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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
LFP
5176
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| US$2.34억 | +US$740만 | +3% | 1.28% | 65.4% | 80 | 8.75% | 1 |
|
| 5177 |
BVC
5177
Bright Valley Capital
Hong Kong
| US$2.34억 | +US$1.07억 | +83% | 31.5% | – | 13 | 61.54% | 0.3 |
|
| 5178 |
5178
Kings Path Partners
Sugar Land,
Texas
| US$2.34억 | -US$415만 | -2% | 1.81% | – | 314 | 13.06% | 0.5 |
|
| 5179 |
5179
Miller Value Partners
Sarasota,
Florida
| US$2.34억 | +US$5700만 | +32% | 11.1% | 133% | 33 | 9.09% | 2.5 |
|
| 5180 |
5180
Prairiewood Capital
Fargo,
North Dakota
| US$2.34억 | -US$200만 | -0.8% | 4.11% | 42.6% | 87 | 19.54% | 2.3 |
|
| 5181 |
WMA
5181
Wealth Management Associates
Cherry Hill,
New Jersey
| US$2.34억 | +US$661만 | +3% | 6.78% | 111% | 219 | 8.68% | 3.4 |
|
| 5182 |
5182
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| US$2.34억 | US$0 | 0% | 3.71% | 46.9% | 157 | 0% | 2.7 |
|
| 5183 |
5183
Tanglewood Legacy Advisors
Houston,
Texas
| US$2.34억 | +US$881만 | +4% | 1.23% | 61.1% | 306 | 9.8% | 1.6 |
|
| 5184 |
5184
Cambridge Financial Group (Arizona)
Tucson,
Arizona
| US$2.34억 | -US$642만 | -3% | 1.97% | 69.5% | 135 | 8.15% | 0.9 |
|
| 5185 |
5185
CVS Health
Woonsocket,
Rhode Island
| US$2.34억 | +US$354만 | +2% | 2.13% | 50% | 5 | 40% | 2.6 |
|
| 5186 |
5186
Murchinson
Toronto,
Ontario, Canada
| US$2.34억 | -US$1.34억 | -37% | 10.6% | 107% | 107 | 74.77% | 0.4 |
|
| 5187 |
5187
Monte Financial Group
Guilford,
Connecticut
| US$2.34억 | -US$760만 | -3% | 1.83% | 66.7% | 87 | 8.05% | 3.6 |
|
| 5188 |
5188
Wealth Advisors of Tampa Bay
Tampa,
Florida
| US$2.34억 | -US$611만 | -3% | 3.73% | 86.2% | 89 | 4.49% | 3.9 |
|
| 5189 |
5189
HGC Investment Management
Toronto,
Ontario, Canada
| US$2.34억 | -US$927만 | -4% | 4.22% | 33.2% | 113 | 45.13% | 1 |
|
| 5190 |
5190
Topel & Distasi Wealth Management
Berkeley,
California
| US$2.33억 | -US$774만 | -3% | 1.76% | 43.6% | 78 | 0% | 2.5 |
|
| 5191 |
AFP
5191
Advus Financial Partners
Winter Park,
Florida
| US$2.33억 | -US$448만 | -2% | 1.95% | 56.5% | 67 | 16.42% | 2.1 |
|
| 5192 |
5192
Elevation Capital Advisory
Bend,
Oregon
| US$2.33억 | +US$687만 | +3% | 2.56% | – | 80 | 66.25% | 0.3 |
|
| 5193 |
CWM
5193
Capital Wealth Management
W. Warwick,
Rhode Island
| US$2.33억 | -US$8.06만 | -0% | 2.04% | 51.3% | 44 | 15.91% | 2.9 |
|
| 5194 |
5194
Northwest Capital Management
Lake Oswego,
Oregon
| US$2.33억 | -US$4425만 | -16% | 0.82% | 57% | 467 | 8.99% | 2 |
|
| 5195 |
5195
Morris Financial Concepts
Mount Pleasant,
South Carolina
| US$2.33억 | +US$38.8만 | +0.2% | 0.03% | 56.5% | 197 | 8.63% | 2.1 |
|
| 5196 |
5196
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| US$2.33억 | -US$130만 | -0.6% | 4.78% | 35.4% | 43 | 6.98% | 2.1 |
|
| 5197 |
5197
Diadema Partners
Morristown,
New Jersey
| US$2.33억 | – | – | 9.46% | – | 107 | – | 0 |
|
| 5198 |
5198
Samalin Investment Counsel
Chappaqua,
New York
| US$2.33억 | +US$320만 | +1% | 0.75% | 68.3% | 322 | 20.5% | 2.6 |
|
| 5199 |
5199
Warner Financial
Bethesda,
Maryland
| US$2.33억 | +US$713만 | +3% | 0.68% | 69.2% | 119 | 9.24% | 2.3 |
|
| 5200 |
5200
Lumbard & Kellner
Hollis,
New Hampshire
| US$2.33억 | +US$569만 | +3% | 6.87% | 137% | 84 | 11.9% | 3.1 |
|