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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
2851
Lifeworks Advisors
Grand Rapids,
Michigan
| US$6.71억 | +US$6891만 | +11% | 7.57% | 80.4% | 334 | 14.37% | 1.6 |
|
| 2852 |
2852
Glenorchy Capital
Boorolite,
Australia
| US$6.71억 | +US$5.08억 | +312% | 11.8% | – | 66 | 4.55% | 1.3 |
|
| 2853 |
2853
Live Oak Private Wealth
Wilmington,
North Carolina
| US$6.7억 | +US$5326만 | +9% | 7.36% | 65% | 194 | 4.64% | 3.7 |
|
| 2854 |
2854
Exchange Capital Management
Ann Arbor,
Michigan
| US$6.7억 | +US$5335만 | +9% | 9.03% | 57.8% | 212 | 5.19% | 5.5 |
|
| 2855 |
ECM
2855
EagleClaw Capital Management
Boston,
Massachusetts
| US$6.7억 | +US$3363만 | +5% | 9.05% | 104% | 150 | 8% | 6.6 |
|
| 2856 |
2856
Geometric Wealth Advisors
Washington,
District of Columbia
| US$6.69억 | +US$8425만 | +14% | 10.3% | 62.1% | 76 | 10.53% | 1.9 |
|
| 2857 |
2857
Nexus Investment Management
Toronto,
Ontario, Canada
| US$6.69억 | -US$2.14억 | -24% | 10.5% | 77.5% | 82 | 10.98% | 4.2 |
|
| 2858 |
2858
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| US$6.69억 | +US$1.17억 | +21% | 8.54% | 55% | 154 | 13.64% | 3.8 |
|
| 2859 |
LWANC
2859
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| US$6.69억 | +US$3015만 | +5% | 7.08% | 63.3% | 698 | 73.21% | 5.6 |
|
| 2860 |
2860
High Probability Advisors
Pittsford,
New York
| US$6.69억 | +US$6913만 | +12% | 7.77% | 52.6% | 61 | 11.48% | 2.9 |
|
| 2861 |
2861
Family Management
New York
| US$6.68억 | +US$5655만 | +9% | 10.5% | 69% | 255 | 23.53% | 2.3 |
|
| 2862 |
2862
Daido Life Insurance Company
Osaka,
Japan
| US$6.68억 | -US$6925만 | -9% | 10.4% | 68.7% | 6 | 0% | 5.1 |
|
| 2863 |
2863
Freemont Management
Vaud,
Switzerland
| US$6.67억 | +US$3.63억 | +119% | 25.4% | 113% | 113 | 32.74% | 1.7 |
|
| 2864 |
VCM
2864
Vivaldi Capital Management
Chicago,
Illinois
| US$6.66억 | +US$4515만 | +7% | 9.12% | 69.2% | 309 | 12.62% | 3.2 |
|
| 2865 |
2865
Evelyn Partners Investment Management Services
London,
| US$6.66억 | +US$5637만 | +9% | 11.5% | – | 282 | 10.28% | 0.5 |
|
| 2866 |
2866
Tarbox Family Office
Newport Beach,
California
| US$6.65억 | +US$6328만 | +11% | 8.78% | 66.4% | 117 | 9.4% | 6.9 |
|
| 2867 |
2867
Concord Asset Management (Virginia)
Abingdon,
Virginia
| US$6.65억 | +US$2.11억 | +47% | 8.89% | 64.7% | 204 | 41.67% | 1.1 |
|
| 2868 |
2868
Arvest Investments
Lowell,
Arkansas
| US$6.64억 | +US$3027만 | +5% | 5.79% | 50% | 185 | 17.84% | 1.1 |
|
| 2869 |
2869
Embree Financial Group
Chicago,
Illinois
| US$6.64억 | +US$6721만 | +11% | 10.2% | 87.6% | 224 | 13.39% | 1.2 |
|
| 2870 |
2870
Beryl Capital Management
Redondo Beach,
California
| US$6.64억 | +US$3.96억 | +148% | 54.3% | 3,932% | 39 | 94.87% | 0 |
|
| 2871 |
2871
Boulay Financial Advisors
Eden Prairie,
Minnesota
| US$6.63억 | +US$3.64억 | +122% | 7.6% | – | 4 | 50% | 0.1 |
|
| 2872 |
2872
Intelligence Driven Advisers
Carlsbad,
California
| US$6.63억 | +US$1.44억 | +28% | 8% | 65.6% | 126 | 24.6% | 2 |
|
| 2873 |
2873
Atlas Venture Life Science Advisors
Cambridge,
Massachusetts
| US$6.62억 | +US$1.41억 | +27% | 52.9% | 484% | 13 | 15.38% | 2.7 |
|
| 2874 |
2874
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| US$6.62억 | +US$5294만 | +9% | 7.04% | 61.6% | 200 | 10% | 1.7 |
|
| 2875 |
2875
Financial Advisors Network
Tustin,
California
| US$6.62억 | +US$5945만 | +10% | 7.45% | – | 197 | 10.15% | 3.4 |
|