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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
3876
Blue Zone Wealth Advisors
Los Angeles,
California
| US$4억 | +US$4052만 | +11% | 8% | 91.1% | 115 | 12.17% | 2.8 |
|
| 3877 |
3877
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| US$4억 | -US$1474만 | -4% | 24.6% | 240% | 102 | 46.08% | 2.5 |
|
| 3878 |
3878
Marion Wealth Management
Monroeville,
Pennsylvania
| US$3.99억 | +US$2509만 | +7% | 6.44% | 51.7% | 140 | 15% | 2.2 |
|
| 3879 |
3879
Camrose Capital Investment Partners
London,
United Kingdom
| US$3.99억 | +US$1.21억 | +43% | 7.9% | – | 9 | 0% | 0.5 |
|
| 3880 |
3880
Wiser Wealth Management
Marietta,
Georgia
| US$3.99억 | +US$4292만 | +12% | 8.1% | 53% | 53 | 13.21% | 2.2 |
|
| 3881 |
3881
Little House Capital
Braintree,
Massachusetts
| US$3.99억 | +US$3540만 | +10% | 13.4% | 108% | 141 | 21.28% | 2.4 |
|
| 3882 |
3882
Oak Hill Advisors
New York
| US$3.99억 | -US$7310만 | -15% | 3.54% | 42.4% | 13 | 7.69% | 4.8 |
|
| 3883 |
3883
Silver Rock Financial
Los Angeles,
California
| US$3.99억 | +US$1677만 | +4% | 4.54% | 2.58% | 31 | 9.68% | 1.9 |
|
| 3884 |
3884
MSA Advisors
Santa Monica,
California
| US$3.99억 | +US$821만 | +2% | 9.81% | – | 34 | 29.41% | 1.2 |
|
| 3885 |
3885
Founders Grove Wealth Partners
Richmond,
Virginia
| US$3.99억 | +US$3963만 | +11% | 7.99% | – | 135 | 14.07% | 0.4 |
|
| 3886 |
3886
Delta Air Lines
Atlanta,
Georgia
| US$3.98억 | +US$6583만 | +20% | 26.2% | 5.3% | 2 | 0% | 3 |
|
| 3887 |
3887
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
| US$3.98억 | – | – | 8.56% | – | 236 | – | 0 |
|
| 3888 |
3888
B.O.S.S. Retirement Advisors
Lehi,
Utah
| US$3.98억 | +US$5337만 | +15% | 9.96% | 78.2% | 212 | 30.19% | 0.7 |
|
| 3889 |
3889
Mason & Associates (Virginia)
Newport News,
Virginia
| US$3.98억 | +US$5111만 | +15% | 6.59% | – | 44 | 18.18% | 0.9 |
|
| 3890 |
3890
Curtis Advisory Group
Santa Barbara,
California
| US$3.98억 | +US$5753만 | +17% | 12.9% | 67.6% | 113 | 18.58% | 3 |
|
| 3891 |
3891
Tradewinds Capital Management
Bellingham,
Washington
| US$3.98억 | +US$2461만 | +7% | 10.4% | 96.9% | 706 | 14.59% | 4.2 |
|
| 3892 |
DI
3892
DDFG Inc
Thousand Oaks,
California
| US$3.98억 | +US$3671만 | +10% | 7.24% | 56.3% | 81 | 7.41% | 2 |
|
| 3893 |
3893
Childress Capital Advisors
Houston,
Texas
| US$3.97억 | +US$5226만 | +15% | 9.06% | 101% | 260 | 17.69% | 1.7 |
|
| 3894 |
3894
Perseverance Asset Management International
George Town,
Cayman Islands
| US$3.97억 | -US$3.68억 | -48% | 5.64% | 120% | 22 | 59.09% | 1.8 |
|
| 3895 |
3895
Bedell Frazier Investment Counselling
Walnut Creek,
California
| US$3.97억 | +US$442만 | +1% | 8.3% | 72.5% | 117 | 18.8% | 3.1 |
|
| 3896 |
3896
Magnolia Capital Advisors
Jackson,
Mississippi
| US$3.97억 | +US$2909만 | +8% | 8.92% | 78.7% | 245 | 9.39% | 1.1 |
|
| 3897 |
3897
NetEase Inc
Hangzhou,
China
| US$3.97억 | +US$3.75억 | +1,695% | 10% | 464% | 2 | 50% | 1.5 |
|
| 3898 |
3898
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| US$3.97억 | +US$4043만 | +11% | 9.95% | 75.2% | 122 | 18.03% | 1.5 |
|
| 3899 |
3899
Garden State Investment Advisory Services
Red Bank,
New Jersey
| US$3.97억 | +US$8423만 | +27% | 14.4% | 94% | 339 | 26.25% | 1.4 |
|
| 3900 |
3900
Almitas Capital
Santa Monica,
California
| US$3.96억 | +US$9497만 | +32% | 17.9% | 86.1% | 101 | 38.61% | 0.8 |
|