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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
3976
Whitcomb & Hess
Ashland,
Ohio
| US$4.29억 | +US$471만 | +1% | 2.31% | 54% | 66 | 12.12% | 2.9 |
|
| 3977 |
3977
VELA Investment Management
New Albany,
Ohio
| US$4.29억 | +US$815만 | +2% | 1.32% | 56.8% | 194 | 24.74% | 1.8 |
|
| 3978 |
3978
Old Mission Investment Co
Traverse City,
Michigan
| US$4.28억 | +US$1014만 | +2% | 0.3% | 82% | 153 | 15.69% | 3.5 |
|
| 3979 |
3979
Boston Research & Management
Manchester,
Massachusetts
| US$4.28억 | -US$1164만 | -3% | 1.2% | 53.2% | 123 | 8.13% | 8.9 |
|
| 3980 |
3980
Pinion Investment Advisors
Wichita,
Kansas
| US$4.28억 | +US$1844만 | +4% | 2.19% | 81.7% | 194 | 17.53% | 3 |
|
| 3981 |
CSNH
3981
Crow's Nest Holdings
Richmond,
Virginia
| US$4.28억 | -US$1142만 | -3% | 1.42% | 103% | 11 | 18.18% | 1.8 |
|
| 3982 |
3982
Genworth Financial
Glen Allen,
Virginia
| US$4.28억 | -US$1808만 | -4% | 4.06% | 73.6% | 2 | 0% | 4.9 |
|
| 3983 |
3983
Navigation Group
Redwood City,
California
| US$4.27억 | – | – | 1.85% | – | 113 | – | 0 |
|
| 3984 |
3984
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| US$4.27억 | +US$1059만 | +3% | 1.29% | 73.9% | 296 | 12.5% | 2.7 |
|
| 3985 |
3985
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| US$4.27억 | -US$3.16억 | -43% | 8.44% | 96% | 111 | 30.63% | 2.1 |
|
| 3986 |
3986
Brave Asset Management
Summit,
New Jersey
| US$4.27억 | +US$191만 | +0.4% | 0.41% | 76.3% | 183 | 20.22% | 5.4 |
|
| 3987 |
3987
Paulson Wealth Management
Wheaton,
Illinois
| US$4.27억 | -US$622만 | -1% | 1.69% | 62.6% | 143 | 9.09% | 3.9 |
|
| 3988 |
3988
Hunter Perkins Capital Management
Lombard,
Illinois
| US$4.27억 | -US$589만 | -1% | 4.53% | 58% | 154 | 31.17% | 2.1 |
|
| 3989 |
3989
Warther Private Wealth
Akron,
Ohio
| US$4.27억 | +US$817만 | +2% | 7.24% | 94.1% | 55 | 38.18% | 2.2 |
|
| 3990 |
3990
Paradigm Asset Management
New York
| US$4.26억 | -US$663만 | -2% | 1.5% | 79.2% | 506 | 16.8% | 3.3 |
|
| 3991 |
3991
Plan Group Financial
Oklahoma City,
Oklahoma
| US$4.26억 | +US$4097만 | +11% | 3.52% | 63.4% | 244 | 23.36% | 1.2 |
|
| 3992 |
3992
Ipswich Investment Management
Beverly,
Massachusetts
| US$4.26억 | -US$596만 | -1% | 3.81% | 104% | 196 | 11.22% | 6.5 |
|
| 3993 |
3993
Battery Management Corp
Boston,
Massachusetts
| US$4.26억 | -US$1.97억 | -32% | 35.9% | 45.1% | 5 | 0% | 3.2 |
|
| 3994 |
3994
Evergreen Advisors
Chattanooga,
Tennessee
| US$4.26억 | +US$1575만 | +4% | 0.04% | – | 168 | 85.71% | 0.5 |
|
| 3995 |
3995
Total Clarity Wealth Management
St. Charles,
Illinois
| US$4.26억 | +US$1211만 | +3% | 0.51% | 73.2% | 343 | 21.87% | 2 |
|
| 3996 |
3996
Farmers & Merchants Trust Company
Long Beach,
California
| US$4.26억 | -US$1218만 | -3% | 0.5% | 79.8% | 197 | 9.14% | 4.8 |
|
| 3997 |
3997
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| US$4.25억 | -US$714만 | -2% | 2.28% | 71.1% | 158 | 25.95% | 3.2 |
|
| 3998 |
3998
Atlas Private Wealth Advisors
Matawan,
New Jersey
| US$4.25억 | -US$321만 | -0.8% | 1.02% | 57.8% | 142 | 12.68% | 3 |
|
| 3999 |
3999
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| US$4.25억 | +US$238만 | +0.6% | 1.63% | 136% | 146 | 8.9% | 4.2 |
|
| 4000 |
4000
Cypress Point Investment Management
Mill Valley,
California
| US$4.24억 | -US$4056만 | -9% | 23.1% | – | 37 | 29.73% | 0.2 |
|