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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4976 |
4976
Waterford Advisors
Orchard Park,
New York
| US$2.41억 | +US$4455만 | +23% | 1.01% | 50.5% | 54 | 20.37% | 1.6 |
|
| 4977 |
4977
Christopher J. Hasenberg
Eau Claire,
Wisconsin
| US$2.41억 | -US$720만 | -3% | 1.43% | – | 224 | 21.88% | 0.7 |
|
| 4978 |
EFH
4978
Eaton Financial Holdings
Coral Springs,
Florida
| US$2.41억 | -US$1881만 | -7% | 2.42% | – | 70 | 20% | 1.4 |
|
| 4979 |
4979
Yukon Wealth Management
Overland Park,
Kansas
| US$2.41억 | – | – | 3.27% | – | 102 | – | 0 |
|
| 4980 |
CCM
4980
Consolidated Capital Management
Burbank,
California
| US$2.41억 | +US$1148만 | +5% | 0.78% | 166% | 51 | 41.18% | 3.4 |
|
| 4981 |
4981
Valor Management
Chicago,
Illinois
| US$2.41억 | -US$858만 | -3% | 3.36% | 14.5% | 4 | 0% | 1.8 |
|
| 4982 |
4982
Bank OZK
Little Rock,
Arkansas
| US$2.4억 | -US$75.4만 | -0.3% | 1.3% | 112% | 148 | 5.41% | 6.4 |
|
| 4983 |
4983
TFR Capital
Plano,
Texas
| US$2.4억 | +US$3892만 | +19% | 2.77% | – | 154 | 27.92% | 0.2 |
|
| 4984 |
4984
Acorn Wealth Advisors
Grand Blanc,
Michigan
| US$2.4억 | -US$198만 | -0.8% | 0.46% | 58.8% | 241 | 6.64% | 3.4 |
|
| 4985 |
4985
Lincoln Capital Corp
East Greenwich,
Rhode Island
| US$2.4억 | -US$338만 | -1% | 1.05% | 82% | 99 | 21.21% | 2.8 |
|
| 4986 |
4986
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| US$2.4억 | -US$865만 | -3% | 6.66% | 52.1% | 142 | 15.49% | 3.1 |
|
| 4987 |
LFP
4987
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| US$2.4억 | +US$570만 | +2% | 1.69% | 65.4% | 85 | 15.29% | 1.2 |
|
| 4988 |
4988
14B Capital Management
La Jolla,
California
| US$2.4억 | +US$1028만 | +4% | 3.49% | – | 12 | 16.67% | 0.9 |
|
| 4989 |
4989
Tiller Private Wealth
Bethlehem,
Pennsylvania
| US$2.4억 | +US$414만 | +2% | 1.74% | 60.2% | 60 | 16.67% | 3.7 |
|
| 4990 |
4990
Squire Investment Management Company
Orem,
Utah
| US$2.4억 | +US$1270만 | +6% | 1.46% | 62.4% | 70 | 14.29% | 1.1 |
|
| 4991 |
4991
Waterway Wealth Management
The Woodlands,
Texas
| US$2.4억 | +US$1257만 | +6% | 0.74% | 52.2% | 89 | 28.09% | 0.8 |
|
| 4992 |
4992
StrongBox Wealth
Lee's Summit,
Missouri
| US$2.4억 | +US$368만 | +2% | 0.82% | 63.9% | 95 | 13.68% | 3 |
|
| 4993 |
4993
HTG Investment Advisors
New Canaan,
Connecticut
| US$2.4억 | +US$2108만 | +10% | 0.03% | 57.4% | 69 | 7.25% | 1.8 |
|
| 4994 |
4994
Brand Asset Management Group
Chesterfield,
Missouri
| US$2.4억 | -US$657만 | -3% | 1.65% | 70.2% | 94 | 10.64% | 4.8 |
|
| 4995 |
WIM
4995
WIM Investment Management
Hong Kong
| US$2.4억 | -US$5150만 | -18% | 8.68% | – | 17 | 23.53% | 0.4 |
|
| 4996 |
4996
Gen-Wealth Partners
Zeeland,
Michigan
| US$2.4억 | +US$694만 | +3% | 0.41% | – | 677 | 12.56% | 0.9 |
|
| 4997 |
SIM
4997
Synergy Investment Management
Altamonte Springs,
Florida
| US$2.39억 | +US$694만 | +3% | 1.84% | – | 678 | 17.85% | 0.2 |
|
| 4998 |
4998
Consilio Wealth Advisors
Bellevue,
Washington
| US$2.39억 | -US$505만 | -2% | 4.55% | 66.4% | 81 | 23.46% | 1.7 |
|
| 4999 |
4999
JCIC Asset Management
Toronto,
Ontario, Canada
| US$2.39억 | -US$733만 | -3% | 2.87% | – | 165 | 19.39% | 2.9 |
|
| 5000 |
5000
Investment Research & Advisory Group
Atlanta,
Georgia
| US$2.39억 | -US$164만 | -0.7% | 2.09% | 105% | 258 | 22.48% | 2.8 |
|