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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8176 |
8176
Townsend Financial Planning
Mt Sterling,
Kentucky
| US$1.15억 | +US$1138만 | +11% | 9.01% | – | 30 | 3.33% | 0.5 |
|
| 8177 |
SNPAM
8177
St. Nicholas Private Asset Management
Jacksonville,
Florida
| US$1.15억 | +US$782만 | +7% | 9.72% | – | 38 | 13.16% | 1.4 |
|
| 8178 |
8178
Cedrus Wealth Group LLC
Andover,
Minnesota
| US$1.15억 | +US$2468만 | +27% | 4.13% | – | 66 | 50% | 0.3 |
|
| 8179 |
8179
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| US$1.14억 | +US$1214만 | +12% | 14.3% | 80.2% | 52 | 26.92% | 3.6 |
|
| 8180 |
8180
JBGlobal.com
New York
| US$1.14억 | +US$1279만 | +13% | 6.4% | – | 33 | 21.21% | 0.8 |
|
| 8181 |
8181
Premier Private Wealth Management
Palm Harbor,
Florida
| US$1.14억 | +US$1949만 | +21% | 11.9% | – | 60 | 11.67% | 0.4 |
|
| 8182 |
8182
Vavra Capital Management
Collegeville,
Pennsylvania
| US$1.14억 | +US$1143만 | +11% | 11% | – | 24 | 8.33% | 0.5 |
|
| 8183 |
8183
Explore Capital Management
Wilmington,
Delaware
| US$1.14억 | +US$727만 | +7% | 30.5% | – | 12 | 16.67% | 0.7 |
|
| 8184 |
8184
TSG Consumer Partners
Larkspur,
California
| US$1.14억 | -US$151만 | -1% | 41.7% | 70.1% | 1 | 0% | 4.5 |
|
| 8185 |
8185
Fremen Capital Management
Stamford,
Connecticut
| US$1.14억 | -US$286만 | -2% | 39.7% | – | 20 | 45% | 0.4 |
|
| 8186 |
8186
Redwood Family Wealth
Addison,
Texas
| US$1.14억 | +US$1159만 | +11% | 10.4% | – | 118 | 20.34% | 0.4 |
|
| 8187 |
8187
Shepherd Street Advisors
Larkspur,
California
| US$1.14억 | +US$1248만 | +12% | 17.8% | – | 90 | 8.89% | 0.5 |
|
| 8188 |
8188
Lane Generational
Dover,
Massachusetts
| US$1.14억 | -US$1171만 | -9% | 20.5% | 148% | 48 | 29.17% | 1.9 |
|
| 8189 |
SFO
8189
Standard Family Office
Sioux Falls,
South Dakota
| US$1.14억 | +US$1699만 | +18% | 14.3% | 67.6% | 31 | 0% | 2.2 |
|
| 8190 |
8190
Royal Palms Capital
Whitefish,
Montana
| US$1.14억 | +US$1276만 | +13% | 12.7% | – | 57 | 12.28% | 0.4 |
|
| 8191 |
8191
Surience Private Wealth
Yakima,
Washington
| US$1.14억 | +US$2054만 | +22% | 12.7% | 169% | 57 | 50.88% | 0.4 |
|
| 8192 |
8192
River's Edge Wealth Management
Beaver,
Pennsylvania
| US$1.14억 | +US$711만 | +7% | 11.4% | – | 46 | 4.35% | 0.5 |
|
| 8193 |
8193
IFC & Insurance Marketing
Auburn,
California
| US$1.14억 | +US$1777만 | +19% | 13% | – | 83 | 19.28% | 0.4 |
|
| 8194 |
8194
Michael Brady & Co
Westlake,
Ohio
| US$1.13억 | +US$1379만 | +14% | 13.4% | – | 58 | 6.9% | 0.5 |
|
| 8195 |
8195
Ally Bridge Group
New York
| US$1.13억 | -US$1074만 | -9% | 16% | 844% | 39 | 66.67% | 0.4 |
|
| 8196 |
8196
Invested Advisors
State College,
Pennsylvania
| US$1.13억 | +US$1404만 | +14% | 11.9% | – | 162 | 20.99% | 0.5 |
|
| 8197 |
8197
Lotus Asset Management
Nashville,
Tennessee
| US$1.13억 | – | – | 15.9% | – | 43 | – | 0 |
|
| 8198 |
8198
Clear Point Advisors
Melville,
New York
| US$1.13억 | -US$1618만 | -13% | 10.2% | – | 132 | 72.73% | 0.8 |
|
| 8199 |
8199
Objective Capital Management
Pepper Pike,
Ohio
| US$1.13억 | +US$1353만 | +14% | 14% | – | 109 | 18.35% | 2.5 |
|
| 8200 |
8200
Ark Wealth Advisors
Yorba Linda,
California
| US$1.13억 | +US$1170만 | +12% | 13% | – | 89 | 12.36% | 0.4 |
|