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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
5001
Hutner Capital Management
Manchester,
Vermont
| US$1.43억 | -US$941만 | -6% | 5.13% | 52.2% | 44 | 2.27% | 4.8 |
|
| 5002 |
5002
Western Financial Corp
San Diego,
California
| US$1.43억 | +US$229만 | +2% | 0.45% | 275% | 106 | 25.47% | 0.9 |
|
| 5003 |
5003
Ironwood Investment Management
Boston,
Massachusetts
| US$1.43억 | -US$659만 | -4% | 2.42% | 164% | 171 | 6.43% | 5.6 |
|
| 5004 |
5004
FSA Wealth Management
Needham,
Massachusetts
| US$1.43억 | +US$1.07억 | +297% | 4.99% | – | 54 | 59.26% | 1.1 |
|
| 5005 |
5005
Stonebridge Financial Planning Group
Orlando,
Florida
| US$1.43억 | -US$437만 | -3% | 4.83% | 67.2% | 123 | 16.26% | 2 |
|
| 5006 |
5006
City State Bank
Norwalk,
Iowa
| US$1.43억 | -US$52.4만 | -0.4% | 5.11% | 79.1% | 721 | 5.41% | 0.7 |
|
| 5007 |
5007
Sheares Healthcare Group
Singapore
| US$1.43억 | +US$7748만 | +119% | 119% | – | 1 | 0% | 0.8 |
|
| 5008 |
5008
Northpond Ventures
Bethesda,
Maryland
| US$1.43억 | +US$3771만 | +36% | 79.1% | 67.3% | 5 | 0% | 0.7 |
|
| 5009 |
5009
Soundmark Wealth Management
Kirkland,
Washington
| US$1.43억 | +US$234만 | +2% | 5.86% | 17.2% | 60 | 6.67% | 1.4 |
|
| 5010 |
5010
Helen Stephens Group
Fort Worth,
Texas
| US$1.43억 | +US$170만 | +1% | 4.55% | 53.4% | 65 | 20% | 0.6 |
|
| 5011 |
5011
BMS Financial Advisors
Rapid City,
South Dakota
| US$1.43억 | -US$1025만 | -7% | 4.84% | – | 117 | 33.33% | 0.6 |
|
| 5012 |
5012
GoalVest Advisory
New York
| US$1.43억 | -US$1523만 | -10% | 5.92% | 94.8% | 325 | 26.77% | 1.1 |
|
| 5013 |
5013
Sterling Financial Planning
Sparta,
New Jersey
| US$1.43억 | +US$35.6만 | +0.3% | 5.81% | 55.5% | 90 | 8.89% | 1.6 |
|
| 5014 |
MA
5014
Menlo Advisors
Menlo Park,
California
| US$1.43억 | -US$826만 | -5% | 3.34% | 108% | 34 | 20.59% | 5.5 |
|
| 5015 |
5015
Red Spruce Capital
Berwyn,
Pennsylvania
| US$1.42억 | -US$755만 | -5% | 3.56% | 98.4% | 88 | 2.27% | 2.3 |
|
| 5016 |
5016
Cincinnati Casualty Company
Fairfield,
Ohio
| US$1.42억 | -US$1072만 | -7% | 6.35% | 56% | 26 | 0% | 7 |
|
| 5017 |
5017
Weitzel Financial Services
Dubuque,
Iowa
| US$1.42억 | -US$579만 | -4% | 4.85% | 46.3% | 38 | 18.42% | 1.3 |
|
| 5018 |
5018
Pacific Sun Financial
Los Angeles,
California
| US$1.42억 | -US$926만 | -6% | 4.59% | 70.3% | 181 | 6.63% | 3.3 |
|
| 5019 |
APSI
5019
Asset Planning Services Inc
Covington,
Louisiana
| US$1.42억 | -US$1029만 | -7% | 6.41% | 138% | 36 | 5.56% | 3.6 |
|
| 5020 |
5020
Tabor Asset Management
New York
| US$1.42억 | +US$750만 | +6% | 13.1% | 214% | 39 | 46.15% | 0.6 |
|
| 5021 |
5021
Tieton Capital Management
Yakima,
Washington
| US$1.42억 | -US$224만 | -2% | 1.35% | 172% | 33 | 6.06% | 4.1 |
|
| 5022 |
5022
WR Wealth Planners
Columbia,
Missouri
| US$1.42억 | -US$970만 | -6% | 5.35% | 22.1% | 569 | 15.47% | 0.4 |
|
| 5023 |
5023
Birchview Capital
Burlington,
Vermont
| US$1.42억 | +US$453만 | +3% | 12% | 327% | 62 | 6.45% | 2.8 |
|
| 5024 |
5024
Blackston Financial Advisory Group
The Villages,
Florida
| US$1.42억 | -US$1109만 | -7% | 5.16% | 69.1% | 103 | 23.3% | 0.6 |
|
| 5025 |
WMA
5025
Wealth Management Associates
Cherry Hill,
New Jersey
| US$1.42억 | -US$463만 | -3% | 5.7% | 111% | 188 | 14.36% | 2.4 |
|