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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
5851
Riverwater Partners
Milwaukee,
Wisconsin
| US$1.17억 | +US$1699만 | +17% | 12.6% | 110% | 219 | 23.74% | 0.6 |
|
| 5852 |
5852
Paladin Advisory Group
Clive,
Iowa
| US$1.17억 | +US$738만 | +7% | – | 71.9% | 279 | 5.02% | 0.5 |
|
| 5853 |
EFH
5853
Eaton Financial Holdings
Coral Springs,
Florida
| US$1.17억 | – | – | 7.73% | – | 68 | – | 0 |
|
| 5854 |
5854
Verity Asset Management
Durham,
North Carolina
| US$1.17억 | +US$1999만 | +21% | 10.2% | 79.7% | 209 | 34.45% | 2.3 |
|
| 5855 |
5855
Leverty Financial Group
Hudson,
Wisconsin
| US$1.17억 | +US$1348만 | +13% | 8.91% | 57.3% | 30 | 23.33% | 0.8 |
|
| 5856 |
5856
Aristotle Pacific Capital
Newport Beach,
California
| US$1.17억 | +US$5271만 | +82% | 1.77% | 1.84% | 7 | 14.29% | 1.4 |
|
| 5857 |
5857
Pension & Wealth Management Advisors
Waltham,
Massachusetts
| US$1.17억 | – | – | 7.29% | 49.9% | 264 | – | 0 |
|
| 5858 |
5858
GEM Asset Management
Plymouth,
Michigan
| US$1.17억 | – | – | 8.34% | 62.9% | 71 | – | 0 |
|
| 5859 |
5859
Cadence Wealth Management
Westborough,
Massachusetts
| US$1.17억 | +US$1021만 | +10% | 11.2% | 56.4% | 30 | 16.67% | 1.4 |
|
| 5860 |
5860
Wolff Wiese Magana
Carslbad,
California
| US$1.17억 | -US$781만 | -6% | 8.26% | 149% | 1,011 | 28.98% | 1.5 |
|
| 5861 |
5861
Woodward Financial Advisors
Chapel Hill,
North Carolina
| US$1.17억 | +US$972만 | +9% | 7.6% | 55% | 44 | 2.27% | 0.9 |
|
| 5862 |
5862
Phoenician Capital
New York
| US$1.17억 | +US$653만 | +6% | 0.01% | 41.1% | 13 | 7.69% | 2.1 |
|
| 5863 |
5863
Samson Rock Capital
London,
United Kingdom
| US$1.17억 | -US$1665만 | -12% | 28.6% | 166% | 55 | 92.73% | 0.1 |
|
| 5864 |
5864
PACK Private Wealth
Wayzata,
Minnesota
| US$1.17억 | +US$1026만 | +10% | 9.13% | 52.8% | 37 | 10.81% | 0.9 |
|
| 5865 |
5865
Divco West Real Estate Services
San Francisco,
California
| US$1.16억 | – | – | 9.47% | 22.3% | 6 | – | 0 |
|
| 5866 |
5866
Crestwood Capital Management
New York
| US$1.16억 | +US$737만 | +7% | 3.31% | 203% | 15 | 26.67% | 2.7 |
|
| 5867 |
5867
Robinson Value Management
San Antonio,
Texas
| US$1.16억 | +US$1593만 | +16% | 10.8% | 79.3% | 94 | 27.66% | 2.8 |
|
| 5868 |
5868
Lynch Asset Management
Yardley,
Pennsylvania
| US$1.16억 | +US$473만 | +4% | 10.3% | 214% | 54 | 9.26% | 0.9 |
|
| 5869 |
5869
Trellis Wealth Advisors
San Luis Obispo,
California
| US$1.16억 | – | – | 9.74% | 62.2% | 29 | – | 0 |
|
| 5870 |
5870
Meredith Wealth Planning
Maryville,
Illinois
| US$1.16억 | – | – | 11.4% | 66.5% | 60 | – | 0 |
|
| 5871 |
5871
Crystal Rock Capital Management
Bannockburn,
Illinois
| US$1.16억 | +US$1896만 | +20% | 10.8% | 164% | 29 | 20.69% | 4.3 |
|
| 5872 |
S2L
5872
Sparta 24 Ltd
Tirat Hacarmel,
Israel
| US$1.16억 | – | – | 10.1% | 83.7% | 13 | – | 0 |
|
| 5873 |
5873
Systrade
Vaduz,
Liechtenstein
| US$1.16억 | – | – | 16.3% | 152% | 9 | – | 0 |
|
| 5874 |
5874
Chicago Wealth Management
Chicago,
Illinois
| US$1.16억 | +US$1157만 | +11% | 6.33% | 134% | 43 | 32.56% | 1.2 |
|
| 5875 |
5875
CVS Health
Woonsocket,
Rhode Island
| US$1.16억 | +US$1191만 | +11% | 11.6% | 48.7% | 7 | 14.29% | 0.9 |
|