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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2476 |
2476
Tamar Securities
Woodland Hills,
California
| US$9.47억 | +US$6743만 | +8% | 4.57% | 84.8% | 101 | 10.89% | 2.6 |
|
| 2477 |
2477
Golden State Wealth Management
Santa Ana,
California
| US$9.47억 | +US$4066만 | +4% | 2.19% | – | 1,773 | 11.56% | 1.5 |
|
| 2478 |
2478
Morgan Stanley Institutional Investment Advisors
Greenwood Village,
Colorado
| US$9.46억 | +US$1.14억 | +14% | 0.59% | – | 5 | 40% | 0.7 |
|
| 2479 |
2479
Sierra Capital
Miami,
Florida
| US$9.45억 | +US$3341만 | +4% | 1.44% | 32.4% | 222 | 17.57% | 2.9 |
|
| 2480 |
2480
Greenland Capital Management
New York
| US$9.45억 | -US$5655만 | -6% | 1.79% | 210% | 444 | 54.73% | 0.5 |
|
| 2481 |
2481
NTV Asset Management
Charleston,
West Virginia
| US$9.44억 | +US$2697만 | +3% | 3.84% | 110% | 327 | 10.4% | 6.1 |
|
| 2482 |
2482
Institute for Wealth Management
Denver,
Colorado
| US$9.44억 | -US$1626만 | -2% | 2.8% | 137% | 593 | 14.17% | 4.4 |
|
| 2483 |
2483
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| US$9.43억 | +US$4178만 | +5% | 2.47% | 47.7% | 201 | 8.96% | 4.8 |
|
| 2484 |
2484
Middleton & Co
Boston,
Massachusetts
| US$9.42억 | +US$1657만 | +2% | 4.01% | 81.8% | 168 | 4.17% | 6.8 |
|
| 2485 |
2485
Onyx Bridge Wealth Group
Tarrytown,
New York
| US$9.4억 | +US$2038만 | +2% | 2.21% | 74.6% | 390 | 12.05% | 2.1 |
|
| 2486 |
2486
Cooper Financial Group
Irvine,
California
| US$9.4억 | +US$3635만 | +4% | 2.57% | 87.2% | 411 | 13.87% | 2.8 |
|
| 2487 |
2487
Harvey Investment Company
Louisville,
Kentucky
| US$9.39억 | +US$205만 | +0.2% | 1.56% | 56.4% | 102 | 4.9% | 8.7 |
|
| 2488 |
2488
GFI Investment Counsel
Toronto,
Ontario, Canada
| US$9.38억 | -US$2287만 | -2% | 0.29% | 41.8% | 32 | 25% | 2.9 |
|
| 2489 |
2489
McGuire Investment Group
Wakefield,
Rhode Island
| US$9.36억 | +US$5317만 | +6% | 7.56% | 202% | 126 | 8.73% | 4.3 |
|
| 2490 |
2490
Marble Harbor Investment Counsel
Boston,
Massachusetts
| US$9.36억 | -US$1917만 | -2% | 0.21% | 66.7% | 192 | 5.21% | 7.4 |
|
| 2491 |
2491
Blueprint Investment Partners
Greensboro,
North Carolina
| US$9.35억 | +US$2.23억 | +31% | 7.22% | 91.9% | 131 | 12.98% | 1.3 |
|
| 2492 |
2492
Gryphon Financial Partners
Columbus,
Ohio
| US$9.35억 | +US$5759만 | +7% | 3.93% | 93.7% | 352 | 13.92% | 3.1 |
|
| 2493 |
2493
Redwood Capital Management
New York
| US$9.34억 | -US$9800만 | -9% | 13.3% | 313% | 17 | 0% | 2.6 |
|
| 2494 |
2494
U.S. Global Investors (USGI)
San Antonio,
Texas
| US$9.34억 | +US$4815만 | +5% | 16.1% | 151% | 167 | 41.32% | 2.4 |
|
| 2495 |
2495
Biglari Capital Corp
San Antonio,
Texas
| US$9.33억 | +US$1945만 | +2% | 2.22% | 72.7% | 12 | 0% | 6.3 |
|
| 2496 |
2496
Massar Capital Management
Stamford,
Connecticut
| US$9.32억 | +US$1.72억 | +23% | 6.77% | – | 388 | 73.45% | 0.1 |
|
| 2497 |
PFMOSF
2497
Philadelphia Financial Management of San Francisco
San Francisco,
California
| US$9.32억 | +US$3935만 | +4% | 2.76% | 209% | 91 | 70.33% | 0.2 |
|
| 2498 |
2498
Portland Global Advisors
Portland,
Maine
| US$9.32억 | +US$3607만 | +4% | 1.2% | 43.4% | 155 | 9.03% | 6.1 |
|
| 2499 |
2499
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| US$9.31억 | +US$1.21억 | +15% | 1.82% | – | 295 | 16.95% | 3.3 |
|
| 2500 |
2500
Stillwater Capital Advisors
Devon,
Pennsylvania
| US$9.3억 | +US$4215만 | +5% | 5.88% | 121% | 73 | 6.85% | 5.8 |
|