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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
4426
Gradient Capital Advisors
San Diego,
California
| US$1.44억 | +US$977만 | +7% | 6.19% | 78.5% | 93 | 7.53% | 1.7 |
|
| 4427 |
4427
Broadview Financial Management
Wauwatosa,
Wisconsin
| US$1.44억 | +US$902만 | +7% | 6.49% | 52.4% | 45 | 4.44% | 1.7 |
|
| 4428 |
4428
West Branch Capital
Amherst,
Massachusetts
| US$1.44억 | +US$857만 | +6% | 9.83% | 156% | 99 | 15.15% | 1.2 |
|
| 4429 |
4429
Stonepine Capital Management
Bend,
Oregon
| US$1.43억 | +US$4042만 | +39% | 131% | 231% | 32 | 50% | 1 |
|
| 4430 |
4430
AllSquare Wealth Management
Albany,
New York
| US$1.43억 | +US$830만 | +6% | 5.56% | 62.4% | 477 | 5.45% | 2.5 |
|
| 4431 |
4431
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| US$1.43억 | +US$928만 | +7% | 5.76% | 31.1% | 54 | 5.56% | 2 |
|
| 4432 |
4432
Landaas & Company
Milwaukee,
Wisconsin
| US$1.43억 | +US$632만 | +5% | 6.81% | 60.3% | 63 | 11.11% | 1.8 |
|
| 4433 |
4433
Emso Asset Management
London,
United Kingdom
| US$1.43억 | – | – | 6.04% | 65% | 5 | – | 0 |
|
| 4434 |
4434
Narus Financial Partners
Salt Lake City,
Utah
| US$1.43억 | +US$651만 | +5% | 2.29% | 85.3% | 81 | 16.05% | 2 |
|
| 4435 |
4435
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| US$1.43억 | +US$4122만 | +41% | 39.8% | 81.3% | 1 | 0% | 2 |
|
| 4436 |
4436
Orleans Capital Management
Mandeville,
Louisiana
| US$1.43억 | +US$750만 | +6% | 7.43% | 94.6% | 83 | 3.61% | 3.6 |
|
| 4437 |
4437
GQ Asset Management
New York City,
New York
| US$1.42억 | -US$2620만 | -16% | 2.4% | – | 209 | 62.2% | 0.3 |
|
| 4438 |
4438
AMJ Financial Wealth Management
Leesburg,
Virginia
| US$1.42억 | – | – | 5.63% | 167% | 69 | – | 0 |
|
| 4439 |
4439
Sound Point Capital Management
New York
| US$1.42억 | +US$3222만 | +29% | 10.2% | 61.5% | 18 | 27.78% | 1.1 |
|
| 4440 |
4440
Reliant Investment Management
Memphis,
Tennessee
| US$1.42억 | +US$1583만 | +13% | 10.4% | 129% | 52 | 15.38% | 2.6 |
|
| 4441 |
SL
4441
SOF Ltd
George Town,
Cayman Islands
| US$1.42억 | +US$210만 | +2% | 1.47% | 42.3% | 1 | 0% | 3 |
|
| 4442 |
4442
FSA Wealth Management
Needham,
Massachusetts
| US$1.42억 | – | – | 6.83% | – | 476 | – | 0 |
|
| 4443 |
4443
Guinness Atkinson Asset Management
Pasadena,
California
| US$1.42억 | +US$1520만 | +12% | 12.2% | 132% | 79 | 22.78% | 3.3 |
|
| 4444 |
4444
Secure Asset Management
Troy,
Michigan
| US$1.42억 | – | – | 7.85% | 97.2% | 158 | – | 0 |
|
| 4445 |
AMC
4445
Asset Management Corp
Northbrook,
Illinois
| US$1.42억 | – | – | 9.91% | 57.1% | 155 | – | 0 |
|
| 4446 |
4446
Albert D. Mason Inc
Boston,
Massachusetts
| US$1.42억 | +US$793만 | +6% | 5.35% | 82% | 146 | 8.9% | 3.9 |
|
| 4447 |
4447
Paulson Wealth Management
Wheaton,
Illinois
| US$1.42억 | +US$881만 | +7% | 6.39% | 57.1% | 117 | 24.79% | 1.5 |
|
| 4448 |
PK
4448
Pflug Koory
Omaha,
Nebraska
| US$1.41억 | +US$975만 | +7% | 8.65% | – | 418 | 4.31% | 2.5 |
|
| 4449 |
4449
Ridgewood Investments
Springfield,
New Jersey
| US$1.41억 | +US$1266만 | +10% | 6.79% | – | 207 | 12.56% | 1.9 |
|
| 4450 |
4450
Matisse Capital
Portland,
Oregon
| US$1.41억 | +US$5975만 | +73% | 17.4% | 66.9% | 122 | 27.05% | 1.7 |
|