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세계 최고의 투자자와 헤지펀드의 최신 주식 포트폴리오
초대형 AUM
2,000억 달러 이상
AUM 규모가 큼
100억~2,000억 달러
중간 AUM
20억~100억 달러
소규모 AUM
2억 5,000만 달러~20억 달러
소규모 AUM
2억 5천만 달러 미만
10% 미만
20% 미만
40% 미만
60% 미만
80% 미만
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | 이름 | AUM |
AUM 성장률 |
AUM 성장률 |
분기 예상 수익률 |
3년간 예상 수익률 | 보유 종목 | 포트폴리오 회전율 |
평균 보유 기간(년) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
2551
Bensler
Bellevue,
Washington
| US$6.9억 | +US$8733만 | +14% | 11.4% | 109% | 170 | 15.29% | 1.6 |
|
| 2552 |
2552
Discerene Group
Stamford,
Connecticut
| US$6.89억 | -US$1.1억 | -14% | 3.95% | 48.6% | 14 | 21.43% | 2.8 |
|
| 2553 |
2553
JGP Wealth Management
Bend,
Oregon
| US$6.89억 | +US$1525만 | +2% | 6.75% | 87.8% | 177 | 13.56% | 3.5 |
|
| 2554 |
2554
River Wealth Advisors
Camp Hill,
Pennsylvania
| US$6.88억 | +US$6172만 | +10% | 11.2% | 80.3% | 222 | 13.06% | 5.5 |
|
| 2555 |
2555
Managed Asset Portfolios
Rochester,
Michigan
| US$6.87억 | +US$2748만 | +4% | 8.1% | 99.2% | 42 | 11.9% | 4.4 |
|
| 2556 |
2556
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| US$6.86억 | +US$1.11억 | +19% | 10.1% | 116% | 355 | 18.31% | 3.3 |
|
| 2557 |
2557
Wilkins Investment Counsel
Boston,
Massachusetts
| US$6.85억 | +US$2.75억 | +67% | 6.98% | 71.3% | 129 | 40.31% | 4.5 |
|
| 2558 |
2558
Opus Capital Group
Cincinnati,
Ohio
| US$6.85억 | +US$6944만 | +11% | 6.27% | 53.7% | 129 | 8.53% | 4.7 |
|
| 2559 |
2559
McGuire Investment Group
Wakefield,
Rhode Island
| US$6.85억 | +US$8516만 | +14% | 14.8% | 202% | 122 | 10.66% | 3.5 |
|
| 2560 |
2560
Resources Management Corp
West Hartford,
Connecticut
| US$6.84억 | +US$1112만 | +2% | 8.48% | 78.5% | 469 | 9.17% | 4.2 |
|
| 2561 |
2561
Arbor Investment Advisors
Winston Salem,
North Carolina
| US$6.83억 | +US$4369만 | +7% | 5.09% | 48.5% | 113 | 10.62% | 4.4 |
|
| 2562 |
2562
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| US$6.83억 | +US$4596만 | +7% | 9.87% | 84.5% | 538 | 16.17% | 2.6 |
|
| 2563 |
2563
Rockbridge Investment Management
Syracuse,
New York
| US$6.82억 | +US$2864만 | +4% | 3.57% | 38.6% | 666 | 82.28% | 2.8 |
|
| 2564 |
2564
Bell Asset Management
Melbourne,
Australia
| US$6.82억 | +US$2659만 | +4% | 6.61% | 45.3% | 64 | 4.69% | 3.9 |
|
| 2565 |
2565
Mechanics Bank - Trust Department
Walnut Creek,
California
| US$6.81억 | +US$4017만 | +6% | 7.67% | 76.8% | 196 | 8.67% | 6 |
|
| 2566 |
2566
Monograph Wealth Advisors
Manhattan Beach,
California
| US$6.81억 | +US$1.24억 | +22% | 7.86% | 68% | 165 | 40% | 1.1 |
|
| 2567 |
2567
Insight Wealth Strategies
San Ramon,
California
| US$6.81억 | +US$6200만 | +10% | 7.18% | 83.5% | 185 | 31.35% | 2.4 |
|
| 2568 |
2568
Curated Wealth Partners
El Segundo,
California
| US$6.81억 | +US$6843만 | +11% | 0% | 39.9% | 280 | 100% | 0 |
|
| 2569 |
2569
Conversant Capital
Summit,
New Jersey
| US$6.8억 | +US$4.47억 | +192% | 99.9% | 228% | 20 | 60% | 0.5 |
|
| 2570 |
2570
Keebeck Wealth Management
Chicago,
Illinois
| US$6.8억 | +US$7371만 | +12% | 9.7% | 81.3% | 289 | 14.53% | 2.4 |
|
| 2571 |
2571
Financial Management Professionals
Austin,
Texas
| US$6.79억 | +US$6480만 | +11% | 7.9% | 67.3% | 1,131 | 16.27% | 3.1 |
|
| 2572 |
2572
Canandaigua National Bank & Trust
Canandaigua,
New York
| US$6.78억 | +US$3160만 | +5% | 8.87% | – | 276 | 7.97% | 6.1 |
|
| 2573 |
2573
Praesidium Investment Management Company
New York
| US$6.78억 | -US$1.32억 | -16% | 8.2% | 79% | 15 | 33.33% | 2.8 |
|
| 2574 |
2574
Octavia Wealth Advisors
Cincinnati,
Ohio
| US$6.77억 | +US$1.09억 | +19% | 7.56% | 67.9% | 242 | 18.6% | 2.1 |
|
| 2575 |
2575
Intelligence Driven Advisers
Carlsbad,
California
| US$6.77억 | +US$5790만 | +9% | 6.21% | 65.6% | 109 | 22.02% | 1.7 |
|