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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
GreatBanc Trust
Lisle,
Illinois
| US$1.46억 | – | – | 6.87% | – | 76 | – | 0 |
|
| 6952 |
6952
Aspetuck Financial Management
Westport,
Connecticut
| US$1.46억 | +US$1334만 | +10% | 11.7% | – | 73 | 4.11% | 0.7 |
|
| 6953 |
6953
William Marsh Rice University
Houston,
Texas
| US$1.46억 | +US$552만 | +4% | 4.06% | 1.81% | 2 | 0% | 4.8 |
|
| 6954 |
6954
TABR Capital Management
Orange,
California
| US$1.46억 | +US$2931만 | +25% | 7.25% | – | 61 | 44.26% | 0.4 |
|
| 6955 |
CFP
6955
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
| US$1.46억 | +US$1892만 | +15% | 9.5% | – | 357 | 8.4% | 0.7 |
|
| 6956 |
AIP
6956
Alapocas Investment Partners
Beverly,
Massachusetts
| US$1.46억 | -US$1004만 | -6% | 5.13% | 50% | 20 | 5% | 3.4 |
|
| 6957 |
6957
Stoneridge Investment Partners
Radnor,
Pennsylvania
| US$1.46억 | +US$1300만 | +10% | 7.16% | 44.2% | 157 | 42.68% | 1.5 |
|
| 6958 |
6958
FWG Investments
Lexington,
Kentucky
| US$1.46억 | +US$1425만 | +11% | 6.73% | – | 121 | 26.45% | 0.7 |
|
| 6959 |
6959
Morgens Waterfall Vintiadis & Co
New York
| US$1.46억 | +US$941만 | +7% | 14.8% | 594% | 29 | 51.72% | 2 |
|
| 6960 |
FWM
6960
FMA Wealth Management
Duxbury,
Massachusetts
| US$1.46억 | +US$1056만 | +8% | 4.88% | 40.8% | 43 | 9.3% | 1.3 |
|
| 6961 |
6961
Brightwater Advisory
Tampa,
Florida
| US$1.46억 | +US$657만 | +5% | 6.85% | – | 61 | 3.28% | 1.6 |
|
| 6962 |
6962
Persistent Asset Partners
Hong Kong
| US$1.45억 | +US$1068만 | +8% | 23.4% | – | 316 | 67.09% | 0.2 |
|
| 6963 |
6963
Accredited Investor Services
St. Cloud,
Minnesota
| US$1.45억 | +US$1316만 | +10% | 7.71% | – | 77 | 10.39% | 0.5 |
|
| 6964 |
6964
Fairscale Capital
Nashua,
New Hampshire
| US$1.45억 | +US$792만 | +6% | 9.75% | – | 445 | 0.9% | 1 |
|
| 6965 |
FP
6965
Factorial Partners
Mt. Kisco,
New York
| US$1.45억 | +US$728만 | +5% | 8.53% | 88.7% | 70 | 15.71% | 3.2 |
|
| 6966 |
6966
CPR Investments
Rochester,
Michigan
| US$1.45억 | +US$1646만 | +13% | 8.1% | 84% | 57 | 31.58% | 0.9 |
|
| 6967 |
6967
Warner Group
Madison,
Connecticut
| US$1.45억 | – | – | 8.42% | – | 60 | – | 0 |
|
| 6968 |
6968
Blodgett Wealth Advisors
Concord,
California
| US$1.45억 | +US$1756만 | +14% | 12.7% | 150% | 66 | 10.61% | 2.7 |
|
| 6969 |
IFS
6969
Integrated Financial Solutions
Reston,
Virginia
| US$1.45억 | +US$2758만 | +23% | 21% | – | 27 | 14.81% | 0.2 |
|
| 6970 |
6970
Mork Capital Management
Healdsburg,
California
| US$1.45억 | +US$805만 | +6% | 8.24% | 61.9% | 111 | 3.6% | 3.5 |
|
| 6971 |
6971
Wildcat Capital Management
New York
| US$1.45억 | -US$2323만 | -14% | 21% | 77.7% | 8 | 62.5% | 2.4 |
|
| 6972 |
6972
Principia Wealth Advisory
Dallas,
Texas
| US$1.45억 | +US$2686만 | +23% | 17.2% | – | 1,022 | 13.01% | 0.6 |
|
| 6973 |
6973
Grantvest Financial Group
Matawan,
New Jersey
| US$1.45억 | +US$1014만 | +8% | 4.61% | – | 157 | 14.65% | 0.6 |
|
| 6974 |
MWS
6974
MFA Wealth Services
Thousand Oaks,
California
| US$1.45억 | +US$1179만 | +9% | 6.28% | – | 126 | 12.7% | 0.6 |
|
| 6975 |
6975
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
| US$1.45억 | +US$1254만 | +9% | 6.72% | – | 60 | 20% | 0.6 |
|