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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6326 |
6326
Cadence Wealth Management
Westborough,
Massachusetts
| US$9821만 | -US$1843만 | -16% | 4.74% | 56.4% | 37 | 45.95% | 1.1 |
|
| 6327 |
6327
Global Assets Advisory
Orlando,
Florida
| US$9806만 | +US$323만 | +3% | 9.05% | 95.9% | 161 | 44.1% | 0.5 |
|
| 6328 |
6328
AWH Capital
Dallas,
Texas
| US$9799만 | +US$1763만 | +22% | 12.6% | 183% | 28 | 14.29% | 2.3 |
|
| 6329 |
6329
Aldebaran Capital
Carmel,
Indiana
| US$9794만 | +US$121만 | +1% | 0.23% | 80.4% | 36 | 11.11% | 0.2 |
|
| 6330 |
6330
Sightline Wealth Advisors
Groton,
Connecticut
| US$9790만 | +US$517만 | +6% | 4.89% | 48.5% | 63 | 17.46% | 1.5 |
|
| 6331 |
6331
Lancaster Investment Management
London,
United Kingdom
| US$9789만 | +US$2678만 | +38% | 24.4% | 0.78% | 4 | 0% | 1.2 |
|
| 6332 |
UAML
6332
US Asset Management LLC
Pittsburgh,
Pennsylvania
| US$9788만 | +US$523만 | +6% | 9.86% | – | 245 | 4.9% | 1.2 |
|
| 6333 |
6333
BlackDiamond Wealth Management
New York
| US$9765만 | +US$946만 | +11% | 5.13% | 70.8% | 130 | 28.46% | 0.8 |
|
| 6334 |
6334
University of Notre Dame du Lac
South Bend,
Indiana
| US$9765만 | -US$1490만 | -13% | 0.04% | – | 1 | 0% | 0.5 |
|
| 6335 |
6335
Delap Wealth Advisory
Lake Oswego,
Oregon
| US$9753만 | +US$189만 | +2% | 5.78% | 73% | 74 | 32.43% | 0.2 |
|
| 6336 |
6336
Benchmark Investment Advisors
Chicago,
Illinois
| US$9737만 | +US$271만 | +3% | 16.5% | – | 97 | 12.37% | 1 |
|
| 6337 |
6337
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| US$9722만 | +US$1026만 | +12% | 4.1% | 64.9% | 132 | 55.3% | 1.6 |
|
| 6338 |
6338
Clay Northam Wealth Management
Huntington Beach,
California
| US$9722만 | +US$1037만 | +12% | 14.8% | 125% | 85 | 14.12% | 1 |
|
| 6339 |
6339
Costello Asset Management
Feasterville,
Pennsylvania
| US$9715만 | -US$1382만 | -12% | 2.49% | 81.5% | 223 | 8.07% | 2.4 |
|
| 6340 |
6340
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| US$9715만 | -US$133만 | -1% | 5.64% | 74.9% | 41 | 17.07% | 0.2 |
|
| 6341 |
LFGH
6341
Lee Financial Group Hawaii
Honolulu,
Hawaii
| US$9709만 | -US$458만 | -5% | 2.33% | 12.9% | 41 | 48.78% | 1.7 |
|
| 6342 |
6342
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
| US$9708만 | +US$2656만 | +38% | 17.6% | 133% | 131 | 38.93% | 0.6 |
|
| 6343 |
6343
Walker Financial Services
Bowling Green,
Kentucky
| US$9703만 | US$0 | 0% | 2.19% | 20.8% | 24 | 0% | 0.8 |
|
| 6344 |
6344
Massachusetts Wealth Management
North Andover,
Massachusetts
| US$9698만 | -US$654만 | -6% | 1.08% | 110% | 81 | 2.47% | 0.2 |
|
| 6345 |
6345
McDonough Capital Management
Orlando,
Florida
| US$9686만 | +US$1056만 | +12% | 14.3% | 98.1% | 41 | 0% | 1.1 |
|
| 6346 |
LJCM
6346
Lee Johnson Capital Management
Fort Worth,
Texas
| US$9679만 | +US$4315만 | +80% | 11.5% | 118% | 26 | 42.31% | 1 |
|
| 6347 |
6347
Acuitas Investments
Seattle,
Washington
| US$9678만 | -US$233만 | -2% | 16.3% | 120% | 48 | 31.25% | 1 |
|
| 6348 |
6348
Martin Capital Advisors
San Antonio,
Texas
| US$9677만 | +US$733만 | +8% | 14.6% | 140% | 62 | 3.23% | 1.1 |
|
| 6349 |
6349
BFAM Partners
Northpoint, Hong Kong,
Hong Kong
| US$9672만 | +US$430만 | +5% | 4.74% | 36.4% | 12 | 66.67% | 0.5 |
|
| 6350 |
6350
Amitell Capital
Singapore
| US$9662만 | -US$840만 | -8% | 9.21% | 188% | 41 | 41.46% | 0.4 |
|