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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
Mirsky Financial Management
Rochester,
New York
| US$2.42억 | +US$1821만 | +8% | 4.95% | 39.3% | 54 | 16.67% | 1.7 |
|
| 4502 |
4502
Childress Capital Advisors
Houston,
Texas
| US$2.42억 | -US$385만 | -2% | 8% | 107% | 190 | 16.84% | 0.8 |
|
| 4503 |
4503
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| US$2.42억 | -US$1350만 | -5% | 4.07% | 70.4% | 44 | 9.09% | 0.5 |
|
| 4504 |
PWP
4504
Personal Wealth Partners
Bloomington,
Minnesota
| US$2.42억 | +US$498만 | +2% | 7.07% | 37.2% | 83 | 16.87% | 1.9 |
|
| 4505 |
LA
4505
LFL Advisers
Evanston,
Illinois
| US$2.42억 | +US$2394만 | +11% | 12.9% | 83% | 11 | 0% | 3.5 |
|
| 4506 |
4506
Bishop & Co Investment Management
Erie,
Pennsylvania
| US$2.42억 | +US$3616만 | +18% | 3.89% | 53.7% | 22 | 0% | 4.5 |
|
| 4507 |
4507
Venator Capital Management
Toronto,
Ontario, Canada
| US$2.42억 | +US$3120만 | +15% | 4.67% | 154% | 70 | 27.14% | 0.7 |
|
| 4508 |
4508
Oxler Private Wealth
Rye Brook,
New York
| US$2.41억 | +US$1435만 | +6% | 9.42% | 119% | 128 | 8.59% | 0.9 |
|
| 4509 |
4509
MBM Wealth Consultants
Chesterfield,
Missouri
| US$2.41억 | +US$2194만 | +10% | 4.71% | 57.1% | 314 | 10.51% | 1.9 |
|
| 4510 |
4510
Wealth Effects
Boston,
Massachusetts
| US$2.41억 | – | – | 5.44% | 235% | 215 | – | 0 |
|
| 4511 |
4511
Sweet Financial Partners
Fairmont,
Minnesota
| US$2.41억 | – | – | 6.19% | 22.4% | 156 | – | 0 |
|
| 4512 |
4512
Game Creek Capital
Boston,
Massachusetts
| US$2.41억 | +US$821만 | +4% | 8.4% | 176% | 84 | 25% | 1.7 |
|
| 4513 |
4513
Gradient Capital Advisors
San Diego,
California
| US$2.4억 | +US$2214만 | +10% | 8.2% | 78.5% | 125 | 5.6% | 2.7 |
|
| 4514 |
OFCM
4514
One Fin Capital Management
San Francisco,
California
| US$2.4억 | +US$2424만 | +11% | 14.5% | 92% | 31 | 67.74% | 0.6 |
|
| 4515 |
WA
4515
WP Advisors
San Francisco,
California
| US$2.4억 | -US$384만 | -2% | 8.6% | 113% | 111 | 9.01% | 2.1 |
|
| 4516 |
4516
Autumn Glory Partners
Dallas,
Texas
| US$2.4억 | – | – | 9.02% | 76% | 218 | – | 0 |
|
| 4517 |
4517
Affiance Financial
St. Louis Park,
Minnesota
| US$2.4억 | +US$964만 | +4% | 7% | 57.8% | 157 | 8.28% | 3.5 |
|
| 4518 |
4518
FSB Premier Wealth Management
Waterloo,
Iowa
| US$2.4억 | +US$3992만 | +20% | 5.3% | 53.9% | 536 | 80.78% | 0.2 |
|
| 4519 |
4519
DFPG Investments
Sandy,
Utah
| US$2.39억 | -US$2476만 | -9% | 6.53% | 38.2% | 199 | 19.1% | 1.7 |
|
| 4520 |
4520
Ceeto Capital Group
Coral Gables,
Florida
| US$2.39억 | +US$2560만 | +12% | 12.6% | 94.4% | 159 | 7.55% | 2.9 |
|
| 4521 |
4521
FC Advisory
West Chester,
Pennsylvania
| US$2.39억 | +US$1517만 | +7% | 4.16% | 46.6% | 69 | 7.25% | 4.1 |
|
| 4522 |
4522
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| US$2.39억 | +US$2890만 | +14% | 6.85% | 81.6% | 80 | 20% | 1.5 |
|
| 4523 |
4523
Aprio Wealth Management
Atlanta,
Georgia
| US$2.39억 | +US$1975만 | +9% | 5% | 66.1% | 82 | 20.73% | 1.1 |
|
| 4524 |
4524
Audent Global Asset Management
West Hollywood,
California
| US$2.39억 | – | – | 10.1% | 112% | 46 | – | 0 |
|
| 4525 |
4525
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
| US$2.39억 | -US$4378만 | -15% | 12.2% | 667% | 10 | 10% | 0.8 |
|