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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
Bourne Lent Asset Management
Pawling,
New York
| US$2.46억 | +US$1939만 | +9% | 13.2% | 95.1% | 62 | 4.84% | 6.1 |
|
| 4502 |
4502
Modus Advisors
Excelsior,
Minnesota
| US$2.46억 | +US$1710만 | +7% | 10.9% | 89.5% | 108 | 19.44% | 2.7 |
|
| 4503 |
4503
Millstreet Capital Management
Boston,
Massachusetts
| US$2.46억 | – | – | 50.6% | – | 4 | – | 0 |
|
| 4504 |
4504
Passive Capital Management
Baltimore,
Maryland
| US$2.46억 | +US$2261만 | +10% | 10.1% | 37.7% | 57 | 10.53% | 1.6 |
|
| 4505 |
4505
TRV GP IV
Boston,
Massachusetts
| US$2.46억 | -US$1928만 | -7% | 5.37% | 1,102% | 3 | 0% | 3.3 |
|
| 4506 |
4506
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
| US$2.46억 | – | – | 10.5% | 84.4% | 468 | – | 0 |
|
| 4507 |
4507
Kaydan Wealth Management
Fenton,
Michigan
| US$2.46억 | -US$453만 | -2% | 6.97% | 58% | 101 | 10.89% | 1.6 |
|
| 4508 |
4508
Weaver Consulting Group
Huntington Beach,
California
| US$2.46억 | +US$2461만 | +11% | 7.95% | 56.4% | 199 | 8.04% | 2.9 |
|
| 4509 |
4509
McElhenny Sheffield Capital Management
Dallas,
Texas
| US$2.46억 | +US$4912만 | +25% | 12.7% | 86.3% | 104 | 26.92% | 1.4 |
|
| 4510 |
4510
BCGM Wealth Management
Lafayette,
Indiana
| US$2.46억 | +US$2792만 | +13% | 8.73% | 54.9% | 137 | 14.6% | 1.7 |
|
| 4511 |
4511
Martin Capital Partners
Eugene,
Oregon
| US$2.45억 | +US$767만 | +3% | 6.84% | 42.3% | 73 | 5.48% | 3.9 |
|
| 4512 |
4512
Nicollet Investment Management
Minneapolis,
Minnesota
| US$2.45억 | +US$2184만 | +10% | 12.1% | 104% | 66 | 7.58% | 4.2 |
|
| 4513 |
RA
4513
Rovida Advisors
Fort Lauderdale,
Florida
| US$2.45억 | -US$1789만 | -7% | 12.3% | 24.8% | 21 | 33.33% | 2.1 |
|
| 4514 |
HI
4514
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| US$2.45억 | -US$4302만 | -15% | 14.2% | 37.9% | 369 | 85.09% | 0.4 |
|
| 4515 |
4515
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| US$2.45억 | +US$2671만 | +12% | 9.48% | 63.1% | 844 | 21.8% | 0.9 |
|
| 4516 |
4516
Westmount Partners
Los Angeles,
California
| US$2.45억 | +US$1790만 | +8% | 12% | 101% | 214 | 14.49% | 0.9 |
|
| 4517 |
4517
Rivermont Capital Management
New York
| US$2.45억 | +US$2121만 | +9% | 17.3% | 555% | 26 | 42.31% | 0.5 |
|
| 4518 |
4518
Forager Capital Management
Birmingham,
Alabama
| US$2.45억 | +US$1177만 | +5% | 12% | 52.6% | 14 | 7.14% | 1.8 |
|
| 4519 |
4519
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
| US$2.44억 | +US$3590만 | +17% | 11.3% | 31.6% | 127 | 25.2% | 1 |
|
| 4520 |
4520
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| US$2.44억 | +US$3378만 | +16% | 16.2% | 22.2% | 5 | 20% | 1.3 |
|
| 4521 |
RFG
4521
RFP Financial Group
Atlanta,
Georgia
| US$2.44억 | +US$1686만 | +7% | 9.28% | 53.2% | 1,044 | 27.97% | 0.7 |
|
| 4522 |
4522
Drake & Associates
Waukesha,
Wisconsin
| US$2.44억 | +US$2346만 | +11% | 8.63% | 47.9% | 83 | 26.51% | 1 |
|
| 4523 |
4523
Lion Street Advisors
Austin,
Texas
| US$2.44억 | -US$6225만 | -20% | 8.32% | 38% | 273 | 19.05% | 1.1 |
|
| 4524 |
4524
Flagstone Financial Management
Lincoln,
Nebraska
| US$2.44억 | +US$2549만 | +12% | 8.29% | 46.2% | 44 | 15.91% | 0.8 |
|
| 4525 |
4525
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| US$2.44억 | +US$2139만 | +10% | 12% | 167% | 182 | 1.65% | 0.8 |
|