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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6951 |
6951
Amara Financial
San Francisco,
California
| US$1.05억 | – | – | 5.99% | – | 42 | – | 0 |
|
| 6952 |
6952
Santa Clara Valley Transportation Authority
San Jose,
California
| US$1.04억 | – | – | 4.73% | – | 4 | – | 0 |
|
| 6953 |
6953
Delta Wealth Advisors
Indianapolis,
Indiana
| US$1.04억 | +US$234만 | +2% | 4.48% | – | 47 | 19.15% | 0.5 |
|
| 6954 |
6954
Phillips Wealth Planners
Starkville,
Mississippi
| US$1.04억 | +US$953만 | +10% | 9.16% | 82% | 202 | 16.34% | 1.1 |
|
| 6955 |
PCMN
6955
Paradigm Capital Management (Nevada)
Reno,
Nevada
| US$1.04억 | – | – | 6.27% | – | 58 | – | 1.8 |
|
| 6956 |
6956
Luts & Greenleigh Group
Bethesda,
Maryland
| US$1.04억 | +US$801만 | +8% | 5.71% | – | 87 | 13.79% | 1.2 |
|
| 6957 |
SPAS
6957
Spectrum Planning & Advisory Services
San Diego,
California
| US$1.04억 | +US$39.4만 | +0.4% | 5.07% | – | 61 | 19.67% | 1.6 |
|
| 6958 |
6958
Authentikos Wealth Advisory
Morgan Hill,
California
| US$1.04억 | +US$48.9만 | +0.5% | 3.05% | 43.5% | 159 | 80.5% | 0.2 |
|
| 6959 |
6959
Orcam Financial Group
Encinitas,
California
| US$1.03억 | +US$1001만 | +11% | 5.65% | 40% | 49 | 18.37% | 1.8 |
|
| 6960 |
6960
New Covenant Trust Company
Jeffersonville,
Indiana
| US$1.03억 | +US$1622만 | +19% | 5.94% | – | 91 | 17.58% | 0.4 |
|
| 6961 |
6961
Centerstone Investors
New York
| US$1.03억 | -US$1698만 | -14% | 9.74% | 73.7% | 29 | 10.34% | 3.2 |
|
| 6962 |
6962
Corepath Wealth Partners
Scottsdale,
Arizona
| US$1.03억 | +US$812만 | +9% | 6.39% | 62.1% | 28 | 10.71% | 2.6 |
|
| 6963 |
6963
Breakout Capital Partners
New York
| US$1.03억 | +US$1999만 | +24% | 2.96% | – | 8 | 25% | 0.5 |
|
| 6964 |
6964
Mayar Capital
London,
United Kingdom
| US$1.03억 | -US$483만 | -4% | 10.8% | 14.7% | 13 | 7.69% | 2.8 |
|
| 6965 |
6965
Alpha Square Group S
New York
| US$1.03억 | +US$4880만 | +90% | 7.38% | 53.8% | 20 | 30% | 1.4 |
|
| 6966 |
6966
WealthGarden F.S.
El Segundo,
California
| US$1.03억 | +US$785만 | +8% | 5.28% | – | 125 | 14.4% | 0.2 |
|
| 6967 |
6967
Instrumental Wealth
Tampa,
Florida
| US$1.03억 | +US$578만 | +6% | 5.62% | 38.2% | 50 | 18% | 1 |
|
| 6968 |
6968
Accelerate Investment Advisors
Aliso Viejo,
California
| US$1.02억 | – | – | 5.88% | – | 84 | – | 0 |
|
| 6969 |
6969
Agincourt Capital Management
Richmond,
Virginia
| US$1.02억 | -US$515만 | -5% | 5.39% | 0.36% | 4 | 25% | 2.8 |
|
| 6970 |
6970
Macroview Investment Management
Bethesda,
Maryland
| US$1.02억 | +US$791만 | +8% | 7.79% | 67.2% | 657 | 21.77% | 2.6 |
|
| 6971 |
6971
Jim Saulnier & Associates
Fort Collins,
Colorado
| US$1.02억 | – | – | 3.8% | – | 83 | – | 0 |
|
| 6972 |
6972
Kraematon Investment Advisors
Braintree,
Massachusetts
| US$1.02억 | +US$344만 | +3% | 6.58% | 80.5% | 90 | 12.22% | 2 |
|
| 6973 |
HPM
6973
Hudson Portfolio Management
Garrison,
New York
| US$1.02억 | – | – | 6.87% | – | 110 | – | 2.5 |
|
| 6974 |
6974
Camelot Portfolios
Maumee,
Ohio
| US$1.02억 | -US$7530만 | -43% | 6.92% | 41.3% | 602 | 77.91% | 4.1 |
|
| 6975 |
6975
CWC Advisors
Lake Oswego,
Oregon
| US$1.01억 | – | – | 7.04% | – | 121 | – | 0 |
|