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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
5601
Eads & Heald Wealth Management
Atlanta,
Georgia
| US$2.03억 | -US$782만 | -4% | 0.03% | 93.3% | 145 | 7.59% | 8 |
|
| 5602 |
5602
TAGStone Capital
Charlotte,
North Carolina
| US$2.03억 | +US$744만 | +4% | 1.02% | 58.3% | 94 | 4.26% | 2.2 |
|
| 5603 |
5603
Avaii Wealth Management
Appleton,
Wisconsin
| US$2.03억 | +US$514만 | +3% | 1.24% | 100% | 150 | 28.67% | 1.5 |
|
| 5604 |
5604
Benchmark Wealth Management
Old Lyme,
Connecticut
| US$2.03억 | +US$69.7만 | +0.3% | 0.1% | 42.7% | 54 | 3.7% | 3.7 |
|
| 5605 |
5605
Sequent Asset Management
Houston,
Texas
| US$2.03억 | +US$57.4만 | +0.3% | 0.94% | 51.3% | 95 | 12.63% | 2.9 |
|
| 5606 |
5606
Adapt Wealth Advisors
Atlanta,
Georgia
| US$2.03억 | +US$1626만 | +9% | 1% | – | 81 | 32.1% | 0.5 |
|
| 5607 |
5607
Mendon Capital Advisors
Key Largo,
Florida
| US$2.03억 | +US$4809만 | +31% | 3.82% | – | 52 | 38.46% | 2.5 |
|
| 5608 |
5608
Trueblood Wealth Management
Lima,
Ohio
| US$2.03억 | +US$372만 | +2% | 1.09% | 89.9% | 241 | 10.79% | 0.9 |
|
| 5609 |
5609
Boyd Wealth Management
Sacramento,
California
| US$2.03억 | +US$541만 | +3% | 1.33% | 56.8% | 51 | 11.76% | 2.1 |
|
| 5610 |
DI
5610
Disciplined Investments
Tulsa,
Oklahoma
| US$2.03억 | +US$18.2만 | +0.1% | 2.42% | 51.4% | 127 | 10.24% | 3.3 |
|
| 5611 |
5611
Painted Porch Advisors
Santa Barbara,
California
| US$2.03억 | +US$511만 | +3% | 0.6% | – | 534 | 28.09% | 0.4 |
|
| 5612 |
5612
Standard General
New York
| US$2.03억 | -US$2916만 | -13% | 0.9% | 259% | 3 | 0% | 6.3 |
|
| 5613 |
5613
TenCore Partners
New York
| US$2.03억 | -US$873만 | -4% | 4.38% | 78.4% | 12 | 8.33% | 3.1 |
|
| 5614 |
5614
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| US$2.03억 | -US$141만 | -0.7% | 0.94% | 38.1% | 23 | 8.7% | 3.1 |
|
| 5615 |
5615
Harbourvest Partners
Boston,
Massachusetts
| US$2.03억 | +US$1027만 | +5% | 5.71% | 8.96% | 39 | 56.41% | 2.8 |
|
| 5616 |
5616
Plum Street Advisors
New Orleans,
Louisiana
| US$2.03억 | +US$506만 | +3% | 1.81% | – | 90 | 16.67% | 0.8 |
|
| 5617 |
5617
Starr Indemnity & Liability Company
New York
| US$2.03억 | – | – | 2.03% | – | 5 | – | 0 |
|
| 5618 |
5618
Integrated Quantitative Investments
Bellevue,
Washington
| US$2.02억 | – | – | 5.79% | – | 287 | – | 0 |
|
| 5619 |
5619
Ergawealth Advisors
Oak Brook,
Illinois
| US$2.02억 | +US$67.9만 | +0.3% | 0.25% | 50% | 65 | 10.77% | 1.4 |
|
| 5620 |
WA1
5620
Wimmer Associates 1
Pasadena,
California
| US$2.02억 | -US$199만 | -1% | 0.86% | 78.9% | 114 | 6.14% | 6.7 |
|
| 5621 |
5621
Bernzott Capital Advisors
Camarillo,
California
| US$2.02억 | -US$3015만 | -13% | 4.65% | 46.2% | 42 | 16.67% | 2.7 |
|
| 5622 |
5622
Heights Capital Management
San Francisco,
California
| US$2.02억 | +US$6737만 | +50% | 33.6% | – | 191 | 50.79% | 0.2 |
|
| 5623 |
5623
Woodward Financial Advisors
Chapel Hill,
North Carolina
| US$2.02억 | +US$267만 | +1% | 1.57% | 55% | 58 | 8.62% | 2.2 |
|
| 5624 |
5624
Pennington Partners & Co
Bethesda,
Maryland
| US$2.02억 | – | – | 2.91% | – | 91 | – | 0 |
|
| 5625 |
5625
Ballast Asset Management
Dallas,
Texas
| US$2.02억 | +US$601만 | +3% | 11.3% | 123% | 54 | 11.11% | 1 |
|