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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5376 |
DFS
5376
Dixon Fnancial Services
Lafayette,
California
| US$1.42억 | +US$1432만 | +11% | 12% | 76.6% | 24 | 8.33% | 0.9 |
|
| 5377 |
5377
University of Massachusetts Foundation
Newton,
Massachusetts
| US$1.41억 | +US$1149만 | +9% | 8.42% | 53.6% | 4 | 0% | 2.6 |
|
| 5378 |
5378
Pinnacle Financial Group
Western Springs,
Illinois
| US$1.41억 | +US$2591만 | +22% | 10.5% | 59.1% | 68 | 17.65% | 0.8 |
|
| 5379 |
5379
Susquehanna International Securities
Dublin,
Ireland
| US$1.41억 | +US$8798만 | +165% | 19.1% | 2.8% | 37 | 67.57% | 0.6 |
|
| 5380 |
5380
Agate Pass Investment Management
Bainbridge Island,
Washington
| US$1.41억 | +US$1032만 | +8% | 9.65% | 76% | 95 | 7.37% | 0.9 |
|
| 5381 |
5381
StrongBox Wealth
Lee's Summit,
Missouri
| US$1.41억 | +US$340만 | +2% | 7.11% | 57.8% | 85 | 15.29% | 2 |
|
| 5382 |
CCP
5382
Cunning Capital Partners
Morrisville,
North Carolina
| US$1.41억 | +US$1511만 | +12% | 13.7% | 268% | 83 | 27.71% | 0.7 |
|
| 5383 |
5383
Scholtz & Company
Stamford,
Connecticut
| US$1.41억 | +US$124만 | +0.9% | 9.77% | 89.2% | 52 | 25% | 2.2 |
|
| 5384 |
SL
5384
SIB LLC
New York,
New York
| US$1.41억 | +US$1000만 | +8% | 11.6% | 29.2% | 18 | 0% | 7.3 |
|
| 5385 |
5385
AAF Wealth Management
Westborough,
Massachusetts
| US$1.41억 | +US$1572만 | +13% | 10.2% | 75.1% | 46 | 21.74% | 1.1 |
|
| 5386 |
5386
New England Capital Financial Advisors
Meriden,
Connecticut
| US$1.41억 | – | – | 6.57% | 55.6% | 442 | – | 0 |
|
| 5387 |
5387
Socha Financial Group
Corning,
New York
| US$1.41억 | +US$2451만 | +21% | 5.43% | 81.5% | 23 | 26.09% | 0.6 |
|
| 5388 |
5388
Cooper/Haims Advisors
Victor,
New York
| US$1.41억 | +US$2020만 | +17% | 6.82% | 53.1% | 77 | 16.88% | 2.9 |
|
| 5389 |
5389
Goodwin Investment Advisory
Woodstock,
Georgia
| US$1.41억 | +US$878만 | +7% | 4.29% | 60.8% | 246 | 20.73% | 1 |
|
| 5390 |
BC
5390
Bullfrog Capital
Palo Alto,
California
| US$1.41억 | -US$2866만 | -17% | 16.4% | – | 3 | 0% | 1 |
|
| 5391 |
5391
Ridgewood Investments
Springfield,
New Jersey
| US$1.41억 | +US$2062만 | +17% | 11.3% | – | 210 | 22.86% | 2.5 |
|
| 5392 |
5392
Tanglewood Legacy Advisors
Houston,
Texas
| US$1.41억 | – | – | 7.88% | 61.1% | 247 | – | 0 |
|
| 5393 |
5393
Legacy Bridge
West Des Moines,
Iowa
| US$1.41억 | +US$1532만 | +12% | 11.3% | 236% | 306 | 6.86% | 3 |
|
| 5394 |
RMSCM
5394
R.M. Sincerbeaux Capital Management
New York
| US$1.41억 | +US$1359만 | +11% | 12.2% | 76.4% | 44 | 4.55% | 7.3 |
|
| 5395 |
5395
FSM Wealth Advisors
Cleveland,
Ohio
| US$1.41억 | +US$2024만 | +17% | 8.85% | 68.4% | 148 | 16.22% | 0.4 |
|
| 5396 |
5396
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| US$1.41억 | +US$2214만 | +19% | 1.15% | 261% | 74 | 43.24% | 1.7 |
|
| 5397 |
5397
AFS Financial Group
Bethesda,
Maryland
| US$1.41억 | – | – | 9.58% | – | 88 | – | 0 |
|
| 5398 |
5398
Trinity Wealth Management
Berwyn,
Pennsylvania
| US$1.4억 | +US$1566만 | +13% | 5.76% | 56.7% | 42 | 19.05% | 1.8 |
|
| 5399 |
5399
Mass General Brigham
Somerville,
Massachusetts
| US$1.4억 | -US$5185만 | -27% | 3.12% | – | 5 | 40% | 1.4 |
|
| 5400 |
5400
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| US$1.4억 | +US$1940만 | +16% | 7.77% | 46.9% | 126 | 14.29% | 1.5 |
|