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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
3801
Stokes Capital Advisors
Greenwood,
South Carolina
| US$1.48억 | – | – | 5.58% | 61.3% | 82 | – | 0 |
|
| 3802 |
3802
Jackson Grant Investment Advisers
Stamford,
Connecticut
| US$1.48억 | +US$953만 | +7% | 5.31% | 54.3% | 224 | 12.05% | 1.5 |
|
| 3803 |
3803
Stone House Investment Management
Tunkhannock,
Pennsylvania
| US$1.48억 | +US$734만 | +5% | 2.99% | 53.1% | 42 | 23.81% | 0.8 |
|
| 3804 |
3804
HCSF Management
San Francisco,
California
| US$1.48억 | +US$1051만 | +8% | 0.15% | 58.8% | 13 | 23.08% | 1.6 |
|
| 3805 |
3805
Orbis Investment Management (US)
San Francisco,
California
| US$1.47억 | -US$1326만 | -8% | 7.81% | 48.8% | 27 | 33.33% | 1.2 |
|
| 3806 |
BE
3806
Bonness Enterprises
Washington,
District of Columbia
| US$1.47억 | +US$752만 | +5% | 7.18% | 98.6% | 46 | 0% | 3.7 |
|
| 3807 |
3807
Creative Financial Designs
Kokomo,
Indiana
| US$1.47억 | -US$2691만 | -15% | 4.9% | 56.2% | 833 | 19.45% | 0.8 |
|
| 3808 |
3808
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| US$1.47억 | – | – | 3.84% | 68.6% | 56 | – | 0 |
|
| 3809 |
3809
Biechele Royce Advisors
Fishers,
Indiana
| US$1.47억 | – | – | 6.71% | 39.2% | 48 | – | 0 |
|
| 3810 |
3810
DST Managers
Grand Cayman,
Cayman Islands
| US$1.47억 | – | – | 0.52% | – | 2 | – | 0.6 |
|
| 3811 |
3811
Peak Capital Management
Greenwood Village,
Colorado
| US$1.47억 | -US$337만 | -2% | 2.54% | 9.52% | 62 | 8.06% | 0.5 |
|
| 3812 |
ACM
3812
ADI Capital Management
New York
| US$1.47억 | -US$5568만 | -27% | 3.37% | 113% | 21 | 42.86% | 0.9 |
|
| 3813 |
3813
Bach Option
Wanchai,
Hong Kong
| US$1.47억 | +US$583만 | +4% | 6.66% | 30.6% | 126 | 48.41% | 0.6 |
|
| 3814 |
IPLA
3814
Ice Pond Lane Advisers
New York
| US$1.47억 | -US$1.16억 | -44% | 10.7% | – | 17 | 35.29% | 0.8 |
|
| 3815 |
3815
First City Capital Management
Savannah,
Georgia
| US$1.47억 | +US$362만 | +3% | 5.22% | 76.5% | 149 | 10.07% | 3.4 |
|
| 3816 |
3816
Kelso & Company
New York
| US$1.46억 | -US$2.44억 | -62% | 6.09% | – | 1 | 0% | 4 |
|
| 3817 |
3817
MPS Loria Financial Planners
Burr Ridge,
Illinois
| US$1.46억 | +US$658만 | +5% | 5.74% | 80% | 77 | 11.69% | 0.4 |
|
| 3818 |
3818
Clearstead Trust
Portland,
Maine
| US$1.46억 | +US$1189만 | +9% | 6.11% | 111% | 236 | 16.1% | 0.7 |
|
| 3819 |
3819
Oxford Financial Group
Carmel,
Indiana
| US$1.46억 | +US$22.9만 | +0.2% | 5.41% | 77.2% | 34 | 5.88% | 0.8 |
|
| 3820 |
3820
MU Investments Company
Tokyo,
Japan
| US$1.46억 | +US$1645만 | +13% | 10.7% | 40.4% | 182 | 24.18% | 2.4 |
|
| 3821 |
3821
Reliant Investment Management
Memphis,
Tennessee
| US$1.46억 | +US$2708만 | +23% | 8.42% | 129% | 62 | 22.58% | 2.1 |
|
| 3822 |
3822
Tenzing Global Management
San Francisco,
California
| US$1.46억 | +US$1034만 | +8% | 19.3% | 273% | 19 | 36.84% | 0.7 |
|
| 3823 |
3823
Sagil Capital
London,
United Kingdom
| US$1.46억 | – | – | 3.5% | 104% | 23 | – | 0 |
|
| 3824 |
3824
Wealth Advisors of Tampa Bay
Tampa,
Florida
| US$1.46억 | – | – | 5.86% | 86.2% | 69 | – | 0 |
|
| 3825 |
3825
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| US$1.46억 | +US$4562만 | +46% | 4.76% | 62.2% | 61 | 34.43% | 0.7 |
|