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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7251 |
7251
Columbia Advisory Partners
Spokane,
Washington
| US$1.47억 | +US$217만 | +2% | 3.04% | 69.7% | 100 | 20% | 1.6 |
|
| 7252 |
7252
Integrity Wealth Advisors
Ventura,
California
| US$1.47억 | -US$1.32억 | -47% | 1.92% | – | 100 | 45% | 0.6 |
|
| 7253 |
7253
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| US$1.47억 | -US$2.21천 | -0% | 2.65% | – | 82 | 15.85% | 0.8 |
|
| 7254 |
7254
Oppenheimer & Close
New York
| US$1.47억 | -US$130만 | -0.9% | 6.89% | 149% | 60 | 13.33% | 4.5 |
|
| 7255 |
7255
Walnut Level Capital
Denver,
Colorado
| US$1.47억 | -US$2044만 | -12% | 6.12% | – | 41 | 19.51% | 1.3 |
|
| 7256 |
KSCM
7256
Kamunting Street Capital Management
Miami Beach,
Florida
| US$1.47억 | +US$1223만 | +9% | 2.23% | 7.47% | 24 | 54.17% | 1.1 |
|
| 7257 |
7257
Unifi Asset Management
New York
| US$1.47억 | – | – | 3.17% | – | 77 | – | 0 |
|
| 7258 |
RPGNY
7258
Retirement Planning Group (New York)
Malta,
New York
| US$1.47억 | +US$1290만 | +10% | 1.79% | – | 91 | 8.79% | 0.8 |
|
| 7259 |
7259
Custos Family Office
Austin,
Texas
| US$1.47억 | -US$3043만 | -17% | 1.69% | 57.4% | 68 | 16.18% | 1.9 |
|
| 7260 |
7260
Paladin Wealth
Arden Hills,
Minnesota
| US$1.46억 | +US$857만 | +6% | 1.48% | – | 124 | 13.71% | 0.9 |
|
| 7261 |
7261
Robinson Smith Wealth Advisors
South Portland,
Maine
| US$1.46억 | +US$714만 | +5% | 3.02% | 62.6% | 91 | 9.89% | 1.6 |
|
| 7262 |
7262
Mosaic Financial Group
Chicago,
Illinois
| US$1.46억 | +US$592만 | +4% | 3.01% | – | 128 | 8.59% | 1.4 |
|
| 7263 |
7263
Abbington Investment Group
Westport,
Connecticut
| US$1.46억 | +US$2957만 | +25% | 10.6% | – | 55 | 23.64% | 0.2 |
|
| 7264 |
LWM
7264
Lighthouse Wealth Management
Ashland,
Ohio
| US$1.46억 | +US$2319만 | +19% | 1.25% | – | 46 | 10.87% | 0.9 |
|
| 7265 |
7265
Macroview Investment Management
Bethesda,
Maryland
| US$1.46억 | +US$1216만 | +9% | 2.57% | 76.6% | 102 | 13.73% | 4.7 |
|
| 7266 |
7266
Elevate Wealth Advisory
Athens,
Georgia
| US$1.46억 | +US$865만 | +6% | 2.08% | 49.5% | 129 | 11.63% | 1.7 |
|
| 7267 |
7267
Affinity Wealth
Canton,
Ohio
| US$1.46억 | +US$1461만 | +11% | 2.4% | – | 86 | 46.51% | 0.4 |
|
| 7268 |
7268
Hemming & Wealth Management
Traverse City,
Michigan
| US$1.46억 | – | – | 2.22% | – | 15 | – | 0 |
|
| 7269 |
7269
Strategic Value Bank Partners
Cleveland,
Ohio
| US$1.46억 | +US$548만 | +4% | 8.16% | 98.1% | 14 | 14.29% | 3 |
|
| 7270 |
7270
Bitterroot Capital Advisors
Bozeman,
Montana
| US$1.46억 | – | – | 1.43% | – | 51 | – | 0 |
|
| 7271 |
7271
Jordan Park Trust
Portsmouth,
New Hampshire
| US$1.46억 | +US$4298만 | +42% | 4.25% | – | 17 | 17.65% | 0.8 |
|
| 7272 |
7272
Genesis Wealth Advisors
Braintree,
Massachusetts
| US$1.46억 | +US$413만 | +3% | 2.21% | – | 67 | 13.43% | 6.2 |
|
| 7273 |
7273
Immersion
Aventura,
Florida
| US$1.46억 | -US$1605만 | -10% | 9.21% | – | 9 | 33.33% | 0.6 |
|
| 7274 |
7274
Nova Wealth Management
Bonita Springs,
Florida
| US$1.46억 | +US$388만 | +3% | 1.67% | – | 609 | 8.54% | 0.8 |
|
| 7275 |
7275
Flavin Financial Services
Melbourne,
Florida
| US$1.46억 | +US$512만 | +4% | 1.4% | – | 73 | 9.59% | 0.9 |
|