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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5151 |
SHFP
5151
Second Half Financial Partners
Sebring,
Florida
| US$1.53억 | +US$7291만 | +91% | 6.32% | 36.8% | 45 | 22.22% | 0.5 |
|
| 5152 |
5152
FIDELIS iM
Medford,
Oregon
| US$1.53억 | +US$983만 | +7% | 6.58% | 44.8% | 23 | 8.7% | 1.1 |
|
| 5153 |
5153
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| US$1.53억 | +US$2886만 | +23% | 6.06% | – | 71 | 26.76% | 0.7 |
|
| 5154 |
5154
Hunting Hill Global Capital
New York
| US$1.53억 | -US$1528만 | -9% | 2.02% | 132% | 132 | 61.36% | 0.4 |
|
| 5155 |
5155
Abacus FCF Advisors
Orlando,
Florida
| US$1.53억 | +US$814만 | +6% | 11.7% | 197% | 159 | 24.53% | 1.4 |
|
| 5156 |
5156
Retirement Planning Company of New England
Warwick,
Rhode Island
| US$1.53억 | +US$1488만 | +11% | 10.8% | 125% | 238 | 15.13% | 0.8 |
|
| 5157 |
GECH
5157
Garnet Equity Capital Holdings
New York
| US$1.53억 | +US$1.11억 | +266% | 14.7% | 302% | 40 | 55% | 0.8 |
|
| 5158 |
5158
Nightview Capital
Austin,
Texas
| US$1.53억 | -US$3.56억 | -70% | 49.2% | 170% | 15 | 6.67% | 1.6 |
|
| 5159 |
5159
ARQ Wealth Advisors
Scottsdale,
Arizona
| US$1.53억 | +US$2379만 | +18% | 9.7% | 59.3% | 52 | 13.46% | 2.1 |
|
| 5160 |
5160
Equinox Partners Investment Management
Stamford,
Connecticut
| US$1.53억 | +US$2869만 | +23% | 22.7% | 241% | 11 | 9.09% | 2.5 |
|
| 5161 |
5161
Tactive Advisors
Jacksonville,
Florida
| US$1.53억 | – | – | 8.16% | – | 41 | – | 0 |
|
| 5162 |
5162
Aspen Investment Management
Grand Rapids,
Michigan
| US$1.53억 | +US$308만 | +2% | 8.74% | 84.9% | 135 | 12.59% | 6.1 |
|
| 5163 |
5163
John W. Brooker & Co
Oakland,
California
| US$1.53억 | -US$269만 | -2% | 5.47% | 43.4% | 200 | 70.5% | 2.5 |
|
| 5164 |
5164
DGS Capital Management
Jersey City,
New Jersey
| US$1.53억 | +US$323만 | +2% | 5.07% | 177% | 240 | 22.5% | 0.7 |
|
| 5165 |
5165
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| US$1.53억 | +US$514만 | +3% | 7.73% | 65.3% | 121 | 14.05% | 1.1 |
|
| 5166 |
5166
Otter Creek Advisors
Palm Beach Gardens,
Florida
| US$1.53억 | +US$2997만 | +24% | 11.3% | 173% | 58 | 55.17% | 0.9 |
|
| 5167 |
5167
MBA Advisors
Hermitage,
Pennsylvania
| US$1.53억 | +US$1465만 | +11% | 8.93% | 66.1% | 128 | 9.38% | 1.4 |
|
| 5168 |
XC
5168
XY Capital
Central,
Hong Kong
| US$1.53억 | – | – | 16.9% | 52.8% | 70 | – | 0 |
|
| 5169 |
5169
Level Financial Advisors
East Amherst,
New York
| US$1.53억 | +US$1723만 | +13% | 6.41% | 44% | 310 | 24.84% | 0.7 |
|
| 5170 |
5170
Clarus Wealth Advisors
Peoria,
Arizona
| US$1.53억 | +US$1239만 | +9% | 8.79% | 89.7% | 127 | 25.2% | 1.8 |
|
| 5171 |
5171
Phraction Management
Colchester,
Connecticut
| US$1.52억 | +US$1996만 | +15% | 8.32% | 106% | 52 | 19.23% | 0.8 |
|
| 5172 |
5172
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| US$1.52억 | +US$1709만 | +13% | 13.2% | 82.3% | 156 | 5.77% | 1.8 |
|
| 5173 |
5173
Harvest Group Wealth Management
Waltham,
Massachusetts
| US$1.52억 | +US$203만 | +1% | 5.38% | 28.1% | 203 | 9.85% | 1 |
|
| 5174 |
5174
Investment Research & Advisory Group
Atlanta,
Georgia
| US$1.52억 | +US$1869만 | +14% | 8.65% | 105% | 195 | 12.31% | 1.9 |
|
| 5175 |
RCA
5175
Rex Capital Advisors
Providence,
Rhode Island
| US$1.52억 | +US$1749만 | +13% | 8.3% | 7.31% | 26 | 34.62% | 2.8 |
|