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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
VERITY Wealth Advisors
Sausalito,
United States
| US$1.61억 | +US$283만 | +2% | 2% | 59.9% | 83 | 7.23% | 4.4 |
|
| 6952 |
6952
Spahn Wealth & Retirement
Scottsdale,
Arizona
| US$1.61억 | -US$755만 | -4% | 1.24% | – | 40 | 15% | 0.7 |
|
| 6953 |
6953
Kultura Capital Management
Park City,
Utah
| US$1.61억 | – | – | 8.94% | – | 49 | – | 0 |
|
| 6954 |
6954
Manuka Financial
Richmond,
Virginia
| US$1.61억 | +US$27.2만 | +0.2% | 1.92% | – | 59 | 5.08% | 0.9 |
|
| 6955 |
6955
Riverbend Wealth Management
Myrtle Beach,
South Carolina
| US$1.61억 | +US$1784만 | +12% | 3.47% | – | 158 | 17.09% | 0.8 |
|
| 6956 |
6956
Peregrine Investment Management
Toronto,
Ontario, Canada
| US$1.61억 | -US$4250만 | -21% | 10% | – | 25 | 32% | 0.7 |
|
| 6957 |
BRWM
6957
Blue Rock Wealth Management
Winston-Salem,
North Carolina
| US$1.61억 | +US$33만 | +0.2% | 1.78% | – | 113 | 12.39% | 0.8 |
|
| 6958 |
6958
Orleans Capital Management
Mandeville,
Louisiana
| US$1.61억 | +US$625만 | +4% | 2.48% | 94.6% | 126 | 21.43% | 2.6 |
|
| 6959 |
6959
Rayburn West Financial Services
Nashville,
Tennessee
| US$1.61억 | – | – | 4.08% | – | 80 | – | 0 |
|
| 6960 |
6960
Cox Capital Management
Andover,
Massachusetts
| US$1.61억 | +US$772만 | +5% | 6.65% | 106% | 66 | 12.12% | 3.2 |
|
| 6961 |
6961
7G Capital Management
New York
| US$1.61억 | +US$481만 | +3% | 10.6% | 137% | 13 | 38.46% | 1.8 |
|
| 6962 |
6962
Moon Capital Management
New York
| US$1.61억 | +US$2482만 | +18% | 12.4% | 76.3% | 14 | 42.86% | 4 |
|
| 6963 |
TA
6963
TPG Advisors
Northfield,
Illinois
| US$1.61억 | +US$865만 | +6% | 2.07% | – | 113 | 13.27% | 1.2 |
|
| 6964 |
6964
Investment Partners Asset Management
Metuchen,
New Jersey
| US$1.61억 | +US$887만 | +6% | 2.89% | 86.1% | 171 | 14.62% | 1.6 |
|
| 6965 |
6965
New Mountain Capital
New York
| US$1.6억 | -US$1428만 | -8% | 8.17% | 64.8% | 1 | 0% | 3.3 |
|
| 6966 |
6966
Cyr Financial
Hennepin,
Illinois
| US$1.6억 | +US$1402만 | +10% | 1.79% | – | 72 | 31.94% | 0.9 |
|
| 6967 |
6967
Sterling Manor Financial
Saratoga Springs,
New York
| US$1.6억 | +US$168만 | +1% | 0.79% | – | 35 | 0% | 1.9 |
|
| 6968 |
6968
Pacific Park Financial
Lagina Hills,
California
| US$1.6억 | – | – | 2.21% | – | 74 | – | 0 |
|
| 6969 |
6969
Flywheel Private Wealth
Los Altos,
California
| US$1.6억 | +US$3213만 | +25% | 2.36% | – | 87 | 10.34% | 0.9 |
|
| 6970 |
6970
Providence Wealth Advisors
Frankfort,
Illinois
| US$1.6억 | +US$157만 | +1% | 6.94% | 121% | 91 | 12.09% | 4.9 |
|
| 6971 |
6971
Rare Wolf Capital
Bellevue,
Washington
| US$1.6억 | – | – | 5.59% | – | 123 | – | 0 |
|
| 6972 |
6972
General Equity Holdings
Brooklyn,
New York
| US$1.6억 | -US$433만 | -3% | 1.27% | 775% | 14 | 28.57% | 1.2 |
|
| 6973 |
6973
Ballast Rock Private Wealth
Charleston,
South Carolina
| US$1.6억 | – | – | 3.14% | – | 171 | – | 0 |
|
| 6974 |
6974
Principia Wealth Advisory
Dallas,
Texas
| US$1.6억 | +US$1488만 | +10% | 4.66% | – | 1,053 | 11.68% | 0.8 |
|
| 6975 |
6975
Patrick M. Sweeney & Associates
Libertyville,
Illinois
| US$1.6억 | +US$519만 | +3% | 3.97% | 90.4% | 164 | 6.1% | 1.7 |
|