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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5826 |
5826
Worldly Partners Management
Needham,
Massachusetts
| US$1.91억 | -US$1933만 | -9% | 8.84% | 19.2% | 3 | 0% | 2 |
|
| 5827 |
5827
Goodwin Investment Advisory
Woodstock,
Georgia
| US$1.91억 | -US$3998만 | -17% | 2.68% | 60.8% | 39 | 10.26% | 1.9 |
|
| 5828 |
5828
Interactive Financial Advisors
New Lenox,
Illinois
| US$1.91억 | -US$347만 | -2% | 1.43% | 47.6% | 89 | 3.37% | 6.7 |
|
| 5829 |
5829
Powers Capital
San Francisco,
California
| US$1.91억 | – | – | 2.12% | – | 2 | – | 0 |
|
| 5830 |
5830
Tumwater Wealth Management
Boise,
Idaho
| US$1.91억 | – | – | 2.27% | – | 31 | – | 0 |
|
| 5831 |
5831
SFG Wealth Management
Towson,
Maryland
| US$1.91억 | +US$211만 | +1% | 1.52% | 86.3% | 107 | 23.36% | 1.8 |
|
| 5832 |
5832
Grove Street Fiduciary
Peterborough,
New Hampshire
| US$1.9억 | – | – | 5.11% | – | 58 | – | 0 |
|
| 5833 |
VCM
5833
Viewpoint Capital Management
Seattle,
Washington
| US$1.9억 | +US$1154만 | +6% | 5.51% | 127% | 142 | 5.63% | 2.5 |
|
| 5834 |
5834
S.A. Mason
Holland,
Michigan
| US$1.9억 | +US$178만 | +0.9% | 1.52% | 116% | 350 | 9.71% | 3.7 |
|
| 5835 |
5835
Carl P. Sherr & Co
Worcester,
Massachusetts
| US$1.9억 | +US$31.2만 | +0.2% | 0.91% | 78.6% | 122 | 9.84% | 3.2 |
|
| 5836 |
5836
Masso Torrence Wealth Management
Marlton,
New Jersey
| US$1.9억 | +US$495만 | +3% | 7.17% | 130% | 106 | 18.87% | 1.7 |
|
| 5837 |
5837
ELCO Management
New York
| US$1.9억 | +US$494만 | +3% | 6.8% | 98.3% | 178 | 19.1% | 3.6 |
|
| 5838 |
5838
Black Maple Capital Management
Milwaukee,
Wisconsin
| US$1.9억 | +US$3923만 | +26% | 0.33% | 35.7% | 125 | 50.4% | 0.8 |
|
| 5839 |
DRD
5839
Dennis R. Delaney
| US$1.9억 | -US$372만 | -2% | 0.38% | 84.3% | 47 | 6.38% | 6.3 |
|
| 5840 |
5840
Cordant Inc
Portland,
Oregon
| US$1.9억 | -US$550만 | -3% | 3.47% | 47% | 82 | 9.76% | 3.2 |
|
| 5841 |
5841
Shared Vision Wealth Group
Carlsbad,
United States
| US$1.9억 | +US$283만 | +2% | 1.29% | – | 78 | 11.54% | 0.9 |
|
| 5842 |
SGH
5842
Sivik Global Healthcare
Greenwich,
Connecticut
| US$1.9억 | -US$4630만 | -20% | 9% | 83.8% | 49 | 51.02% | 2 |
|
| 5843 |
SL
5843
SIB LLC
New York,
New York
| US$1.9억 | -US$1451만 | -7% | 0.93% | 29.2% | 19 | 0% | 8.9 |
|
| 5844 |
5844
Greenbush Financial Group
Albany,
New York
| US$1.9억 | – | – | 1.81% | – | 33 | – | 0 |
|
| 5845 |
5845
Financial Freedom LLC
Cincinnati,
Ohio
| US$1.9억 | +US$76.7만 | +0.4% | 0.52% | 76.9% | 363 | 2.75% | 1.8 |
|
| 5846 |
5846
Blue Barn Wealth
Orem,
Utah
| US$1.9억 | -US$514만 | -3% | 0.51% | 46.4% | 167 | 18.56% | 2 |
|
| 5847 |
LJCM
5847
Lee Johnson Capital Management
Fort Worth,
Texas
| US$1.9억 | -US$496만 | -3% | 5.89% | 118% | 36 | 27.78% | 1.1 |
|
| 5848 |
5848
Meridian Financial Partners
Warrenton,
Virginia
| US$1.89억 | -US$836만 | -4% | 1.36% | 80.8% | 108 | 14.81% | 1.7 |
|
| 5849 |
5849
Plan Group Financial
Oklahoma City,
Oklahoma
| US$1.89억 | -US$5.12만 | -0% | 1.13% | 63.4% | 118 | 5.93% | 1.1 |
|
| 5850 |
IAM
5850
Infinitum Asset Management
Fort Lauderdale,
Florida
| US$1.89억 | – | – | 22% | – | 18 | – | 0 |
|