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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5926 |
UWM
5926
Udine Wealth Management
Boca Raton,
Florida
| US$2.43억 | +US$3826만 | +19% | 18.4% | 127% | 45 | 33.33% | 1.7 |
|
| 5927 |
NAM
5927
NewGen Asset Management
Toronto,
Ontario, Canada
| US$2.43억 | -US$1590만 | -6% | 4.72% | 402% | 47 | 63.83% | 0.4 |
|
| 5928 |
LWMI
5928
Legacy Wealth Management (Idaho)
Boise,
Idaho
| US$2.43억 | +US$4154만 | +21% | 17.8% | – | 1,072 | 84.51% | 1.2 |
|
| 5929 |
TF
5929
Threadgill Financial
Spring,
Texas
| US$2.43억 | -US$1.02억 | -30% | 10.8% | 49.3% | 48 | 33.33% | 2.2 |
|
| 5930 |
OWSCM
5930
One William Street Capital Management
New York
| US$2.42억 | -US$9.37억 | -79% | 3.16% | 44% | 18 | 27.78% | 0.4 |
|
| 5931 |
PSF
5931
Pacific Sun Financial
Los Angeles,
California
| US$2.42억 | +US$3597만 | +17% | 18.6% | 70.3% | 222 | 10.81% | 5 |
|
| 5932 |
SS
5932
Sound Stewardship
Overland Park,
Kansas
| US$2.42억 | +US$2415만 | +11% | 8.38% | 45.9% | 73 | 13.7% | 2.3 |
|
| 5933 |
EAM
5933
Eukles Asset Management
Cincinnati,
Ohio
| US$2.42억 | +US$1806만 | +8% | 12.5% | 77.2% | 243 | 8.23% | 4.9 |
|
| 5934 |
HSWS
5934
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| US$2.42억 | +US$2341만 | +11% | 12.5% | – | 68 | 11.76% | 1.6 |
|
| 5935 |
IF
5935
IRON Financial
Northbrook,
Illinois
| US$2.42억 | +US$1346만 | +6% | 8.66% | 51.4% | 156 | 10.26% | 3.1 |
|
| 5936 |
LIWM
5936
Long Island Wealth Management
Melville,
New York
| US$2.42억 | +US$2658만 | +12% | 10.4% | – | 97 | 10.31% | 1.9 |
|
| 5937 |
DEA
5937
DoubleLine ETF Adviser
Tampa,
Florida
| US$2.42억 | -US$2061만 | -8% | 6.25% | 51.6% | 217 | 40.55% | 1 |
|
| 5938 |
WCP
5938
Wealthcare Capital Partners
West Chester,
Pennsylvania
| US$2.42억 | +US$2855만 | +13% | 10.8% | – | 185 | 20.54% | 1.1 |
|
| 5939 |
TFP
5939
TrueWealth Financial Partners
Bellevue,
Washington
| US$2.42억 | -US$888만 | -4% | 7.61% | 36.4% | 66 | 57.58% | 0.4 |
|
| 5940 |
RPSM
5940
Royalty Pharma Sub-Manager
New York
| US$2.42억 | +US$6915만 | +40% | 27.9% | – | 5 | 40% | 0.4 |
|
| 5941 |
FH
5941
Financial Harvest
Winter Park,
Florida
| US$2.42억 | +US$7207만 | +42% | 10.2% | – | 67 | 14.93% | 0.8 |
|
| 5942 |
SA
5942
Sunesis Advisors
Overland Park,
Kansas
| US$2.42억 | +US$2059만 | +9% | 9.96% | – | 63 | 9.52% | 2.9 |
|
| 5943 |
UI
5943
Unconventional Investor
Portsmouth,
New Hampshire
| US$2.42억 | +US$3114만 | +15% | 11.1% | 62.7% | 51 | 13.73% | 2.6 |
|
| 5944 |
ACP
5944
Arcus Capital Partners
Atlanta,
Georgia
| US$2.42억 | -US$3652만 | -13% | 13.3% | 69.2% | 131 | 25.19% | 3.1 |
|
| 5945 |
TP
5945
Thayer Partners
Wyndmoor,
Pennsylvania
| US$2.42억 | +US$3150만 | +15% | 12.2% | – | 104 | 13.46% | 0.4 |
|
| 5946 |
PFA
5946
Peak Financial Advisors
Denver,
Colorado
| US$2.42억 | +US$1564만 | +7% | 6.03% | 40.1% | 90 | 35.56% | 1.7 |
|
| 5947 |
CWWM
5947
Curry Webb Wealth Management
Indianapolis,
Indiana
| US$2.41억 | +US$2985만 | +14% | 11.4% | – | 69 | 11.59% | 0.5 |
|
| 5948 |
PPW
5948
PACK Private Wealth
Wayzata,
Minnesota
| US$2.41억 | +US$2372만 | +11% | 11.4% | 52.8% | 62 | 9.68% | 2.8 |
|
| 5949 |
ACM
5949
Alethea Capital Management
Mercer Island,
Washington
| US$2.41억 | +US$4649만 | +24% | 33% | 275% | 43 | 72.09% | 0.9 |
|
| 5950 |
NIA
5950
NIA Impact Advisors
Berkeley,
California
| US$2.41억 | +US$1648만 | +7% | 25.5% | – | 94 | 28.72% | 2.5 |
|