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세계 최고의 투자자와 헤지펀드의 최신 주식 포트폴리오

이름 AUM AUM
성장률
AUM
성장률
분기
예상 수익률
3년간
예상 수익률
보유 종목 포트폴리오 회전율 평균 보유
기간(년)
IMT
8151
Investment Management Trust
Massachusetts
US$1.03억 – – 1.18% – 81 – 0
Platt Wealth Management
8152
Platt Wealth Management
California
US$1.03억 +US$169만 +2% 2.52% – 50 12% 0.2
Vision Financial Markets
8153
Vision Financial Markets
Connecticut
US$1.02억 +US$449만 +5% 1.52% – 440 10.45% 1
Courant Investment Management
8154
Courant Investment Management
Tennessee
US$1.02억 -US$819만 -7% 10.5% 35.2% 7 14.29% 4.1
Figure 8 Investment Strategies
8155
Figure 8 Investment Strategies
Idaho
US$1.02억 -US$992만 -9% 0.17% – 64 15.63% 1
Redwood Family Wealth
8156
Redwood Family Wealth
Texas
US$1.02억 +US$63.3만 +0.6% 6.36% – 116 19.83% 0.2
HighRoad Wealth Advisors
8157
HighRoad Wealth Advisors
Oregon
US$1.02억 -US$235만 -2% 2.26% – 38 10.53% 0.2
ML
8158
MILFAM LLC
Florida
US$1.02억 – – 2.15% – 8 – 0
Valued Retirements
8159
Valued Retirements
Texas
US$1.02억 +US$4.18만 +0% 2.45% – 99 16.16% 1.6
Parsonex Advisory Services
8160
Parsonex Advisory Services
Colorado
US$1.02억 -US$5459만 -35% 9.53% – 100 45% 0.7
Rosenthal Henry Capital Advisors
8161
Rosenthal Henry Capital Advisors
Indiana
US$1.02억 -US$572만 -5% 0.41% 80.2% 42 4.76% 4.2
Framtiden Holdings Management
8162
Framtiden Holdings Management
Illinois
US$1.02억 +US$995만 +11% 4.36% – 6 0% 0.3
Stembrook Asset Management
8163
Stembrook Asset Management
New Jersey
US$1.02억 -US$373만 -4% 3.05% – 50 8% 0.2
LIC
8164
Laurus Investment Counsel
Canada
US$1.02억 -US$2069만 -17% 9.64% 14.1% 46 6.52% 3.3
Piper Sandler & Co
8165
Piper Sandler & Co
Minnesota
US$1.02억 -US$3916만 -28% 0.05% 0.05% 20 0% 0.4
Independent Order of Foresters
8166
Independent Order of Foresters
Ontario, Canada
US$1.02억 -US$6986만 -41% 4.28% 66.3% 2 0% 6
Brown University
8167
Brown University
Rhode Island
US$1.02억 -US$4071만 -29% 20.6% 37.9% 12 25% 2.3
Marble Bar Asset Management LLP
8168
Marble Bar Asset Management LLP
US$1.02억 +US$9754만 +2,261% 0.16% – 34 76.47% 0.1
Fundamenta Capital
8169
Fundamenta Capital
US$1.02억 +US$1458만 +17% 14% – 10 70% 0.1
Blom & Howell Financial Planning
8170
Blom & Howell Financial Planning
California
US$1.02억 +US$121만 +1% 1.27% – 64 7.81% 0.2
IWA
8171
Independent Wealth Advisors
North Carolina
US$1.02억 +US$601만 +6% 0.46% – 71 12.68% 0.2
OFC Financial Planning
8172
OFC Financial Planning
New Jersey
US$1.02억 -US$357만 -3% 2.27% – 57 1.75% 1.2
JMN Financial
8173
JMN Financial
Ohio
US$1.02억 +US$145만 +1% 3.24% – 242 42.15% 0.2
GIA
8174
Gem Investment Advisors
New Jersey
US$1.02억 -US$382만 -4% 5.08% – 37 18.92% 0.2
Wisconsin Wealth Advisors
8175
Wisconsin Wealth Advisors
Wisconsin
US$1.02억 -US$38.3만 -0.4% 1.92% – 87 5.75% 1