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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)
Ullmann Wealth Partners Group
2551
Ullmann Wealth Partners Group
Florida
US$7.01억 +US$2874만 +4% 2.12% 62.2% 118 11.86% 3.5
JGP Wealth Management
2552
JGP Wealth Management
Oregon
US$7.01억 +US$1232만 +2% 1.9% 87.8% 178 13.48% 3.5
Perennial Investment Advisors
2553
Perennial Investment Advisors
California
US$7.01억 +US$4185만 +6% 3.92% 84.3% 401 17.96% 2
Compass Ion Advisors
2554
Compass Ion Advisors
Pennsylvania
US$7억 +US$419만 +0.6% 0.98% 75.6% 229 1.31% 1.3
Pinnacle Wealth Planning Services
2555
Pinnacle Wealth Planning Services
Ohio
US$7억 +US$1733만 +3% 2.6% 82.1% 557 17.77% 2.7
HCR Wealth Advisors
2556
HCR Wealth Advisors
California
US$7억 +US$4033만 +6% 7.15% 107% 234 10.68% 3.5
Focused Wealth Management
2557
Focused Wealth Management
New York
US$6.99억 +US$4835만 +7% 3.46% 73.9% 275 41.82% 4.9
Mechanics Bank - Trust Department
2558
Mechanics Bank - Trust Department
California
US$6.99억 +US$1770만 +3% 3.2% 76.8% 202 7.43% 6
NTV Asset Management
2559
NTV Asset Management
West Virginia
US$6.99억 +US$4250만 +6% 3.34% 110% 264 7.2% 6.1
McGuire Investment Group
2560
McGuire Investment Group
Rhode Island
US$6.97억 +US$1286만 +2% 5.41% 202% 117 4.27% 3.8
River Wealth Advisors
2561
River Wealth Advisors
Pennsylvania
US$6.97억 +US$930만 +1% 2.95% 80.3% 209 8.13% 5.8
Heritage Financial Services
2562
Heritage Financial Services
Massachusetts
US$6.97억 +US$2498만 +4% 1.29% 38.3% 108 6.48% 1.6
Hendershot Investments
2563
Hendershot Investments
Virginia
US$6.96억 -US$350만 -0.5% 0.29% 50.5% 137 8.76% 5.1
Stanley-Laman Group
2564
Stanley-Laman Group
Pennsylvania
US$6.96억 -US$1735만 -2% 1.83% 114% 288 19.79% 1.9
Continuum Advisory
2565
Continuum Advisory
Idaho
US$6.94억 +US$2585만 +4% 2.61% 77% 1,761 6.81% 0.9
ShawSpring Partners
2566
ShawSpring Partners
Massachusetts
US$6.93억 -US$8534만 -11% 3.76% 3.53% 10 20% 2
Qtron Investments
2567
Qtron Investments
Massachusetts
US$6.92억 -US$1394만 -2% 5.79% 140% 507 18.15% 2.1
Moloney Securities Asset Management
2568
Moloney Securities Asset Management
Missouri
US$6.92억 +US$2808만 +4% 2.54% 86% 519 18.3% 3.3
Center for Financial Planning
2569
Center for Financial Planning
Michigan
US$6.92억 +US$2267만 +3% 1.4% 57.5% 634 11.83% 3.1
TCOT
2570
Trust Company of Toledo
Ohio
US$6.91억 +US$5176만 +8% 4.13% 109% 237 6.75% 6.2
Eubel Brady & Suttman Asset Management
2571
Eubel Brady & Suttman Asset Management
Ohio
US$6.91억 -US$9479만 -12% 5.16% 40.2% 99 15.15% 4.2
WCM
2572
Wallace Capital Management
Texas
US$6.9억 -US$4304만 -6% 3.6% 62.3% 81 7.41% 5
Security National Bank
2573
Security National Bank
Nebraska
US$6.89억 +US$2809만 +4% 5.59% 113% 295 8.47% 1.8
Dillon & Associates
2574
Dillon & Associates
Michigan
US$6.88억 +US$5132만 +8% 9.36% 117% 83 4.82% 7
Resources Management Corp
2575
Resources Management Corp
Connecticut
US$6.87억 +US$278만 +0.4% 2.19% 78.5% 451 7.54% 4.4