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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5276 |
5276
44 Wealth Management
Eugene,
Oregon
| US$3.02억 | +US$1624만 | +6% | 17.1% | – | 206 | 21.84% | 2.7 |
|
| 5277 |
5277
Rede Wealth
Charlottesville,
Virginia
| US$3.02억 | +US$2401만 | +9% | 9.56% | 84.4% | 120 | 12.5% | 1.5 |
|
| 5278 |
5278
Armstrong Fleming & Moore
Washington,
District of Columbia
| US$3.02억 | +US$6635만 | +28% | 12.7% | 135% | 120 | 14.17% | 1.1 |
|
| 5279 |
5279
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| US$3.02억 | -US$3773만 | -11% | 31% | 245% | 423 | 56.97% | 0.7 |
|
| 5280 |
5280
OMC Financial Services
Dewitt,
New York
| US$3.02억 | +US$4384만 | +17% | 32.2% | – | 65 | 7.69% | 2.1 |
|
| 5281 |
MHP
5281
Manatuck Hill Partners
Westport,
Connecticut
| US$3.02억 | -US$6863만 | -19% | 33.7% | 556% | 163 | 49.69% | 1 |
|
| 5282 |
5282
E Fund Management (HK)
Central,
Hong Kong
| US$3.02억 | +US$8168만 | +37% | 37.3% | 163% | 566 | 16.25% | 0.9 |
|
| 5283 |
5283
BCU Wealth Advisors
Vernon Hills,
Illinois
| US$3.01억 | +US$3284만 | +12% | 11.2% | 57.7% | 65 | 10.77% | 1.7 |
|
| 5284 |
5284
ACT Advisors
Asheville,
North Carolina
| US$3.01억 | +US$6565만 | +28% | 14.2% | 75.4% | 98 | 34.69% | 1.6 |
|
| 5285 |
5285
Traveka Wealth
Los Altos,
California
| US$3.01억 | +US$3876만 | +15% | 15.2% | 78.1% | 213 | 19.25% | 1.4 |
|
| 5286 |
VU
5286
Valence8 US
Cambridge,
Massachusetts
| US$3억 | +US$1439만 | +5% | 15% | 76.6% | 15 | 6.67% | 2.1 |
|
| 5287 |
5287
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| US$3억 | +US$5838만 | +24% | 40.7% | 215% | 210 | 14.29% | 1.8 |
|
| 5288 |
5288
RASP Wealth Solutions
Fishers,
Indiana
| US$3억 | – | – | 26.1% | – | 97 | – | 0 |
|
| 5289 |
5289
Caerus Investment Advisors
West Lake Hills,
Texas
| US$3억 | +US$6001만 | +25% | 23.1% | 85% | 391 | 41.43% | 0.6 |
|
| 5290 |
5290
Bull Oak Capital
San Diego,
California
| US$3억 | +US$4002만 | +15% | 12.6% | 62.1% | 42 | 14.29% | 1.3 |
|
| 5291 |
5291
Rainwater Charitable Foundation
Fort Worth,
Texas
| US$3억 | +US$1.06억 | +55% | 11.9% | 44% | 4 | 0% | 4.3 |
|
| 5292 |
5292
Breach Inlet Capital Management
Mt. Pleasant,
South Carolina
| US$3억 | -US$458만 | -2% | 24.8% | – | 12 | 16.67% | 1.5 |
|
| 5293 |
5293
Sculati Wealth Management
Bloomfield Hills,
Michigan
| US$3억 | +US$2894만 | +11% | 9.99% | 80.3% | 126 | 10.32% | 3.9 |
|
| 5294 |
5294
Nutshell Asset Management
Sevenoaks,
United Kingdom
| US$3억 | +US$1.16억 | +63% | 12% | – | 50 | 40% | 0.6 |
|
| 5295 |
5295
Financial Symmetry
Raleigh,
North Carolina
| US$3억 | +US$1821만 | +6% | 11% | 68.4% | 69 | 10.14% | 1.6 |
|
| 5296 |
5296
Martin Investment Management
Palm Beach Gardens,
Florida
| US$3억 | -US$4332만 | -13% | 1.77% | 44% | 49 | 10.2% | 5.4 |
|
| 5297 |
5297
Eagle Bluffs Wealth Management
Columbia,
Missouri
| US$2.99억 | +US$4258만 | +17% | 22.6% | 95.5% | 86 | 6.98% | 3 |
|
| 5298 |
5298
Avanda Investment Management
Singapore
| US$2.99억 | +US$2.36억 | +374% | 56.7% | – | 45 | 60% | 0.5 |
|
| 5299 |
5299
Acorn Creek Capital
Fort Collins,
Colorado
| US$2.99억 | +US$1905만 | +7% | 11.4% | – | 92 | 14.13% | 1.7 |
|
| 5300 |
5300
Kondo Wealth Advisors
Pasadena,
California
| US$2.99억 | +US$3356만 | +13% | 10.3% | – | 79 | 17.72% | 1.2 |
|