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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5551 |
5551
Forbes Financial Planning
East Greenwich,
Rhode Island
| US$2.06억 | +US$6759만 | +49% | 1.57% | 52.3% | 34 | 20.59% | 2.1 |
|
| 5552 |
5552
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
| US$2.06억 | – | – | 2.5% | – | 89 | – | 0 |
|
| 5553 |
5553
Bay Rivers Group
Williamsburg,
Virginia
| US$2.06억 | +US$505만 | +3% | 5.9% | 166% | 91 | 16.48% | 2.9 |
|
| 5554 |
5554
Dravo Bay
Rehoboth Beach,
Delaware
| US$2.06억 | +US$1189만 | +6% | 1.63% | 45.2% | 51 | 11.76% | 1.9 |
|
| 5555 |
5555
Fortress Wealth Management
Culver City,
California
| US$2.06억 | +US$605만 | +3% | 1.7% | 52.1% | 76 | 18.42% | 1.9 |
|
| 5556 |
5556
Retirement Planning Company of New England
Warwick,
Rhode Island
| US$2.06억 | +US$526만 | +3% | 2.53% | 125% | 243 | 10.7% | 2.3 |
|
| 5557 |
5557
Canerector Inc
Toronto,
Ontario, Canada
| US$2.06억 | – | – | 0.7% | – | 10 | – | 0 |
|
| 5558 |
5558
Sand Grove Capital Management
London,
United Kingdom
| US$2.06억 | -US$4999만 | -20% | 9.27% | 410% | 18 | 44.44% | 0.3 |
|
| 5559 |
5559
Birnam Oak Advisors
New York
| US$2.06억 | – | – | 1.8% | – | 27 | – | 0 |
|
| 5560 |
5560
Jones Road Capital Management
New York
| US$2.06억 | -US$1.14억 | -36% | 1.48% | 88.5% | 46 | 41.3% | 1 |
|
| 5561 |
5561
Yardley Wealth Management
Yardley,
Pennsylvania
| US$2.06억 | +US$3725만 | +22% | 2.42% | – | 42 | 4.76% | 0.2 |
|
| 5562 |
5562
Brighton Securities
Rochester,
New York
| US$2.06억 | – | – | 1.17% | – | 55 | – | 0 |
|
| 5563 |
HPFG
5563
Hart & Patterson Financial Group
Amherst,
Massachusetts
| US$2.06억 | -US$542만 | -3% | 2.58% | – | 73 | 2.74% | 0.9 |
|
| 5564 |
5564
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| US$2.06억 | +US$3192만 | +18% | 2.51% | 72% | 137 | 17.52% | 2.7 |
|
| 5565 |
5565
Innealta Capital
Austin,
Texas
| US$2.06억 | -US$4086만 | -17% | 2.5% | 69.8% | 172 | 34.88% | 1.4 |
|
| 5566 |
5566
Riverwater Partners
Milwaukee,
Wisconsin
| US$2.06억 | +US$407만 | +2% | 2.16% | 112% | 235 | 22.13% | 1.6 |
|
| 5567 |
BOCM
5567
Bontempo Ohly Capital Management
Bethesda,
Maryland
| US$2.05억 | -US$1370만 | -6% | 4.02% | 49.6% | 35 | 2.86% | 5 |
|
| 5568 |
LWMI
5568
Landmark Wealth Management (Illinois)
Normal,
Illinois
| US$2.05억 | +US$468만 | +2% | 2.42% | 42.4% | 47 | 14.89% | 0.5 |
|
| 5569 |
5569
Three Seasons Wealth
Salt Lake City,
Utah
| US$2.05억 | +US$1518만 | +8% | 4.42% | 169% | 141 | 36.88% | 0.6 |
|
| 5570 |
5570
Investors Asset Management of Georgia
Atlanta,
Georgia
| US$2.05억 | -US$698만 | -3% | 0.02% | 118% | 168 | 5.95% | 6.6 |
|
| 5571 |
APSI
5571
Asset Planning Services Inc
Covington,
Louisiana
| US$2.05억 | +US$286만 | +1% | 1.93% | 138% | 35 | 0% | 5.4 |
|
| 5572 |
5572
Redwood Wealth Management Group
Medford,
New Jersey
| US$2.05억 | +US$344만 | +2% | 3.4% | 74.1% | 171 | 15.79% | 1.2 |
|
| 5573 |
5573
Ayrshire Capital Management
Westport,
Connecticut
| US$2.05억 | -US$521만 | -2% | 0.21% | 84.8% | 54 | 20.37% | 3.2 |
|
| 5574 |
5574
Swan Capital
Pensacola,
Florida
| US$2.05억 | +US$174만 | +0.9% | 3.17% | 47.9% | 431 | 31.55% | 0.5 |
|
| 5575 |
5575
New England Capital Financial Advisors
Meriden,
Connecticut
| US$2.05억 | +US$1224만 | +6% | 0.12% | 58.3% | 429 | 10.72% | 1.7 |
|