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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4851 |
LWMM
4851
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| US$1.8억 | +US$1539만 | +9% | 8.38% | 89.1% | 103 | 7.77% | 1.2 |
|
| 4852 |
4852
Townsend Asset Management
Raleigh,
North Carolina
| US$1.8억 | +US$1880만 | +12% | 7.01% | 77% | 203 | 9.36% | 1.2 |
|
| 4853 |
4853
Marshall & Sullivan
Seattle,
Washington
| US$1.8억 | +US$1451만 | +9% | 7.93% | 82% | 39 | 2.56% | 5.2 |
|
| 4854 |
4854
Chapman Investment Management
San Anselmo,
California
| US$1.8억 | +US$2163만 | +14% | 10.8% | 44% | 41 | 4.88% | 1.2 |
|
| 4855 |
4855
Alphadyne Asset Management
New York
| US$1.8억 | +US$5801만 | +47% | 6.93% | 159% | 8 | 75% | 0.2 |
|
| 4856 |
4856
TLW Wealth Management
Indian Rocks Beach,
Florida
| US$1.8억 | +US$1543만 | +9% | 12.5% | 82.9% | 18 | 5.56% | 2.2 |
|
| 4857 |
PM
4857
Ponoi Management
San Francisco,
California
| US$1.8억 | +US$996만 | +6% | 18.1% | – | 5 | 0% | 0.5 |
|
| 4858 |
LWPC
4858
Legacy Wealth Partners (California)
Calabasas,
California
| US$1.8억 | +US$910만 | +5% | 7.85% | – | 103 | 31.07% | 0.9 |
|
| 4859 |
4859
Avory & Company
Miami,
Florida
| US$1.8억 | +US$629만 | +4% | 9.04% | 74.9% | 13 | 7.69% | 0.5 |
|
| 4860 |
4860
Twin Lakes Capital Management
Redwood Shores,
California
| US$1.8억 | +US$1752만 | +11% | 8.54% | 131% | 233 | 6.87% | 0.3 |
|
| 4861 |
4861
WD Rutherford
Portland,
Oregon
| US$1.8억 | +US$1899만 | +12% | 14.2% | 170% | 126 | 6.35% | 0.5 |
|
| 4862 |
4862
Wealth Advisors of Tampa Bay
Tampa,
Florida
| US$1.8억 | +US$1063만 | +6% | 5.52% | 86.2% | 82 | 2.44% | 2.2 |
|
| 4863 |
SWMG
4863
Signature Wealth Management Group
Atlanta,
Georgia
| US$1.8억 | +US$961만 | +6% | 3.88% | – | 77 | 7.79% | 2.2 |
|
| 4864 |
4864
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| US$1.79억 | +US$162만 | +0.9% | 7.03% | 13.1% | 87 | 18.39% | 2.1 |
|
| 4865 |
4865
Diversified
Wilmington,
Delaware
| US$1.79억 | +US$4957만 | +38% | 7.08% | 34.4% | 106 | 14.15% | 0.4 |
|
| 4866 |
4866
Leisure Capital Management
Costa Mesa,
California
| US$1.79억 | +US$1400만 | +8% | 6.93% | 98% | 154 | 14.29% | 2.9 |
|
| 4867 |
4867
Harbert Fund Advisors
Birmingham,
Alabama
| US$1.79억 | -US$3276만 | -15% | 4.7% | 70.8% | 44 | 68.18% | 0.5 |
|
| 4868 |
4868
Total Clarity Wealth Management
St. Charles,
Illinois
| US$1.79억 | +US$512만 | +3% | 6.35% | 69.7% | 836 | 77.15% | 0.8 |
|
| 4869 |
4869
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| US$1.79억 | +US$745만 | +4% | 4.65% | 66.8% | 147 | 5.44% | 2.8 |
|
| 4870 |
4870
Global Financial Private Client
Sarasota,
Florida
| US$1.79억 | +US$3965만 | +28% | 5.84% | 100% | 614 | 8.14% | 1.1 |
|
| 4871 |
MIP
4871
Ma Investment Partnership
Hillsborough,
California
| US$1.79억 | +US$3038만 | +20% | 23.3% | – | 12 | 0% | 0.5 |
|
| 4872 |
4872
VELT Partners Investimentos
Sao Paolo,
Brazil
| US$1.79억 | +US$1020만 | +6% | 8.55% | 19.4% | 4 | 0% | 1.2 |
|
| 4873 |
4873
Key Financial Inc
West Chester,
Pennsylvania
| US$1.79억 | +US$2726만 | +18% | 5.5% | 55.5% | 908 | 13.66% | 0.5 |
|
| 4874 |
SL
4874
SIB LLC
New York,
New York
| US$1.79억 | +US$859만 | +5% | 4.94% | 29.2% | 21 | 4.76% | 5.8 |
|
| 4875 |
4875
Landaas & Company
Milwaukee,
Wisconsin
| US$1.79억 | +US$1147만 | +7% | 6.14% | 60.3% | 77 | 5.19% | 2.3 |
|