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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7301 |
7301
Journey Beyond Wealth
Roswell,
Georgia
| US$1.19억 | +US$1159만 | +11% | 10.3% | – | 30 | 10% | 0.5 |
|
| 7302 |
7302
WPG Advisers
Baltimore,
Maryland
| US$1.19억 | +US$1133만 | +11% | 11.7% | – | 1,514 | 11.43% | 0.5 |
|
| 7303 |
7303
Copia Wealth Management
Bend,
Oregon
| US$1.19억 | +US$1042만 | +10% | 9.93% | – | 496 | 15.12% | 0.4 |
|
| 7304 |
7304
Mittelman Wealth Management
Andover,
Massachusetts
| US$1.18억 | +US$762만 | +7% | 6.57% | – | 40 | 22.5% | 0.8 |
|
| 7305 |
7305
Innovative Advisory Group
Lexington,
Massachusetts
| US$1.18억 | +US$1311만 | +12% | 10.2% | – | 265 | 12.45% | 0.4 |
|
| 7306 |
BG
7306
BRX Global
New York
| US$1.18억 | -US$1631만 | -12% | 15.6% | 65.8% | 4 | 25% | 3.6 |
|
| 7307 |
7307
Cushing Capital Partners
Delafield,
Wisconsin
| US$1.18억 | +US$702만 | +6% | 5.98% | – | 93 | 13.98% | 0.4 |
|
| 7308 |
FF
7308
Fox Financial
Wyomissing,
Pennsylvania
| US$1.18억 | +US$1205만 | +11% | 10.9% | – | 13 | 0% | 1.5 |
|
| 7309 |
7309
Sound Financial Strategies Group
Madison,
Mississippi
| US$1.18억 | +US$625만 | +6% | 3.48% | 26.4% | 105 | 14.29% | 1.4 |
|
| 7310 |
7310
Pin Oak Investment Advisors
Houston,
Texas
| US$1.18억 | -US$1301만 | -10% | 1.04% | 62.7% | 495 | 14.95% | 4.2 |
|
| 7311 |
7311
Fairway Financial
Casselberry,
Florida
| US$1.18억 | +US$792만 | +7% | 6.33% | – | 22 | 9.09% | 0.5 |
|
| 7312 |
7312
Principia Wealth Advisory
Dallas,
Texas
| US$1.18억 | +US$1375만 | +13% | 9.39% | – | 1,025 | 24.59% | 0.4 |
|
| 7313 |
BPC
7313
Bryce Point Capital
Scarsdale,
New York
| US$1.18억 | -US$1482만 | -11% | 14.6% | – | 284 | 75.7% | 0.2 |
|
| 7314 |
NMCM
7314
Nicholson Meyer Capital Management
Kansas City,
Missouri
| US$1.18억 | +US$943만 | +9% | 7.7% | – | 48 | 12.5% | 0.2 |
|
| 7315 |
7315
Somerset Group
Wayzata,
Minnesota
| US$1.18억 | +US$822만 | +7% | 8.9% | 84.6% | 63 | 6.35% | 7 |
|
| 7316 |
7316
Fortress Financial Group
Rochester,
Minnesota
| US$1.18억 | +US$1789만 | +18% | 9.48% | – | 82 | 20.73% | 0.4 |
|
| 7317 |
7317
Family Legacy Financial Solutions
Cary,
North Carolina
| US$1.18억 | – | – | 7.61% | – | 246 | – | 0 |
|
| 7318 |
PCC
7318
Park Circle Company
Baltimore,
Maryland
| US$1.18억 | +US$411만 | +4% | 3.06% | 70.5% | 122 | 13.93% | 3.9 |
|
| 7319 |
CFG
7319
Chapman Financial Group
Kailua,
Hawaii
| US$1.18억 | – | – | 6.78% | – | 216 | – | 0.5 |
|
| 7320 |
7320
Longview Financial Advisors
Huntsville,
Alabama
| US$1.18억 | +US$119만 | +1% | 5.03% | 47.4% | 45 | 13.33% | 1.3 |
|
| 7321 |
7321
Entruity Wealth
Bakersfield,
California
| US$1.18억 | +US$1156만 | +11% | 6.13% | – | 42 | 2.38% | 0.5 |
|
| 7322 |
7322
Cornerstone Financial Group
Omaha,
Nebraska
| US$1.18억 | +US$641만 | +6% | 6.62% | – | 67 | 1.49% | 0.5 |
|
| 7323 |
IFS
7323
Integrated Financial Solutions
Reston,
Virginia
| US$1.18억 | – | – | 29.1% | – | 24 | – | 0 |
|
| 7324 |
7324
Williams & Novak
Westlake Village,
California
| US$1.18억 | +US$1538만 | +15% | 8.43% | 61.6% | 152 | 28.29% | 0.9 |
|
| 7325 |
7325
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
| US$1.18억 | +US$891만 | +8% | 11.6% | 111% | 86 | 19.77% | 2.1 |
|