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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4801 |
AAM
4801
Ascension Asset Management
New York
| US$1.16억 | +US$764만 | +7% | 7.85% | – | 70 | 0% | 1.9 |
|
| 4802 |
4802
Benchmark Wealth Management
Old Lyme,
Connecticut
| US$1.16억 | – | – | 4.69% | 42.7% | 51 | – | 0 |
|
| 4803 |
4803
Little House Capital
Braintree,
Massachusetts
| US$1.16억 | -US$1623만 | -12% | 7.8% | 108% | 109 | 12.84% | 0.9 |
|
| 4804 |
JI
4804
Jeereddi Investments
Los Angeles,
California
| US$1.16억 | – | – | 28.7% | 37.7% | 50 | – | 0 |
|
| 4805 |
4805
TL Private Wealth
Southlake,
Texas
| US$1.16억 | – | – | 6.15% | 50.6% | 44 | – | 0 |
|
| 4806 |
4806
Seneca House Advisors
Richmond,
Virginia
| US$1.16억 | +US$985만 | +9% | 7.67% | 58.2% | 88 | 5.68% | 1.7 |
|
| 4807 |
4807
Mendel Money Management
Northbrook,
Illinois
| US$1.16억 | +US$738만 | +7% | 6.03% | 75.4% | 53 | 3.77% | 3.4 |
|
| 4808 |
4808
Rovin Capital
Mesa,
Arizona
| US$1.16억 | – | – | 8.08% | 63.8% | 45 | – | 0 |
|
| 4809 |
PP
4809
Professional Planning
Thousand Oaks,
California
| US$1.15억 | +US$2136만 | +23% | 9.93% | 99.9% | 39 | 23.08% | 1.2 |
|
| 4810 |
4810
Adirondack Research & Management
Guilderland,
New York
| US$1.15억 | +US$86.3만 | +0.8% | 10.6% | 47.8% | 105 | 24.76% | 3.1 |
|
| 4811 |
4811
HBC Financial Services
Seattle,
Washington
| US$1.15억 | – | – | 5.94% | 12.6% | 172 | – | 0 |
|
| 4812 |
4812
Wealth Quarterback
Toms River,
New Jersey
| US$1.15억 | – | – | 5.97% | 109% | 1,049 | – | 0 |
|
| 4813 |
4813
MU Investments Company
Tokyo,
Japan
| US$1.15억 | -US$5103만 | -31% | 9.35% | 40.4% | 28 | 21.43% | 3.5 |
|
| 4814 |
4814
Lederer & Associates Investment Counsel
Long Beach,
California
| US$1.15억 | +US$1051만 | +10% | 8.5% | 92.7% | 92 | 7.61% | 3.2 |
|
| 4815 |
4815
Donald L. Hagan LLC
Sarasota,
Florida
| US$1.15억 | -US$673만 | -6% | 4.38% | 47.9% | 104 | 29.81% | 1.7 |
|
| 4816 |
4816
TLW Wealth Management
Indian Rocks Beach,
Florida
| US$1.15억 | +US$844만 | +8% | 9.43% | 98.3% | 31 | 22.58% | 0.6 |
|
| 4817 |
4817
S.E.E.D. Planning Group
Binghamton,
New York
| US$1.15억 | – | – | 8.33% | 57.3% | 53 | – | 0 |
|
| 4818 |
TF
4818
TRH Financial
North Liberty,
Iowa
| US$1.15억 | – | – | 7.5% | – | 72 | – | 0 |
|
| 4819 |
4819
Somerset Group
Wayzata,
Minnesota
| US$1.15억 | -US$265만 | -2% | 5.99% | 84.6% | 74 | 12.16% | 3.6 |
|
| 4820 |
RCM
4820
Red Cedar Management
Park City,
Utah
| US$1.15억 | +US$2183만 | +23% | 12.9% | – | 17 | 17.65% | 1 |
|
| 4821 |
LWMM
4821
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| US$1.15억 | – | – | 7.93% | 105% | 103 | – | 0 |
|
| 4822 |
4822
Elmwood Wealth Management
Berkeley,
California
| US$1.15억 | +US$1590만 | +16% | 6.44% | 42.1% | 276 | 71.74% | 1.5 |
|
| 4823 |
4823
Almitas Capital
Santa Monica,
California
| US$1.15억 | +US$2127만 | +23% | 2.97% | 86.1% | 72 | 45.83% | 0.5 |
|
| 4824 |
4824
Banyan Capital Management
Atlanta,
Georgia
| US$1.15억 | +US$921만 | +9% | 12.3% | 42.5% | 19 | 0% | 1 |
|
| 4825 |
4825
Andesa Financial Management
Allentown,
Pennsylvania
| US$1.15억 | +US$1128만 | +11% | 6.95% | 73.6% | 111 | 18.92% | 1.2 |
|