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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4251 |
4251
Fairway Wealth
Independence,
Ohio
| US$4.37억 | +US$5844만 | +15% | 12.8% | 51.5% | 258 | 33.72% | 1.2 |
|
| 4252 |
4252
Strategic Investment Solutions
Orland Park,
Illinois
| US$4.37억 | +US$2326만 | +6% | 15.3% | – | 759 | 16.21% | 1.9 |
|
| 4253 |
4253
Westend Capital Management
Sausalito,
California
| US$4.37억 | +US$1.04억 | +31% | 21.9% | – | 309 | 40.13% | 1.6 |
|
| 4254 |
4254
IDG-Accel China Capital II Associates
Palo Alto,
California
| US$4.37억 | -US$2.31억 | -35% | 34.4% | – | 1 | 0% | 0.5 |
|
| 4255 |
4255
City State Bank
Norwalk,
Iowa
| US$4.36억 | +US$5112만 | +13% | 19.8% | 79.1% | 821 | 5.97% | 3.3 |
|
| 4256 |
4256
Boltwood Capital Management
Walnut Creek,
California
| US$4.36억 | +US$4434만 | +11% | 13.4% | 63% | 195 | 7.18% | 6.5 |
|
| 4257 |
AWA
4257
Aquire Wealth Advisors
South Jordan,
Utah
| US$4.36억 | +US$5578만 | +15% | 11.9% | 60.2% | 55 | 12.73% | 2.9 |
|
| 4258 |
4258
Prosperity Planning
Kansas City,
Missouri
| US$4.36억 | +US$4165만 | +11% | 7.89% | 43.5% | 120 | 8.33% | 3.2 |
|
| 4259 |
4259
Monarch Capital Management
Fort Wayne,
Indiana
| US$4.36억 | +US$2758만 | +7% | 12.9% | 77% | 132 | 5.3% | 8.4 |
|
| 4260 |
4260
Bare Financial Services
Gap,
Pennsylvania
| US$4.36억 | +US$5751만 | +15% | 11.3% | 53.6% | 1,946 | 19.42% | 0.8 |
|
| 4261 |
4261
Able Wealth Management
Toms River,
New Jersey
| US$4.36억 | +US$6180만 | +17% | 13.2% | 58.1% | 206 | 44.66% | 1 |
|
| 4262 |
4262
Peak Financial Management
Wellesley,
Massachusetts
| US$4.36억 | +US$4162만 | +11% | 10.3% | 58.2% | 120 | 21.67% | 4.2 |
|
| 4263 |
4263
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
| US$4.35억 | +US$400만 | +0.9% | 10.2% | – | 2 | 0% | 1.3 |
|
| 4264 |
4264
Goodman Advisory Group
Needham,
Massachusetts
| US$4.35억 | +US$4959만 | +13% | 20.4% | 101% | 185 | 63.78% | 1.6 |
|
| 4265 |
LCM
4265
Lionstone Capital Management
New York
| US$4.35억 | +US$2198만 | +5% | 5.77% | 74.1% | 12 | 8.33% | 4.8 |
|
| 4266 |
4266
MPS Loria Financial Planners
Burr Ridge,
Illinois
| US$4.35억 | +US$5598만 | +15% | 14.6% | 80% | 98 | 16.33% | 5.1 |
|
| 4267 |
4267
One Charles Private Wealth Services
Hingham,
Massachusetts
| US$4.34억 | +US$3479만 | +9% | 11.8% | 99.7% | 180 | 13.89% | 2.9 |
|
| 4268 |
4268
Cape Ann Asset Management
London,
United Kingdom
| US$4.34억 | -US$590만 | -1% | 2.09% | 199% | 12 | 8.33% | 2.5 |
|
| 4269 |
4269
Carr Financial Group
Worcester,
Massachusetts
| US$4.34억 | +US$5534만 | +15% | 15.1% | 66.1% | 190 | 12.63% | 2.4 |
|
| 4270 |
4270
New Republic Capital
Charlotte,
North Carolina
| US$4.34억 | +US$1.37억 | +46% | 18.2% | 91.4% | 372 | 21.51% | 1.8 |
|
| 4271 |
NICM
4271
Neo Ivy Capital Management
New York
| US$4.34억 | +US$5496만 | +14% | 22% | – | 520 | 73.08% | 0.3 |
|
| 4272 |
4272
Hussman Strategic Advisors
Ellicott City,
Maryland
| US$4.34억 | -US$2852만 | -6% | 8.02% | 43.1% | 334 | 50.6% | 2 |
|
| 4273 |
DCM
4273
Divisar Capital Management
San Francisco,
California
| US$4.34억 | +US$4158만 | +11% | 48.4% | 194% | 28 | 7.14% | 3.5 |
|
| 4274 |
4274
Seafarer Capital Partners
Larkspur,
California
| US$4.34억 | -US$186만 | -0.4% | 5.28% | 61.3% | 9 | 0% | 3.6 |
|
| 4275 |
CEI
4275
Clark Estates Inc
New York
| US$4.34억 | +US$1751만 | +4% | 6.94% | 34.5% | 108 | 26.85% | 2.5 |
|