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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
4476
Sara-Bay Financial
Sarasota,
Florida
| US$1.8억 | -US$2626만 | -13% | 1.02% | 233% | 87 | 13.79% | 1.7 |
|
| 4477 |
4477
Carnegie Mellon University
Pittsburgh,
Pennsylvania
| US$1.79억 | -US$1943만 | -10% | 6.26% | 61.6% | 6 | 0% | 0.8 |
|
| 4478 |
4478
Mathes Company
New York
| US$1.79억 | -US$2635만 | -13% | 4.93% | 121% | 131 | 8.4% | 5.1 |
|
| 4479 |
4479
Denver PWM
Denver,
Colorado
| US$1.79억 | -US$3303만 | -16% | 5.18% | 48.6% | 97 | 12.37% | 2.5 |
|
| 4480 |
4480
Henry James International Management
New York
| US$1.79억 | -US$2041만 | -10% | 7.82% | 125% | 131 | 3.05% | 2.9 |
|
| 4481 |
4481
TFG Advisers
Auburn Hills,
Michigan
| US$1.79억 | -US$856만 | -5% | 5.1% | 61.8% | 197 | 5.08% | 3 |
|
| 4482 |
4482
Garrett Wealth Advisory Group
Weatherford,
Texas
| US$1.79억 | -US$467만 | -3% | 5.51% | 74.6% | 51 | 17.65% | 2.5 |
|
| 4483 |
4483
Atwater Malick
Lancaster,
Pennsylvania
| US$1.79억 | -US$1111만 | -6% | 5.14% | 83.4% | 58 | 13.79% | 2.6 |
|
| 4484 |
DA
4484
Dash Acquisitions
Woodland Hills,
California
| US$1.79억 | -US$400만 | -2% | 7.62% | 52% | 38 | 7.89% | 1.5 |
|
| 4485 |
4485
Adirondack Trust Company
Saratoga Springs,
New York
| US$1.79억 | -US$758만 | -4% | 5.11% | 96.7% | 501 | 10.38% | 4.7 |
|
| 4486 |
4486
Oxler Private Wealth
Rye Brook,
New York
| US$1.79억 | -US$2884만 | -14% | 5.77% | 119% | 467 | 38.54% | 0.4 |
|
| 4487 |
4487
UNC Management Company
Chapel Hill,
North Carolina
| US$1.79억 | -US$1018만 | -5% | 5.18% | 92% | 4 | 75% | 0.2 |
|
| 4488 |
4488
Cadent Capital Advisors
Tulsa,
Oklahoma
| US$1.79억 | +US$174만 | +1% | 1.81% | 106% | 124 | 16.13% | 1.2 |
|
| 4489 |
4489
Excalibur Management
Waltham,
Massachusetts
| US$1.79억 | -US$1354만 | -7% | 4.3% | 81.7% | 156 | 5.77% | 4.2 |
|
| 4490 |
4490
US Financial Advisors
Braintree,
Massachusetts
| US$1.79억 | +US$47.9만 | +0.3% | 4.98% | 12.6% | 69 | 15.94% | 2.5 |
|
| 4491 |
4491
Secure Asset Management
Troy,
Michigan
| US$1.79억 | -US$205만 | -1% | 3.91% | 97.2% | 178 | 19.66% | 1.5 |
|
| 4492 |
4492
Compass Advisory Group
Melville,
New York
| US$1.78억 | -US$568만 | -3% | 3.58% | 49.2% | 72 | 18.06% | 1.2 |
|
| 4493 |
4493
Analog Century Management
New York
| US$1.78억 | -US$574만 | -3% | 2.73% | 785% | 19 | 15.79% | 1.4 |
|
| 4494 |
FP
4494
Financial Perspectives
Minneapolis,
Minnesota
| US$1.78억 | +US$111만 | +0.6% | 5.78% | 87.8% | 711 | 4.22% | 2.1 |
|
| 4495 |
4495
Rench Wealth Management
Denton,
Texas
| US$1.78억 | -US$1684만 | -9% | 7.7% | 106% | 40 | 2.5% | 6.9 |
|
| 4496 |
T
4496
TRUADVICE
Sarasota,
Florida
| US$1.78억 | -US$1093만 | -6% | 4.4% | 21.6% | 158 | 20.89% | 1.3 |
|
| 4497 |
4497
Triune Financial Partners
Overland Park,
Kansas
| US$1.78억 | -US$909만 | -5% | 7.03% | 61.6% | 23 | 0% | 1.2 |
|
| 4498 |
4498
Schroders
London,
United Kingdom
| US$1.78억 | -US$1.67억 | -48% | 4.85% | 5.82% | 83 | 96.39% | 0.7 |
|
| 4499 |
4499
Bull Street Advisors
Savannah,
Georgia
| US$1.78억 | -US$924만 | -5% | 4.15% | 48.5% | 92 | 4.35% | 2.8 |
|
| 4500 |
4500
Townsend Asset Management
Raleigh,
North Carolina
| US$1.78억 | -US$1601만 | -8% | 4.58% | 77% | 215 | 12.09% | 2.2 |
|