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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6101 |
6101
Trevian Wealth Management
Weston,
Massachusetts
| US$2.03억 | -US$811만 | -4% | 3.47% | 94.1% | 51 | 17.65% | 1.6 |
|
| 6102 |
6102
iSAM Funds (UK)
London,
United Kingdom
| US$2.03억 | -US$7560만 | -27% | 3.96% | 53.7% | 476 | 76.68% | 0.2 |
|
| 6103 |
6103
Sharp Financial Services
Horsham,
Pennsylvania
| US$2.03억 | +US$379만 | +2% | 0.91% | – | 131 | 22.14% | 1.3 |
|
| 6104 |
6104
Arta Finance Wealth Management
Mountain View,
California
| US$2.02억 | +US$640만 | +3% | 3.31% | – | 104 | 22.12% | 0.2 |
|
| 6105 |
6105
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| US$2.02억 | +US$89.4만 | +0.4% | 0.58% | 51.7% | 72 | 11.11% | 3.7 |
|
| 6106 |
6106
Groupe des Assurances du Credit Mutuel
Strasbourg,
France
| US$2.02억 | -US$9256만 | -31% | 21.8% | – | 6 | 33.33% | 0.4 |
|
| 6107 |
6107
4Thought Financial Group
Syosset,
New York
| US$2.02억 | +US$29.4만 | +0.1% | 1.79% | 40.8% | 101 | 12.87% | 3.6 |
|
| 6108 |
6108
tru Independence
Portland,
Oregon
| US$2.02억 | -US$1.94억 | -49% | 1.35% | 67.4% | 139 | 31.65% | 2.8 |
|
| 6109 |
6109
Nipun Capital
Foster City,
California
| US$2.02억 | -US$1702만 | -8% | 6.66% | 30.2% | 11 | 27.27% | 1.5 |
|
| 6110 |
6110
Brendel Financial Advisors
Hanover,
New Hampshire
| US$2.02억 | -US$126만 | -0.6% | 4.04% | 126% | 125 | 44% | 1.8 |
|
| 6111 |
SPAS
6111
Spectrum Planning & Advisory Services
San Diego,
California
| US$2.02억 | +US$766만 | +4% | 1.24% | – | 124 | 16.94% | 1.7 |
|
| 6112 |
PCMK
6112
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| US$2.02억 | +US$462만 | +2% | 5.49% | 87.5% | 61 | 9.84% | 6.9 |
|
| 6113 |
6113
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
| US$2.02억 | -US$1.58억 | -44% | 3.27% | – | 265 | 43.4% | 1.4 |
|
| 6114 |
6114
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| US$2.02억 | +US$33.4만 | +0.2% | 0.23% | 62.6% | 163 | 11.66% | 5.7 |
|
| 6115 |
6115
Bull Street Advisors
Savannah,
Georgia
| US$2.02억 | -US$1319만 | -6% | 2.21% | 48.5% | 95 | 4.21% | 5.7 |
|
| 6116 |
6116
Marmo Financial Group
Johnson City,
Tennessee
| US$2.02억 | -US$939만 | -4% | 3.36% | 47.5% | 40 | 10% | 1.7 |
|
| 6117 |
6117
ARWA LLC
Fort Worth,
Texas
| US$2.02억 | +US$3057만 | +18% | 1.29% | – | 158 | 27.22% | 0.2 |
|
| 6118 |
6118
Sowa Financial Group
Lincoln,
Rhode Island
| US$2.02억 | +US$980만 | +5% | 2.34% | 100% | 31 | 6.45% | 3.3 |
|
| 6119 |
6119
Griffith & Werner
Canton,
Georgia
| US$2.02억 | +US$543만 | +3% | 0.47% | – | 74 | 8.11% | 1.1 |
|
| 6120 |
6120
Brown Financial Advisory
Fairhope,
Alabama
| US$2.02억 | +US$379만 | +2% | 1.12% | 73.2% | 58 | 18.97% | 2.6 |
|
| 6121 |
6121
Foundry Financial Group
Laconia,
New Hampshire
| US$2.02억 | +US$174만 | +0.9% | 0.32% | 57.4% | 73 | 13.7% | 1.5 |
|
| 6122 |
6122
Prepared Retirement Institute
Lansdale,
Pennsylvania
| US$2.02억 | +US$280만 | +1% | 1.32% | – | 83 | 8.43% | 1.7 |
|
| 6123 |
6123
Nierenberg Investment Management Company
Camas,
Washington
| US$2.01억 | -US$447만 | -2% | 1.45% | 135% | 54 | 27.78% | 1.4 |
|
| 6124 |
6124
Center For Asset Management
Palm Beach Gardens,
Florida
| US$2.01억 | +US$1009만 | +5% | 0.09% | 66.6% | 155 | 13.55% | 2.3 |
|
| 6125 |
DT
6125
DBA Trading
Fort Lauderdale,
Florida
| US$2.01억 | +US$4594만 | +30% | 2.75% | – | 51 | 47.06% | 0.2 |
|