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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 |
3051
Adroit Compliance
| US$4.79억 | – | – | 8.52% | – | 46 | – | 0 |
|
| 3052 |
3052
Klaas Financial Asset Advisors
Loves Park,
Illinois
| US$4.79억 | +US$3788만 | +9% | 8.52% | 39.5% | 49 | 14.29% | 2.2 |
|
| 3053 |
3053
Frank Rimerman Advisors
Palo Alto,
California
| US$4.79억 | +US$6582만 | +16% | 14.5% | 149% | 318 | 69.18% | 0.7 |
|
| 3054 |
3054
Rollins Financial
Atlanta,
Georgia
| US$4.79억 | +US$7017만 | +17% | 13.6% | – | 115 | 24.35% | 2 |
|
| 3055 |
3055
Rollins Financial Advisors
New York City,
New York
| US$4.79억 | – | – | 13.6% | – | 97 | – | 0 |
|
| 3056 |
3056
Hunter Perkins Capital Management
Lombard,
Illinois
| US$4.79억 | +US$1295만 | +3% | 10.9% | 58% | 129 | 31.78% | 1.8 |
|
| 3057 |
3057
Divergent Wealth Advisors
South Jordan,
Utah
| US$4.78억 | +US$3832만 | +9% | 8.39% | 14.7% | 35 | 14.29% | 2.5 |
|
| 3058 |
3058
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| US$4.78억 | +US$8696만 | +22% | 7.9% | 44% | 105 | 20.95% | 2.3 |
|
| 3059 |
3059
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| US$4.78억 | +US$6061만 | +15% | 12.8% | 95.4% | 35 | 5.71% | 6.2 |
|
| 3060 |
3060
Raub Brock Capital Management
Larkspur,
California
| US$4.77억 | -US$2587만 | -5% | 11.5% | 54.7% | 74 | 27.03% | 2.7 |
|
| 3061 |
MAA
3061
Mraz Amerine & Associates
Modesto,
California
| US$4.77억 | +US$3362만 | +8% | 7.54% | 63.2% | 183 | 7.65% | 5 |
|
| 3062 |
3062
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| US$4.77억 | +US$3483만 | +8% | 9.6% | 52.1% | 119 | 21.85% | 1.5 |
|
| 3063 |
3063
Tufton Capital Management
Hunt Valley,
Maryland
| US$4.77억 | +US$2847만 | +6% | 10.1% | 96.1% | 125 | 5.6% | 6.9 |
|
| 3064 |
WPI
3064
Walter Public Investments
Westmount,
Canada
| US$4.76억 | +US$5389만 | +13% | 14.1% | 85.1% | 42 | 9.52% | 1.2 |
|
| 3065 |
AWAM
3065
Appian Way Asset Management
New York
| US$4.76억 | +US$5715만 | +14% | 9.7% | 49.4% | 77 | 71.43% | 0.3 |
|
| 3066 |
3066
Embree Financial Group
Chicago,
Illinois
| US$4.75억 | – | – | 11.1% | 87.6% | 183 | – | 0 |
|
| 3067 |
3067
Wedgewood Partners
St Louis,
Missouri
| US$4.75억 | +US$5730만 | +14% | 11.7% | 78.1% | 21 | 4.76% | 5.1 |
|
| 3068 |
3068
Sycamore Partners Management
New York
| US$4.75억 | +US$2.93억 | +161% | 161% | 31.8% | 1 | 0% | 2 |
|
| 3069 |
3069
Mitchell Capital Management
Leawood,
Kansas
| US$4.75억 | +US$5384만 | +13% | 13.4% | 234% | 125 | 16% | 3.6 |
|
| 3070 |
3070
Sky Investment Group
Hartford,
Connecticut
| US$4.74억 | +US$3372만 | +8% | 8.63% | 81.4% | 127 | 7.09% | 6 |
|
| 3071 |
3071
Abacus Planning Group
Columbia,
South Carolina
| US$4.74억 | +US$6332만 | +15% | 11.1% | 67.8% | 210 | 12.86% | 3.4 |
|
| 3072 |
3072
Duncker Streett & Co
St. Louis,
Missouri
| US$4.74억 | +US$4400만 | +10% | 11.3% | 102% | 501 | 4.79% | 6 |
|
| 3073 |
3073
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| US$4.73억 | +US$4194만 | +10% | 9.24% | 63.7% | 82 | 4.88% | 2.4 |
|
| 3074 |
3074
Insight Advisors
Newtown,
Pennsylvania
| US$4.73억 | +US$3539만 | +8% | 7.62% | 74% | 296 | 10.81% | 2.2 |
|
| 3075 |
3075
Mirador Capital Partners
Pleasanton,
California
| US$4.72억 | +US$3284만 | +7% | 11.1% | 120% | 212 | 25.94% | 3.4 |
|