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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6676 |
6676
4J Wealth Management
Alexandria,
Virginia
| US$1.75억 | +US$450만 | +3% | 2.19% | 74.7% | 102 | 11.76% | 3 |
|
| 6677 |
6677
Thor Investment Management
Cincinnati,
Ohio
| US$1.75억 | +US$837만 | +5% | 7.03% | 122% | 48 | 6.25% | 1.6 |
|
| 6678 |
MBWA
6678
Marin Bay Wealth Advisors
San Anselmo,
California
| US$1.75억 | – | – | 2.63% | – | 120 | – | 0 |
|
| 6679 |
6679
Arcadia Wealth Management (New York)
Smithtown,
New York
| US$1.74억 | +US$973만 | +6% | 2.31% | – | 61 | 11.48% | 0.9 |
|
| 6680 |
6680
Equitec Proprietary Markets
Chicago,
Illinois
| US$1.74억 | -US$2.66억 | -60% | 46.3% | 352% | 114 | 60.53% | 0.8 |
|
| 6681 |
6681
Shearwater Capital
Denver,
Colorado
| US$1.74억 | +US$568만 | +3% | 3.2% | 74.4% | 53 | 5.66% | 3 |
|
| 6682 |
6682
Oak Wealth Advisors
Northbrook,
Illinois
| US$1.74억 | +US$208만 | +1% | 2.93% | – | 61 | 6.56% | 0.9 |
|
| 6683 |
6683
Harbourvest Partners
Boston,
Massachusetts
| US$1.74억 | -US$3092만 | -15% | 14.4% | 8.96% | 11 | 54.55% | 2 |
|
| 6684 |
6684
Prospect Financial Services
Melville,
New York
| US$1.74억 | +US$25.3만 | +0.1% | 1.48% | – | 114 | 17.54% | 1.4 |
|
| 6685 |
6685
ROI Financial Advisors
Beaverton,
Oregon
| US$1.74억 | +US$662만 | +4% | 6.6% | 165% | 69 | 8.7% | 1.5 |
|
| 6686 |
6686
Farrow Financial
Randolph,
Vermont
| US$1.74억 | +US$171만 | +1% | 2.42% | 79.9% | 56 | 10.71% | 1.6 |
|
| 6687 |
6687
Stephens Greth Foundation
Dallas,
Texas
| US$1.74억 | – | – | 2.41% | – | 4 | – | 0 |
|
| 6688 |
KCM
6688
KRS Capital Management
Bloomfield,
Michigan
| US$1.74억 | +US$832만 | +5% | 5.43% | 272% | 121 | 12.4% | 2.7 |
|
| 6689 |
6689
Coordinated Financial Services
Denver,
Colorado
| US$1.74억 | +US$1793만 | +11% | 1.86% | – | 185 | 15.68% | 1.2 |
|
| 6690 |
6690
Runnymede Capital Advisors
Dublin,
Ohio
| US$1.74억 | +US$5223만 | +43% | 1.91% | – | 125 | 84.8% | 0.2 |
|
| 6691 |
6691
Trivant Custom Portfolio Group
San Diego,
California
| US$1.74억 | -US$2093만 | -11% | 1.91% | 86.1% | 87 | 18.39% | 1.9 |
|
| 6692 |
6692
Ledgewood Wealth Advisors
Exeter,
New Hampshire
| US$1.74억 | +US$464만 | +3% | 1.42% | 42.8% | 75 | 6.67% | 1.7 |
|
| 6693 |
TCM
6693
Thoma Capital Management
Towson,
Maryland
| US$1.74억 | -US$50.9만 | -0.3% | 1.32% | – | 62 | 8.06% | 0.9 |
|
| 6694 |
6694
Financial Planning Hawaii
Honolulu,
Hawaii
| US$1.74억 | – | – | 3.03% | – | 128 | – | 0 |
|
| 6695 |
6695
Melfa Wealth Management
Westborough,
Massachusetts
| US$1.74억 | +US$295만 | +2% | 1.3% | 49.9% | 207 | 8.21% | 2.3 |
|
| 6696 |
6696
Yukon Wealth Management
Overland Park,
Kansas
| US$1.74억 | -US$1.32억 | -43% | 1.89% | – | 135 | 45.19% | 0.6 |
|
| 6697 |
6697
Defined Wealth Management
Beaverton,
Oregon
| US$1.73억 | +US$126만 | +0.7% | 1.58% | 78.1% | 110 | 4.55% | 3.5 |
|
| 6698 |
6698
Optivise Advisory Services
Franklin,
Tennessee
| US$1.73억 | +US$534만 | +3% | 2.37% | – | 231 | 29% | 0.9 |
|
| 6699 |
6699
Tiptree Advisors
New York
| US$1.73억 | +US$1353만 | +8% | 7.75% | – | 27 | 44.44% | 0.6 |
|
| 6700 |
6700
TLW Wealth Management
Indian Rocks Beach,
Florida
| US$1.73억 | -US$139만 | -0.8% | 4.97% | 98.3% | 19 | 0% | 4.5 |
|