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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5676 |
5676
SGL Investment Advisors
Missoula,
Montana
| US$1.98억 | +US$352만 | +2% | 0.75% | – | 122 | 19.67% | 0.2 |
|
| 5677 |
5677
Everpar Advisors
Tulsa,
Oklahoma
| US$1.98억 | +US$499만 | +3% | 4.02% | – | 285 | 16.84% | 0.8 |
|
| 5678 |
5678
Littlejohn & Co
Greenwich,
Connecticut
| US$1.98억 | +US$71.8만 | +0.4% | 4.49% | 66.1% | 25 | 8% | 2.5 |
|
| 5679 |
5679
Wealth Advisors of Iowa
West Des Moines,
Iowa
| US$1.98억 | +US$187만 | +0.9% | 0.79% | 60.9% | 73 | 17.81% | 1.9 |
|
| 5680 |
5680
Retirement Guys Formula
Maumee,
Ohio
| US$1.98억 | -US$1675만 | -8% | 0.59% | 75.7% | 143 | 16.08% | 1.5 |
|
| 5681 |
5681
Axon Enterprise
Scottsdale,
Arizona
| US$1.98억 | – | – | 30.8% | – | 1 | – | 0 |
|
| 5682 |
5682
AAF Wealth Management
Westborough,
Massachusetts
| US$1.98억 | -US$20.4만 | -0.1% | 0.75% | 75.1% | 49 | 14.29% | 2.3 |
|
| 5683 |
5683
Aurelius Family Office
Bedford,
New Hampshire
| US$1.98억 | – | – | 2.3% | – | 43 | – | 0 |
|
| 5684 |
5684
Jackson Hill Advisors
Houston,
Texas
| US$1.98억 | +US$153만 | +0.8% | 3.45% | 61.2% | 13 | 15.38% | 2.3 |
|
| 5685 |
5685
Galilei Investment Office
London,
United Kingdom
| US$1.98억 | – | – | 1.13% | – | 25 | – | 0 |
|
| 5686 |
5686
Candelo Capital Management
New York
| US$1.98억 | +US$1900만 | +11% | 8.8% | – | 54 | 59.26% | 0.3 |
|
| 5687 |
SCM
5687
Sage Capital Management
Stockton,
New Jersey
| US$1.98억 | -US$1052만 | -5% | 0.43% | 94.3% | 165 | 6.06% | 0.9 |
|
| 5688 |
5688
State Insurance Fund
New York
| US$1.98억 | +US$460만 | +2% | 2.37% | 77.9% | 1 | 0% | 1 |
|
| 5689 |
5689
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| US$1.98억 | -US$1655만 | -8% | 0.27% | 58.3% | 54 | 11.11% | 2.5 |
|
| 5690 |
5690
Prosperitas Financial
Valencia,
California
| US$1.98억 | +US$1190만 | +6% | 3.56% | 118% | 68 | 14.71% | 0.9 |
|
| 5691 |
5691
Continuum Wealth Advisors
Saratoga Springs,
New York
| US$1.98억 | +US$1132만 | +6% | 0.62% | 69% | 62 | 12.9% | 1.3 |
|
| 5692 |
5692
Taylor Frigon Capital Management
Scottsdale,
Arizona
| US$1.98억 | -US$302만 | -2% | 10.6% | 152% | 92 | 5.43% | 4.4 |
|
| 5693 |
5693
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| US$1.98억 | +US$760만 | +4% | 1.04% | 55.5% | 65 | 9.23% | 1.4 |
|
| 5694 |
BPIA
5694
Broad Peak Investment Advisers
Singapore
| US$1.98억 | -US$1.28억 | -39% | 4.98% | – | 9 | 55.56% | 0.5 |
|
| 5695 |
PK
5695
Pflug Koory
Omaha,
Nebraska
| US$1.98억 | -US$587만 | -3% | 1.32% | – | 399 | 1.25% | 5.9 |
|
| 5696 |
5696
Davis Rea
Toronto,
Ontario, Canada
| US$1.98억 | -US$3225만 | -14% | 1.17% | 66.9% | 39 | 23.08% | 6.2 |
|
| 5697 |
5697
Vivid Wealth Management
West Des Moines,
Iowa
| US$1.98억 | +US$609만 | +3% | 5.03% | 107% | 68 | 23.53% | 0.8 |
|
| 5698 |
5698
Castalian Partners
Excelsior,
Minnesota
| US$1.97억 | – | – | 0.39% | – | 27 | – | 0 |
|
| 5699 |
5699
Abound Financial
Granite Bay,
California
| US$1.97억 | – | – | 0.41% | – | 69 | – | 0 |
|
| 5700 |
5700
Porter White Investment Advisors
Birmingham,
Alabama
| US$1.97억 | -US$243만 | -1% | 1.58% | 58% | 33 | 3.03% | 1.7 |
|