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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7801 |
7801
Town Capital
Bel Air,
Maryland
| US$1.22억 | – | – | 2.21% | – | 91 | – | 0 |
|
| 7802 |
7802
Marrick Wealth
Irvine,
California
| US$1.22억 | – | – | 2.53% | – | 55 | – | 0 |
|
| 7803 |
7803
Matters Capital
Miami,
Florida
| US$1.22억 | – | – | 3.74% | – | 65 | – | 0 |
|
| 7804 |
7804
Karani Asset Management
New York
| US$1.22억 | -US$310만 | -2% | 8.61% | – | 38 | 7.89% | 2.4 |
|
| 7805 |
7805
Hingham Institution for Savings
Hingham,
Massachusetts
| US$1.22억 | – | – | 12.2% | – | 12 | – | 0 |
|
| 7806 |
7806
Pekao Towarzystwo Funduszy Inwestycyjnych SA
Warsaw,
| US$1.22억 | – | – | 0.68% | – | 79 | – | 0 |
|
| 7807 |
7807
Barden Capital Management
Austin,
Texas
| US$1.22억 | +US$148만 | +1% | 1.6% | 80.1% | 60 | 8.33% | 2.9 |
|
| 7808 |
7808
Bosman Wealth Management
Redlands,
California
| US$1.22억 | -US$727만 | -6% | 0.31% | – | 55 | 34.55% | 0.6 |
|
| 7809 |
7809
EDMP Inc
Lutz,
Florida
| US$1.22억 | -US$449만 | -4% | 3.28% | 78% | 74 | 14.86% | 4.6 |
|
| 7810 |
7810
Storgate
Dallas,
Texas
| US$1.22억 | – | – | 4.06% | – | 153 | – | 0 |
|
| 7811 |
7811
Pitti Group Wealth Management
Victor,
New York
| US$1.22억 | +US$416만 | +4% | 2.93% | 65.3% | 80 | 10% | 2.5 |
|
| 7812 |
7812
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
| US$1.22억 | +US$2052만 | +20% | 2.18% | – | 117 | 16.24% | 1 |
|
| 7813 |
7813
Fulcrum Wealth Advisors
Bellevue,
Washington
| US$1.22억 | – | – | 5.84% | – | 68 | – | 0 |
|
| 7814 |
7814
Expect Equity LLC
Pikesville,
Maryland
| US$1.21억 | +US$1903만 | +19% | 6.62% | – | 63 | 30.16% | 0.7 |
|
| 7815 |
7815
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| US$1.21억 | -US$215만 | -2% | 5.61% | 119% | 51 | 17.65% | 2 |
|
| 7816 |
7816
SVRN Asset Management
Austin,
Texas
| US$1.21억 | – | – | 1.66% | – | 43 | – | 0 |
|
| 7817 |
7817
Garda Capital Partners
Wayzata,
Minnesota
| US$1.21억 | +US$9641만 | +387% | 5.4% | 34.1% | 18 | 61.11% | 1 |
|
| 7818 |
7818
Geremia Financial Services
Edison,
New Jersey
| US$1.21억 | – | – | 1.36% | – | 10 | – | 0 |
|
| 7819 |
7819
True Blue Financial
Stevensville,
Michigan
| US$1.21억 | – | – | 1.25% | – | 51 | – | 0 |
|
| 7820 |
7820
Prosperity Advisers
Fort Washington,
Pennsylvania
| US$1.21억 | – | – | 2.21% | – | 40 | – | 0 |
|
| 7821 |
7821
Smith Asset Management
Chiefland,
Florida
| US$1.21억 | +US$372만 | +3% | 1.7% | – | 71 | 7.04% | 0.9 |
|
| 7822 |
7822
TrueWealth Financial Partners
Bellevue,
Washington
| US$1.21억 | -US$7488만 | -38% | 1.24% | 36.4% | 74 | 98.65% | 0.1 |
|
| 7823 |
7823
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| US$1.21억 | -US$75.1만 | -0.6% | 0.56% | 38.5% | 66 | 10.61% | 3.2 |
|
| 7824 |
7824
Chesapeake Asset Management
New York
| US$1.21억 | +US$804만 | +7% | 9.84% | 153% | 399 | 27.07% | 2.3 |
|
| 7825 |
7825
Troutman Wealth Management
Malvern,
Pennsylvania
| US$1.21억 | – | – | 1.26% | – | 37 | – | 0 |
|