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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5576 |
LCM
5576
Lunt Capital Management
Holladay,
Utah
| US$2.73억 | +US$1217만 | +5% | 8.13% | 42% | 102 | 16.67% | 2.1 |
|
| 5577 |
LIM
5577
Letson Investment Management
Atlanta,
Georgia
| US$2.73억 | +US$1227만 | +5% | 10.3% | – | 108 | 10.19% | 2 |
|
| 5578 |
AGC
5578
Alden Global Capital
Brandon,
Florida
| US$2.73억 | +US$9553만 | +54% | 23% | 99.8% | 19 | 26.32% | 1 |
|
| 5579 |
RWM
5579
RBA Wealth Management
Newport Beach,
California
| US$2.73억 | -US$515만 | -2% | 16.7% | 77.7% | 98 | 24.49% | 3.2 |
|
| 5580 |
BB
5580
Burford Brothers
Dallas,
Texas
| US$2.72억 | +US$2861만 | +12% | 11.5% | – | 187 | 10.7% | 1.8 |
|
| 5581 |
LWM
5581
Lakeridge Wealth Management
Mentor,
Ohio
| US$2.72억 | +US$3989만 | +17% | 12.3% | – | 192 | 14.06% | 1.7 |
|
| 5582 |
MPPW
5582
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| US$2.72억 | +US$2591만 | +11% | 13.8% | 82.3% | 150 | 4% | 4.7 |
|
| 5583 |
FF
5583
Foronjy Financial
Santa Barbara,
California
| US$2.72억 | +US$3160만 | +13% | 10.5% | – | 117 | 24.79% | 0.8 |
|
| 5584 |
EA
5584
Evolution Advisers
Richmond,
Virginia
| US$2.72억 | +US$3480만 | +15% | 9.26% | 40.8% | 946 | 83.51% | 0.6 |
|
| 5585 |
MCP
5585
Martin Capital Partners
Eugene,
Oregon
| US$2.72억 | +US$287만 | +1% | 5.86% | 42.3% | 75 | 13.33% | 4.3 |
|
| 5586 |
FWM
5586
FMB Wealth Management
Westlake Village,
California
| US$2.72억 | +US$3013만 | +12% | 12.8% | 71.1% | 76 | 6.58% | 2.5 |
|
| 5587 |
EB
5587
Emprise Bank
Wichita,
Kansas
| US$2.71억 | +US$2237만 | +9% | 9.24% | – | 113 | 9.73% | 1.8 |
|
| 5588 |
MLA
5588
MB, Levis & Associates
Center Valley,
Pennsylvania
| US$2.71억 | +US$3168만 | +13% | 8.01% | 43.1% | 266 | 16.54% | 2.7 |
|
| 5589 |
LRIC
5589
Long Road Investment Counsel
Kalamazoo,
Michigan
| US$2.71억 | +US$1630만 | +6% | 9.07% | 53.8% | 81 | 4.94% | 8.4 |
|
| 5590 |
ML
5590
MTCO Ltd
Nassau,
| US$2.71억 | +US$201만 | +0.7% | 4.83% | – | 4 | 50% | 0.4 |
|
| 5591 |
BWM
5591
Bernard Wealth Management
Royal Oak,
Michigan
| US$2.71억 | +US$3687만 | +16% | 21.2% | – | 378 | 18.52% | 1.2 |
|
| 5592 |
APIM
5592
Agate Pass Investment Management
Bainbridge Island,
Washington
| US$2.71억 | +US$1575만 | +6% | 13.7% | 68% | 113 | 10.62% | 3.3 |
|
| 5593 |
ESC
5593
Eurizon SLJ Capital
London,
| US$2.71억 | +US$6087만 | +29% | 26.9% | – | 179 | 10.61% | 0.4 |
|
| 5594 |
AWM
5594
AAF Wealth Management
Westborough,
Massachusetts
| US$2.71억 | +US$2733만 | +11% | 12.7% | 65.8% | 61 | 18.03% | 2.8 |
|
| 5595 |
OGF
5595
Orin Green Financial
San Diego,
California
| US$2.71억 | +US$2725만 | +11% | 13.3% | 53.3% | 84 | 8.33% | 1.1 |
|
| 5596 |
MCM
5596
M1 Capital Management
Bloomfield Hills,
Michigan
| US$2.71억 | +US$5379만 | +25% | 16.1% | – | 122 | 16.39% | 1.1 |
|
| 5597 |
AAG
5597
Avalon Advisory Group
Wexford,
Pennsylvania
| US$2.71억 | +US$2292만 | +9% | 9.68% | 41.4% | 14 | 14.29% | 4 |
|
| 5598 |
IWS
5598
Integrity Wealth Solutions
Denver,
Colorado
| US$2.71억 | +US$1608만 | +6% | 10.9% | – | 139 | 13.67% | 1.8 |
|
| 5599 |
KC
5599
Kaleidoscope Capital
Boston,
Massachusetts
| US$2.71억 | +US$1089만 | +4% | 8.51% | – | 16 | 6.25% | 2.3 |
|
| 5600 |
PWS
5600
Peloton Wealth Strategists
Indianapolis,
Indiana
| US$2.71억 | +US$2330만 | +9% | 11.2% | 51.3% | 94 | 11.7% | 3.5 |
|