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 4,665개 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)
GWMT
2301
Guardian Wealth Management (Tennessee)
Tennessee
US$3.53억 -US$336만 -0.9% 1.21% – 31 6.45% 0.7
RIA Advisory Group
2302
RIA Advisory Group
Iowa
US$3.53억 -US$1.06억 -23% 4.12% – 167 27.54% 1.7
Equita Financial Network
2303
Equita Financial Network
Pennsylvania
US$3.53억 -US$702만 -2% 0.51% 50.5% 98 15.31% 2.1
Auour Investments
2304
Auour Investments
Massachusetts
US$3.53억 +US$441만 +1% 0.12% 39.2% 97 4.12% 2.4
Westwood Wealth Management
2305
Westwood Wealth Management
California
US$3.53억 +US$789만 +2% 9.19% 495% 48 12.5% 1.5
Your Advocates Ltd
2306
Your Advocates Ltd
Texas
US$3.52억 +US$258만 +0.7% 0.26% 53.6% 217 6.45% 3.2
Financial Life Advisors
2307
Financial Life Advisors
Texas
US$3.52억 +US$51.2만 +0.1% 1.05% 47% 68 23.53% 3.1
Pines Wealth Management
2308
Pines Wealth Management
North Carolina
US$3.52억 +US$408만 +1% 1.93% – 228 6.14% 1.5
Silverleafe Capital Partners
2309
Silverleafe Capital Partners
Tennessee
US$3.51억 -US$1548만 -4% 2.29% 87.7% 117 29.91% 2.4
USAdvisors Wealth Management
2310
USAdvisors Wealth Management
Minnesota
US$3.51억 +US$218만 +0.6% 0.51% 59.6% 152 7.89% 3.2
PAM
2311
Pegasus Asset Management
New York
US$3.51억 -US$20.7만 -0.1% 3.04% 101% 77 11.69% 5.3
Boothe Investment Group
2312
Boothe Investment Group
Delaware
US$3.51억 +US$3321만 +10% 6.8% 75.6% 40 7.5% 2.5
Jeppson Wealth Management
2313
Jeppson Wealth Management
California
US$3.5억 +US$1109만 +3% 4.57% 107% 257 10.89% 3.7
Wilson Asset Management
2314
Wilson Asset Management
Australia
US$3.5억 -US$1366만 -4% 3.83% 58% 47 38.3% 1.3
Ameliora Wealth Management
2315
Ameliora Wealth Management
Switzerland
US$3.5억 +US$1337만 +4% 0.77% 73.9% 251 13.55% 2.3
Inlight Wealth Management
2316
Inlight Wealth Management
Georgia
US$3.5억 +US$3560만 +11% 1.35% – 79 22.78% 1.1
Argyle Capital Management
2317
Argyle Capital Management
Pennsylvania
US$3.49억 +US$222만 +0.6% 3.81% 106% 140 5% 9.5
DHJJ Financial Advisors
2318
DHJJ Financial Advisors
Illinois
US$3.49억 +US$189만 +0.5% 0.04% 62.5% 1,110 4.41% 2.6
Jacobsen Capital Management
2319
Jacobsen Capital Management
Utah
US$3.48억 +US$631만 +2% 1.75% 97.3% 133 10.53% 2.7
Avaii Wealth Management
2320
Avaii Wealth Management
Wisconsin
US$3.48억 +US$767만 +2% 0.91% 100% 196 17.86% 2
Dorval Corp
2321
Dorval Corp
Minnesota
US$3.48억 +US$40.3만 +0.1% 1.92% 29.6% 50 8% 2
Warner Financial
2322
Warner Financial
Maryland
US$3.48억 +US$778만 +2% 0.19% 69.2% 151 4.64% 3
VST
2323
Van Strum & Towne
California
US$3.48억 -US$1902만 -5% 5.78% 72.3% 122 13.93% 6.2
N10 Wealth
2324
N10 Wealth
Connecticut
US$3.48억 +US$6573만 +23% 0.76% – 69 43.48% 0.2
B.O.S.S. Retirement Advisors
2325
B.O.S.S. Retirement Advisors
Utah
US$3.47억 -US$2288만 -6% 1.25% 78.2% 172 23.84% 1.4