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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7001 |
7001
Patrick M. Sweeney & Associates
Libertyville,
Illinois
| US$1.74억 | +US$1813만 | +12% | 15.6% | 90.4% | 178 | 11.24% | 2 |
|
| 7002 |
PIA
7002
Prakash Investment Advisors
Andover,
Massachusetts
| US$1.74억 | +US$4560만 | +35% | 64.7% | – | 107 | 23.36% | 0.7 |
|
| 7003 |
NWA
7003
Northwest Wealth Advisors
Bellingham,
Washington
| US$1.74억 | +US$3403만 | +24% | 15% | – | 67 | 5.97% | 0.5 |
|
| 7004 |
6SA
7004
6th Street Advisors
Daphne,
Alabama
| US$1.74억 | +US$1510만 | +10% | 9.99% | – | 65 | 15.38% | 0.2 |
|
| 7005 |
7005
Pacific Wealth Strategies Group
Santa Barbara,
California
| US$1.74억 | +US$1378만 | +9% | 11.8% | 75.5% | 64 | 10.94% | 4 |
|
| 7006 |
KCM
7006
Kalehua Capital Management
Dallas,
Texas
| US$1.74억 | +US$3262만 | +23% | 45.2% | – | 33 | 45.45% | 0.3 |
|
| 7007 |
7007
Cedar Point Capital Partners
Cedar Rapids,
Iowa
| US$1.74억 | +US$1987만 | +13% | 10.1% | 55.4% | 78 | 10.26% | 1.7 |
|
| 7008 |
7008
MontVue Capital Management
Lynchburg,
Virginia
| US$1.74억 | +US$2705만 | +18% | 15.5% | 76% | 78 | 14.1% | 1.8 |
|
| 7009 |
7009
M.E. Allison & Co
San Antonio,
Texas
| US$1.74억 | +US$2289만 | +15% | 18.3% | – | 205 | 10.73% | 1.2 |
|
| 7010 |
7010
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| US$1.74억 | +US$1.16억 | +203% | 30.9% | – | 129 | 75.19% | 0.8 |
|
| 7011 |
7011
Melia Wealth
Tulsa,
Oklahoma
| US$1.74억 | -US$3294만 | -16% | 2.8% | – | 23 | 4.35% | 2 |
|
| 7012 |
7012
Strategent Financial
Harrisonburg,
Virginia
| US$1.74억 | +US$2636만 | +18% | 14.3% | – | 41 | 0% | 1.3 |
|
| 7013 |
7013
Livet Wealth
Salt Lake City,
Utah
| US$1.73억 | +US$1607만 | +10% | 9.25% | – | 131 | 17.56% | 0.4 |
|
| 7014 |
7014
Ehrenkranz Partners
New York
| US$1.73억 | +US$4678만 | +37% | 25.1% | – | 54 | 22.22% | 0.6 |
|
| 7015 |
7015
PVG Asset Management
Golden,
Colorado
| US$1.73억 | +US$383만 | +2% | 37.6% | – | 139 | 15.11% | 0.7 |
|
| 7016 |
7016
Natixis Investment Managers
Boston,
Massachusetts
| US$1.73억 | +US$9628만 | +125% | 2.43% | – | 4 | 50% | 0.3 |
|
| 7017 |
7017
SwitchPoint Financial Planning
Lehi,
Utah
| US$1.73억 | +US$2571만 | +17% | 11.8% | – | 72 | 12.5% | 1.2 |
|
| 7018 |
7018
Covestor
London,
United Kingdom
| US$1.73억 | +US$2883만 | +20% | 27.7% | 134% | 2,923 | 7.29% | 3.5 |
|
| 7019 |
7019
Stage Harbor Financial
Westwood,
Massachusetts
| US$1.73억 | +US$2228만 | +15% | 10.9% | – | 66 | 10.61% | 1.7 |
|
| 7020 |
AIFAIM
7020
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| US$1.73억 | +US$1874만 | +12% | 14.6% | 72.8% | 162 | 7.41% | 3.6 |
|
| 7021 |
7021
Gutierrez Wealth Advisory
Little Rock,
Arkansas
| US$1.73억 | +US$1209만 | +8% | 11.7% | – | 73 | 8.22% | 1.1 |
|
| 7022 |
7022
Kuhn & Co Investment Counsel
Chicago,
Illinois
| US$1.73억 | +US$1779만 | +11% | 15.6% | 88.7% | 155 | 12.26% | 1.9 |
|
| 7023 |
7023
Teton Advisors
Rye,
New York
| US$1.73억 | +US$3083만 | +22% | 41.5% | 139% | 163 | 9.82% | 9 |
|
| 7024 |
7024
Concorde Asset Management
Ann Arbor,
Michigan
| US$1.73억 | -US$3112만 | -15% | 22.1% | – | 231 | 44.59% | 2.3 |
|
| 7025 |
7025
Archvest Wealth Advisors
Concord,
California
| US$1.73억 | +US$1783만 | +12% | 11.3% | 53.1% | 81 | 18.52% | 2.1 |
|