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 2,069개 펀드(~23%)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)
Somerset Trust
951
Somerset Trust
Pennsylvania
US$3.54억 +US$35.3만 +0.1% 2.71% 80.5% 192 6.25% 5.4
WA
952
Wealthstar Advisors
Texas
US$3.54억 +US$1087만 +3% 1.57% – 126 19.05% 1.5
GWMT
953
Guardian Wealth Management (Tennessee)
Tennessee
US$3.53억 -US$336만 -0.9% 1.21% – 31 6.45% 0.7
RIA Advisory Group
954
RIA Advisory Group
Iowa
US$3.53억 -US$1.06억 -23% 4.12% – 167 27.54% 1.7
Equita Financial Network
955
Equita Financial Network
Pennsylvania
US$3.53억 -US$702만 -2% 0.51% 50.5% 98 15.31% 2.1
Financial Life Advisors
956
Financial Life Advisors
Texas
US$3.52억 +US$51.2만 +0.1% 1.05% 47% 68 23.53% 3.1
Pines Wealth Management
957
Pines Wealth Management
North Carolina
US$3.52억 +US$408만 +1% 1.93% – 228 6.14% 1.5
Silverleafe Capital Partners
958
Silverleafe Capital Partners
Tennessee
US$3.51억 -US$1548만 -4% 2.29% 87.7% 117 29.91% 2.4
USAdvisors Wealth Management
959
USAdvisors Wealth Management
Minnesota
US$3.51억 +US$218만 +0.6% 0.51% 59.6% 152 7.89% 3.2
Jeppson Wealth Management
960
Jeppson Wealth Management
California
US$3.5억 +US$1109만 +3% 4.57% 107% 257 10.89% 3.7
Inlight Wealth Management
961
Inlight Wealth Management
Georgia
US$3.5억 +US$3560만 +11% 1.35% – 79 22.78% 1.1
Avaii Wealth Management
962
Avaii Wealth Management
Wisconsin
US$3.48억 +US$767만 +2% 0.91% 100% 196 17.86% 2
N10 Wealth
963
N10 Wealth
Connecticut
US$3.48억 +US$6573만 +23% 0.76% – 69 43.48% 0.2
JVL Associates
964
JVL Associates
Michigan
US$3.47억 -US$506만 -1% 0.54% 81% 83 14.46% 3.9
Weybosset Research & Management
965
Weybosset Research & Management
Rhode Island
US$3.47억 -US$3368만 -9% 5.29% 74.8% 33 6.06% 6.7
Hixon Zuercher
966
Hixon Zuercher
Ohio
US$3.47억 +US$596만 +2% 3.39% 101% 95 10.53% 3.5
Spectrum Asset Management (California)
967
Spectrum Asset Management (California)
California
US$3.46억 -US$1410만 -4% 1.8% 68.3% 126 18.25% 3.6
Forza Wealth Management
968
Forza Wealth Management
Florida
US$3.46억 +US$1974만 +6% 0.8% 69.8% 200 6% 2.9
Mayfair Advisory Group
969
Mayfair Advisory Group
Alabama
US$3.45억 +US$1299만 +4% 1.31% 71.5% 195 9.74% 3.2
Acima Private Wealth
970
Acima Private Wealth
Virginia
US$3.44억 +US$3.38만 +0% 0.47% 51.1% 177 3.95% 6.3
Ferguson Shapiro
971
Ferguson Shapiro
Georgia
US$3.44억 +US$193만 +0.6% 0.61% 42.7% 97 16.49% 1.5
Mosley Wealth Management
972
Mosley Wealth Management
California
US$3.43억 +US$2915만 +9% 0.77% – 826 8.11% 0.6
Worth Asset Management
973
Worth Asset Management
Texas
US$3.43억 +US$3051만 +10% 1.45% 115% 267 34.83% 1.2
MCG
974
McCollum Christoferson Group
New York
US$3.43억 +US$172만 +0.5% 3.26% 59.4% 93 19.35% 3.8
Realta Investment Advisors
975
Realta Investment Advisors
Delaware
US$3.42억 +US$2044만 +6% 6.59% 151% 423 25.53% 2.9