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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
4551
VeraBank
Henderson,
Texas
| US$1.07억 | +US$198만 | +2% | 1.82% | 60.6% | 89 | 3.37% | 0.5 |
|
| 4552 |
4552
First National Bank of South Miami
South Miami,
Florida
| US$1.07억 | +US$223만 | +2% | 2.84% | 35.2% | 292 | 9.93% | 0.5 |
|
| 4553 |
4553
Independent Order of Foresters
Toronto,
Ontario, Canada
| US$1.07억 | +US$296만 | +3% | 2.89% | 66.3% | 26 | 15.38% | 3.2 |
|
| 4554 |
4554
Banyan Capital Management
Atlanta,
Georgia
| US$1.07억 | +US$854만 | +9% | 7.06% | 42.5% | 21 | 4.76% | 0.5 |
|
| 4555 |
4555
Mountain Capital Investment Advisors
Westminster,
Colorado
| US$1.06억 | +US$1356만 | +15% | 2.77% | 63.3% | 49 | 12.24% | 1 |
|
| 4556 |
4556
Euclidean Technologies Management
Seattle,
Washington
| US$1.06억 | -US$160만 | -1% | 0.82% | 124% | 75 | 21.33% | 1.7 |
|
| 4557 |
4557
Steinberg Asset Management
New York
| US$1.06억 | -US$440만 | -4% | 1.69% | 130% | 35 | 2.86% | 3.5 |
|
| 4558 |
4558
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| US$1.06억 | +US$414만 | +4% | 6.31% | 91.9% | 68 | 10.29% | 1.8 |
|
| 4559 |
4559
Brick & Kyle Associates
Newtown,
Pennsylvania
| US$1.06억 | +US$844만 | +9% | 4.25% | 97.4% | 75 | 25.33% | 3 |
|
| 4560 |
4560
Glacier Peak Capital
Bellevue,
Washington
| US$1.06억 | -US$389만 | -4% | 2.67% | 11.8% | 98 | 54.08% | 0.7 |
|
| 4561 |
4561
Sequoia Wealth Management
Hoffman Estates,
Illinois
| US$1.06억 | -US$1778만 | -14% | 3.29% | – | 75 | 34.67% | 1.2 |
|
| 4562 |
4562
Andesa Financial Management
Allentown,
Pennsylvania
| US$1.06억 | -US$9718만 | -48% | 5.21% | 73.6% | 152 | 34.21% | 0.8 |
|
| 4563 |
TM
4563
Titan Managers
Scottsdale,
Arizona
| US$1.06억 | +US$773만 | +8% | 1.66% | 2.57% | 52 | 82.69% | 0.1 |
|
| 4564 |
FM
4564
Fondren Management
Houston,
Texas
| US$1.05억 | -US$2051만 | -16% | 2.51% | 14.2% | 111 | 61.26% | 0.5 |
|
| 4565 |
4565
Florence Capital Advisors
New York
| US$1.05억 | +US$316만 | +3% | 2.02% | – | 18 | 16.67% | 2.2 |
|
| 4566 |
4566
Water Oak Advisors
Winter Park,
Florida
| US$1.05억 | +US$4762만 | +83% | 2.6% | 12.9% | 17 | 0% | 3.5 |
|
| 4567 |
KLCM
4567
KG&L Capital Management
Saint Francisville,
Louisiana
| US$1.05억 | +US$572만 | +6% | 3.77% | 91.9% | 93 | 12.9% | 0.4 |
|
| 4568 |
4568
Blackhawk Capital Partners
Thiensville,
Wisconsin
| US$1.05억 | +US$798만 | +8% | 1.94% | 87.2% | 118 | 48.31% | 0.5 |
|
| 4569 |
4569
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| US$1.05억 | +US$357만 | +4% | 2.19% | 44.1% | 20 | 0% | 1.9 |
|
| 4570 |
VC
4570
Voit & Company
Brookfield,
Wisconsin
| US$1.05억 | +US$974만 | +10% | 3.82% | – | 87 | 28.74% | 0.4 |
|
| 4571 |
4571
Pacific Sun Financial
Los Angeles,
California
| US$1.05억 | – | – | 2.61% | 70.3% | 133 | – | 1.1 |
|
| 4572 |
4572
Robinson Value Management
San Antonio,
Texas
| US$1.05억 | – | – | 0.69% | 79.3% | 68 | – | 1.6 |
|
| 4573 |
4573
Mendel Money Management
Northbrook,
Illinois
| US$1.05억 | – | – | 5.34% | 75.4% | 50 | – | 3.2 |
|
| 4574 |
4574
DFPG Investments
Sandy,
Utah
| US$1.04억 | +US$1138만 | +12% | 3.34% | 38.2% | 184 | 35.87% | 0.3 |
|
| 4575 |
4575
Massachusetts Institute of Technology
Cambridge,
Massachusetts
| US$1.04억 | -US$1322만 | -11% | 5.31% | 35.7% | 7 | 57.14% | 0.3 |
|