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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
CPH
3051
C Partners Holding
Zurich,
Switzerland
| US$2.39억 | -US$593만 | -2% | 2.24% | 25.6% | 257 | 0.78% | 0.3 |
|
| 3052 |
PAM
3052
Pagoda Asset Management
New York
| US$2.39억 | -US$6100만 | -20% | 5.01% | – | 35 | 71.43% | 0.5 |
|
| 3053 |
3053
Sanders Morris Harris
Houston,
Texas
| US$2.39억 | +US$203만 | +0.9% | 1.14% | 85.8% | 160 | 27.5% | 1.2 |
|
| 3054 |
NIC
3054
Northwest Investment Counselors
Lake Oswego,
Oregon
| US$2.39억 | -US$942만 | -4% | 1.14% | 32.4% | 147 | 6.8% | 3.6 |
|
| 3055 |
3055
Simon Quick Advisors
Morristown,
New Jersey
| US$2.39억 | +US$1456만 | +6% | 0.95% | 77.8% | 469 | 39.02% | 0.7 |
|
| 3056 |
3056
Dynasty Wealth Management
St. Petersburg,
Florida
| US$2.39억 | +US$1.81억 | +312% | 6.3% | – | 104 | 33.65% | 0.2 |
|
| 3057 |
3057
Matthew Goff Investment Advisor
Houston,
Texas
| US$2.39억 | +US$606만 | +3% | 0.44% | 89.6% | 76 | 7.89% | 0.7 |
|
| 3058 |
3058
Montgomery Investment Management
Rockville,
Maryland
| US$2.38억 | -US$819만 | -3% | 1.95% | 105% | 97 | 9.28% | 3.4 |
|
| 3059 |
NAMP
3059
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| US$2.38억 | -US$386만 | -2% | 0.24% | 90.2% | 109 | 2.75% | 3.5 |
|
| 3060 |
3060
Western Asset Management Company
Pasadena,
California
| US$2.38억 | +US$1688만 | +8% | 0.04% | 2.29% | 24 | 33.33% | 0.8 |
|
| 3061 |
3061
Thames Capital Management
Roseland,
New Jersey
| US$2.38억 | +US$7846만 | +49% | 11.8% | 1,177% | 42 | 57.14% | 0.2 |
|
| 3062 |
3062
Xponance
Philadelphia,
Pennsylvania
| US$2.38억 | +US$7091만 | +43% | 0.59% | 144% | 81 | 19.75% | 0.6 |
|
| 3063 |
3063
InterWest Venture Management
San Francisco,
California
| US$2.37억 | -US$5508만 | -19% | 10.8% | 57.6% | 11 | 0% | 1.2 |
|
| 3064 |
3064
Chou Associates Management
Toronto,
Ontario, Canada
| US$2.37억 | +US$342만 | +1% | 9.49% | 66.4% | 24 | 0% | 3.6 |
|
| 3065 |
3065
River Wealth Advisors
Camp Hill,
Pennsylvania
| US$2.37억 | -US$330만 | -1% | 1.57% | 80.3% | 167 | 5.99% | 2.4 |
|
| 3066 |
3066
Flaharty Asset Management
Clearwater,
Florida
| US$2.37억 | +US$906만 | +4% | 0.99% | 33.4% | 102 | 21.57% | 0.6 |
|
| 3067 |
3067
Ipswich Investment Management
Beverly,
Massachusetts
| US$2.37억 | +US$83.5만 | +0.4% | 0.42% | 104% | 156 | 7.05% | 3.1 |
|
| 3068 |
WCMN
3068
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| US$2.37억 | -US$612만 | -3% | 2.03% | 121% | 36 | 8.33% | 3.8 |
|
| 3069 |
3069
PagnatoKarp Partners
Reston,
Virginia
| US$2.37억 | -US$1.08억 | -31% | 1.56% | 2.06% | 157 | 36.94% | 0.9 |
|
| 3070 |
3070
Clean Yield Group
Norwich,
Vermont
| US$2.37억 | -US$1580만 | -6% | 2.86% | 65% | 141 | 14.89% | 3.2 |
|
| 3071 |
3071
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| US$2.36억 | +US$1044만 | +5% | 1.41% | 82.9% | 220 | 24.55% | 1.6 |
|
| 3072 |
3072
Altavista Wealth Management
Asheville,
North Carolina
| US$2.36억 | -US$48.4만 | -0.2% | 2.08% | 80.6% | 149 | 11.41% | 2.9 |
|
| 3073 |
CCM
3073
Compton Capital Management
Providence,
Rhode Island
| US$2.36억 | +US$160만 | +0.7% | 0.3% | 75.6% | 158 | 10.76% | 3.4 |
|
| 3074 |
3074
Symmetry Partners
Glastonbury,
Connecticut
| US$2.35억 | +US$1922만 | +9% | 0.92% | 58.5% | 34 | 8.82% | 1.1 |
|
| 3075 |
3075
Nicolet Bankshares
Green Bay,
Wisconsin
| US$2.35억 | +US$232만 | +1% | 0.69% | 75.5% | 192 | 11.98% | 1.7 |
|