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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6026 |
6026
Hardin Capital Partners
Greenville,
South Carolina
| US$1.53억 | – | – | 6.22% | – | 114 | – | 0 |
|
| 6027 |
6027
Keener Financial Planning
Keller,
Texas
| US$1.53억 | +US$786만 | +5% | 1.21% | – | 190 | 4.74% | 0.5 |
|
| 6028 |
6028
Solstein Capital
Menlo Park,
California
| US$1.53억 | +US$901만 | +6% | 5.12% | 91.4% | 322 | 5.59% | 2.6 |
|
| 6029 |
6029
New Millennium Group
Sandy,
Utah
| US$1.53억 | +US$2069만 | +16% | 12.4% | 176% | 419 | 83.77% | 0.3 |
|
| 6030 |
6030
Lancaster Investment Management
London,
United Kingdom
| US$1.53억 | +US$2785만 | +22% | 3.68% | 0.78% | 6 | 16.67% | 0.7 |
|
| 6031 |
6031
Black Maple Capital Management
Milwaukee,
Wisconsin
| US$1.53억 | -US$1030만 | -6% | 3.69% | 35.7% | 134 | 50.75% | 0.7 |
|
| 6032 |
CWMGP
6032
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| US$1.53억 | +US$1356만 | +10% | 3.37% | 75.9% | 73 | 12.33% | 1.5 |
|
| 6033 |
WBWA
6033
William B. Walkup & Associates
Columbia,
South Carolina
| US$1.53억 | – | – | 4.11% | – | 158 | – | 0 |
|
| 6034 |
BWM
6034
Bullock Wealth Management
Bloomington,
Indiana
| US$1.53억 | +US$336만 | +2% | 3.93% | 101% | 601 | 10.48% | 1.1 |
|
| 6035 |
TL
6035
TowerView LLC
New York
| US$1.53억 | +US$175만 | +1% | 0.38% | 17.9% | 30 | 23.33% | 3.1 |
|
| 6036 |
6036
Arthedge Capital Management
Jericho,
New York
| US$1.53억 | -US$1138만 | -7% | 1.78% | 80.7% | 12 | 0% | 2.8 |
|
| 6037 |
6037
Kapstone Financial Advisors
Lebanon,
Ohio
| US$1.53억 | +US$564만 | +4% | 3.44% | 131% | 113 | 14.16% | 1.2 |
|
| 6038 |
6038
W Advisors LLC
Germantown,
Tennessee
| US$1.52억 | +US$664만 | +5% | 3.48% | 73.8% | 115 | 7.83% | 1.9 |
|
| 6039 |
6039
Bullseye Investment Management
Cincinnati,
Ohio
| US$1.52억 | -US$1969만 | -11% | 1.82% | 36.2% | 79 | 37.97% | 0.6 |
|
| 6040 |
6040
Worth Financial Advisory Group
Charlotte,
North Carolina
| US$1.52억 | +US$803만 | +6% | 2.69% | 93.3% | 161 | 22.36% | 1.1 |
|
| 6041 |
6041
Fairbanks Capital Management
Rancho Santa Fe,
California
| US$1.52억 | +US$726만 | +5% | 6.09% | 81.3% | 54 | 0% | 4.7 |
|
| 6042 |
6042
Concorde Financial
Dallas,
Texas
| US$1.52억 | +US$4226만 | +38% | 2.12% | 81.3% | 41 | 12.2% | 1.5 |
|
| 6043 |
RMSCM
6043
R.M. Sincerbeaux Capital Management
New York
| US$1.52억 | -US$523만 | -3% | 2.66% | 76.4% | 40 | 7.5% | 8.7 |
|
| 6044 |
6044
BlackDiamond Wealth Management
New York
| US$1.52억 | +US$1177만 | +8% | 2.82% | 70.8% | 162 | 21.6% | 1.4 |
|
| 6045 |
6045
SummerHaven Investment Management
Stamford,
Connecticut
| US$1.52억 | -US$764만 | -5% | 2.36% | 150% | 195 | 1.54% | 1.7 |
|
| 6046 |
6046
Wells Financial Advisors
Framingham,
Massachusetts
| US$1.52억 | +US$511만 | +3% | 1.99% | 54% | 83 | 18.07% | 2.2 |
|
| 6047 |
6047
Powszechne Towarzystwo Emerytalne Allianz Polska
Warszawa,
Poland
| US$1.52억 | +US$3591만 | +31% | 5.25% | – | 13 | 7.69% | 0.2 |
|
| 6048 |
6048
Lauterbach Financial Advisors
El Paso,
Texas
| US$1.52억 | -US$50.7만 | -0.3% | 0.08% | 76.5% | 68 | 8.82% | 1.9 |
|
| 6049 |
6049
Eliot Finkel Investment Counsel
Beverly Hills,
California
| US$1.52억 | -US$293만 | -2% | 2.02% | 88.9% | 30 | 3.33% | 4.9 |
|
| 6050 |
6050
Old North State Wealth Management
Wilmington,
North Carolina
| US$1.52억 | -US$134만 | -0.9% | 1.25% | 91.5% | 103 | 17.48% | 1.5 |
|