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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 |
4901
Equinox Partners Investment Management
Stamford,
Connecticut
| US$1.81억 | +US$5857만 | +48% | 5.09% | 241% | 15 | 13.33% | 1.7 |
|
| 4902 |
GA
4902
Greytown Advisors
Miami,
Florida
| US$1.81억 | -US$310만 | -2% | 3.71% | 14.1% | 93 | 15.05% | 4 |
|
| 4903 |
4903
Leeward Financial Partners
Bellevue,
Washington
| US$1.81억 | +US$674만 | +4% | 3.3% | 97.9% | 87 | 18.39% | 1.2 |
|
| 4904 |
4904
Libra Wealth
Los Gatos,
California
| US$1.81억 | -US$251만 | -1% | 3.58% | 58.2% | 52 | 3.85% | 1.2 |
|
| 4905 |
4905
7G Capital Management
New York
| US$1.81억 | -US$1337만 | -7% | 6.46% | 137% | 9 | 0% | 1.5 |
|
| 4906 |
4906
Essential Planning
Portsmouth,
New Hampshire
| US$1.81억 | +US$518만 | +3% | 2.77% | 40.9% | 64 | 15.63% | 0.7 |
|
| 4907 |
4907
Cassady Schiller Wealth Management
Cincinnati,
Ohio
| US$1.8억 | -US$366만 | -2% | 3.54% | 21.8% | 489 | 12.07% | 0.9 |
|
| 4908 |
4908
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| US$1.8억 | +US$509만 | +3% | 3.63% | 65.3% | 149 | 16.78% | 1.4 |
|
| 4909 |
4909
Savoir Faire Capital Management
Norwalk,
Connecticut
| US$1.8억 | – | – | 9.22% | 1.22% | 48 | – | 0 |
|
| 4910 |
4910
Nucleo Capital
Sao Paulo, Sp,
Brazil
| US$1.8억 | -US$2858만 | -14% | 14.8% | 116% | 3 | 0% | 1.4 |
|
| 4911 |
4911
NKCFO LLC
Geneva,
Illinois
| US$1.8억 | -US$3692만 | -17% | 0.5% | 211% | 98 | 31.63% | 1.5 |
|
| 4912 |
4912
Nixon Capital
Austin,
Texas
| US$1.8억 | -US$1240만 | -6% | 2.23% | 118% | 28 | 46.43% | 1.5 |
|
| 4913 |
OGF
4913
Orin Green Financial
San Diego,
California
| US$1.8억 | -US$1116만 | -6% | 4.28% | 59.1% | 80 | 13.75% | 2 |
|
| 4914 |
4914
Foresite Capital Management IV
Larkspur,
California
| US$1.8억 | -US$2336만 | -11% | 6.79% | 151% | 7 | 0% | 2.6 |
|
| 4915 |
4915
Wilshire Advisors
Santa Monica,
California
| US$1.8억 | -US$865만 | -5% | 3.87% | 118% | 10 | 10% | 2.5 |
|
| 4916 |
4916
Westshore Wealth
Newport Beach,
California
| US$1.8억 | -US$1604만 | -8% | 5.28% | 58.8% | 111 | 18.02% | 2 |
|
| 4917 |
4917
Soundmark Wealth Management
Kirkland,
Washington
| US$1.8억 | +US$65.5만 | +0.4% | 3.5% | 17.2% | 65 | 12.31% | 2.1 |
|
| 4918 |
4918
Taylor Frigon Capital Management
Scottsdale,
Arizona
| US$1.8억 | -US$2486만 | -12% | 8.03% | 152% | 92 | 9.78% | 4 |
|
| 4919 |
4919
3G Capital Partners
New York
| US$1.8억 | +US$8088만 | +82% | 9.73% | 351% | 16 | 43.75% | 0.6 |
|
| 4920 |
ODFS
4920
O'Donnell Financial Services
San Rafael,
California
| US$1.8억 | +US$1425만 | +9% | 1.1% | 61% | 31 | 29.03% | 0.9 |
|
| 4921 |
4921
Guinness Atkinson Asset Management
Pasadena,
California
| US$1.8억 | -US$905만 | -5% | 1.87% | 132% | 109 | 7.34% | 5.1 |
|
| 4922 |
4922
FSB Premier Wealth Management
Waterloo,
Iowa
| US$1.8억 | -US$449만 | -2% | 3.2% | 53.9% | 162 | 6.79% | 1.9 |
|
| 4923 |
4923
Foresight Global Investors
Purchase,
New York
| US$1.8억 | -US$562만 | -3% | 3.34% | 69.9% | 47 | 27.66% | 0.4 |
|
| 4924 |
4924
Maytus Capital Management
New York
| US$1.8억 | -US$2348만 | -12% | 0.21% | 442% | 60 | 60% | 0.5 |
|
| 4925 |
4925
Retirement Planning Company of New England
Warwick,
Rhode Island
| US$1.8억 | +US$611만 | +4% | 3.25% | 125% | 239 | 20.5% | 1.5 |
|