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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
5176
Jacob Asset Management of New York
Hermosa Beach,
California
| US$1.32억 | – | – | 43.5% | 22.7% | 68 | – | 0.9 |
|
| 5177 |
5177
Harbert Fund Advisors
Birmingham,
Alabama
| US$1.32억 | +US$5017만 | +61% | 33% | 70.8% | 22 | 40.91% | 1 |
|
| 5178 |
5178
Guardian Investment Management
Tiburon,
California
| US$1.32억 | +US$1715만 | +15% | 13.5% | 103% | 59 | 11.86% | 4.2 |
|
| 5179 |
5179
Benchmark Wealth Management
Old Lyme,
Connecticut
| US$1.32억 | +US$512만 | +4% | 9.22% | 42.7% | 50 | 12% | 0.9 |
|
| 5180 |
5180
Adaptive Financial Consulting
Beachwood,
Ohio
| US$1.32억 | +US$470만 | +4% | 7% | 37% | 18 | 5.56% | 1 |
|
| 5181 |
5181
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| US$1.32억 | – | – | 16.3% | 68.8% | 343 | – | 0 |
|
| 5182 |
5182
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| US$1.32억 | +US$832만 | +7% | 11.8% | 62.6% | 365 | 4.66% | 0.9 |
|
| 5183 |
5183
Seneca Financial Advisors
Rochester,
New York
| US$1.32억 | – | – | 12.9% | 50.9% | 37 | – | 0 |
|
| 5184 |
5184
Palmer Knight Company
Jacksonville,
Florida
| US$1.31억 | +US$3352만 | +34% | 20.1% | 90.5% | 27 | 11.11% | 1.5 |
|
| 5185 |
5185
Powell Investment Advisors
Miami,
Florida
| US$1.31억 | +US$1490만 | +13% | 16.1% | 82.4% | 123 | 17.89% | 0.9 |
|
| 5186 |
CL
5186
COWA LLC
Tulsa,
Oklahoma
| US$1.31억 | – | – | 14.6% | 67.7% | 379 | – | 0 |
|
| 5187 |
5187
Northeast Financial Group
Tannersville,
Pennsylvania
| US$1.31억 | – | – | 12.9% | 31.6% | 45 | – | 0 |
|
| 5188 |
RCA
5188
Rex Capital Advisors
Providence,
Rhode Island
| US$1.31억 | +US$1348만 | +11% | 17.4% | 7.31% | 22 | 13.64% | 2.9 |
|
| 5189 |
ECM
5189
EMC Capital Management
Houston,
Texas
| US$1.31억 | – | – | 26.1% | – | 100 | – | 0 |
|
| 5190 |
5190
Cox Capital Management
Andover,
Massachusetts
| US$1.31억 | +US$1790만 | +16% | 12.7% | 106% | 89 | 14.61% | 1.7 |
|
| 5191 |
5191
Burrage Capital Management
Boston,
Massachusetts
| US$1.31억 | +US$453만 | +4% | 28.7% | – | 34 | 47.06% | 0.6 |
|
| 5192 |
5192
Evolutionary Tree Capital Management
Alexandria,
Virginia
| US$1.31억 | – | – | 34.7% | 155% | 41 | – | 0 |
|
| 5193 |
5193
Fortis Capital Management
Bellevue,
Washington
| US$1.31억 | +US$521만 | +4% | 8.06% | 111% | 130 | 72.31% | 0.3 |
|
| 5194 |
SC
5194
Steph & Co
Marinette,
Wisconsin
| US$1.31억 | +US$2414만 | +23% | 14.9% | 61.6% | 240 | 8.75% | 0.8 |
|
| 5195 |
5195
Solas Capital Management
Darien,
Connecticut
| US$1.31억 | +US$2670만 | +26% | 37.3% | 62.5% | 30 | 20% | 1 |
|
| 5196 |
5196
Birch Capital Management
Dallas,
Texas
| US$1.31억 | +US$1602만 | +14% | 10.3% | 62% | 106 | 24.53% | 0.9 |
|
| 5197 |
5197
Compass Advisory Group
Melville,
New York
| US$1.31억 | – | – | 8.46% | 54.8% | 39 | – | 0 |
|
| 5198 |
5198
Stonepine Capital Management
Bend,
Oregon
| US$1.31억 | +US$3449만 | +36% | 37.4% | 321% | 24 | 37.5% | 1.2 |
|
| 5199 |
5199
IFS Advisors
Overland Park,
Kansas
| US$1.31억 | – | – | 8.34% | 54.2% | 178 | – | 0 |
|
| 5200 |
FIM
5200
FWL Investment Management
Dallas,
Texas
| US$1.31억 | – | – | 20.3% | 165% | 48 | – | 0 |
|