에서 실시간으로 운영 중이에요! 자세히 알아보기

세계 최고의 투자자와 헤지펀드의 최신 주식 포트폴리오

이름 AUM AUM
성장률
AUM
성장률
분기
예상 수익률
3년간
예상 수익률
보유 종목 포트폴리오 회전율 평균 보유
기간(년)
Bensler
2551
Bensler
Washington
US$6.9억 +US$8733만 +14% 11.4% 109% 170 15.29% 1.6
Discerene Group
2552
Discerene Group
Connecticut
US$6.89억 -US$1.1억 -14% 3.95% 48.6% 14 21.43% 2.8
JGP Wealth Management
2553
JGP Wealth Management
Oregon
US$6.89억 +US$1525만 +2% 6.75% 87.8% 177 13.56% 3.5
River Wealth Advisors
2554
River Wealth Advisors
Pennsylvania
US$6.88억 +US$6172만 +10% 11.2% 80.3% 222 13.06% 5.5
Managed Asset Portfolios
2555
Managed Asset Portfolios
Michigan
US$6.87억 +US$2748만 +4% 8.1% 99.2% 42 11.9% 4.4
Keystone Financial Group (Kentucky)
2556
Keystone Financial Group (Kentucky)
Kentucky
US$6.86억 +US$1.11억 +19% 10.1% 116% 355 18.31% 3.3
Wilkins Investment Counsel
2557
Wilkins Investment Counsel
Massachusetts
US$6.85억 +US$2.75억 +67% 6.98% 71.3% 129 40.31% 4.5
Opus Capital Group
2558
Opus Capital Group
Ohio
US$6.85억 +US$6944만 +11% 6.27% 53.7% 129 8.53% 4.7
McGuire Investment Group
2559
McGuire Investment Group
Rhode Island
US$6.85억 +US$8516만 +14% 14.8% 202% 122 10.66% 3.5
Resources Management Corp
2560
Resources Management Corp
Connecticut
US$6.84억 +US$1112만 +2% 8.48% 78.5% 469 9.17% 4.2
Arbor Investment Advisors
2561
Arbor Investment Advisors
North Carolina
US$6.83억 +US$4369만 +7% 5.09% 48.5% 113 10.62% 4.4
Pinnacle Wealth Planning Services
2562
Pinnacle Wealth Planning Services
Ohio
US$6.83억 +US$4596만 +7% 9.87% 84.5% 538 16.17% 2.6
Rockbridge Investment Management
2563
Rockbridge Investment Management
New York
US$6.82억 +US$2864만 +4% 3.57% 38.6% 666 82.28% 2.8
Bell Asset Management
2564
Bell Asset Management
Australia
US$6.82억 +US$2659만 +4% 6.61% 45.3% 64 4.69% 3.9
Mechanics Bank - Trust Department
2565
Mechanics Bank - Trust Department
California
US$6.81억 +US$4017만 +6% 7.67% 76.8% 196 8.67% 6
Monograph Wealth Advisors
2566
Monograph Wealth Advisors
California
US$6.81억 +US$1.24억 +22% 7.86% 68% 165 40% 1.1
Insight Wealth Strategies
2567
Insight Wealth Strategies
California
US$6.81억 +US$6200만 +10% 7.18% 83.5% 185 31.35% 2.4
Curated Wealth Partners
2568
Curated Wealth Partners
California
US$6.81억 +US$6843만 +11% 0% 39.9% 280 100% 0
Conversant Capital
2569
Conversant Capital
New Jersey
US$6.8억 +US$4.47억 +192% 99.9% 228% 20 60% 0.5
Keebeck Wealth Management
2570
Keebeck Wealth Management
Illinois
US$6.8억 +US$7371만 +12% 9.7% 81.3% 289 14.53% 2.4
Financial Management Professionals
2571
Financial Management Professionals
Texas
US$6.79억 +US$6480만 +11% 7.9% 67.3% 1,131 16.27% 3.1
Canandaigua National Bank & Trust
2572
Canandaigua National Bank & Trust
New York
US$6.78억 +US$3160만 +5% 8.87% – 276 7.97% 6.1
Praesidium Investment Management Company
2573
Praesidium Investment Management Company
New York
US$6.78억 -US$1.32억 -16% 8.2% 79% 15 33.33% 2.8
Octavia Wealth Advisors
2574
Octavia Wealth Advisors
Ohio
US$6.77억 +US$1.09억 +19% 7.56% 67.9% 242 18.6% 2.1
Intelligence Driven Advisers
2575
Intelligence Driven Advisers
California
US$6.77억 +US$5790만 +9% 6.21% 65.6% 109 22.02% 1.7