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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 |
IOOF
3826
Independent Order of Foresters
Toronto,
Ontario, Canada
| US$1.2억 | +US$348만 | +3% | 1.82% | 66.3% | 113 | 3.54% | 3.1 |
|
| 3827 |
RCA
3827
Rex Capital Advisors
Providence,
Rhode Island
| US$1.2억 | +US$433만 | +4% | 3.28% | 7.31% | 37 | 18.92% | 1.6 |
|
| 3828 |
IC
3828
Investment Counsel
Petoskey,
Michigan
| US$1.2억 | -US$104만 | -0.9% | 2.42% | 50.1% | 60 | 1.67% | 1.4 |
|
| 3829 |
BCC
3829
Bridge City Capital
Lake Oswego,
Oregon
| US$1.2억 | – | – | 5.11% | 120% | 91 | – | 0 |
|
| 3830 |
ADMI
3830
Albert D. Mason Inc
Boston,
Massachusetts
| US$1.2억 | +US$180만 | +2% | 1.18% | 82% | 124 | 3.23% | 3 |
|
| 3831 |
BF
3831
Blankinship & Foster
Solana Beach,
California
| US$1.19억 | +US$134만 | +1% | 1.89% | 67.1% | 30 | 16.67% | 0.4 |
|
| 3832 |
HAFS
3832
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| US$1.19억 | +US$653만 | +6% | 1.55% | 58.5% | 25 | 40% | 0.4 |
|
| 3833 |
ODG
3833
O'Dell Group
Cincinnati,
Ohio
| US$1.19억 | +US$638만 | +6% | 2.49% | 72.2% | 35 | 11.43% | 0.4 |
|
| 3834 |
RAM
3834
RK Asset Management
Grosse Pointe Farms,
Michigan
| US$1.19억 | -US$267만 | -2% | 0.06% | 47.6% | 20 | 15% | 1.9 |
|
| 3835 |
CPA
3835
Clear Perspective Advisors
Aurora,
Illinois
| US$1.19억 | -US$3226만 | -21% | 3.1% | 88.5% | 508 | 23.43% | 0.4 |
|
| 3836 |
APSI
3836
Asset Planning Services Inc
Covington,
Louisiana
| US$1.19억 | +US$125만 | +1% | 0.81% | 138% | 35 | 5.71% | 0.5 |
|
| 3837 |
AIA
3837
AIMZ Investment Advisors
Los Altos,
California
| US$1.19억 | +US$33.2만 | +0.3% | 2.14% | 81.3% | 101 | 4.95% | 2.1 |
|
| 3838 |
DE
3838
DFT Energy
Locust Valley,
New York
| US$1.19억 | -US$7278만 | -38% | 18.9% | – | 19 | 10.53% | 0.5 |
|
| 3839 |
3839
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| US$1.19억 | +US$3096만 | +35% | 2.34% | 58.7% | 74 | 20.27% | 0.4 |
|
| 3840 |
3840
Alta Park Capital
San Francisco,
California
| US$1.19억 | +US$2069만 | +21% | 9.66% | 1,071% | 34 | 50% | 0.5 |
|
| 3841 |
MIM
3841
Midwest Investment Management
Cleveland,
Ohio
| US$1.19억 | +US$144만 | +1% | 2.02% | 26% | 53 | 5.66% | 2.5 |
|
| 3842 |
PK
3842
Pflug Koory
Omaha,
Nebraska
| US$1.18억 | +US$398만 | +3% | 2.55% | – | 421 | 9.5% | 0.5 |
|
| 3843 |
PFS
3843
Physicians Financial Services
Raleigh,
North Carolina
| US$1.18억 | +US$216만 | +2% | 3.02% | 100% | 111 | 3.6% | 1.4 |
|
| 3844 |
FBT
3844
First Bank & Trust
Brookings,
South Dakota
| US$1.18억 | +US$225만 | +2% | 3.45% | 85.6% | 275 | 14.91% | 0.5 |
|
| 3845 |
FA
3845
Financial Advantage
Columbia,
Maryland
| US$1.18억 | -US$72.6만 | -0.6% | 0.5% | 24.3% | 32 | 21.88% | 2.3 |
|
| 3846 |
SFA
3846
Staton Financial Advisors
Charlotte,
North Carolina
| US$1.18억 | +US$141만 | +1% | 1.87% | – | 43 | 2.33% | 1.8 |
|
| 3847 |
CIA
3847
Cascade Investment Advisors
Oregon City,
Oregon
| US$1.18억 | +US$350만 | +3% | 1.16% | 71.4% | 192 | 19.79% | 0.7 |
|
| 3848 |
MI
3848
Moneywise Inc
Forest,
Virginia
| US$1.17억 | +US$702만 | +6% | 2.35% | 58% | 39 | 12.82% | 0.6 |
|
| 3849 |
PWSG
3849
Pacific Wealth Strategies Group
Santa Barbara,
California
| US$1.17억 | +US$190만 | +2% | 2.6% | 75.5% | 78 | 5.13% | 0.5 |
|
| 3850 |
HWA
3850
Heritage Way Advisors
Rockford,
Illinois
| US$1.17억 | +US$867만 | +8% | 2.67% | 79.4% | 60 | 10% | 0.5 |
|