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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
3226
Continuum Advisory
Eagle,
Idaho
| US$4.45억 | +US$7138만 | +19% | 6.5% | 77% | 319 | 13.17% | 1.5 |
|
| 3227 |
3227
Financial Advisors Network
Tustin,
California
| US$4.45억 | +US$1039만 | +2% | 5.96% | – | 154 | 9.74% | 2.3 |
|
| 3228 |
3228
Rosenblum Silverman Sutton
San Francisco,
California
| US$4.44억 | +US$728만 | +2% | 7.46% | 90.1% | 72 | 5.56% | 4 |
|
| 3229 |
MCG
3229
McCollum Christoferson Group
Amherst,
New York
| US$4.44억 | +US$2419만 | +6% | 9.46% | 59.4% | 77 | 6.49% | 2.8 |
|
| 3230 |
3230
Euro Pacific Asset Management
Dorado,
Puerto Rico
| US$4.44억 | +US$6110만 | +16% | 7.39% | 172% | 62 | 9.68% | 1.4 |
|
| 3231 |
3231
Greenhaven Road Investment Management
Greenwich,
Connecticut
| US$4.44억 | -US$6223만 | -12% | 6.42% | 70.2% | 59 | 38.98% | 0.6 |
|
| 3232 |
3232
Sanford Advisory Services
Portage,
Michigan
| US$4.44억 | +US$4504만 | +11% | 9.76% | – | 116 | 8.62% | 0.9 |
|
| 3233 |
3233
Strategic Point Investment Advisors
Providence,
Rhode Island
| US$4.43억 | +US$3504만 | +9% | 8.4% | 58.2% | 27 | 11.11% | 3.7 |
|
| 3234 |
3234
Sharkey, Howes & Javer
Denver,
Colorado
| US$4.43억 | +US$5590만 | +14% | 5.42% | 60.2% | 83 | 9.64% | 2.5 |
|
| 3235 |
3235
Klaas Financial Asset Advisors
Loves Park,
Illinois
| US$4.43억 | +US$3284만 | +8% | 3.32% | 39.5% | 95 | 23.16% | 0.8 |
|
| 3236 |
3236
Qtron Investments
Boston,
Massachusetts
| US$4.43억 | +US$7097만 | +19% | 9.77% | 140% | 367 | 30.52% | 1.1 |
|
| 3237 |
3237
Cambridge Advisors
Omaha,
Nebraska
| US$4.43억 | +US$3221만 | +8% | 7.27% | 58.6% | 185 | 4.32% | 4.2 |
|
| 3238 |
3238
HNP Capital
Rochester,
New York
| US$4.42억 | +US$4288만 | +11% | 6.4% | 52.4% | 169 | 9.47% | 1.6 |
|
| 3239 |
3239
Websterrogers Financial Advisors
Florence,
South Carolina
| US$4.42억 | +US$1063만 | +2% | 5.2% | 46% | 69 | 20.29% | 0.8 |
|
| 3240 |
3240
Haverford Financial Services
Radnor,
Pennsylvania
| US$4.42억 | +US$3070만 | +7% | 13.2% | 57.9% | 70 | 2.86% | 3.7 |
|
| 3241 |
3241
Security National Bank
Omaha,
Nebraska
| US$4.42억 | +US$4300만 | +11% | 13.6% | 125% | 114 | 17.54% | 2.4 |
|
| 3242 |
3242
Elk River Wealth Management
Denver,
Colorado
| US$4.42억 | +US$4627만 | +12% | 12.1% | 81.8% | 132 | 10.61% | 0.9 |
|
| 3243 |
3243
Cubic Asset Management
Boston,
Massachusetts
| US$4.42억 | +US$3762만 | +9% | 8.58% | 40.5% | 206 | 10.68% | 4.3 |
|
| 3244 |
3244
Marotta Asset Management
Charlottesville,
Virginia
| US$4.41억 | +US$2749만 | +7% | 4.17% | 51% | 116 | 14.66% | 1.4 |
|
| 3245 |
3245
Wilsey Asset Management
San Diego,
California
| US$4.41억 | +US$3158만 | +8% | 6.63% | 66.9% | 30 | 23.33% | 2.8 |
|
| 3246 |
PGCM
3246
Prescott Group Capital Management
Tulsa,
Oklahoma
| US$4.41억 | +US$7669만 | +21% | 1.4% | 135% | 217 | 45.16% | 1.6 |
|
| 3247 |
3247
Bright Rock Capital Management
Hanover,
Massachusetts
| US$4.41억 | +US$4102만 | +10% | 11.1% | 53.1% | 84 | 22.62% | 4.1 |
|
| 3248 |
3248
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| US$4.41억 | +US$5784만 | +15% | 2.71% | 129% | 187 | 40.64% | 0.6 |
|
| 3249 |
3249
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| US$4.4억 | +US$3915만 | +10% | 10.6% | 81.8% | 70 | 4.29% | 6 |
|
| 3250 |
OPPTF
3250
OPSEU Pension Plan Trust Fund
Toronto,
Ontario, Canada
| US$4.4억 | +US$4455만 | +11% | 11% | 13.4% | 287 | 5.57% | 1.4 |
|