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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
Sycale Advisors
New York
| US$3.31억 | -US$4082만 | -11% | 7.17% | 31.5% | 23 | 30.43% | 1.1 |
|
| 3802 |
3802
Corrigan Financial
Middletown,
Rhode Island
| US$3.3억 | +US$3601만 | +12% | 8.31% | 9.54% | 38 | 2.63% | 5 |
|
| 3803 |
3803
Noble Family Wealth
Clearwater,
Florida
| US$3.3억 | +US$3364만 | +11% | 10.1% | 60% | 60 | 0% | 0.7 |
|
| 3804 |
3804
Monarch Capital Management
Fort Wayne,
Indiana
| US$3.3억 | +US$1893만 | +6% | 9.68% | 77% | 113 | 4.42% | 7.6 |
|
| 3805 |
3805
Castle Rock Wealth Management
Walnut Creek,
California
| US$3.3억 | +US$3202만 | +11% | 8.04% | 115% | 242 | 18.18% | 2.2 |
|
| 3806 |
3806
Rock Point Advisors
Burlington,
Vermont
| US$3.3억 | +US$4079만 | +14% | 15.8% | 82.8% | 105 | 10.48% | 4.5 |
|
| 3807 |
3807
tru Independence
Portland,
Oregon
| US$3.29억 | +US$4041만 | +14% | 12.6% | 67.4% | 123 | 17.07% | 2.3 |
|
| 3808 |
3808
Spinnaker Investment Group
Newport Beach,
California
| US$3.29억 | +US$3192만 | +11% | 9.15% | 56.9% | 94 | 22.34% | 1.5 |
|
| 3809 |
3809
Raffa Wealth Management
Washington,
District of Columbia
| US$3.29억 | +US$3525만 | +12% | 8.1% | 35.8% | 1,078 | 2.97% | 3.5 |
|
| 3810 |
3810
Valicenti Advisory Services
Elmira,
New York
| US$3.29억 | +US$3611만 | +12% | 12.6% | 134% | 89 | 21.35% | 4.5 |
|
| 3811 |
3811
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| US$3.29억 | +US$1.55억 | +89% | 10% | 13.1% | 109 | 24.77% | 2.9 |
|
| 3812 |
CSC
3812
Cook Street Consulting
Greenwood Village,
Colorado
| US$3.29억 | +US$2976만 | +10% | 8.43% | – | 2 | 0% | 2 |
|
| 3813 |
3813
Dorsey Wright & Associates
Pasadena,
California
| US$3.29억 | +US$733만 | +2% | 13.8% | 311% | 311 | 65.92% | 0.7 |
|
| 3814 |
3814
Aspen Grove Capital
Avon,
Colorado
| US$3.28억 | +US$5904만 | +22% | 13% | 90% | 201 | 19.9% | 0.7 |
|
| 3815 |
3815
Peddock Capital Advisors
Braintree,
Massachusetts
| US$3.28억 | +US$2832만 | +9% | 8.43% | 113% | 152 | 7.89% | 5.5 |
|
| 3816 |
3816
Sovereign Financial Group
Stamford,
Connecticut
| US$3.28억 | +US$4700만 | +17% | 9.24% | 90.7% | 256 | 16.02% | 2 |
|
| 3817 |
3817
Whitegate Investment Counselors
Concord,
New Hampshire
| US$3.28억 | +US$2922만 | +10% | 9.29% | 51% | 62 | 4.84% | 6.3 |
|
| 3818 |
3818
AGUR Provident & Training Funds Management
Tel Aviv,
Israel
| US$3.28억 | +US$1012만 | +3% | 13% | – | 27 | 14.81% | 1.4 |
|
| 3819 |
3819
MSD Capital
New York
| US$3.28억 | -US$1250만 | -4% | 13.6% | 11.5% | 5 | 40% | 4 |
|
| 3820 |
3820
Takeda Pharmaceutical Company
Tokyo,
Japan
| US$3.27억 | – | – | 19.9% | – | 14 | – | 0 |
|
| 3821 |
3821
First Pacific Financial
Vancouver,
Washington
| US$3.27억 | +US$1.03억 | +46% | 10.1% | 53.6% | 389 | 38.3% | 0.9 |
|
| 3822 |
3822
Denali Advisors
San Diego,
California
| US$3.27억 | +US$4250만 | +15% | 21.5% | 106% | 530 | 26.6% | 1.4 |
|
| 3823 |
OCM
3823
Ogborne Capital Management
San Francisco,
California
| US$3.27억 | +US$1.34억 | +70% | 14.8% | 251% | 18 | 55.56% | 0.5 |
|
| 3824 |
3824
Cove Street Capital
El Segundo,
California
| US$3.27억 | +US$3127만 | +11% | 11.9% | 84.2% | 85 | 22.35% | 3.7 |
|
| 3825 |
3825
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| US$3.27억 | +US$553만 | +2% | 6.55% | 52.1% | 127 | 11.02% | 3 |
|