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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4901 |
BIMC
4901
Benson Investment Management Company
Roanoke,
Virginia
| US$2.06억 | +US$1201만 | +6% | 13.2% | 99.8% | 73 | 35.62% | 2.1 |
|
| 4902 |
4902
Bickling Financial Services
Lexington,
Massachusetts
| US$2.06억 | +US$897만 | +5% | 5.89% | – | 141 | 19.15% | 0.8 |
|
| 4903 |
4903
Reston Wealth Management
Reston,
Virginia
| US$2.06억 | +US$1404만 | +7% | 5.28% | 66.4% | 64 | 12.5% | 1.8 |
|
| 4904 |
4904
Garrett Wealth Advisory Group
Weatherford,
Texas
| US$2.06억 | +US$4964만 | +32% | 8.55% | 74.6% | 63 | 17.46% | 1.8 |
|
| 4905 |
4905
Forager Capital Management
Birmingham,
Alabama
| US$2.06억 | – | – | 7.27% | 52.6% | 13 | – | 0 |
|
| 4906 |
4906
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| US$2.06억 | +US$1731만 | +9% | 9.53% | 136% | 118 | 5.08% | 2.1 |
|
| 4907 |
4907
Yorktown Energy Partners VIII
New York
| US$2.06억 | -US$4597만 | -18% | 9.19% | 15.2% | 3 | 0% | 3.6 |
|
| 4908 |
4908
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| US$2.06억 | +US$2250만 | +12% | 5.83% | 67.5% | 94 | 25.53% | 1.5 |
|
| 4909 |
4909
Reliant Wealth Planning
Louisville,
Kentucky
| US$2.06억 | +US$1689만 | +9% | 8.29% | 39.4% | 5 | 0% | 1.8 |
|
| 4910 |
4910
JSF Financial
Los Angeles,
California
| US$2.06억 | +US$364만 | +2% | 8.71% | 91% | 133 | 34.59% | 1.5 |
|
| 4911 |
4911
Retirement Planning Company of New England
Warwick,
Rhode Island
| US$2.05억 | – | – | 10.2% | 125% | 983 | – | 0 |
|
| 4912 |
4912
Ridgecrest Wealth Partners
Mill Valley,
California
| US$2.05억 | +US$2185만 | +12% | 9.32% | 103% | 126 | 12.7% | 0.6 |
|
| 4913 |
4913
TPB Wealth Advisors
San Antonio,
Texas
| US$2.05억 | +US$6737만 | +49% | 5.35% | – | 51 | 29.41% | 0.6 |
|
| 4914 |
4914
Client 1st Advisory Group
Dunedin,
Florida
| US$2.05억 | +US$897만 | +5% | 4.38% | 64.5% | 78 | 8.97% | 1.3 |
|
| 4915 |
FCP
4915
Fosse Capital Partners
London,
United Kingdom
| US$2.05억 | +US$1605만 | +9% | 11.3% | 80% | 4 | 0% | 1 |
|
| 4916 |
SFA
4916
Spectrum Financial Alliance
Nicholasville,
Kentucky
| US$2.05억 | – | – | 6.23% | 187% | 10 | – | 2.4 |
|
| 4917 |
4917
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| US$2.05억 | +US$3262만 | +19% | 8.78% | 56.9% | 89 | 16.85% | 2 |
|
| 4918 |
4918
Wiser Wealth Management
Marietta,
Georgia
| US$2.05억 | +US$1712만 | +9% | 4.94% | 53% | 32 | 15.63% | 0.8 |
|
| 4919 |
4919
Fulcrum Asset Management
London,
United Kingdom
| US$2.05억 | +US$228만 | +1% | 12.5% | – | 212 | 0% | 0.5 |
|
| 4920 |
4920
Axar Capital Management
New York
| US$2.05억 | -US$2081만 | -9% | 7.66% | 680% | 3 | 0% | 2.3 |
|
| 4921 |
4921
Sora Investors
Bryn Mawr,
Pennsylvania
| US$2.05억 | – | – | 13.3% | 179% | 22 | – | 0 |
|
| 4922 |
4922
Lion Street Advisors
Austin,
Texas
| US$2.04억 | +US$1915만 | +10% | 10.3% | 38% | 161 | 12.42% | 0.3 |
|
| 4923 |
PA
4923
Paragon Advisors
College Station,
Texas
| US$2.04억 | -US$149만 | -0.7% | 10.8% | 138% | 77 | 31.17% | 1.2 |
|
| 4924 |
4924
JLP Asset Management
New York
| US$2.04억 | +US$2309만 | +13% | 19.6% | 16.1% | 31 | 0% | 2.1 |
|
| 4925 |
4925
Wealth Dimensions Group
Cincinnati,
Ohio
| US$2.04억 | +US$4788만 | +31% | 8.46% | 63.6% | 134 | 5.22% | 0.9 |
|