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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
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| US$3.71억 | -US$1163만 | -3% | 2.87% | 55.5% | 101 | 9.9% | 3.7 |
|
| 3927 |
3927
DoubleLine ETF Adviser
Tampa,
Florida
| US$3.71억 | -US$3988만 | -10% | 3.63% | 51.6% | 219 | 43.84% | 0.5 |
|
| 3928 |
3928
Nordflint Capital Partners Fondsmaeglerselskab
Copenhagen O,
Denmark
| US$3.71억 | – | – | 8.92% | – | 1 | – | 0 |
|
| 3929 |
3929
Shulman DeMeo Asset Management
Lake Success,
New York
| US$3.71억 | -US$3689만 | -9% | 1.1% | 79.3% | 134 | 13.43% | 2.9 |
|
| 3930 |
3930
Manhattan West Asset Management
Los Angeles,
California
| US$3.7억 | -US$1623만 | -4% | 1.47% | 65.6% | 146 | 15.07% | 2 |
|
| 3931 |
3931
White Pine Investment Company
Livonia,
Michigan
| US$3.7억 | +US$577만 | +2% | 0.98% | 73.3% | 69 | 11.59% | 4.8 |
|
| 3932 |
3932
Centric Wealth Management
Chicago,
Illinois
| US$3.7억 | -US$613만 | -2% | 0.14% | 44.4% | 191 | 23.04% | 2.3 |
|
| 3933 |
3933
Polymer Capital Management
New York
| US$3.7억 | – | – | 5.34% | – | 352 | – | 0 |
|
| 3934 |
3934
Crestview Partners IV
New York
| US$3.7억 | +US$2.84억 | +332% | 14.4% | 106% | 2 | 0% | 2.4 |
|
| 3935 |
BCA
3935
Bray Capital Advisors
Naples,
Florida
| US$3.7억 | -US$3865만 | -9% | 2.37% | 36.6% | 260 | 2.31% | 6.4 |
|
| 3936 |
3936
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| US$3.7억 | -US$1751만 | -5% | 2.63% | 49.3% | 54 | 9.26% | 7.5 |
|
| 3937 |
3937
Thames Capital Management
Roseland,
New Jersey
| US$3.69억 | +US$4793만 | +15% | 16.5% | 1,177% | 48 | 43.75% | 1.7 |
|
| 3938 |
3938
LECAP Asset Management
London,
United Kingdom
| US$3.69억 | -US$9424만 | -20% | 1.18% | 35.6% | 429 | 65.73% | 0.3 |
|
| 3939 |
GWM
3939
Gibbs Wealth Management
Alpharetta,
Georgia
| US$3.69억 | +US$6006만 | +19% | 0.69% | – | 297 | 16.84% | 0.5 |
|
| 3940 |
EGA
3940
E&G Advisors
Houston,
Texas
| US$3.68억 | +US$711만 | +2% | 1.98% | 97.7% | 228 | 10.09% | 2.6 |
|
| 3941 |
3941
Builder Investment Group
Atlanta,
Georgia
| US$3.68억 | -US$409만 | -1% | 1.04% | 169% | 106 | 9.43% | 1.7 |
|
| 3942 |
3942
Milestone Investment Advisors
Middleton,
Wisconsin
| US$3.68억 | +US$1110만 | +3% | 0.23% | 52.8% | 133 | 6.77% | 1.7 |
|
| 3943 |
3943
First Wilshire Securities Management
Pasadena,
California
| US$3.68억 | +US$1215만 | +3% | 2.83% | 135% | 90 | 11.11% | 4.8 |
|
| 3944 |
3944
Vickerman Investment Advisors
Spokane,
Washington
| US$3.68억 | +US$2775만 | +8% | 0.61% | 47.3% | 67 | 2.99% | 2.7 |
|
| 3945 |
3945
Legacy Wealth Asset Management
Woodbury,
Minnesota
| US$3.67억 | -US$527만 | -1% | 2.86% | 116% | 364 | 9.62% | 2.7 |
|
| 3946 |
3946
Madrona Financial Services
Everett,
Washington
| US$3.67억 | +US$741만 | +2% | 1.73% | 85.1% | 123 | 18.7% | 2.7 |
|
| 3947 |
CA
3947
Crumly & Associates
Springfield,
Illinois
| US$3.67억 | +US$533만 | +1% | 0.04% | 58.1% | 158 | 8.23% | 2.1 |
|
| 3948 |
TM
3948
Tikvah Management
Charlotte,
North Carolina
| US$3.67억 | +US$4454만 | +14% | 14.9% | 169% | 25 | 8% | 4.3 |
|
| 3949 |
3949
Elevated Capital Advisors
Sandy,
Utah
| US$3.67억 | -US$939만 | -2% | 0.26% | 50.2% | 285 | 16.14% | 1.7 |
|
| 3950 |
3950
Clarity Wealth Advisors
San Jose,
California
| US$3.67억 | +US$2274만 | +7% | 3.39% | 94.1% | 96 | 4.17% | 3 |
|