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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
FM
4301
Fondren Management
Houston,
Texas
| US$1.11억 | -US$1924만 | -15% | 1.07% | 14.2% | 106 | 59.43% | 0.4 |
|
| 4302 |
4302
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| US$1.11억 | +US$730만 | +7% | 2.69% | 80.8% | 46 | 28.26% | 1.3 |
|
| 4303 |
4303
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| US$1.11억 | +US$372만 | +3% | 6.8% | 82.6% | 80 | 3.75% | 3.8 |
|
| 4304 |
4304
Broadview Financial Management
Wauwatosa,
Wisconsin
| US$1.11억 | +US$886만 | +9% | 3.17% | 52.4% | 38 | 2.63% | 0.7 |
|
| 4305 |
4305
Altman Advisors
Chicago,
Illinois
| US$1.11억 | +US$231만 | +2% | 4.56% | 127% | 99 | 69.7% | 0.3 |
|
| 4306 |
4306
Squar Milner Financial Services
Irvine,
California
| US$1.11억 | -US$236만 | -2% | 6.22% | – | 910 | 21.21% | 0.3 |
|
| 4307 |
4307
Empirical Capital Management
Hendersonville,
Tennessee
| US$1.11억 | +US$460만 | +4% | 8.29% | – | 19 | 15.79% | 2 |
|
| 4308 |
4308
Deane Retirement Strategies
New Orleans,
Louisiana
| US$1.11억 | +US$558만 | +5% | 7.08% | 73.4% | 67 | 19.4% | 1.8 |
|
| 4309 |
NEGWA
4309
New England Guild Wealth Advisors
Avon,
Connecticut
| US$1.11억 | +US$127만 | +1% | 2.06% | 6.04% | 56 | 5.36% | 0.7 |
|
| 4310 |
4310
Clearshares
New York
| US$1.11억 | +US$574만 | +5% | 2.75% | – | 33 | 3.03% | 0.7 |
|
| 4311 |
4311
Harbourvest Partners
Boston,
Massachusetts
| US$1.11억 | +US$3144만 | +40% | 4.5% | 8.96% | 35 | 65.71% | 0.7 |
|
| 4312 |
4312
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| US$1.1억 | +US$771만 | +8% | 7.25% | 36.4% | 461 | 8.68% | 0.7 |
|
| 4313 |
4313
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| US$1.1억 | +US$723만 | +7% | 6.84% | 84.8% | 274 | 24.82% | 0.6 |
|
| 4314 |
4314
Beacon Wealthcare Inc
Raleigh,
North Carolina
| US$1.1억 | +US$703만 | +7% | 3.01% | 31.6% | 9 | 22.22% | 0.6 |
|
| 4315 |
4315
Signia Capital Management
Spokane,
Washington
| US$1.1억 | -US$318만 | -3% | 1.85% | 27% | 29 | 20.69% | 1.8 |
|
| 4316 |
4316
Smart Money Group
Eastland,
Texas
| US$1.1억 | -US$143만 | -1% | 4.58% | 58.9% | 64 | 28.13% | 0.5 |
|
| 4317 |
CRA
4317
Circle Road Advisors
New York
| US$1.1억 | +US$49.2만 | +0.4% | 4.37% | – | 24 | 37.5% | 0.4 |
|
| 4318 |
4318
Anavon Capital
London,
United Kingdom
| US$1.1억 | – | – | 4.45% | – | 11 | – | 0.8 |
|
| 4319 |
4319
Providence Wealth Advisors
Frankfort,
Illinois
| US$1.1억 | +US$690만 | +7% | 7.55% | 112% | 101 | 18.81% | 0.4 |
|
| 4320 |
4320
Avalon Capital Management
Port Of Redwood City,
California
| US$1.09억 | +US$882만 | +9% | 5.45% | 151% | 61 | 45.9% | 1.2 |
|
| 4321 |
KSCM
4321
Kamunting Street Capital Management
Miami Beach,
Florida
| US$1.09억 | +US$3711만 | +51% | 5.4% | 7.47% | 26 | 34.62% | 0.8 |
|
| 4322 |
4322
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| US$1.09억 | +US$642만 | +6% | 5.52% | 82.1% | 188 | 9.57% | 0.6 |
|
| 4323 |
4323
Ballew Advisors
Jackson,
Mississippi
| US$1.09억 | +US$2044만 | +23% | 0.55% | 68% | 537 | 44.32% | 0.3 |
|
| 4324 |
4324
Raffles Associates
New York
| US$1.09억 | -US$610만 | -5% | 1.57% | 50% | 61 | 42.62% | 1.7 |
|
| 4325 |
4325
Independent Order of Foresters
Toronto,
Ontario, Canada
| US$1.09억 | +US$3873만 | +55% | 5.29% | 66.3% | 28 | 21.43% | 3.1 |
|