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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
3926
Concentric Wealth Management
Lafayette,
California
| US$1.39억 | +US$436만 | +3% | 2.3% | 33.4% | 89 | 2.25% | 1.4 |
|
| 3927 |
3927
Nicollet Investment Management
Minneapolis,
Minnesota
| US$1.39억 | +US$975만 | +8% | 6.5% | 104% | 71 | 7.04% | 0.5 |
|
| 3928 |
3928
Orleans Capital Management
Mandeville,
Louisiana
| US$1.39억 | +US$244만 | +2% | 3.25% | 94.6% | 84 | 9.52% | 3.2 |
|
| 3929 |
WWMSC
3929
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| US$1.39억 | +US$741만 | +6% | 1.47% | 36.9% | 735 | 15.92% | 0.4 |
|
| 3930 |
MCA
3930
Mercer Capital Advisers
Little Silver,
New Jersey
| US$1.39억 | +US$263만 | +2% | 3.07% | 59.6% | 247 | 2.83% | 3 |
|
| 3931 |
3931
Rench Wealth Management
Denton,
Texas
| US$1.39억 | -US$778만 | -5% | 1.11% | 106% | 54 | 9.26% | 3.1 |
|
| 3932 |
3932
Bellecapital
Zurich,
Switzerland
| US$1.38억 | +US$3157만 | +30% | 1.32% | 128% | 92 | 15.22% | 1.5 |
|
| 3933 |
3933
Albert D. Mason Inc
Boston,
Massachusetts
| US$1.38억 | +US$552만 | +4% | 3.53% | 82% | 143 | 6.29% | 3.3 |
|
| 3934 |
CAGAS
3934
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| US$1.38억 | +US$154만 | +1% | 2.5% | 54.8% | 393 | 17.3% | 0.2 |
|
| 3935 |
3935
Gainplan
Bloomfield Hills,
Michigan
| US$1.38억 | +US$5973만 | +76% | 10.2% | 103% | 25 | 64% | 0.2 |
|
| 3936 |
3936
Peloton Wealth Strategists
Indianapolis,
Indiana
| US$1.38억 | +US$531만 | +4% | 5.48% | 51.3% | 66 | 15.15% | 2.5 |
|
| 3937 |
3937
Peachtree Investment Advisors
Atlanta,
Georgia
| US$1.38억 | +US$499만 | +4% | 0.59% | 24.2% | 77 | 5.19% | 3.9 |
|
| 3938 |
3938
Wills Financial Group
Richmond,
Virginia
| US$1.38억 | +US$298만 | +2% | 0.46% | 57.5% | 70 | 8.57% | 2.7 |
|
| 3939 |
3939
Peninsula Asset Management
Bradenton,
Florida
| US$1.38억 | +US$122만 | +0.9% | 2.69% | 44.1% | 46 | 2.17% | 4 |
|
| 3940 |
3940
Copernicus Capital Management
San Francisco,
California
| US$1.38억 | +US$1228만 | +10% | 7.63% | 126% | 25 | 44% | 0.3 |
|
| 3941 |
3941
Sheffield Asset Management
Chicago,
Illinois
| US$1.38억 | -US$9322만 | -40% | 9.95% | 24.5% | 25 | 76% | 0.3 |
|
| 3942 |
3942
Taylor Frigon Capital Management
Scottsdale,
Arizona
| US$1.38억 | +US$902만 | +7% | 13.2% | 131% | 88 | 7.95% | 2.2 |
|
| 3943 |
3943
Technology Crossover Management V
Menlo Park,
California
| US$1.37억 | +US$2044만 | +17% | 17.5% | 2.5% | 2 | 0% | 3 |
|
| 3944 |
3944
BigSur Wealth Management
Miami,
Florida
| US$1.37억 | -US$295만 | -2% | 1.33% | 94.8% | 112 | 15.18% | 1.2 |
|
| 3945 |
3945
Caldera Capital
Dallas,
Texas
| US$1.37억 | +US$2579만 | +23% | 7.43% | 84.5% | 22 | 59.09% | 0.5 |
|
| 3946 |
3946
Ford Financial Group
Fresno,
California
| US$1.37억 | +US$928만 | +7% | 1.3% | 47.7% | 47 | 21.28% | 0.5 |
|
| 3947 |
3947
Aquiline Capital Partners
New York
| US$1.37억 | -US$1023만 | -7% | 4.44% | 14.7% | 1 | 0% | 1 |
|
| 3948 |
3948
Pecaut & Co
Sioux City,
Iowa
| US$1.37억 | +US$544만 | +4% | 5.7% | 67.6% | 68 | 14.71% | 2.3 |
|
| 3949 |
3949
Vickerman & Driscoll Financial Advisors
Spokane,
Washington
| US$1.37억 | +US$158만 | +1% | 2.27% | – | 115 | 2.61% | 0.5 |
|
| 3950 |
3950
Artemis Wealth Advisors
New York
| US$1.37억 | +US$861만 | +7% | 6.5% | 174% | 32 | 6.25% | 1.1 |
|