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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5651 |
5651
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| US$1.92억 | -US$1082만 | -5% | 1.12% | 38.1% | 23 | 8.7% | 3.3 |
|
| 5652 |
5652
Nutshell Asset Management
Sevenoaks,
United Kingdom
| US$1.92억 | +US$3357만 | +21% | 8.26% | – | 38 | 55.26% | 0.2 |
|
| 5653 |
5653
Blue Barn Wealth
Orem,
Utah
| US$1.92억 | +US$210만 | +1% | 0.64% | 46.4% | 162 | 17.28% | 2.1 |
|
| 5654 |
5654
Tumwater Wealth Management
Boise,
Idaho
| US$1.92억 | +US$102만 | +0.5% | 0.27% | – | 33 | 9.09% | 0.2 |
|
| 5655 |
5655
Donald L. Hagan LLC
Sarasota,
Florida
| US$1.92억 | -US$90.4만 | -0.5% | 2.06% | 47.9% | 99 | 16.16% | 3.1 |
|
| 5656 |
IFS
5656
Intelligent Financial Strategies
Excelsior,
Minnesota
| US$1.92억 | +US$1111만 | +6% | 7.84% | 63.5% | 83 | 6.02% | 2.7 |
|
| 5657 |
5657
Sellwood Investment Partners
Portland,
Oregon
| US$1.92억 | +US$553만 | +3% | 0.87% | – | 55 | 29.09% | 0.3 |
|
| 5658 |
5658
Ariadne Wealth Management
Santa Barbara,
California
| US$1.92억 | -US$2700만 | -12% | 0.09% | – | 248 | 26.21% | 0.5 |
|
| 5659 |
5659
WFA Asset Management
Whitefish Bay,
Wisconsin
| US$1.91억 | +US$624만 | +3% | 0.83% | 60% | 266 | 27.07% | 2.2 |
|
| 5660 |
5660
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| US$1.91억 | -US$424만 | -2% | 1.82% | 50.2% | 19 | 15.79% | 3 |
|
| 5661 |
5661
Tandem Wealth Advisors
Phoenix,
Arizona
| US$1.91억 | -US$477만 | -2% | 0.7% | 43.1% | 54 | 5.56% | 1.8 |
|
| 5662 |
5662
Mirabaud Asset Management
London,
United Kingdom
| US$1.91억 | -US$2379만 | -11% | 3.79% | – | 43 | 0% | 1.1 |
|
| 5663 |
5663
Melone Private Wealth
Auburn Hills,
Michigan
| US$1.91억 | -US$186만 | -1% | 0.84% | 30.4% | 52 | 9.62% | 2.9 |
|
| 5664 |
5664
Creekside Partners
Petaluma,
California
| US$1.91억 | -US$193만 | -1% | 1.14% | – | 167 | 2.99% | 0.7 |
|
| 5665 |
5665
Ridgecrest Wealth Partners
Mill Valley,
California
| US$1.91억 | +US$655만 | +4% | 3.71% | 103% | 117 | 12.82% | 2.8 |
|
| 5666 |
DCM
5666
Dudley Capital Management
Middleburg,
Virginia
| US$1.91억 | -US$760만 | -4% | 0.32% | 129% | 143 | 14.69% | 1.7 |
|
| 5667 |
5667
Chicago Wealth Management
Chicago,
Illinois
| US$1.91억 | -US$166만 | -0.9% | 1.34% | 134% | 53 | 15.09% | 2.3 |
|
| 5668 |
5668
Compass Capital Corp
Braintree,
Massachusetts
| US$1.91억 | -US$6570만 | -26% | 2.4% | – | 210 | 15.71% | 0.2 |
|
| 5669 |
5669
Moser Wealth Advisors
Bellevue,
Washington
| US$1.91억 | -US$133만 | -0.7% | 2.14% | – | 171 | 25.73% | 3 |
|
| 5670 |
5670
Walker Financial Services
Bowling Green,
Kentucky
| US$1.91억 | +US$1875만 | +11% | 2.05% | 20.8% | 36 | 22.22% | 1.7 |
|
| 5671 |
5671
Aventura Private Wealth
Aventura,
Florida
| US$1.91억 | +US$503만 | +3% | 3.33% | – | 813 | 10.7% | 0.2 |
|
| 5672 |
5672
GSI Capital Advisors
Newport Beach,
California
| US$1.91억 | +US$168만 | +0.9% | 2.18% | 39.7% | 38 | 36.84% | 1.8 |
|
| 5673 |
5673
Cornercap Investment Counsel
Atlanta,
Georgia
| US$1.91억 | -US$1.2억 | -39% | 1.3% | 55.4% | 470 | 69.36% | 2.7 |
|
| 5674 |
5674
Bay Rivers Group
Williamsburg,
Virginia
| US$1.91억 | -US$1558만 | -8% | 5.87% | 166% | 88 | 13.64% | 3.2 |
|
| 5675 |
5675
Whitebark Investors
Incline Village,
Nevada
| US$1.91억 | -US$2513만 | -12% | 1.88% | – | 11 | 36.36% | 0.2 |
|