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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8376 |
8376
Benson Wealth Management
Ooltewah, Tn,
Tennessee
| US$9939만 | +US$2629만 | +36% | 17.6% | – | 391 | 15.6% | 0.4 |
|
| 8377 |
AM
8377
Account Management
Boxford,
Massachusetts
| US$9900만 | +US$774만 | +8% | 14.6% | 87.4% | 23 | 4.35% | 5.2 |
|
| 8378 |
8378
Professional Financial Management
Appleton,
Wisconsin
| US$9860만 | +US$254만 | +3% | 1.3% | – | 26 | 19.23% | 0.4 |
|
| 8379 |
8379
Financial Network Wealth Advisors
Murray,
Utah
| US$9854만 | +US$81.8만 | +0.8% | 8.2% | 57.7% | 895 | 17.88% | 1.3 |
|
| 8380 |
8380
Montchanin Asset Management
Montchanin,
Delaware
| US$9813만 | +US$408만 | +4% | 18.3% | – | 64 | 18.75% | 2.2 |
|
| 8381 |
PWM
8381
Puff Wealth Management
Haddonfield,
New Jersey
| US$9809만 | – | – | 13.2% | – | 77 | – | 1 |
|
| 8382 |
8382
Zinnia Wealth Advisory
Ocala,
Florida
| US$9806만 | +US$872만 | +10% | 16.3% | – | 109 | 22.94% | 0.4 |
|
| 8383 |
8383
Drum Hill Capital
Westport,
Connecticut
| US$9800만 | -US$1089만 | -10% | 1.11% | – | 49 | 14.29% | 1.3 |
|
| 8384 |
EAP
8384
Elevation Advisory Partners
Orlando,
Florida
| US$9768만 | -US$945만 | -9% | 26.1% | – | 101 | 56.44% | 0.2 |
|
| 8385 |
8385
Wedgewood Investors
Erie,
Pennsylvania
| US$9736만 | +US$1015만 | +12% | 15.8% | – | 112 | 13.39% | 7.2 |
|
| 8386 |
8386
Schrum Private Wealth Management
St. Augustine,
Florida
| US$9735만 | -US$3375만 | -26% | 10.6% | 60.9% | 139 | 30.94% | 3.5 |
|
| 8387 |
8387
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
| US$9718만 | -US$1.47억 | -60% | 9.41% | 144% | 35 | 74.29% | 0.6 |
|
| 8388 |
8388
Anchor Capital Management Company
Raleigh,
North Carolina
| US$9696만 | +US$425만 | +5% | 20.4% | – | 12 | 75% | 0.5 |
|
| 8389 |
8389
Optimas Capital
Central,
Hong Kong
| US$9690만 | +US$5236만 | +118% | 43.5% | 355% | 24 | 91.67% | 0.1 |
|
| 8390 |
8390
Kore Advisors
Boynton Beach,
Florida
| US$9623만 | +US$338만 | +4% | 16.5% | – | 19 | 31.58% | 1 |
|
| 8391 |
8391
Inkwell Capital
Miami,
Florida
| US$9617만 | -US$204만 | -2% | 4.44% | – | 32 | 6.25% | 1.3 |
|
| 8392 |
JKSF
8392
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| US$9575만 | -US$175만 | -2% | 2.07% | 30.8% | 4 | 0% | 3.6 |
|
| 8393 |
OWMIAS
8393
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
| US$9526만 | +US$1224만 | +15% | 17.1% | – | 59 | 22.03% | 1.9 |
|
| 8394 |
8394
AIP LLC
New York
| US$9519만 | -US$1.73억 | -65% | 0.19% | 54.9% | 3 | 33.33% | 1.4 |
|
| 8395 |
FF
8395
Formulate Financial
Boca Raton,
Florida
| US$9501만 | +US$1402만 | +17% | 16.5% | – | 27 | 7.41% | 0.7 |
|
| 8396 |
8396
Capitol Family Office
Beaverton,
Oregon
| US$9468만 | +US$1000만 | +12% | 19.2% | 72% | 49 | 8.16% | 1.9 |
|
| 8397 |
IWMO
8397
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
| US$9468만 | +US$748만 | +9% | 11.8% | – | 115 | 38.26% | 0.4 |
|
| 8398 |
8398
Prism Planning Partners
Libertyville,
Illinois
| US$9448만 | +US$993만 | +12% | 10% | – | 45 | 28.89% | 0.5 |
|
| 8399 |
8399
Geremia Financial Services
Edison,
New Jersey
| US$9431만 | -US$2846만 | -23% | 35.3% | – | 10 | 10% | 0.5 |
|
| 8400 |
8400
SkyKnight Capital
San Francisco,
California
| US$9413만 | -US$1301만 | -12% | 12.1% | 11% | 3 | 0% | 4.5 |
|