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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
2876
SYM Financial Corp
Winona Lake,
Indiana
| US$4.53억 | +US$3257만 | +8% | 5.47% | 64.3% | 126 | 21.43% | 2.5 |
|
| 2877 |
2877
Strid Group
Newtown Square,
Pennsylvania
| US$4.53억 | +US$3322만 | +8% | 5.18% | 55.2% | 47 | 17.02% | 3.1 |
|
| 2878 |
2878
Johnson Bixby & Associates
Vancouver,
Washington
| US$4.53억 | +US$2288만 | +5% | 4.18% | 48.7% | 102 | 7.84% | 1.6 |
|
| 2879 |
KWMG
2879
King Wealth Management Group
Naples,
Florida
| US$4.53억 | +US$3449만 | +8% | 8.08% | 86% | 152 | 9.21% | 4.8 |
|
| 2880 |
2880
Mason Street Advisors
Milwaukee,
Wisconsin
| US$4.52억 | +US$5021만 | +12% | 5.35% | 32% | 9 | 0% | 4.4 |
|
| 2881 |
2881
EFG Asset Management
Portland,
Oregon
| US$4.52억 | +US$717만 | +2% | 15% | 211% | 194 | 19.07% | 0.9 |
|
| 2882 |
2882
Rempart Asset Management
Montreal,
Canada
| US$4.52억 | +US$2756만 | +6% | 2.97% | 70.5% | 43 | 9.3% | 1.9 |
|
| 2883 |
2883
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| US$4.52억 | +US$987만 | +2% | 4.4% | 55.7% | 127 | 3.15% | 7.8 |
|
| 2884 |
2884
First Fiduciary Investment Counsel
Cleveland,
Ohio
| US$4.52억 | -US$508만 | -1% | 2% | 60% | 67 | 5.97% | 4.2 |
|
| 2885 |
2885
Herald Investment Management
London,
United Kingdom
| US$4.5억 | +US$4263만 | +10% | 13.2% | 493% | 100 | 8% | 4.7 |
|
| 2886 |
2886
Hanson & Doremus Investment Management
Burlington,
Vermont
| US$4.5억 | -US$1460만 | -3% | 5.01% | 86.3% | 539 | 18.37% | 5.6 |
|
| 2887 |
2887
Aviance Capital Partners
Naples,
Florida
| US$4.5억 | +US$2106만 | +5% | 8.76% | 109% | 289 | 13.15% | 4.5 |
|
| 2888 |
2888
Financial Partners Group (Kansas)
Overland Park,
Kansas
| US$4.5억 | -US$518만 | -1% | 5.54% | 76.7% | 172 | 8.14% | 2.2 |
|
| 2889 |
2889
Strategic Point Investment Advisors
Providence,
Rhode Island
| US$4.49억 | +US$3394만 | +8% | 4.95% | 58.2% | 31 | 3.23% | 3.4 |
|
| 2890 |
2890
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| US$4.49억 | +US$1313만 | +3% | 5.04% | 40.2% | 146 | 21.23% | 2.8 |
|
| 2891 |
2891
Brasada Capital Management
Houston,
Texas
| US$4.49억 | +US$1468만 | +3% | 5.65% | 76.5% | 159 | 35.85% | 2.2 |
|
| 2892 |
2892
Gateway Advisory
Westfield,
New Jersey
| US$4.49억 | +US$5945만 | +15% | 2.39% | 26% | 106 | 43.4% | 1.7 |
|
| 2893 |
AMG
2893
Asset Management Group
Stamford,
Connecticut
| US$4.48억 | +US$2284만 | +5% | 4.89% | 57% | 123 | 1.63% | 7 |
|
| 2894 |
2894
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
| US$4.48억 | – | – | 3.33% | 4.78% | 17 | – | 0 |
|
| 2895 |
HL
2895
Hernani LP
St. Helier,
Jersey
| US$4.48억 | +US$4424만 | +11% | 5.76% | 14% | 14 | 57.14% | 0.9 |
|
| 2896 |
2896
CVA Family Office
Denver,
Colorado
| US$4.48억 | +US$3547만 | +9% | 4.83% | 71.6% | 1,022 | 11.84% | 1.5 |
|
| 2897 |
2897
Stockman Wealth Management
Billings,
Montana
| US$4.47억 | +US$1203만 | +3% | 2.79% | 77.5% | 212 | 11.32% | 4 |
|
| 2898 |
2898
Chatham Capital Group
Savannah,
Georgia
| US$4.47억 | +US$2091만 | +5% | 6.84% | 97% | 194 | 8.25% | 5 |
|
| 2899 |
2899
Spirit of America Management Corp
Syosset,
New York
| US$4.47억 | +US$180만 | +0.4% | 4% | 113% | 247 | 13.36% | 5.4 |
|
| 2900 |
2900
Wellington Shields & Co
New York
| US$4.46억 | +US$605만 | +1% | 2.13% | 127% | 310 | 9.35% | 2.4 |
|