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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7901 |
CAG
7901
Cypress Advisory Group
Scottsdale,
Arizona
| US$1.29억 | -US$206만 | -2% | 2.88% | – | 83 | 12.05% | 1.1 |
|
| 7902 |
SHFG
7902
S Harris Financial Group
San Antonio,
Texas
| US$1.29억 | +US$1941만 | +18% | 12.3% | – | 129 | 20.93% | 0.4 |
|
| 7903 |
CIM
7903
CenturyLink Investment Management
Denver,
Colorado
| US$1.29억 | -US$4586만 | -26% | 3.15% | – | 3 | 0% | 1.7 |
|
| 7904 |
SAM
7904
Sherman Asset Management
Ventura,
California
| US$1.29억 | +US$2019만 | +19% | 16.7% | – | 157 | 15.29% | 1.3 |
|
| 7905 |
CW
7905
CrossGen Wealth
Greenville,
North Carolina
| US$1.29억 | +US$1486만 | +13% | 10.7% | – | 223 | 14.35% | 0.4 |
|
| 7906 |
KIA
7906
Koenig Investment Advisory
Ashland,
Oregon
| US$1.29억 | +US$1099만 | +9% | 6.88% | – | 38 | 7.89% | 0.5 |
|
| 7907 |
Q1WB
7907
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| US$1.29억 | +US$1465만 | +13% | 13.6% | – | 833 | 15.49% | 1.2 |
|
| 7908 |
LRI
7908
Linden Rose Investment
Sugar Land,
Texas
| US$1.29억 | +US$5251만 | +69% | 122% | – | 8 | 25% | 0.8 |
|
| 7909 |
PFS
7909
Professional Financial Solutions
Falls Chruch,
Virginia
| US$1.29억 | +US$1628만 | +14% | 11.1% | – | 41 | 7.32% | 0.5 |
|
| 7910 |
JF
7910
JMN Financial
New Albany,
Ohio
| US$1.29억 | +US$2684만 | +26% | 24.5% | – | 266 | 42.86% | 0.3 |
|
| 7911 |
WHCFA
7911
William Howard & Co Financial Advisors
Memphis,
Tennessee
| US$1.29억 | +US$1281만 | +11% | 12.5% | – | 55 | 3.64% | 2 |
|
| 7912 |
RCG
7912
Ridge Creek Global
Strongsville,
Ohio
| US$1.29억 | +US$1063만 | +9% | 14.5% | – | 95 | 11.58% | 0.4 |
|
| 7913 |
AFS
7913
AFG Fiduciary Services
Hingham,
Massachusetts
| US$1.28억 | -US$4259만 | -25% | 14.4% | 61.9% | 93 | 35.48% | 2.8 |
|
| 7914 |
TP
7914
TenCore Partners
New York
| US$1.28억 | -US$30.2만 | -0.2% | 8.09% | 50.4% | 16 | 18.75% | 3.2 |
|
| 7915 |
SHF
7915
Safe Harbor Fiduciary
Pensacola,
Florida
| US$1.28억 | +US$2337만 | +22% | 23.5% | – | 68 | 27.94% | 1.1 |
|
| 7916 |
TCM
7916
TT Capital Management
Coto De Caza,
California
| US$1.28억 | +US$708만 | +6% | 2.71% | – | 82 | 17.07% | 1 |
|
| 7917 |
JRPIM
7917
Journey Retirement Planning & Investment Management
Ammon,
Idaho
| US$1.28억 | +US$1480만 | +13% | 12.7% | – | 160 | 20.63% | 0.4 |
|
| 7918 |
KGC
7918
Kennon-Green & Company
New Albany,
Ohio
| US$1.28억 | +US$626만 | +5% | 3.9% | 58.4% | 41 | 4.88% | 2.8 |
|
| 7919 |
ML
7919
MILFAM LLC
Stuart,
Florida
| US$1.28억 | +US$2587만 | +25% | 4.33% | – | 13 | 46.15% | 0.1 |
|
| 7920 |
JBW
7920
Journey Beyond Wealth
Roswell,
Georgia
| US$1.28억 | +US$1163만 | +10% | 15.4% | – | 31 | 9.68% | 1.3 |
|
| 7921 |
CH
7921
CDKV Holdings
Denver,
Colorado
| US$1.28억 | +US$1406만 | +12% | 12.3% | – | 282 | 4.61% | 0.5 |
|
| 7922 |
BFM
7922
Brooklands Fund Management
London,
United Kingdom
| US$1.28억 | +US$3904만 | +44% | 13.3% | – | 77 | 70.13% | 0.2 |
|
| 7923 |
LRWM
7923
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
| US$1.28억 | +US$1378만 | +12% | 11.7% | – | 51 | 5.88% | 1.3 |
|
| 7924 |
FFG
7924
Fortune Financial Group
Naples,
Florida
| US$1.28억 | +US$1662만 | +15% | 13.2% | – | 125 | 37.6% | 0.3 |
|
| 7925 |
SIA
7925
SkyView Investment Advisors
Shrewsbury,
New Jersey
| US$1.28억 | -US$6.16억 | -83% | 10.5% | 70.3% | 489 | 78.12% | 0.9 |
|