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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
American National Bank & Trust
Wichita Falls,
Texas
| US$4.51억 | -US$1563만 | -3% | 0.39% | 102% | 336 | 26.49% | 2.6 |
|
| 3002 |
3002
Willow Creek Wealth Management
Sebastopol,
California
| US$4.51억 | +US$3234만 | +8% | 0.01% | – | 117 | 6.84% | 2.4 |
|
| 3003 |
3003
Madison Avenue Partners
New York
| US$4.51억 | +US$1.16억 | +35% | 0.04% | 284% | 21 | 52.38% | 0.6 |
|
| 3004 |
3004
Essex Woodlands Management
The Woodlands,
Texas
| US$4.51억 | -US$2.26억 | -33% | 25.8% | 55% | 9 | 0% | 4 |
|
| 3005 |
3005
Plante Moran Financial Advisors
Southfield,
Michigan
| US$4.5억 | +US$3859만 | +9% | 0% | 62.8% | 1,050 | 19.9% | 3.3 |
|
| 3006 |
3006
Gryphon Financial Partners
Columbus,
Ohio
| US$4.5억 | +US$578만 | +1% | 1.06% | 93.7% | 210 | 24.76% | 1.9 |
|
| 3007 |
3007
First Ascent Asset Management
Denver,
Colorado
| US$4.5억 | +US$7311만 | +19% | 1.47% | 4.15% | 34 | 29.41% | 1 |
|
| 3008 |
PWW
3008
Pettyjohn Wood & White
Lynchburg,
Virginia
| US$4.5억 | +US$386만 | +0.9% | 0.52% | 70.9% | 161 | 3.73% | 5.2 |
|
| 3009 |
3009
Wealth Advisory Solutions
Indiianapolis,
Indiana
| US$4.5억 | +US$2872만 | +7% | 2.5% | 60.5% | 190 | 17.89% | 0.8 |
|
| 3010 |
3010
Astor Investment Management
Chicago,
Illinois
| US$4.5억 | -US$1715만 | -4% | 0.66% | 23.3% | 61 | 22.95% | 1.5 |
|
| 3011 |
3011
Altavista Wealth Management
Asheville,
North Carolina
| US$4.5억 | -US$875만 | -2% | 0.21% | 80.6% | 187 | 5.35% | 4.4 |
|
| 3012 |
3012
Strategy Asset Managers
Pasadena,
California
| US$4.5억 | -US$2330만 | -5% | 0.77% | 115% | 297 | 21.55% | 2 |
|
| 3013 |
3013
Farmers Trust Company
Youngstown,
Ohio
| US$4.5억 | -US$211만 | -0.5% | 0.14% | 73.5% | 176 | 11.93% | 4.7 |
|
| 3014 |
3014
Sky Investment Group
Hartford,
Connecticut
| US$4.49억 | +US$578만 | +1% | 0.06% | 81.4% | 132 | 7.58% | 4.4 |
|
| 3015 |
3015
Winthrop Advisory Group
Boston,
Massachusetts
| US$4.49억 | +US$474만 | +1% | 0.04% | 78.3% | 145 | 11.72% | 2.1 |
|
| 3016 |
3016
Stockman Wealth Management
Billings,
Montana
| US$4.49억 | +US$3053만 | +7% | 1.42% | 77.5% | 203 | 5.42% | 3.4 |
|
| 3017 |
3017
Teewinot Capital Advisers
New York
| US$4.49억 | +US$1832만 | +4% | 5.85% | 149% | 42 | 35.71% | 2.6 |
|
| 3018 |
3018
Divergent Wealth Advisors
South Jordan,
Utah
| US$4.49억 | +US$1018만 | +2% | 0.47% | 14.7% | 19 | 15.79% | 2.6 |
|
| 3019 |
3019
Well Done LLC
Holland,
Michigan
| US$4.49억 | -US$512만 | -1% | 0.76% | 80.4% | 181 | 9.39% | 2.6 |
|
| 3020 |
JHCM
3020
Juniper Hill Capital Management
Menlo Park,
California
| US$4.48억 | +US$1.49억 | +50% | 1.68% | 33.6% | 9 | 22.22% | 0.8 |
|
| 3021 |
3021
Stonnington Group
Pasadena,
California
| US$4.47억 | -US$226만 | -0.5% | 2.73% | – | 301 | 24.58% | 0.4 |
|
| 3022 |
3022
Strid Group
Newtown Square,
Pennsylvania
| US$4.47억 | +US$377만 | +0.9% | 1.96% | 55.2% | 41 | 2.44% | 2.3 |
|
| 3023 |
3023
Buckhead Capital Management
Atlanta,
Georgia
| US$4.47억 | -US$361만 | -0.8% | 0.56% | 67.6% | 145 | 2.76% | 3.6 |
|
| 3024 |
3024
Mitchell Capital Management
Leawood,
Kansas
| US$4.46억 | -US$927만 | -2% | 1.4% | 234% | 163 | 11.66% | 2.4 |
|
| 3025 |
3025
First National Corp
Rockland,
Massachusetts
| US$4.46억 | +US$1.55억 | +53% | 0.7% | 56.3% | 172 | 25% | 1.8 |
|