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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
4476
Horan Capital Advisors
Cincinnati,
Ohio
| US$2.97억 | -US$403만 | -1% | 1.22% | 26.6% | 125 | 14.4% | 4.8 |
|
| 4477 |
4477
CJM Wealth Advisers
Falls Church,
Virginia
| US$2.97억 | +US$499만 | +2% | 1.61% | 76.8% | 72 | 8.33% | 2.2 |
|
| 4478 |
4478
White Pine Capital
Bloomington,
Minnesota
| US$2.97억 | +US$410만 | +1% | 4.11% | 143% | 227 | 9.25% | 6 |
|
| 4479 |
4479
TriaGen Wealth Management
Calabasas,
California
| US$2.97억 | -US$186만 | -0.6% | 4.42% | 132% | 191 | 21.99% | 2.2 |
|
| 4480 |
4480
United Wealth Management
Charlottesville,
Virginia
| US$2.97억 | – | – | 2.35% | – | 21 | – | 0 |
|
| 4481 |
4481
Arcataur Capital Management
Milwaukee,
Wisconsin
| US$2.97억 | +US$105만 | +0.4% | 0.35% | 65.4% | 97 | 2.06% | 1.4 |
|
| 4482 |
4482
Bridgefront Capital
Austin,
Texas
| US$2.97억 | +US$3720만 | +14% | 1.3% | 52.1% | 827 | 72.91% | 0.2 |
|
| 4483 |
4483
Boone Capital Management
Atlanta,
Georgia
| US$2.96억 | -US$8932만 | -23% | 0.09% | 278% | 19 | 42.11% | 1 |
|
| 4484 |
4484
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| US$2.96억 | -US$1327만 | -4% | 3.8% | 128% | 665 | 73.98% | 1 |
|
| 4485 |
SC
4485
Steph & Co
Marinette,
Wisconsin
| US$2.96억 | -US$1799만 | -6% | 0.5% | 61.6% | 305 | 13.77% | 3.1 |
|
| 4486 |
4486
Wakefield Asset Management
Englewood,
Colorado
| US$2.96억 | -US$1121만 | -4% | 1.66% | 147% | 179 | 40.78% | 1.3 |
|
| 4487 |
4487
Strategic Advocates
Logan,
Utah
| US$2.96억 | +US$1692만 | +6% | 9.08% | 111% | 130 | 23.85% | 0.9 |
|
| 4488 |
4488
PCJ Investment Counsel
Toronto,
Ontario, Canada
| US$2.96억 | -US$1974만 | -6% | 3.64% | 164% | 84 | 34.52% | 2.7 |
|
| 4489 |
4489
Shoker Investment Counsel
Oxford,
Ohio
| US$2.96억 | -US$133만 | -0.4% | 1.76% | 88.9% | 104 | 1.92% | 5.6 |
|
| 4490 |
4490
Kerrisdale Advisers
Miami,
Florida
| US$2.96억 | +US$185만 | +0.6% | 2.84% | 78.8% | 102 | 20.59% | 1.6 |
|
| 4491 |
4491
Narus Financial Partners
Salt Lake City,
Utah
| US$2.96억 | +US$1673만 | +6% | 5.51% | 85.3% | 160 | 16.25% | 3.4 |
|
| 4492 |
4492
Lead Edge Capital Management
New York
| US$2.96억 | -US$4975만 | -14% | 11.3% | 20.2% | 10 | 10% | 1.1 |
|
| 4493 |
4493
Formula Growth
Montreal,
Quebec, Canada
| US$2.95억 | +US$416만 | +1% | 6.69% | 118% | 136 | 35.29% | 3.1 |
|
| 4494 |
4494
Transce3nd
Kyle,
Texas
| US$2.95억 | – | – | 3.98% | – | 1,567 | – | 0 |
|
| 4495 |
CCM
4495
Contrarian Capital Management
Greenwich,
Connecticut
| US$2.95억 | -US$3369만 | -10% | 10.1% | 29.4% | 35 | 17.14% | 2.4 |
|
| 4496 |
WFA
4496
Wade Financial Advisory
Campbell,
California
| US$2.95억 | -US$194만 | -0.7% | 1.98% | 15.9% | 83 | 6.02% | 3.7 |
|
| 4497 |
4497
Family Legacy Inc
Greenville,
South Carolina
| US$2.95억 | -US$562만 | -2% | 2.2% | 89% | 125 | 5.6% | 5.1 |
|
| 4498 |
SL
4498
SWF LLC
Omaha,
Nebraska
| US$2.95억 | -US$453만 | -2% | 1.51% | 82.9% | 2 | 0% | 4 |
|
| 4499 |
4499
Evexia Wealth
Stevens Point,
Wisconsin
| US$2.95억 | +US$1310만 | +5% | 0.47% | 95% | 80 | 22.5% | 1.1 |
|
| 4500 |
FCT
4500
Family Capital Trust
Peabody,
Massachusetts
| US$2.95억 | -US$1610만 | -5% | 4.35% | 39.1% | 61 | 3.28% | 7.1 |
|