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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
GII
3576
Gryphon International Investment
Toronto,
Ontario, Canada
| US$2.24억 | +US$7146만 | +47% | 0% | 5.67% | 21 | 4.76% | 3.2 |
|
| 3577 |
3577
Creative Financial Designs
Kokomo,
Indiana
| US$2.24억 | +US$3795만 | +20% | 5.43% | 56.2% | 679 | 24.01% | 1.9 |
|
| 3578 |
3578
Parkside Advisors
Berkeley,
California
| US$2.24억 | +US$3369만 | +18% | 5.36% | 36.7% | 71 | 12.68% | 2.8 |
|
| 3579 |
3579
Princeton Capital Management
Red Bank,
New Jersey
| US$2.24억 | +US$1772만 | +9% | 10.9% | 206% | 251 | 60.96% | 2.8 |
|
| 3580 |
3580
Westover Capital Advisors
Wilmington,
Delaware
| US$2.24억 | +US$1183만 | +6% | 7.6% | 144% | 152 | 17.11% | 1.9 |
|
| 3581 |
3581
Monaco Asset Management
Monaco
| US$2.23억 | – | – | 9.98% | 120% | 69 | – | 0 |
|
| 3582 |
3582
U.S. Global Investors (USGI)
San Antonio,
Texas
| US$2.23억 | +US$3892만 | +21% | 14.2% | 151% | 193 | 34.72% | 1.1 |
|
| 3583 |
3583
Enterprise Bank & Trust
Lowell,
Massachusetts
| US$2.23억 | +US$1713만 | +8% | 6.37% | 65.9% | 97 | 12.37% | 0.6 |
|
| 3584 |
SFSIG
3584
San Francisco Sentry Investment Group
San Francisco,
California
| US$2.23억 | +US$459만 | +2% | 11.1% | 436% | 966 | 11.59% | 2.2 |
|
| 3585 |
3585
Financial Synergies Wealth Advisors
Houston,
Texas
| US$2.22억 | +US$1745만 | +9% | 6.05% | 79% | 36 | 25% | 0.6 |
|
| 3586 |
3586
Janiczek Wealth Management
Denver,
Colorado
| US$2.22억 | +US$236만 | +1% | 5.9% | 16.4% | 171 | 8.77% | 1.4 |
|
| 3587 |
3587
Kelman-Lazarov Inc
Memphis,
Tennessee
| US$2.22억 | +US$1940만 | +10% | 7.59% | 46.6% | 99 | 5.05% | 2.9 |
|
| 3588 |
3588
PCJ Investment Counsel
Toronto,
Ontario, Canada
| US$2.22억 | +US$2994만 | +16% | 6.94% | 164% | 76 | 34.21% | 2.3 |
|
| 3589 |
EWA
3589
ERTS Wealth Advisors
Marquette,
Michigan
| US$2.22억 | +US$2436만 | +12% | 5.69% | 39.3% | 87 | 9.2% | 0.9 |
|
| 3590 |
3590
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| US$2.22억 | +US$1544만 | +7% | 7.86% | 76.5% | 90 | 3.33% | 3.1 |
|
| 3591 |
3591
Interactive Financial Advisors
New Lenox,
Illinois
| US$2.22억 | +US$446만 | +2% | 4.82% | 47.6% | 144 | 15.97% | 3.3 |
|
| 3592 |
3592
JHL Capital Group
Chicago,
Illinois
| US$2.22억 | -US$1.63억 | -42% | 0% | – | 3 | 66.67% | 1.8 |
|
| 3593 |
3593
Bender Robert & Associates
Pasadena,
California
| US$2.22억 | +US$2174만 | +11% | 14.3% | 146% | 50 | 2% | 5 |
|
| 3594 |
3594
Weik Capital Management
Wyomissing,
Pennsylvania
| US$2.21억 | +US$1293만 | +6% | 7.38% | 66.9% | 121 | 7.44% | 4.3 |
|
| 3595 |
3595
Johanson Financial Advisors
Campbell,
California
| US$2.21억 | +US$2902만 | +15% | 9.58% | 101% | 269 | 63.94% | 0.8 |
|
| 3596 |
DI
3596
Diligent Investors
Redlands,
California
| US$2.21억 | +US$1646만 | +8% | 7.84% | 82.2% | 227 | 8.81% | 2.9 |
|
| 3597 |
3597
Quadrant Capital Management
Fairfield,
New Jersey
| US$2.21억 | +US$1764만 | +9% | 7.03% | 50.3% | 89 | 7.87% | 3.2 |
|
| 3598 |
MPEM
3598
Marathon Partners Equity Management
New York
| US$2.21억 | -US$4299만 | -16% | 3.01% | – | 15 | 26.67% | 3.7 |
|
| 3599 |
3599
Capco Asset Management
Tampa,
Florida
| US$2.21억 | +US$2007만 | +10% | 10.8% | 46.1% | 22 | 4.55% | 2.5 |
|
| 3600 |
OCM
3600
Ogborne Capital Management
San Francisco,
California
| US$2.21억 | +US$7090만 | +47% | 22.4% | 251% | 12 | 58.33% | 0.5 |
|