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)
Roxbury Financial
1851
Roxbury Financial
New Jersey
US$1.3억 +US$389만 +3% 3.84% – 446 12.78% 1.3
Paller Financial Services
1852
Paller Financial Services
Colorado
US$1.3억 -US$346만 -3% 4.51% – 47 10.64% 0.6
Benchmark Financial
1853
Benchmark Financial
Delaware
US$1.3억 +US$748만 +6% 1.25% – 61 13.11% 0.6
Freestate Advisors
1854
Freestate Advisors
Kansas
US$1.3억 -US$388만 -3% 0.97% – 43 2.33% 1.9
Hudson Oak Wealth Advisory
1855
Hudson Oak Wealth Advisory
New Jersey
US$1.3억 +US$33.5만 +0.3% 0.1% – 55 7.27% 0.7
M Wealth Management LLC
1856
M Wealth Management LLC
California
US$1.3억 +US$238만 +2% 0.76% – 61 6.56% 1.3
Ramiah Investment Group
1857
Ramiah Investment Group
Wisconsin
US$1.3억 -US$132만 -1% 0.38% 62.2% 91 29.67% 2.3
Tandem Investment Partners
1858
Tandem Investment Partners
New Jersey
US$1.29억 -US$33.7만 -0.3% 1.56% – 77 2.6% 1.5
Integrity Wealth Partners
1859
Integrity Wealth Partners
California
US$1.29억 – – 1.57% – 103 – 0.5
Argus Investors Counsel
1860
Argus Investors Counsel
New York
US$1.29억 -US$123만 -0.9% 2.13% 132% 115 15.65% 5.5
Frisco Financial Planning
1861
Frisco Financial Planning
Texas
US$1.29억 -US$418만 -3% 3.15% – 34 14.71% 1.2
C2C Wealth Management
1862
C2C Wealth Management
Arizona
US$1.28억 +US$79만 +0.6% 3.62% 77.2% 97 9.28% 3.7
RWIA
1863
Roger Wittlin Investment Advisory
California
US$1.28억 +US$98.5만 +0.8% 0.93% 61.3% 48 14.58% 2.5
BI
1864
BluePrint Investing
California
US$1.28억 -US$558만 -4% 0.38% – 26 3.85% 0.8
WWMP
1865
Wagner Wealth Management (Pennsylvania)
Pennsylvania
US$1.28억 +US$396만 +3% 0.76% – 117 28.21% 0.6
GH
1866
GLP Holdings
Georgia
US$1.27억 +US$1593만 +14% 14.4% – 4 0% 0.8
Mission Financial Group
1867
Mission Financial Group
Nevada
US$1.27억 +US$601만 +5% 2.3% – 170 15.29% 3.4
Stegent Equity Advisors
1868
Stegent Equity Advisors
Texas
US$1.26억 -US$1329만 -10% 3.64% 96.4% 124 34.68% 2.2
Baer Investment Advisory
1869
Baer Investment Advisory
California
US$1.26억 +US$652만 +5% 8.45% – 66 36.36% 0.8
AmeriServ Wealth Advisors
1870
AmeriServ Wealth Advisors
Pennsylvania
US$1.26억 -US$2431만 -16% 1.81% – 55 10.91% 4
Fulcrum Equity Management
1871
Fulcrum Equity Management
Texas
US$1.26억 -US$1053만 -8% 0.99% 116% 166 33.73% 1.5
CenturyLink Investment Management
1872
CenturyLink Investment Management
Colorado
US$1.26억 -US$322만 -2% 2.37% – 3 0% 1.9
Mann Financial Group
1873
Mann Financial Group
Minnesota
US$1.25억 +US$567만 +5% 0.21% – 47 27.66% 0.7
Powerhouse Assets
1874
Powerhouse Assets
Massachusetts
US$1.25억 +US$192만 +2% 0.72% – 57 5.26% 0.7
DBK Financial Counsel
1875
DBK Financial Counsel
Ohio
US$1.25억 +US$534만 +4% 0.06% 58.1% 59 8.47% 3.2