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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
Ashton Thomas Securities
Rochester,
New York
| US$7.16억 | +US$3.03억 | +73% | 6.89% | – | 427 | 39.34% | 0.7 |
|
| 2852 |
LWANC
2852
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| US$7.15억 | +US$4662만 | +7% | 6.88% | 71.1% | 189 | 13.76% | 5.8 |
|
| 2853 |
2853
Troluce Capital Advisors
Dorado,
Puerto Rico
| US$7.15억 | +US$2.93억 | +69% | 9.16% | 61.1% | 53 | 75.47% | 0.1 |
|
| 2854 |
2854
Hohimer Wealth Management
Seattle,
Washington
| US$7.15억 | +US$1.52억 | +27% | 9.83% | 99.7% | 379 | 37.73% | 1.6 |
|
| 2855 |
2855
Berman McAleer
Timonium,
Maryland
| US$7.15억 | – | – | 6.74% | – | 164 | – | 0 |
|
| 2856 |
ECM
2856
EagleClaw Capital Management
Boston,
Massachusetts
| US$7.15억 | +US$4534만 | +7% | 6.12% | 104% | 149 | 5.37% | 6.7 |
|
| 2857 |
2857
Camden National Bank
Camden,
Maine
| US$7.15억 | +US$2097만 | +3% | 5.42% | 48.8% | 173 | 9.25% | 4.2 |
|
| 2858 |
2858
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| US$7.15억 | +US$5233만 | +8% | 6.74% | 61.6% | 198 | 7.07% | 1.9 |
|
| 2859 |
2859
Inspirion Wealth Advisors
Libertyville,
Illinois
| US$7.15억 | -US$4095만 | -5% | 6.27% | 52.5% | 171 | 19.88% | 5 |
|
| 2860 |
2860
Auxier Asset Management
Aurora,
Oregon
| US$7.14억 | +US$3272만 | +5% | 6.44% | 71.7% | 179 | 5.59% | 8.3 |
|
| 2861 |
2861
Oarsman Capital
Milwaukee,
Wisconsin
| US$7.13억 | +US$7558만 | +12% | 7.14% | 70.6% | 272 | 16.54% | 4.2 |
|
| 2862 |
2862
Dean Investment Associates
Beavercreek,
Ohio
| US$7.13억 | +US$3321만 | +5% | 6.35% | 63.5% | 216 | 12.04% | 4.5 |
|
| 2863 |
2863
George Kaiser Family Foundation
Tulsa,
Oklahoma
| US$7.13억 | +US$1871만 | +3% | 4.37% | 106% | 70 | 5.71% | 1.2 |
|
| 2864 |
2864
Boulay Financial Advisors
Eden Prairie,
Minnesota
| US$7.12억 | +US$4936만 | +7% | 6.62% | – | 4 | 0% | 0.4 |
|
| 2865 |
2865
Mechanics Bank - Trust Department
Walnut Creek,
California
| US$7.12억 | +US$1458만 | +2% | 7.98% | 76.8% | 216 | 6.48% | 6.6 |
|
| 2866 |
2866
Glassman Wealth Services
Vienna,
Virginia
| US$7.12억 | +US$5878만 | +9% | 7.35% | 62.6% | 192 | 8.33% | 4.6 |
|
| 2867 |
2867
Fortis Capital Management
Bellevue,
Washington
| US$7.12억 | +US$6912만 | +11% | 7.11% | 82% | 186 | 11.29% | 2 |
|
| 2868 |
2868
Blueprint Investment Partners
Greensboro,
North Carolina
| US$7.12억 | +US$1.48억 | +26% | 7.8% | 91.9% | 125 | 54.4% | 1.1 |
|
| 2869 |
2869
Rule One Partners
Moreland,
Georgia
| US$7.11억 | +US$5.27억 | +286% | 7.4% | – | 11 | 18.18% | 0.7 |
|
| 2870 |
2870
Alpine Bank Wealth Management
Grand Junction,
Colorado
| US$7.11억 | +US$4881만 | +7% | 6.46% | – | 446 | 12.78% | 0.8 |
|
| 2871 |
2871
Gratus Wealth Advisors
Virginia Beach,
Virginia
| US$7.1억 | +US$4989만 | +8% | 6.33% | 65.2% | 137 | 9.49% | 1.5 |
|
| 2872 |
2872
RMG Wealth Management
Platteville,
Wisconsin
| US$7.1억 | +US$5991만 | +9% | 5.84% | – | 368 | 17.66% | 0.2 |
|
| 2873 |
2873
Liberty Wealth Management
Oakland,
California
| US$7.1억 | +US$7229만 | +11% | 8.15% | 64.2% | 260 | 14.23% | 2.1 |
|
| 2874 |
2874
LS Investment Advisors
Bloomfield Hills,
Michigan
| US$7.1억 | +US$2560만 | +4% | 9.34% | 98.7% | 140 | 7.14% | 8.6 |
|
| 2875 |
2875
Cigna Investments
Bloomfield,
Connecticut
| US$7.1억 | +US$1.22억 | +21% | 11.6% | 154% | 487 | 10.06% | 6 |
|