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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
Boulder Wealth Advisors
Boulder,
Colorado
| US$1.72억 | -US$2221만 | -11% | 3.99% | – | 28 | 10.71% | 1.6 |
|
| 6027 |
6027
Tower View Wealth Management
Shorewood,
Wisconsin
| US$1.72억 | -US$1746만 | -9% | 2.86% | 135% | 216 | 23.15% | 3.4 |
|
| 6028 |
6028
Tull Financial Group
Chesapeake,
Virginia
| US$1.72억 | +US$591만 | +4% | 0.38% | – | 28 | 3.57% | 0.4 |
|
| 6029 |
6029
Campbell Capital Management
Miami,
Florida
| US$1.72억 | -US$8398만 | -33% | 10.3% | – | 93 | 38.71% | 1.5 |
|
| 6030 |
6030
Values First Advisors
Gray,
Tennessee
| US$1.71억 | -US$1022만 | -6% | 1.34% | 87.6% | 237 | 28.69% | 2.6 |
|
| 6031 |
6031
Yarger Wealth Strategies
Westerville,
Ohio
| US$1.71억 | -US$193만 | -1% | 3.3% | 55.1% | 100 | 14% | 1.8 |
|
| 6032 |
AFT
6032
Alpha Family Trust
Los Angeles,
California
| US$1.71억 | -US$675만 | -4% | 6.02% | 215% | 187 | 26.2% | 1.5 |
|
| 6033 |
6033
Cobblestone Asset Management
Richmond,
Virginia
| US$1.71억 | +US$1796만 | +12% | 1.44% | 60.6% | 67 | 31.34% | 0.8 |
|
| 6034 |
6034
Lunate Capital
Al Maryah Island, Abu Dhabi,
United Arab Emirates
| US$1.71억 | – | – | 14.6% | – | 4 | – | 0 |
|
| 6035 |
MFG
6035
MTM Financial Group
Bethlehem,
Pennsylvania
| US$1.71억 | +US$369만 | +2% | 0.94% | 36.5% | 76 | 7.89% | 1.9 |
|
| 6036 |
JCFM
6036
JBR Co Financial Management
Ardmore,
Oklahoma
| US$1.71억 | +US$689만 | +4% | 4.96% | 126% | 117 | 17.95% | 0.9 |
|
| 6037 |
6037
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| US$1.71억 | -US$318만 | -2% | 0.56% | 62.6% | 162 | 7.41% | 5.2 |
|
| 6038 |
RWIA
6038
Roger Wittlin Investment Advisory
San Francisco,
California
| US$1.71억 | -US$767만 | -4% | 2.81% | 61.3% | 43 | 0% | 2 |
|
| 6039 |
6039
Madison International Realty Holdings
New York
| US$1.71억 | -US$2781만 | -14% | 2.26% | – | 2 | 0% | 6.3 |
|
| 6040 |
6040
Buttonwood Financial Group
Kansas City,
Missouri
| US$1.71억 | -US$996만 | -6% | 3.54% | 77.9% | 32 | 25% | 1.6 |
|
| 6041 |
6041
Meritas Wealth Management
Larkspur,
California
| US$1.71억 | +US$428만 | +3% | 2.66% | 69.4% | 54 | 9.26% | 1.8 |
|
| 6042 |
6042
Nipun Capital
Foster City,
California
| US$1.7억 | +US$1561만 | +10% | 4.39% | 30.2% | 10 | 20% | 0.8 |
|
| 6043 |
6043
LCM Capital Management
Chicago,
Illinois
| US$1.7억 | -US$697만 | -4% | 4.74% | 128% | 104 | 9.62% | 3.1 |
|
| 6044 |
6044
Meros Investment Management
Dallas,
Texas
| US$1.7억 | -US$5299만 | -24% | 19.2% | 102% | 46 | 23.91% | 1.7 |
|
| 6045 |
6045
Capital Square
Chattanooga,
Tennessee
| US$1.7억 | -US$572만 | -3% | 0.48% | 62.5% | 202 | 11.88% | 2.2 |
|
| 6046 |
6046
MN Wealth Advisors
Overland Park,
Kansas
| US$1.7억 | -US$747만 | -4% | 1.31% | 68.3% | 114 | 19.3% | 1 |
|
| 6047 |
6047
Sage Advisory Services
Austin,
Texas
| US$1.7억 | +US$165만 | +1% | 0.11% | 37.8% | 44 | 11.36% | 3.4 |
|
| 6048 |
6048
Private Wealth Group
Tampa,
Florida
| US$1.7억 | -US$3443만 | -17% | 1.38% | 52.9% | 70 | 24.29% | 3 |
|
| 6049 |
6049
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
| US$1.7억 | +US$2224만 | +15% | 0.44% | – | 126 | 19.05% | 0.2 |
|
| 6050 |
6050
Western Standard LLC
Los Angeles,
California
| US$1.7억 | +US$1997만 | +13% | 4.22% | 83.7% | 36 | 55.56% | 0.5 |
|