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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6826 |
6826
Argo Wealth Advisory
Mclean,
Virginia
| US$1.67억 | – | – | 1.11% | – | 52 | – | 0 |
|
| 6827 |
6827
Primoris Wealth Advisors
North Palm Beach,
Florida
| US$1.67억 | +US$986만 | +6% | 9.5% | 206% | 119 | 17.65% | 2.1 |
|
| 6828 |
6828
Tenzing Global Management
San Francisco,
California
| US$1.67억 | -US$1460만 | -8% | 8.77% | 273% | 27 | 55.56% | 1 |
|
| 6829 |
6829
Thompson Davis & Co
Richmond,
Virginia
| US$1.67억 | +US$504만 | +3% | 4.14% | 179% | 186 | 36.02% | 2.2 |
|
| 6830 |
6830
Catherine Avery Investment Management
Longboat Key,
Florida
| US$1.67억 | +US$1172만 | +8% | 4.04% | – | 167 | 8.38% | 0.9 |
|
| 6831 |
IFS
6831
Integrated Financial Solutions
Reston,
Virginia
| US$1.67억 | +US$2176만 | +15% | 5.1% | – | 36 | 33.33% | 0.3 |
|
| 6832 |
6832
SharpePoint
Phoenix,
Arizona
| US$1.67억 | +US$5602만 | +51% | 6.29% | – | 86 | 53.49% | 0.4 |
|
| 6833 |
6833
Salus Financial Advisors
Colorado Springs,
Colorado
| US$1.67억 | +US$471만 | +3% | 1.47% | – | 35 | 8.57% | 0.9 |
|
| 6834 |
6834
Instrumental Wealth
Tampa,
Florida
| US$1.67억 | +US$2419만 | +17% | 2.02% | 38.2% | 82 | 25.61% | 1.4 |
|
| 6835 |
6835
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| US$1.67억 | -US$5427만 | -25% | 2.48% | 51.8% | 25 | 24% | 2.3 |
|
| 6836 |
6836
Conscious Wealth Investments
Coral Gables,
Florida
| US$1.67억 | -US$201만 | -1% | 0.96% | – | 61 | 8.2% | 1.5 |
|
| 6837 |
BCM
6837
Berbice Capital Management
Melville,
New York
| US$1.67억 | +US$426만 | +3% | 2.27% | – | 207 | 36.23% | 0.8 |
|
| 6838 |
6838
Pacific Asset Management
Gig Harbor,
Washington
| US$1.67억 | +US$1930만 | +13% | 2.69% | – | 70 | 7.14% | 0.8 |
|
| 6839 |
6839
Shotwell Rutter Baer
Lansing,
Michigan
| US$1.67억 | +US$1155만 | +7% | 1.92% | 45.5% | 39 | 5.13% | 1.5 |
|
| 6840 |
6840
Perry Creek Capital
New York
| US$1.67억 | -US$613만 | -4% | 2.34% | 51.2% | 13 | 7.69% | 3.6 |
|
| 6841 |
6841
Papamarkou Wellner Asset Management
New York
| US$1.66억 | +US$469만 | +3% | 5.21% | – | 95 | 24.21% | 0.8 |
|
| 6842 |
6842
H&F Corporate Investors VIII
San Francisco,
California
| US$1.66억 | -US$1.2억 | -42% | 19.5% | 33.8% | 1 | 0% | 5 |
|
| 6843 |
TCM
6843
TAM Capital Management
Stamford,
Connecticut
| US$1.66억 | -US$3551만 | -18% | 9.62% | 4.15% | 10 | 30% | 0.4 |
|
| 6844 |
6844
Allen Wealth Management
Boone,
North Carolina
| US$1.66억 | +US$1868만 | +13% | 3.73% | 60.3% | 61 | 8.2% | 1.7 |
|
| 6845 |
6845
Tevis Investment Management
Plano,
Texas
| US$1.66억 | US$0 | 0% | 1.47% | 58.7% | 106 | 0% | 2.6 |
|
| 6846 |
6846
Jericho Financial
Westerville,
Ohio
| US$1.66억 | +US$127만 | +0.8% | 3.24% | – | 43 | 11.63% | 0.9 |
|
| 6847 |
6847
Civilization Ventures Management
Belvedere Tiburon,
California
| US$1.66억 | – | – | 4.23% | – | 3 | – | 0 |
|
| 6848 |
6848
Whitebark Investors
Incline Village,
Nevada
| US$1.66억 | -US$4403만 | -21% | 13% | – | 11 | 27.27% | 0.8 |
|
| 6849 |
6849
W.H. Cornerstone Investments
Kingston,
Massachusetts
| US$1.66억 | +US$188만 | +1% | 1.77% | 58.2% | 118 | 6.78% | 2.2 |
|
| 6850 |
6850
Pillar Financial Advisors
Louisville,
Kentucky
| US$1.66억 | +US$659만 | +4% | 2.3% | – | 125 | 17.6% | 0.9 |
|