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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
Leelyn Smith
Geneva,
Illinois
| US$6.92억 | +US$2764만 | +4% | 2.29% | 86% | 155 | 10.32% | 3.4 |
|
| 3027 |
ECM
3027
EagleClaw Capital Management
Boston,
Massachusetts
| US$6.91억 | -US$2374만 | -3% | 0.32% | 104% | 149 | 5.37% | 7 |
|
| 3028 |
3028
Noesis Capital Mangement
Boca Raton,
Florida
| US$6.9억 | +US$4538만 | +7% | 7.14% | 139% | 135 | 8.15% | 4.7 |
|
| 3029 |
3029
Klaas Financial Asset Advisors
Loves Park,
Illinois
| US$6.89억 | +US$2297만 | +3% | 1.13% | 39.5% | 59 | 25.42% | 3 |
|
| 3030 |
3030
Apollon Financial
Mount Pleasant,
South Carolina
| US$6.89억 | +US$8727만 | +15% | 3.38% | 103% | 257 | 14.01% | 1.3 |
|
| 3031 |
3031
KPP Advisory Services
Louisville,
Kentucky
| US$6.89억 | +US$1315만 | +2% | 2.44% | 87.9% | 349 | 11.75% | 1.4 |
|
| 3032 |
3032
Thames Capital Management
Roseland,
New Jersey
| US$6.88억 | -US$1307만 | -2% | 10.3% | 1,177% | 70 | 48.57% | 1.8 |
|
| 3033 |
3033
Financial Advisory Corporation
Grand Rapids,
Michigan
| US$6.88억 | +US$841만 | +1% | 0.88% | – | 55 | 12.73% | 0.8 |
|
| 3034 |
3034
Toews Corporation
Northfield,
New Jersey
| US$6.88억 | -US$1230만 | -2% | 0.6% | 22% | 15 | 0% | 1.6 |
|
| 3035 |
3035
Deltroit Asset Management (UK)
London,
| US$6.87억 | – | – | 2.16% | – | 39 | – | 0 |
|
| 3036 |
3036
Formidable Asset Management
Cincinnati,
Ohio
| US$6.87억 | +US$5231만 | +8% | 0.22% | 62.2% | 422 | 13.51% | 3.1 |
|
| 3037 |
3037
High Ground Investment Management
London,
United Kingdom
| US$6.87억 | +US$8483만 | +14% | 8.94% | 25.9% | 8 | 25% | 1.8 |
|
| 3038 |
3038
Wilkins Investment Counsel
Boston,
Massachusetts
| US$6.86억 | -US$2016만 | -3% | 3.91% | 71.3% | 125 | 6.4% | 6 |
|
| 3039 |
3039
Wellington Shields Capital Management
New York
| US$6.86억 | +US$2685만 | +4% | 6.07% | 157% | 352 | 15.06% | 5.4 |
|
| 3040 |
3040
Convergence Financial
Columbia,
Missouri
| US$6.85억 | +US$1939만 | +3% | 1.42% | 70.6% | 204 | 14.71% | 1.4 |
|
| 3041 |
3041
Rule One Partners
Moreland,
Georgia
| US$6.85억 | -US$2607만 | -4% | 8.6% | – | 15 | 33.33% | 0.6 |
|
| 3042 |
3042
IFC Advisors
Los Angeles,
California
| US$6.85억 | +US$1.39억 | +25% | 2.37% | – | 185 | 13.51% | 0.8 |
|
| 3043 |
3043
Silverback Asset Management
Chapel Hill,
North Carolina
| US$6.84억 | -US$3.6억 | -35% | 0.48% | 92.1% | 64 | 23.44% | 0.6 |
|
| 3044 |
3044
Topsail Wealth Management
Charlotte,
North Carolina
| US$6.83억 | +US$9209만 | +16% | 2.03% | – | 273 | 7.69% | 0.8 |
|
| 3045 |
AHT
3045
Amanah Holdings Trust
London,
| US$6.83억 | +US$1.82억 | +36% | 43.8% | – | 31 | 90.32% | 0.1 |
|
| 3046 |
3046
Perseverance Asset Management International
George Town,
Cayman Islands
| US$6.83억 | +US$1.01억 | +17% | 5.55% | 120% | 17 | 35.29% | 1.6 |
|
| 3047 |
3047
Faithward Advisors
Lancaster,
Pennsylvania
| US$6.82억 | +US$962만 | +1% | 2.64% | 119% | 342 | 15.5% | 2.1 |
|
| 3048 |
3048
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| US$6.82억 | +US$2407만 | +4% | 1.76% | 68.2% | 762 | 8.14% | 3.5 |
|
| 3049 |
3049
Perryman Financial Advisory
Dallas,
Texas
| US$6.81억 | – | – | 2.66% | – | 170 | – | 0 |
|
| 3050 |
3050
Rollins Financial Advisors
New York City,
New York
| US$6.81억 | +US$2062만 | +3% | 3.42% | – | 160 | 15.63% | 1.4 |
|