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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
2626
Strategic Global Advisors
Newport Beach,
California
| US$2.77억 | +US$777만 | +3% | 10.7% | 137% | 179 | 22.91% | 1.2 |
|
| 2627 |
2627
Jackson Wealth Management
Lake Mary,
Florida
| US$2.77억 | +US$2071만 | +8% | 5.25% | 72.1% | 74 | 22.97% | 1.2 |
|
| 2628 |
2628
United Fire Group
Cedar Rapids,
Iowa
| US$2.77억 | +US$568만 | +2% | 3.17% | 27.4% | 119 | 5.88% | 3.3 |
|
| 2629 |
2629
Tang Capital Management
San Diego,
California
| US$2.77억 | +US$8915만 | +48% | 40.5% | 493% | 6 | 16.67% | 2.3 |
|
| 2630 |
2630
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| US$2.76억 | +US$1371만 | +5% | 5.35% | 86.4% | 119 | 1.68% | 2.9 |
|
| 2631 |
2631
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| US$2.76억 | +US$1361만 | +5% | 8.28% | 17.8% | 1 | 0% | 3.8 |
|
| 2632 |
2632
Exchange Capital Management
Ann Arbor,
Michigan
| US$2.76억 | +US$1382만 | +5% | 6.68% | 57.8% | 245 | 20% | 1.4 |
|
| 2633 |
2633
Lexington Advisors
New York
| US$2.76억 | +US$909만 | +3% | 15.6% | 27% | 6 | 0% | 1.1 |
|
| 2634 |
CIM
2634
Castleton Investment Management
Stamford,
Connecticut
| US$2.76억 | +US$2281만 | +9% | 5.85% | 15.1% | 83 | 53.01% | 0.4 |
|
| 2635 |
2635
Ferox Capital Management
London,
United Kingdom
| US$2.76억 | +US$203만 | +0.7% | 0% | 2.07% | 36 | 0% | 0.9 |
|
| 2636 |
TRIM
2636
Thompson Rubinstein Investment Management
Portland,
Oregon
| US$2.75억 | +US$569만 | +2% | 3.86% | 42.8% | 79 | 2.53% | 3.2 |
|
| 2637 |
2637
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| US$2.75억 | +US$1.64억 | +148% | 7.31% | 88.9% | 76 | 69.74% | 0.4 |
|
| 2638 |
2638
Whitney & Co
Rochester,
New York
| US$2.75억 | +US$978만 | +4% | 3.54% | 93.2% | 108 | 15.74% | 2.9 |
|
| 2639 |
2639
Freshford Capital Management
Rye Brook,
New York
| US$2.75억 | -US$3105만 | -10% | 9.96% | 97.3% | 25 | 44% | 0.8 |
|
| 2640 |
2640
Archer Capital Management
New York
| US$2.75억 | -US$1.13억 | -29% | 14.2% | 72.3% | 31 | 35.48% | 1.3 |
|
| 2641 |
2641
MSD Capital
New York
| US$2.75억 | -US$1.32억 | -33% | 6.87% | 11.5% | 6 | 16.67% | 3.3 |
|
| 2642 |
LHC
2642
Levy Harkins & Co
New York
| US$2.75억 | +US$1281만 | +5% | 7.43% | 62.9% | 20 | 0% | 2.9 |
|
| 2643 |
GJCM
2643
Grand Jean Capital Management
San Francisco,
California
| US$2.74억 | +US$1134만 | +4% | 7.37% | 61.4% | 46 | 28.26% | 2 |
|
| 2644 |
2644
Aviance Capital Partners
Naples,
Florida
| US$2.74억 | -US$986만 | -3% | 7.27% | 98.2% | 210 | 9.05% | 2.4 |
|
| 2645 |
2645
Sanders Morris Harris
Houston,
Texas
| US$2.74억 | +US$5778만 | +27% | 5.91% | 85.8% | 161 | 31.06% | 0.7 |
|
| 2646 |
2646
Miller Investment Management
West Conshohocken,
Pennsylvania
| US$2.74억 | -US$3523만 | -11% | 5.97% | 60.2% | 73 | 5.48% | 2.7 |
|
| 2647 |
2647
Montecito Bank & Trust
Santa Barbara,
California
| US$2.74억 | -US$1283만 | -4% | 5.67% | – | 414 | 62.8% | 1.8 |
|
| 2648 |
WA
2648
WealthTrust Axiom
Wayne,
Pennsylvania
| US$2.73억 | -US$190만 | -0.7% | 2.95% | 125% | 245 | 12.24% | 2.7 |
|
| 2649 |
2649
Monarch Capital Management
Fort Wayne,
Indiana
| US$2.73억 | +US$542만 | +2% | 4.07% | 77% | 97 | 1.03% | 3.2 |
|
| 2650 |
2650
Bridgewater Wealth & Financial Management
Bethesda,
Maryland
| US$2.73억 | +US$872만 | +3% | 4.99% | 30.8% | 114 | 10.53% | 1.7 |
|