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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6401 |
6401
Strive Financial Group
Carmel,
Indiana
| US$1.89억 | – | – | 3.02% | – | 729 | – | 0 |
|
| 6402 |
6402
DAG Ventures
Palo Alto,
California
| US$1.89억 | – | – | 4.27% | – | 3 | – | 1.3 |
|
| 6403 |
PS
6403
Pennant Select
Summit,
New Jersey
| US$1.89억 | +US$3000만 | +19% | 17.5% | – | 13 | 7.69% | 1.5 |
|
| 6404 |
6404
Bradley & Co Private Wealth Management
Miami,
Florida
| US$1.89억 | +US$832만 | +5% | 5.73% | – | 227 | 14.98% | 3 |
|
| 6405 |
6405
MB Generational Wealth
Spokane,
Washington
| US$1.89억 | +US$3146만 | +20% | 3.08% | – | 71 | 12.68% | 1.4 |
|
| 6406 |
6406
Hofer & Associates
Thousand Oaks,
California
| US$1.89억 | +US$1410만 | +8% | 1.76% | 61.7% | 66 | 9.09% | 2.5 |
|
| 6407 |
6407
Oasis Advisors
Forest City,
Iowa
| US$1.89억 | – | – | 0.88% | – | 75 | – | 0 |
|
| 6408 |
6408
Harbour Investment Management
Edmonds,
Washington
| US$1.89억 | -US$4142만 | -18% | 1.73% | 58.8% | 109 | 11.93% | 6.6 |
|
| 6409 |
KTC
6409
Kentucky Trust Company
Danville,
Kentucky
| US$1.89억 | +US$380만 | +2% | 2.8% | – | 310 | 7.1% | 0.9 |
|
| 6410 |
6410
Rachor Investment Advisory Services
Linden,
Michigan
| US$1.88억 | – | – | 1.56% | – | 429 | – | 0 |
|
| 6411 |
6411
Accel Leaders 3 Associates
Palo Alto,
California
| US$1.88억 | – | – | 25.4% | – | 1 | – | 0 |
|
| 6412 |
6412
Granville Capital
Greensboro,
North Carolina
| US$1.88억 | – | – | 1.81% | – | 84 | – | 0 |
|
| 6413 |
6413
Treasure Coast Financial Planning
Vero Beach,
Florida
| US$1.88억 | +US$899만 | +5% | 1.65% | 35.5% | 47 | 8.51% | 2.4 |
|
| 6414 |
6414
Stegner Investment Associates
Louisville,
Kentucky
| US$1.88억 | +US$581만 | +3% | 1.6% | 84.8% | 34 | 14.71% | 3.4 |
|
| 6415 |
6415
Spectrum Strategic Capital Management
Corvallis,
Oregon
| US$1.88억 | -US$700만 | -4% | 1.79% | 85.6% | 82 | 52.44% | 0.7 |
|
| 6416 |
6416
Lantern Wealth Advisors
Melville,
New York
| US$1.88억 | -US$71.9만 | -0.4% | 2.72% | – | 175 | 16.57% | 1.3 |
|
| 6417 |
6417
Buttonwood Financial Group
Kansas City,
Missouri
| US$1.88억 | -US$4347만 | -19% | 2.11% | 77.9% | 34 | 11.76% | 1.7 |
|
| 6418 |
6418
Yardley Wealth Management
Yardley,
Pennsylvania
| US$1.88억 | +US$913만 | +5% | 2.89% | – | 37 | 5.41% | 1.2 |
|
| 6419 |
6419
Andrews Advisory Associates
Honolulu,
Hawaii
| US$1.88억 | – | – | 1.06% | – | 81 | – | 0 |
|
| 6420 |
6420
First Bancorp
Damariscotta,
Maine
| US$1.88억 | +US$15.1만 | +0.1% | 2.7% | 80.3% | 134 | 8.21% | 3.6 |
|
| 6421 |
6421
LSP Investment Advisors
New York
| US$1.88억 | +US$2166만 | +13% | 5.2% | 79.5% | 22 | 4.55% | 3.5 |
|
| 6422 |
6422
Clark Financial Services Group
Chesterfield,
Missouri
| US$1.88억 | -US$18.5만 | -0.1% | 2.68% | 116% | 109 | 13.76% | 2.3 |
|
| 6423 |
6423
Claris Financial
Glen Allen,
Virginia
| US$1.88억 | +US$1184만 | +7% | 1.73% | – | 193 | 22.28% | 0.7 |
|
| 6424 |
ECP
6424
Elemental Capital Partners
San Francisco,
California
| US$1.88억 | +US$1106만 | +6% | 0.74% | – | 6 | 0% | 3 |
|
| 6425 |
6425
Pelham Capital
London,
United Kingdom
| US$1.88억 | -US$1418만 | -7% | 1.54% | 135% | 14 | 28.57% | 1.5 |
|