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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
Financial Partners Group (Kansas)
Overland Park,
Kansas
| US$8.65억 | +US$6204만 | +8% | 2.83% | 76.7% | 246 | 18.29% | 3 |
|
| 2627 |
2627
Marietta Wealth Management
Marietta,
Georgia
| US$8.65억 | +US$4674만 | +6% | 3.03% | 93% | 128 | 9.38% | 4.6 |
|
| 2628 |
2628
Baxter Bros Inc
Riverside,
Connecticut
| US$8.64억 | -US$94.7만 | -0.1% | 3.01% | 73.8% | 170 | 7.06% | 6.1 |
|
| 2629 |
2629
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| US$8.64억 | -US$4842만 | -5% | 4.04% | 22.7% | 35 | 8.57% | 6 |
|
| 2630 |
PS
2630
Portfolio Strategies
Monsey,
New York
| US$8.64억 | +US$332만 | +0.4% | 2.66% | 120% | 65 | 10.77% | 3.2 |
|
| 2631 |
2631
IAG Wealth Partners
Waukesha,
Wisconsin
| US$8.64억 | +US$3110만 | +4% | 1.57% | 47.3% | 533 | 10.13% | 3.6 |
|
| 2632 |
BDWCC
2632
B&D White Capital Company
Lakeway,
Texas
| US$8.63억 | +US$8248만 | +11% | 3.09% | 44.2% | 84 | 26.19% | 1.2 |
|
| 2633 |
2633
Philip James Wealth Mangement
Milton,
Georgia
| US$8.63억 | +US$621만 | +0.7% | 1.83% | 76% | 179 | 6.15% | 1.2 |
|
| 2634 |
2634
Viking Fund Management
Minot,
North Dakota
| US$8.63억 | +US$3538만 | +4% | 1.84% | 105% | 147 | 10.88% | 4.3 |
|
| 2635 |
2635
Advyzon Investment Management
Lisle,
Illinois
| US$8.62억 | +US$2.79억 | +48% | 2.43% | – | 609 | 28.24% | 0.5 |
|
| 2636 |
2636
Claret Asset Management
Montreal,
Quebec, Canada
| US$8.62억 | +US$2234만 | +3% | 6.45% | 73.3% | 418 | 11% | 2 |
|
| 2637 |
2637
Stockman Wealth Management
Billings,
Montana
| US$8.59억 | +US$5280만 | +7% | 4.12% | 77.5% | 187 | 10.7% | 5.4 |
|
| 2638 |
2638
Genus Capital Management
Vancouver,
British Columbia, Canada
| US$8.59억 | -US$333만 | -0.4% | 9.01% | – | 233 | 30.04% | 0.5 |
|
| 2639 |
2639
Archford Capital Strategies
Swansea,
Illinois
| US$8.58억 | +US$1808만 | +2% | 2.9% | 87.4% | 351 | 12.54% | 4.1 |
|
| 2640 |
2640
ION Fund Management
Herzliya,
| US$8.57억 | – | – | 11.7% | – | 62 | – | 0 |
|
| 2641 |
2641
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| US$8.57억 | +US$1706만 | +2% | 3.16% | 80.3% | 195 | 12.82% | 3 |
|
| 2642 |
2642
Howard Financial Services
Dallas,
Texas
| US$8.55억 | +US$3780만 | +5% | 1.47% | 55.9% | 217 | 15.21% | 3 |
|
| 2643 |
2643
ICICI Prudential Asset Management
Mumbai,
India
| US$8.55억 | -US$9251만 | -10% | 5.26% | 62.1% | 168 | 12.5% | 3.1 |
|
| 2644 |
2644
Nelson Capital Management
Menlo Park,
California
| US$8.55억 | +US$1485만 | +2% | 1.97% | 121% | 111 | 6.31% | 6 |
|
| 2645 |
2645
Alley Investment Management Company
Lake Forest,
Illinois
| US$8.54억 | -US$677만 | -0.8% | 1.35% | 54.6% | 91 | 4.4% | 3 |
|
| 2646 |
2646
FORM Wealth Advisors
Lake Geneva,
Wisconsin
| US$8.54억 | – | – | 1.93% | – | 59 | – | 0.7 |
|
| 2647 |
2647
Long Pond Capital
New York
| US$8.51억 | -US$5.29억 | -38% | 3.16% | 13.5% | 39 | 51.28% | 1.1 |
|
| 2648 |
2648
Revolve Wealth Partners
Hackensack,
New Jersey
| US$8.51억 | +US$1717만 | +2% | 2.42% | 67.4% | 242 | 9.92% | 2.4 |
|
| 2649 |
2649
Boulay Financial Advisors
Eden Prairie,
Minnesota
| US$8.5억 | +US$1.38억 | +19% | 2.75% | – | 5 | 20% | 0.5 |
|
| 2650 |
2650
Capital Investment Counsel Inc
Raleigh,
North Carolina
| US$8.5억 | +US$2947만 | +4% | 4.47% | 174% | 270 | 30.74% | 4.8 |
|