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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6051 |
6051
Avondale Wealth Management
West Lake Hills,
Texas
| US$1.14억 | -US$510만 | -4% | 2.38% | 83.8% | 136 | 11.76% | 2.6 |
|
| 6052 |
6052
Brogan Financial
Knoxville,
Tennessee
| US$1.14억 | -US$419만 | -4% | 3.88% | 46.4% | 36 | 0% | 0.7 |
|
| 6053 |
6053
Old North State Wealth Management
Wilmington,
North Carolina
| US$1.14억 | -US$23.6만 | -0.2% | 4.06% | 91.5% | 75 | 9.33% | 1.3 |
|
| 6054 |
6054
Presidio Capital Management
San Diego,
California
| US$1.14억 | -US$1098만 | -9% | 2.09% | 56.1% | 44 | 22.73% | 1.1 |
|
| 6055 |
6055
Cypress Point Wealth Management
Dallas,
Texas
| US$1.14억 | +US$1999만 | +21% | 1.41% | 226% | 55 | 29.09% | 1 |
|
| 6056 |
6056
RiverGlades Family Offices
Naples,
Florida
| US$1.14억 | +US$158만 | +1% | 2.93% | – | 79 | 8.86% | 3.3 |
|
| 6057 |
6057
W.H. Cornerstone Investments
Kingston,
Massachusetts
| US$1.14억 | +US$191만 | +2% | 2.72% | 51.4% | 138 | 21.74% | 0.8 |
|
| 6058 |
ASI
6058
Advisory Services & Investments
Bend,
Oregon
| US$1.14억 | -US$736만 | -6% | 4.02% | 19.9% | 39 | 25.64% | 1.5 |
|
| 6059 |
6059
swisspartners Advisors
Zurich,
Switzerland
| US$1.14억 | -US$1014만 | -8% | 3.11% | 73.2% | 28 | 3.57% | 2.6 |
|
| 6060 |
6060
Gunn & Company Investment Management
Jacksonville,
Florida
| US$1.14억 | – | – | 3.44% | – | 55 | – | 0 |
|
| 6061 |
6061
InTrack Investment Management
South Burlington,
Vermont
| US$1.14억 | -US$880만 | -7% | 4.14% | 99.2% | 145 | 24.14% | 1.5 |
|
| 6062 |
6062
KilterHowling LLC
Boulder,
Colorado
| US$1.14억 | -US$322만 | -3% | 2.23% | 51.3% | 55 | 14.55% | 1.4 |
|
| 6063 |
6063
Plotkin Financial Advisors
Chevy Chase,
Maryland
| US$1.14억 | -US$662만 | -6% | 4.43% | 95.3% | 82 | 9.76% | 2.4 |
|
| 6064 |
6064
Better Money Decisions
Santa Fe,
New Mexico
| US$1.14억 | -US$909만 | -7% | 3.23% | 32.7% | 63 | 7.94% | 2 |
|
| 6065 |
6065
Athyrium Capital Management
New York
| US$1.14억 | -US$4059만 | -26% | 11.1% | 25.1% | 6 | 0% | 1.8 |
|
| 6066 |
6066
Flagship Private Wealth
Woburn,
Massachusetts
| US$1.14억 | -US$723만 | -6% | 4.08% | 62.7% | 76 | 7.89% | 2.3 |
|
| 6067 |
6067
Syntax Advisors
New York
| US$1.14억 | -US$1059만 | -9% | 3.7% | – | 220 | 14.55% | 1.6 |
|
| 6068 |
6068
Global Assets Advisory
Orlando,
Florida
| US$1.13억 | +US$409만 | +4% | 2.58% | 85.9% | 143 | 24.48% | 0.7 |
|
| 6069 |
6069
Cosner Financial Group
Windsor,
Colorado
| US$1.13억 | -US$784만 | -6% | 4.16% | 49.7% | 24 | 12.5% | 0.2 |
|
| 6070 |
6070
PFS Partners
Mine Hill,
New Jersey
| US$1.13억 | -US$602만 | -5% | 2.13% | 65.2% | 490 | 7.55% | 1.3 |
|
| 6071 |
6071
Essex Woodlands Management
The Woodlands,
Texas
| US$1.13억 | -US$1870만 | -14% | 5.57% | 55% | 6 | 0% | 5.9 |
|
| 6072 |
6072
International City Management Association Retirement Corp
Washington,
District of Columbia
| US$1.13억 | -US$511만 | -4% | 4.31% | 48.1% | 6 | 0% | 0.8 |
|
| 6073 |
6073
Axim Planning & Wealth
Springboro,
Ohio
| US$1.13억 | +US$188만 | +2% | 9.76% | 3.66% | 28 | 14.29% | 0.9 |
|
| 6074 |
ICMP
6074
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| US$1.13억 | +US$120만 | +1% | 2.35% | 39.7% | 82 | 10.98% | 1.8 |
|
| 6075 |
6075
Verger Capital Management
Winston-Salem,
North Carolina
| US$1.13억 | -US$4792만 | -30% | 2.13% | 58.3% | 13 | 7.69% | 6.6 |
|