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세계 최고의 투자자와 헤지펀드의 최신 주식 포트폴리오

이름 AUM AUM
성장률
AUM
성장률
분기
예상 수익률
3년간
예상 수익률
보유 종목 포트폴리오 회전율 평균 보유
기간(년)
Dogwood Wealth Management
6276
Dogwood Wealth Management
Kansas
US$1.28억 – – 9.77% – 605 – 0
Planning Capital Management Corporation
6277
Planning Capital Management Corporation
Pennsylvania
US$1.28억 – – 8.6% – 650 – 0
Strategic Financial Planning
6278
Strategic Financial Planning
Texas
US$1.28억 +US$1934만 +18% 10.1% 47.5% 35 17.14% 3.1
Valley Financial Group
6279
Valley Financial Group
Pennsylvania
US$1.28억 – – 7.22% – 56 – 0
SWG
6280
Summit Wealth Group
Vermont
US$1.28억 +US$1578만 +14% 9.27% 53% 46 23.91% 1.5
Vawter Financial
6281
Vawter Financial
Ohio
US$1.28억 +US$1652만 +15% 9.49% 48% 78 10.26% 0.8
Birchview Capital
6282
Birchview Capital
Vermont
US$1.28억 +US$1010만 +9% 14.5% 327% 59 15.25% 3.2
Invus Financial Advisors
6283
Invus Financial Advisors
New York
US$1.28억 -US$3177만 -20% 6.73% 29.5% 8 12.5% 2.8
HealthInvest Partners
6284
HealthInvest Partners
Sweden
US$1.28억 – – 13.6% – 45 – 0.9
Beacon Financial Planning
6285
Beacon Financial Planning
Massachusetts
US$1.28억 +US$1202만 +10% 8.81% 74.3% 36 16.67% 0.7
Israel Discount Bank of New York
6286
Israel Discount Bank of New York
New York
US$1.28억 +US$728만 +6% 8.94% 40.8% 88 3.41% 4.7
Wallace Advisory Group
6287
Wallace Advisory Group
California
US$1.28억 -US$1160만 -8% 7.05% 50.9% 182 14.84% 0.8
Forthright Family Wealth Advisory
6288
Forthright Family Wealth Advisory
Texas
US$1.28억 – – 9.04% 60.2% 53 – 0
Broadwater Capital
6289
Broadwater Capital
Massachusetts
US$1.28억 – – 9.62% – 223 – 0
Candelo Capital Management
6290
Candelo Capital Management
New York
US$1.28억 – – 17.4% – 29 – 0
Kapstone Financial Advisors
6291
Kapstone Financial Advisors
Ohio
US$1.28억 +US$1652만 +15% 11.2% 131% 102 15.69% 0.8
Lantern Wealth Advisors
6292
Lantern Wealth Advisors
New York
US$1.28억 – – 11.2% – 115 – 0
Spring Capital Management
6293
Spring Capital Management
Texas
US$1.27억 +US$859만 +7% 7.58% 73.6% 29 3.45% 1.8
Sippican Capital Advisors
6294
Sippican Capital Advisors
Massachusetts
US$1.27억 +US$1673만 +15% 11.4% 81.1% 124 17.74% 4.7
Milestones Administradora de Recursos
6295
Milestones Administradora de Recursos
Brazil
US$1.27억 -US$839만 -6% 16.6% 116% 11 9.09% 1.6
Cadence Wealth Management
6296
Cadence Wealth Management
Massachusetts
US$1.27억 +US$699만 +6% 10.7% 56.4% 48 29.17% 1.4
Merrion Investment Management
6297
Merrion Investment Management
New Jersey
US$1.27억 +US$1172만 +10% 7.89% 161% 96 8.33% 2.1
Lugano Financial Advisors SA (LFA)
6298
Lugano Financial Advisors SA (LFA)
Switzerland
US$1.27억 +US$1049만 +9% 8.09% 51.3% 207 31.4% 1.8
Cladis Investment Advisory
6299
Cladis Investment Advisory
Montana
US$1.27억 +US$1308만 +11% 12.3% 131% 147 11.56% 1.6
MF
6300
Meridian Financial
Massachusetts
US$1.27억 +US$1984만 +18% 11.1% 58.5% 115 19.13% 1.4