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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6426 |
6426
Magnolia Wealth Management
Dothan,
Alabama
| US$1.41억 | +US$820만 | +6% | 6.05% | 48.7% | 13 | 15.38% | 1.9 |
|
| 6427 |
6427
Hein Park Capital Management
New York
| US$1.41억 | +US$1272만 | +10% | 15.5% | 122% | 3 | 0% | 1.5 |
|
| 6428 |
6428
Schubert & Co
Mckinney,
Texas
| US$1.41억 | +US$2317만 | +20% | 14% | 47.3% | 67 | 53.73% | 1.1 |
|
| 6429 |
6429
Tenzing Global Management
San Francisco,
California
| US$1.41억 | -US$1566만 | -10% | 12.7% | 273% | 24 | 45.83% | 0.9 |
|
| 6430 |
6430
MGO Private Wealth
Irvine,
California
| US$1.4억 | -US$1870만 | -12% | 4.74% | 51.5% | 84 | 30.95% | 1.6 |
|
| 6431 |
6431
Martin Capital Advisors
San Antonio,
Texas
| US$1.4억 | +US$704만 | +5% | 6.24% | 140% | 67 | 1.49% | 2.4 |
|
| 6432 |
6432
Benchmark Investment Advisors
Chicago,
Illinois
| US$1.4억 | +US$223만 | +2% | 2.54% | – | 93 | 11.83% | 1.9 |
|
| 6433 |
6433
Alpha Financial Partners
Lexington,
Kentucky
| US$1.4억 | +US$2472만 | +21% | 4.92% | 61.8% | 159 | 86.16% | 0.3 |
|
| 6434 |
6434
Ehrlich Financial Group
Laguna Niguel,
California
| US$1.4억 | +US$1354만 | +11% | 4.92% | 56.2% | 128 | 37.5% | 0.5 |
|
| 6435 |
6435
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| US$1.4억 | +US$1072만 | +8% | 6.93% | 67.4% | 74 | 14.86% | 2 |
|
| 6436 |
6436
SFI Advisors
Montclair,
New Jersey
| US$1.4억 | +US$1029만 | +8% | 6.8% | 82.9% | 88 | 28.41% | 1.7 |
|
| 6437 |
MFFIA
6437
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
| US$1.4억 | +US$146만 | +1% | 4.74% | 136% | 73 | 12.33% | 1.5 |
|
| 6438 |
6438
Horizon Family Wealth
Chicago,
Illinois
| US$1.4억 | +US$883만 | +7% | 5.62% | 68.6% | 84 | 15.48% | 1.6 |
|
| 6439 |
6439
Future Financial Wealth Management
Cincinnati,
Ohio
| US$1.4억 | +US$2631만 | +23% | 5.71% | 65.2% | 470 | 73.83% | 0.6 |
|
| 6440 |
6440
Kellett Wealth Advisors
Cincinnati,
Ohio
| US$1.4억 | +US$1602만 | +13% | 5.45% | 76.3% | 77 | 19.48% | 1.6 |
|
| 6441 |
6441
Cascade Wealth Advisors
Wenatchee,
Washington
| US$1.4억 | +US$473만 | +3% | 4.15% | – | 52 | 7.69% | 0.5 |
|
| 6442 |
SFC
6442
Sprinkle Financial Consultants
Littleton,
Colorado
| US$1.4억 | +US$1306만 | +10% | 7.46% | 64.1% | 71 | 5.63% | 0.6 |
|
| 6443 |
6443
Sanctuary Wealth Management
Pocatello,
Idaho
| US$1.4억 | +US$779만 | +6% | 4.86% | – | 292 | 17.12% | 1.5 |
|
| 6444 |
6444
Orser Capital Management
Southlake,
Texas
| US$1.4억 | +US$693만 | +5% | 5.89% | 128% | 41 | 2.44% | 4.8 |
|
| 6445 |
6445
Castle Creek Capital Partners VI
San Diego,
California
| US$1.4억 | +US$1900만 | +16% | 31.3% | – | 4 | 25% | 0.8 |
|
| 6446 |
6446
Schwallier Wealth Management
Grand Rapids,
Michigan
| US$1.4억 | +US$1671만 | +14% | 5.11% | – | 36 | 25% | 0.6 |
|
| 6447 |
AIFAIM
6447
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| US$1.4억 | +US$912만 | +7% | 6% | 72.8% | 146 | 13.01% | 2.7 |
|
| 6448 |
6448
Lansing Management
New York
| US$1.4억 | +US$3875만 | +38% | 12.5% | 76.9% | 7 | 28.57% | 2.8 |
|
| 6449 |
6449
RiverGlades Family Offices
Naples,
Florida
| US$1.4억 | +US$1106만 | +9% | 6.07% | – | 86 | 11.63% | 3.8 |
|
| 6450 |
6450
RPS Advisory Solutions
Louisville,
Kentucky
| US$1.4억 | +US$3124만 | +29% | 6.05% | – | 98 | 23.47% | 0.2 |
|