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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 |
4801
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| US$1.84억 | -US$2272만 | -11% | 4.62% | 59.6% | 113 | 18.58% | 1 |
|
| 4802 |
4802
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| US$1.84억 | -US$281만 | -2% | 3.99% | 7.8% | 191 | 52.36% | 0.6 |
|
| 4803 |
4803
Curated Wealth Partners
El Segundo,
California
| US$1.84억 | +US$2094만 | +13% | 14.3% | 39.9% | 152 | 12.5% | 0.4 |
|
| 4804 |
4804
Adalta Capital Management
New York
| US$1.84억 | +US$1030만 | +6% | 5.48% | 80.4% | 103 | 12.62% | 1.9 |
|
| 4805 |
4805
PBMares Wealth Management
Williamsburg,
Virginia
| US$1.84억 | +US$6111만 | +50% | 4.58% | 67.7% | 153 | 11.11% | 1 |
|
| 4806 |
MCM
4806
McMillion Capital Management
Greensboro,
North Carolina
| US$1.84억 | +US$1264만 | +7% | 7.13% | 59.3% | 86 | 8.14% | 4.4 |
|
| 4807 |
RP
4807
RBS Partners
Bay Harbor Islands,
Florida
| US$1.83억 | +US$3416만 | +23% | 30.5% | 210% | 3 | 33.33% | 5 |
|
| 4808 |
4808
Jeppson Wealth Management
Manhattan Beach,
California
| US$1.83억 | +US$1523만 | +9% | 6.94% | 107% | 151 | 8.61% | 0.7 |
|
| 4809 |
4809
KFA Private Wealth Group
Tysons,
Virginia
| US$1.83억 | +US$1176만 | +7% | 5.6% | 62.8% | 80 | 15% | 1.1 |
|
| 4810 |
4810
Oldfather Financial Services
Kearney,
Nebraska
| US$1.83억 | +US$914만 | +5% | 5.91% | 60.8% | 63 | 7.94% | 1.3 |
|
| 4811 |
4811
Strategic Vision Investment
Hong Kong
| US$1.83억 | +US$1.21억 | +194% | 9.87% | 95.6% | 23 | 56.52% | 0.3 |
|
| 4812 |
4812
Michael & Susan Dell Foundation
New York
| US$1.83억 | +US$3446만 | +23% | 22.8% | 238% | 3 | 0% | 0.8 |
|
| 4813 |
4813
Matrix Private Capital Group
New York
| US$1.83억 | +US$1648만 | +10% | 7% | 62.5% | 258 | 12.4% | 1 |
|
| 4814 |
KMWM
4814
Keudell/Morrison Wealth Management
Salem,
Oregon
| US$1.83억 | +US$1032만 | +6% | 7.71% | – | 179 | 12.85% | 1.7 |
|
| 4815 |
4815
Nationwide Asset Management
Columbus,
Ohio
| US$1.83억 | +US$3929만 | +27% | 4% | 8.56% | 18 | 50% | 0.7 |
|
| 4816 |
ITIM
4816
Indiana Trust & Investment Management
Mishawaka,
Indiana
| US$1.83억 | -US$464만 | -2% | 3.52% | 114% | 119 | 5.88% | 5.9 |
|
| 4817 |
4817
Verity Asset Management
Durham,
North Carolina
| US$1.83억 | +US$1494만 | +9% | 5.75% | 79.7% | 259 | 30.12% | 1.3 |
|
| 4818 |
4818
Salem Capital Management
Woburn,
Massachusetts
| US$1.82억 | +US$1452만 | +9% | 5.64% | 32.3% | 78 | 8.97% | 5 |
|
| 4819 |
WFA
4819
Wade Financial Advisory
Campbell,
California
| US$1.82억 | +US$2420만 | +15% | 6.13% | 15.9% | 71 | 4.23% | 1.3 |
|
| 4820 |
4820
Spark Investment Management
New York
| US$1.82억 | +US$3323만 | +22% | 19.8% | 459% | 46 | 13.04% | 0.8 |
|
| 4821 |
4821
Truvestments Capital
Sarasota,
Florida
| US$1.82억 | +US$525만 | +3% | 5.99% | 131% | 715 | 18.88% | 0.9 |
|
| 4822 |
4822
General Industrial Partners
London,
United Kingdom
| US$1.82억 | -US$503만 | -3% | 3.47% | – | 16 | 75% | 0.2 |
|
| 4823 |
4823
Palmer Knight Company
Jacksonville,
Florida
| US$1.82억 | +US$824만 | +5% | 9.54% | 78.9% | 28 | 3.57% | 2 |
|
| 4824 |
4824
Grandview Asset Management
Harrisburg,
Pennsylvania
| US$1.82억 | -US$565만 | -3% | 12.5% | 200% | 533 | 80.11% | 0.9 |
|
| 4825 |
4825
Beirne Wealth Consulting Services
Shelton,
Connecticut
| US$1.82억 | +US$1163만 | +7% | 5.82% | 81.9% | 117 | 11.11% | 1.4 |
|