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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
3526
Pettinga Financial Advisors
Evansville,
Indiana
| US$3.21억 | +US$1402만 | +5% | 6.85% | 78.1% | 114 | 25.44% | 2.5 |
|
| 3527 |
3527
Lowell Blake & Associates
Boston,
Massachusetts
| US$3.21억 | +US$2118만 | +7% | 13.3% | 44.2% | 59 | 6.78% | 2.4 |
|
| 3528 |
3528
ALM First Financial Advisors
Dallas,
Texas
| US$3.21억 | +US$803만 | +3% | 1.41% | 50.5% | 16 | 0% | 0.3 |
|
| 3529 |
3529
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| US$3.21억 | +US$2246만 | +8% | 10.7% | 100% | 267 | 16.1% | 2.5 |
|
| 3530 |
3530
Adams Street Partners
Chicago,
Illinois
| US$3.21억 | +US$2076만 | +7% | 0.68% | 399% | 20 | 55% | 3 |
|
| 3531 |
3531
AdvisorShares Investments
Bethesda,
Maryland
| US$3.21억 | -US$3446만 | -10% | 1.35% | 110% | 356 | 35.67% | 1 |
|
| 3532 |
3532
Univest Financial
Souderton,
Pennsylvania
| US$3.2억 | +US$289만 | +0.9% | 6.98% | 96.9% | 115 | 17.39% | 4.4 |
|
| 3533 |
3533
Haverford Financial Services
Radnor,
Pennsylvania
| US$3.2억 | -US$4237만 | -12% | 2.25% | 57.9% | 68 | 45.59% | 5.7 |
|
| 3534 |
3534
Akaris Global Partners
New York
| US$3.2억 | +US$3040만 | +10% | 20.5% | 35% | 20 | 35% | 0.9 |
|
| 3535 |
HCM
3535
Horrell Capital Management
Little Rock,
Arkansas
| US$3.2억 | +US$1788만 | +6% | 6.25% | 55.6% | 213 | 5.16% | 5.4 |
|
| 3536 |
3536
Cypress Capital
Franklin,
Tennessee
| US$3.2억 | +US$78.6만 | +0.2% | 3.9% | 43.6% | 91 | 28.57% | 2.2 |
|
| 3537 |
3537
LWMG LLC
Lake Elmo,
Minnesota
| US$3.19억 | +US$4080만 | +15% | 5.2% | – | 96 | 20.83% | 0.2 |
|
| 3538 |
3538
Punch Card Management
Winter Park,
Florida
| US$3.19억 | +US$1058만 | +3% | 3.91% | 41% | 4 | 0% | 4 |
|
| 3539 |
HI
3539
Hyundai Investments
Yeongdeungopo-Gu, Seoul,
South Korea
| US$3.19억 | -US$8385만 | -21% | 20.8% | 74.8% | 1 | 0% | 1.3 |
|
| 3540 |
3540
Red Door Wealth Management
Memphis,
Tennessee
| US$3.19억 | +US$1441만 | +5% | 7.75% | 100% | 153 | 15.69% | 2.4 |
|
| 3541 |
3541
Doliver Advisors
Houston,
Texas
| US$3.19억 | +US$1429만 | +5% | 4.56% | 92.3% | 170 | 14.12% | 2.4 |
|
| 3542 |
3542
Perry Creek Capital
New York
| US$3.18억 | -US$2365만 | -7% | 3% | 51.2% | 16 | 0% | 2.1 |
|
| 3543 |
3543
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| US$3.18억 | -US$1699만 | -5% | 8.67% | 129% | 181 | 52.49% | 1 |
|
| 3544 |
3544
Shulman DeMeo Asset Management
Lake Success,
New York
| US$3.18억 | +US$1767만 | +6% | 6.95% | 79.3% | 137 | 3.65% | 1.3 |
|
| 3545 |
3545
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| US$3.18억 | +US$2207만 | +7% | 9.6% | 70.2% | 290 | 17.24% | 2.8 |
|
| 3546 |
3546
Lead Edge Capital Management
New York
| US$3.18억 | +US$2919만 | +10% | 22.4% | 20.2% | 9 | 0% | 1 |
|
| 3547 |
3547
Tradewinds Capital Management
Bellingham,
Washington
| US$3.18억 | +US$1.03억 | +48% | 4.82% | 96.9% | 579 | 24.18% | 4.2 |
|
| 3548 |
3548
Quantum Financial Advisors
El Segundo,
California
| US$3.18억 | +US$9554만 | +43% | 5.66% | 68% | 102 | 20.59% | 0.6 |
|
| 3549 |
3549
Institutional Venture Management XVI
Menlo Park,
California
| US$3.17억 | -US$1795만 | -5% | 21.2% | 523% | 8 | 25% | 2.1 |
|
| 3550 |
3550
O'Brien Wealth Partners
Waltham,
Massachusetts
| US$3.17억 | +US$6545만 | +26% | 7.05% | 56.7% | 63 | 20.63% | 2.6 |
|