wealth Advisors
2432
LifeGoal Wealth Advisors
New York
US$3.28억 +US$1.1억 +50% 2.29% – 232 41.38% 0.6
Richards, Merrill & Peterson
2433
Richards, Merrill & Peterson
Washington
US$3.28억 +US$1290만 +4% 3.12% – 302 8.61% 1.3
Seven Post Investment Office
2434
Seven Post Investment Office
California
US$3.28억 -US$2448만 -7% 4.15% 44.4% 44 9.09% 4.2
First National Bank Sioux Falls
2435
First National Bank Sioux Falls
South Dakota
US$3.28억 -US$3784만 -10% 0.35% 70.3% 157 8.92% 5
Argentarii
2436
Argentarii
Ohio
US$3.28억 -US$394만 -1% 4.4% – 217 7.83% 1.3
IMZ Advisory
2437
IMZ Advisory
Florida
US$3.27억 +US$1137만 +4% 1.58% 73.1% 38 5.26% 2.5
Bennett Selby Investments
2438
Bennett Selby Investments
Maine
US$3.27억 +US$1397만 +4% 5.28% 82.1% 89 8.99% 3.4
Royal Harbor Partners
2439
Royal Harbor Partners
Texas
US$3.27억 +US$415만 +1% 0.13% 54.6% 57 3.51% 2.4
Vigilare Wealth Management
2440
Vigilare Wealth Management
Arizona
US$3.27억 +US$58.9만 +0.2% 0.37% 59.5% 137 20.44% 2.7
ShoreHaven Wealth Partners
2441
ShoreHaven Wealth Partners
New Jersey
US$3.26억 +US$820만 +3% 1.05% 72.4% 110 10.91% 2.7
Raub Brock Capital Management
2442
Raub Brock Capital Management
California
US$3.26억 -US$3728만 -10% 2% 54.7% 51 19.61% 2.6
Glass Jacobson Investment Advisors
2443
Glass Jacobson Investment Advisors
Maryland
US$3.26억 +US$504만 +2% 0.12% 63.1% 647 9.43% 2.8
Paragon Private Wealth Management
2444
Paragon Private Wealth Management
Kentucky
US$3.26억 -US$5720만 -15% 1.09% 104% 235 22.13% 2.7
Phoenix Wealth Advisors
2445
Phoenix Wealth Advisors
North Carolina
US$3.26억 +US$2895만 +10% 2.28% 68.8% 136 8.82% 3.4
Bluesphere Advisors
2446
Bluesphere Advisors
Pennsylvania
US$3.25억 +US$125만 +0.4% 2.26% 105% 125 11.2% 2.7
Hapanowicz & Associates Financial Services
2447
Hapanowicz & Associates Financial Services
Pennsylvania
US$3.25억 +US$336만 +1% 0.05% 65% 39 7.69% 3.7
Berkeley Inc
2448
Berkeley Inc
Idaho
US$3.24억 +US$554만 +2% 3.02% 49.4% 91 13.19% 3.3
Robinswood Financial
2449
Robinswood Financial
Washington
US$3.24억 -US$2480만 -7% 0.62% 43.2% 428 83.18% 3
River Street Advisors
2450
River Street Advisors
Illinois
US$3.24억 -US$1541만 -5% 0.14% 93.5% 185 9.19% 2.3