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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4526 |
4526
Total Clarity Wealth Management
St. Charles,
Illinois
| US$2.44억 | +US$3621만 | +17% | 8.68% | 73.2% | 257 | 25.29% | 1.4 |
|
| 4527 |
4527
Peachtree Investment Partners
Indian River Shores,,
Florida
| US$2.44억 | +US$4785만 | +24% | 12.4% | 111% | 107 | 8.41% | 3 |
|
| 4528 |
4528
Shaker Financial Services
Arlington,
Virginia
| US$2.44억 | +US$2899만 | +14% | 5.82% | 12.9% | 175 | 24.57% | 1.8 |
|
| 4529 |
4529
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| US$2.43억 | +US$6582만 | +37% | 50.8% | 167% | 37 | 45.95% | 1.5 |
|
| 4530 |
4530
L2 Asset Management
Wayland,
Massachusetts
| US$2.43억 | +US$3067만 | +14% | 13.1% | 128% | 245 | 40% | 1.2 |
|
| 4531 |
PH
4531
Pinnacle Holdings
Tulsa,
Oklahoma
| US$2.43억 | +US$2961만 | +14% | 11.7% | 79.6% | 228 | 15.79% | 4.9 |
|
| 4532 |
4532
Foundry Group Next
Boulder,
Colorado
| US$2.43억 | +US$7011만 | +41% | 69.4% | – | 5 | 20% | 0.9 |
|
| 4533 |
4533
Mathes Company
New York
| US$2.43억 | +US$2720만 | +13% | 11.9% | 121% | 132 | 8.33% | 5.7 |
|
| 4534 |
SFA
4534
Spectrum Financial Alliance
Nicholasville,
Kentucky
| US$2.43억 | +US$4417만 | +22% | 23.1% | 187% | 14 | 0% | 3.1 |
|
| 4535 |
4535
Glassy Mountain Advisors
Bethesda,
Maryland
| US$2.42억 | +US$3256만 | +16% | 12.8% | 91.5% | 59 | 16.95% | 0.4 |
|
| 4536 |
4536
Wealthstream Advisors
New York
| US$2.42억 | +US$4849만 | +25% | 11.1% | 88.2% | 150 | 28.67% | 1 |
|
| 4537 |
4537
Phraction Management
Colchester,
Connecticut
| US$2.42억 | +US$3000만 | +14% | 11.2% | 106% | 54 | 11.11% | 1.5 |
|
| 4538 |
4538
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| US$2.42억 | – | – | 10.9% | 128% | 164 | – | 0 |
|
| 4539 |
GWA
4539
GGM Wealth Advisors
Baltimore,
Maryland
| US$2.42억 | +US$1071만 | +5% | 8% | 25.9% | 149 | 14.77% | 1.1 |
|
| 4540 |
4540
Aristotle Pacific Capital
Newport Beach,
California
| US$2.42억 | +US$7270만 | +43% | 3.07% | 1.84% | 5 | 0% | 1.8 |
|
| 4541 |
4541
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| US$2.42억 | +US$1359만 | +6% | 9.4% | 83% | 118 | 6.78% | 5.7 |
|
| 4542 |
4542
Jeppson Wealth Management
Manhattan Beach,
California
| US$2.42억 | +US$2331만 | +11% | 10% | 107% | 209 | 15.31% | 2.2 |
|
| 4543 |
4543
Cutler Capital Management
Worcester,
Massachusetts
| US$2.41억 | +US$1974만 | +9% | 8.32% | 39.7% | 120 | 15.83% | 3 |
|
| 4544 |
CHA
4544
Carmichael Hill & Associates
Gaithersburg,
Maryland
| US$2.41억 | +US$2411만 | +11% | 10.8% | 39.7% | 830 | 8.55% | 3 |
|
| 4545 |
4545
Cornell Pochily Investment Advisors
Ithaca,
New York
| US$2.41억 | +US$1183만 | +5% | 9.88% | 97% | 182 | 14.29% | 4.1 |
|
| 4546 |
4546
Argyle Capital Management
Center Valley,
Pennsylvania
| US$2.41억 | -US$3170만 | -12% | 9.46% | 106% | 127 | 12.6% | 8.7 |
|
| 4547 |
AB
4547
Atlas Brown
Louisville,
Kentucky
| US$2.41억 | +US$2203만 | +10% | 10.2% | 115% | 190 | 6.32% | 6.1 |
|
| 4548 |
EE
4548
EWG Elevate
Roseville,
California
| US$2.41억 | +US$1984만 | +9% | 9.21% | 76% | 122 | 33.61% | 1.5 |
|
| 4549 |
4549
Mendon Capital Advisors
Key Largo,
Florida
| US$2.41억 | – | – | 25.7% | – | 56 | – | 2.6 |
|
| 4550 |
4550
Long Road Investment Counsel
Kalamazoo,
Michigan
| US$2.41억 | +US$3471만 | +17% | 8.6% | 64.4% | 70 | 4.29% | 7.4 |
|