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 4,696개 펀드(~53%)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)
Royal Harbor Partners
2451
Royal Harbor Partners
Texas
US$3.27억 +US$415만 +1% 0.13% 54.6% 57 3.51% 2.4
Vigilare Wealth Management
2452
Vigilare Wealth Management
Arizona
US$3.27억 +US$58.9만 +0.2% 0.37% 59.5% 137 20.44% 2.7
ShoreHaven Wealth Partners
2453
ShoreHaven Wealth Partners
New Jersey
US$3.26억 +US$820만 +3% 1.05% 72.4% 110 10.91% 2.7
Raub Brock Capital Management
2454
Raub Brock Capital Management
California
US$3.26억 -US$3728만 -10% 2% 54.7% 51 19.61% 2.6
Glass Jacobson Investment Advisors
2455
Glass Jacobson Investment Advisors
Maryland
US$3.26억 +US$504만 +2% 0.12% 63.1% 647 9.43% 2.8
Paragon Private Wealth Management
2456
Paragon Private Wealth Management
Kentucky
US$3.26억 -US$5720만 -15% 1.09% 104% 235 22.13% 2.7
Phoenix Wealth Advisors
2457
Phoenix Wealth Advisors
North Carolina
US$3.26억 +US$2895만 +10% 2.28% 68.8% 136 8.82% 3.4
Bluesphere Advisors
2458
Bluesphere Advisors
Pennsylvania
US$3.25억 +US$125만 +0.4% 2.26% 105% 125 11.2% 2.7
Hapanowicz & Associates Financial Services
2459
Hapanowicz & Associates Financial Services
Pennsylvania
US$3.25억 +US$336만 +1% 0.05% 65% 39 7.69% 3.7
Berkeley Inc
2460
Berkeley Inc
Idaho
US$3.24억 +US$554만 +2% 3.02% 49.4% 91 13.19% 3.3
Robinswood Financial
2461
Robinswood Financial
Washington
US$3.24억 -US$2480만 -7% 0.62% 43.2% 428 83.18% 3
River Street Advisors
2462
River Street Advisors
Illinois
US$3.24억 -US$1541만 -5% 0.14% 93.5% 185 9.19% 2.3
Traveka Wealth
2463
Traveka Wealth
California
US$3.24억 +US$2336만 +8% 1.38% 78.1% 221 13.57% 1.6
ticino wealth
2464
ticino wealth
California
US$3.24억 +US$687만 +2% 1.92% – 140 6.43% 0.7
Wealth Management Resources
2465
Wealth Management Resources
Rhode Island
US$3.24억 -US$42.7만 -0.1% 2.21% 37.7% 31 6.45% 3.5
Mullooly Asset Management
2466
Mullooly Asset Management
New Jersey
US$3.24억 -US$123만 -0.4% 2.91% – 60 5% 1.3
VPC
2467
Valen Private Capital
Pennsylvania
US$3.23억 – – 0.58% – 88 – 0
Essex Woodlands Management
2468
Essex Woodlands Management
Texas
US$3.23억 +US$6892만 +27% 33.7% 119% 5 0% 7.4
Harper Investing
2469
Harper Investing
California
US$3.23억 +US$2647만 +9% 2.84% 58.7% 88 6.82% 1.8
LA
2470
Latitude Advisors
Florida
US$3.23억 +US$7222만 +29% 1.25% 79.6% 1,384 82.44% 0.5
Omega Financial Group
2471
Omega Financial Group
California
US$3.23억 -US$577만 -2% 2.87% 47% 107 16.82% 4.4
Biltmore Wealth Management
2472
Biltmore Wealth Management
Arizona
US$3.23억 +US$248만 +0.8% 0.85% 59.8% 61 8.2% 4.7
Bishop & Co Investment Management
2473
Bishop & Co Investment Management
Pennsylvania
US$3.23억 -US$228만 -0.7% 0.24% 53.7% 26 0% 7.2
LFP
2474
Lakeshore Financial Planning
Michigan
US$3.23억 +US$1186만 +4% 2.28% 65.4% 102 14.71% 1.9
Davis Investment Partners
2475
Davis Investment Partners
North Carolina
US$3.22억 -US$603만 -2% 0.71% 97.8% 184 16.3% 2