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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
PCA
4826
Prospect Capital Advisors
Sausalito,
California
| US$2.37억 | +US$1236만 | +5% | 3.04% | 202% | 25 | 24% | 3.2 |
|
| 4827 |
4827
OLIO Financial Planning
Mclean,
Virginia
| US$2.37억 | -US$55.1만 | -0.2% | 0.45% | 52.9% | 52 | 0% | 2 |
|
| 4828 |
LI
4828
LHM Inc
Sandy,
Utah
| US$2.37억 | +US$9539만 | +67% | 1.55% | – | 16 | 6.25% | 0.4 |
|
| 4829 |
4829
Silver Heights Capital Management
Toronto,
Ontario, Canada
| US$2.37억 | -US$1633만 | -6% | 1.06% | 39.8% | 5 | 0% | 6.8 |
|
| 4830 |
4830
Rockport Wealth
Fairview Park,
Ohio
| US$2.37억 | +US$8721만 | +58% | 5.85% | – | 69 | 18.84% | 0.2 |
|
| 4831 |
4831
Ashburton (Jersey)
St Helier,
Jersey
| US$2.37억 | – | – | 6.64% | – | 39 | – | 4.2 |
|
| 4832 |
4832
DHJJ Financial Advisors
Naperville,
Illinois
| US$2.37억 | +US$1078만 | +5% | 1.02% | 62.5% | 848 | 5.66% | 1.1 |
|
| 4833 |
4833
Brand Asset Management Group
Chesterfield,
Missouri
| US$2.37억 | +US$427만 | +2% | 1.34% | 70.2% | 83 | 9.64% | 4.6 |
|
| 4834 |
LWMM
4834
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| US$2.37억 | +US$1494만 | +7% | 5.51% | 89.1% | 76 | 11.84% | 3.4 |
|
| 4835 |
4835
Palumbo Wealth Management
Great Neck,
New York
| US$2.37억 | +US$1332만 | +6% | 1.89% | 115% | 157 | 14.65% | 1.8 |
|
| 4836 |
4836
Hudson Value Partners
Palm Beach,
Florida
| US$2.37억 | +US$113만 | +0.5% | 2.21% | 124% | 100 | 15% | 2.5 |
|
| 4837 |
4837
Gold Investment Management
Edmonton,
Alberta, Canada
| US$2.36억 | -US$1100만 | -4% | 0.31% | 117% | 216 | 0.93% | 0.5 |
|
| 4838 |
4838
INCA Investments
Miami,
Florida
| US$2.36억 | +US$402만 | +2% | 5.53% | 128% | 11 | 9.09% | 4.4 |
|
| 4839 |
4839
Ceera Investments
Bellaire,
Texas
| US$2.36억 | +US$803만 | +4% | 0.01% | 47.9% | 93 | 8.6% | 1.8 |
|
| 4840 |
4840
Omnia Family Wealth
Aventura,
Florida
| US$2.36억 | +US$2276만 | +11% | 2.85% | 80.6% | 84 | 19.05% | 4 |
|
| 4841 |
4841
Heathbridge Capital Management
Toronto,
Ontario, Canada
| US$2.36억 | -US$2264만 | -9% | 1.42% | 58.7% | 32 | 18.75% | 4.8 |
|
| 4842 |
EFM
4842
Eley Financial Management
South Burlington,
Vermont
| US$2.36억 | +US$371만 | +2% | 2.97% | 69.7% | 69 | 2.9% | 1.3 |
|
| 4843 |
4843
Palogic Value Management
Dallas,
Texas
| US$2.36억 | +US$477만 | +2% | 0.99% | 31.3% | 170 | 10.59% | 1.3 |
|
| 4844 |
4844
Naman Capital
Sao Paulo,
Brazil
| US$2.36억 | -US$2062만 | -8% | 3.93% | 89.9% | 10 | 10% | 3.2 |
|
| 4845 |
CAS
4845
CTC Alternative Strategies
Chicago,
Illinois
| US$2.36억 | +US$7527만 | +47% | 2.14% | 111% | 297 | 95.96% | 0 |
|
| 4846 |
4846
Forge First Asset Management
Toronto, Ontario,
Canada
| US$2.35억 | -US$8303만 | -26% | 1.4% | 112% | 65 | 66.15% | 0.4 |
|
| 4847 |
4847
New Century Financial Group
Princeton,
New Jersey
| US$2.35억 | +US$9108만 | +63% | 2.42% | – | 307 | 52.44% | 0.2 |
|
| 4848 |
4848
GPM Growth Investors
Bloomfield Hills,
Michigan
| US$2.35억 | – | – | 4.96% | – | 43 | – | 2.7 |
|
| 4849 |
4849
Watershed Private Wealth
Oak Brook,
Illinois
| US$2.35억 | +US$924만 | +4% | 3.68% | 71.4% | 127 | 10.24% | 1 |
|
| 4850 |
4850
Raleigh Capital Management
Cary,
North Carolina
| US$2.35억 | +US$312만 | +1% | 2% | 71.8% | 1,032 | 11.43% | 1.3 |
|