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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
FWP
3826
Fiduciary Wealth Partners
Boston,
Massachusetts
| US$9518만 | -US$1928만 | -17% | 0.24% | – | 15 | 13.33% | 0.2 |
|
| 3827 |
3827
Cornerstone Advisors (Washington)
Bellevue,
Washington
| US$9503만 | +US$393만 | +4% | 3.1% | 24.3% | 1,001 | 23.48% | 1.5 |
|
| 3828 |
WCM
3828
Weyland Capital Management
Portsmouth,
New Hampshire
| US$9498만 | -US$1482만 | -13% | 1.38% | 25.7% | 9 | 11.11% | 2.3 |
|
| 3829 |
RWM
3829
Rezny Wealth Management
Fort Myers,
Florida
| US$9481만 | -US$155만 | -2% | 0.22% | 99.6% | 47 | 70.21% | 0.9 |
|
| 3830 |
SIAM
3830
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| US$9480만 | +US$205만 | +2% | 2.09% | 37.8% | 29 | 0% | 1.2 |
|
| 3831 |
3831
Towercrest Capital Management
Newtown,
Pennsylvania
| US$9450만 | +US$191만 | +2% | 1.08% | 39.1% | 24 | 4.17% | 1.1 |
|
| 3832 |
TFCM
3832
Taylor Frigon Capital Management
Scottsdale,
Arizona
| US$9447만 | +US$561만 | +6% | 1.93% | 131% | 98 | 18.37% | 0.9 |
|
| 3833 |
3833
Engine Capital Management
New York
| US$9420만 | -US$1302만 | -12% | 7.02% | 21.1% | 41 | 17.07% | 0.2 |
|
| 3834 |
WCM
3834
Wesley Capital Management
New York
| US$9388만 | -US$2064만 | -18% | 3.95% | 6.19% | 24 | 58.33% | 1.1 |
|
| 3835 |
TAA
3835
TB Alternative Assets
Grand Cayman,
Cayman Islands
| US$9375만 | -US$882만 | -9% | 8.92% | 312% | 19 | 57.89% | 0.8 |
|
| 3836 |
NA
3836
NS Advisors
Westport,
Connecticut
| US$9350만 | +US$410만 | +5% | 11.5% | 16.3% | 18 | 16.67% | 1.5 |
|
| 3837 |
MCM
3837
Millie Capital Management
Walnut Creek,
California
| US$9329만 | -US$245만 | -3% | 2.69% | 24.5% | 71 | 25.35% | 1 |
|
| 3838 |
3838
Cassaday & Co
Mclean,
Virginia
| US$9291만 | -US$1.15억 | -55% | 3.3% | 62.5% | 33 | 24.24% | 0.9 |
|
| 3839 |
3839
Orrstown Financial Services
Harrisburg,
Pennsylvania
| US$9264만 | +US$17.1만 | +0.2% | 2.06% | 73.7% | 265 | 36.6% | 1.7 |
|
| 3840 |
BCIM
3840
Bishop & Co Investment Management
Erie,
Pennsylvania
| US$9264만 | +US$55.7만 | +0.6% | 1.19% | 47.6% | 15 | 0% | 0.3 |
|
| 3841 |
NR
3841
Newfound Research
Wellesley Hills,
Massachusetts
| US$9245만 | +US$869만 | +10% | 5.32% | 54.6% | 84 | 36.9% | 0.2 |
|
| 3842 |
JIC
3842
JRM Investment Counsel
Omaha,
Nebraska
| US$9231만 | +US$819만 | +10% | 0.72% | 65.5% | 36 | 41.67% | 0.9 |
|
| 3843 |
SG
3843
Somerset Group
Wayzata,
Minnesota
| US$9205만 | -US$239만 | -3% | 1.63% | 84.6% | 70 | 11.43% | 2.2 |
|
| 3844 |
3844
Capital Asset Advisory Services
Williamston,
Michigan
| US$9175만 | +US$2037만 | +29% | 0.06% | 51% | 78 | 28.21% | 0.2 |
|
| 3845 |
DI
3845
Diligent Investors
Redlands,
California
| US$9165만 | +US$303만 | +3% | 1.52% | 71.9% | 147 | 6.8% | 1.1 |
|
| 3846 |
IACCA
3846
IDG-Accel China Capital Associates
Central,
Hong Kong
| US$9091만 | -US$7804만 | -46% | 34.3% | 43% | 2 | 0% | 1.8 |
|
| 3847 |
PM
3847
Penbrook Management
New York
| US$9083만 | -US$668만 | -7% | 1.09% | 107% | 118 | 12.71% | 1.7 |
|
| 3848 |
MC
3848
Marcus Capital
Northbrook,
Illinois
| US$9082만 | -US$332만 | -4% | 6.03% | 101% | 54 | 14.81% | 0.2 |
|
| 3849 |
KCM
3849
Key Colony Management
Little Rock,
Arkansas
| US$9057만 | +US$877만 | +11% | 17.4% | 113% | 13 | 30.77% | 1.2 |
|
| 3850 |
SCM
3850
Stellar Capital Management
Phoenix,
Arizona
| US$9037만 | +US$746만 | +9% | 1.91% | 23.4% | 65 | 12.31% | 1.8 |
|