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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
4451
Centric Wealth Management
Chicago,
Illinois
| US$1.15억 | +US$658만 | +6% | 0.14% | 44.4% | 116 | 22.41% | 0.4 |
|
| 4452 |
4452
Spectrum Equity Management
San Francisco,
California
| US$1.15억 | -US$6601만 | -37% | 9.03% | – | 2 | 0% | 0.5 |
|
| 4453 |
BI
4453
Bredin Investment
Wilmington,
Delaware
| US$1.15억 | +US$3만 | +0% | 2.91% | – | 77 | 6.49% | 1.4 |
|
| 4454 |
4454
Quad-Cities Investment Group
Davenport,
Iowa
| US$1.15억 | +US$445만 | +4% | 2.19% | 67.3% | 897 | 7.92% | 0.9 |
|
| 4455 |
4455
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| US$1.14억 | +US$11.3만 | +0.1% | 3% | 65.5% | 326 | 8.9% | 1.8 |
|
| 4456 |
WA1
4456
Wimmer Associates 1
Pasadena,
California
| US$1.14억 | +US$163만 | +1% | 3.49% | 78.9% | 106 | 6.6% | 3 |
|
| 4457 |
4457
First Dallas Securities
Dallas,
Texas
| US$1.14억 | -US$2472만 | -18% | 1.04% | 163% | 96 | 15.63% | 3.2 |
|
| 4458 |
4458
Tieton Capital Management
Yakima,
Washington
| US$1.14억 | +US$182만 | +2% | 0.77% | 172% | 30 | 3.33% | 3.2 |
|
| 4459 |
4459
Deer VII & Co
Larchmont,
New York
| US$1.14억 | +US$8244만 | +260% | 27.3% | 241% | 5 | 40% | 3 |
|
| 4460 |
KMWM
4460
Keudell/Morrison Wealth Management
Salem,
Oregon
| US$1.14억 | +US$51.7만 | +0.5% | 2.41% | – | 150 | 12.67% | 0.2 |
|
| 4461 |
4461
Conrad N. Hilton Foundation
Agoura Hills,
California
| US$1.14억 | -US$636만 | -5% | 1.69% | – | 4 | 0% | 1.5 |
|
| 4462 |
4462
Mad River Investors
Boston,
Massachusetts
| US$1.14억 | +US$131만 | +1% | 3.68% | 225% | 29 | 3.45% | 3.4 |
|
| 4463 |
4463
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| US$1.14억 | -US$112만 | -1% | 9.16% | 961% | 72 | 36.11% | 0.2 |
|
| 4464 |
4464
Liberty Wealth Management
Oakland,
California
| US$1.14억 | -US$1876만 | -14% | 3.07% | 64.2% | 972 | 22.12% | 0.4 |
|
| 4465 |
BRC
4465
Bell Rock Capital
Rehoboth Beach,
Delaware
| US$1.14억 | -US$6008만 | -35% | 5.27% | – | 491 | 30.35% | 1.9 |
|
| 4466 |
4466
Tegean Capital Management
New York
| US$1.14억 | -US$3346만 | -23% | 5.88% | – | 23 | 34.78% | 1.9 |
|
| 4467 |
4467
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| US$1.14억 | +US$50.4만 | +0.4% | 2.94% | 67.8% | 130 | 4.62% | 4.7 |
|
| 4468 |
4468
Leisure Capital Management
Costa Mesa,
California
| US$1.14억 | -US$538만 | -5% | 4.18% | 98% | 133 | 18.05% | 2.5 |
|
| 4469 |
4469
Lincoln Capital Corp
East Greenwich,
Rhode Island
| US$1.14억 | +US$304만 | +3% | 4.03% | 82% | 50 | 14% | 1.5 |
|
| 4470 |
4470
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| US$1.14억 | +US$2248만 | +25% | 4.77% | 117% | 38 | 21.05% | 0.4 |
|
| 4471 |
4471
Bell & Brown Wealth Advisors
Newport Beach,
California
| US$1.13억 | +US$377만 | +3% | 5.05% | 123% | 88 | 9.09% | 1.3 |
|
| 4472 |
AAM
4472
Ascension Asset Management
New York
| US$1.13억 | +US$196만 | +2% | 5.36% | – | 74 | 4.05% | 1.4 |
|
| 4473 |
4473
Founders Capital Management (Texas)
Houston,
Texas
| US$1.13억 | +US$673만 | +6% | 3.36% | 131% | 340 | 5.88% | 1.8 |
|
| 4474 |
4474
Harbor Advisory Corp
Portsmouth,
New Hampshire
| US$1.13억 | +US$141만 | +1% | 1.03% | 63.2% | 40 | 2.5% | 1.4 |
|
| 4475 |
4475
Elmwood Wealth Management
Berkeley,
California
| US$1.13억 | +US$491만 | +5% | 2.34% | 42.1% | 313 | 14.06% | 1 |
|