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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 |
LI
5576
Latigo Investments
Fort Lauderdale,
Florida
| US$1.31억 | +US$1232만 | +10% | 10.2% | 62.6% | 16 | 0% | 0.9 |
|
| 5577 |
5577
Planning Directions
Glen Mills,
Pennsylvania
| US$1.31억 | +US$722만 | +6% | 8.02% | 46.3% | 76 | 17.11% | 2.2 |
|
| 5578 |
EWG
5578
Executive Wealth Group
Kirkland,
Washington
| US$1.31억 | +US$1449만 | +12% | 15.1% | 14.9% | 44 | 4.55% | 4.2 |
|
| 5579 |
5579
Barnett & Company
Chattanooga,
Tennessee
| US$1.31억 | +US$1766만 | +16% | 12.7% | 65.9% | 86 | 12.79% | 4 |
|
| 5580 |
CAM
5580
CPA Asset Management
West Palm Beach,
Florida
| US$1.31억 | – | – | 8.46% | 53.3% | 64 | – | 0 |
|
| 5581 |
5581
Caliber Wealth Management (Utah)
Orem,
Utah
| US$1.31억 | +US$417만 | +3% | 7.6% | 36.5% | 99 | 48.48% | 0.9 |
|
| 5582 |
5582
Motive Wealth Advisors
Birmingham,
Michigan
| US$1.31억 | +US$739만 | +6% | 8.83% | 73.4% | 65 | 18.46% | 1 |
|
| 5583 |
5583
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| US$1.31억 | +US$1854만 | +17% | 12.8% | 61% | 101 | 12.87% | 4.8 |
|
| 5584 |
5584
Nucleo Capital
Sao Paulo, Sp,
Brazil
| US$1.31억 | – | – | 3.24% | 116% | 2 | – | 1.3 |
|
| 5585 |
5585
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| US$1.31억 | +US$773만 | +6% | 9.01% | 215% | 89 | 32.58% | 1.3 |
|
| 5586 |
FP
5586
Factorial Partners
Mt. Kisco,
New York
| US$1.31억 | +US$1553만 | +13% | 13.5% | 88.7% | 95 | 14.74% | 2.4 |
|
| 5587 |
5587
WFA of San Diego
San Diego,
California
| US$1.31억 | +US$1968만 | +18% | 6.91% | – | 475 | 81.47% | 0.4 |
|
| 5588 |
5588
Orleans Capital Management
Mandeville,
Louisiana
| US$1.31억 | +US$1108만 | +9% | 11.3% | 94.6% | 79 | 3.8% | 2.3 |
|
| 5589 |
5589
Ballew Advisors
Jackson,
Mississippi
| US$1.31억 | +US$1910만 | +17% | 7.85% | 68% | 107 | 18.69% | 3 |
|
| 5590 |
5590
Stewart Asset Management
New York
| US$1.3억 | -US$733만 | -5% | 6.7% | 42.5% | 29 | 10.34% | 2.2 |
|
| 5591 |
5591
Acorn Wealth Advisors
Grand Blanc,
Michigan
| US$1.3억 | +US$842만 | +7% | 8.83% | 58.8% | 169 | 15.38% | 2.9 |
|
| 5592 |
5592
Baron Wealth Management
Troy,
Michigan
| US$1.3억 | – | – | 4.47% | 88.6% | 133 | – | 0 |
|
| 5593 |
5593
New Perspectives Inc
Ridgeland,
Mississippi
| US$1.3억 | +US$1428만 | +12% | 6.85% | – | 24 | 25% | 1.2 |
|
| 5594 |
5594
Sterling Financial Group
Pasadena,
California
| US$1.3억 | – | – | 5.83% | 49.6% | 52 | – | 0 |
|
| 5595 |
5595
Mork Capital Management
Healdsburg,
California
| US$1.3억 | +US$2855만 | +28% | 13.3% | 61.9% | 137 | 31.39% | 2.3 |
|
| 5596 |
5596
Essential Planning
Portsmouth,
New Hampshire
| US$1.3억 | +US$1.13억 | +652% | 4.46% | 40.9% | 43 | 53.49% | 0.1 |
|
| 5597 |
5597
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| US$1.3억 | +US$518만 | +4% | 7.39% | 62.6% | 149 | 6.71% | 4.1 |
|
| 5598 |
5598
University of Chicago
Chicago,
Illinois
| US$1.3억 | – | – | 2.49% | 62.3% | 5 | – | 2.9 |
|
| 5599 |
5599
ETF Store
Overland Park,
Kansas
| US$1.3억 | +US$1538만 | +13% | 6.66% | 61% | 94 | 13.83% | 0.8 |
|
| 5600 |
5600
Granite FO LLC
Bedford,
New Hampshire
| US$1.3억 | – | – | 11.7% | 112% | 142 | – | 0 |
|