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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
5801
Zeno Equity Partners
London,
United Kingdom
| US$2.15억 | -US$1678만 | -7% | 0.47% | – | 11 | 18.18% | 1.4 |
|
| 5802 |
5802
Boulder Wealth Advisors
Boulder,
Colorado
| US$2.15억 | – | – | 7.28% | – | 28 | – | 1.8 |
|
| 5803 |
5803
Sterneck Capital Management
Kansas City,
Missouri
| US$2.15억 | +US$1788만 | +9% | 8.45% | 61.5% | 108 | 10.19% | 4.5 |
|
| 5804 |
NME
5804
Notis-McConarty Edward
| US$2.15억 | +US$973만 | +5% | 6.98% | 91.2% | 78 | 3.85% | 7.6 |
|
| 5805 |
5805
Heritage Family Offices
Scottsdale,
Arizona
| US$2.15억 | +US$1714만 | +9% | 5.95% | – | 209 | 19.14% | 1 |
|
| 5806 |
5806
Tandem Capital Management
Woodcliff Lake,
New Jersey
| US$2.15억 | +US$1723만 | +9% | 8.99% | 128% | 122 | 11.48% | 3.3 |
|
| 5807 |
MWM
5807
MTC Wealth Management
Tampa,
Florida
| US$2.15억 | +US$665만 | +3% | 4.5% | 30.5% | 14 | 14.29% | 3.3 |
|
| 5808 |
5808
Roubaix Capital
Denver,
Colorado
| US$2.15억 | +US$637만 | +3% | 12.3% | 174% | 75 | 69.33% | 0.5 |
|
| 5809 |
5809
Woodward Diversified Capital
Bakersfield,
California
| US$2.15억 | +US$1699만 | +9% | 11% | 118% | 193 | 16.58% | 2.3 |
|
| 5810 |
UFAC
5810
Urban Financial Advisory Corp
Chicago,
Illinois
| US$2.15억 | +US$1572만 | +8% | 5.82% | – | 52 | 5.77% | 1.2 |
|
| 5811 |
5811
Ergawealth Advisors
Oak Brook,
Illinois
| US$2.15억 | -US$758만 | -3% | 5.68% | 50% | 82 | 39.02% | 1.7 |
|
| 5812 |
5812
Watchtower Advisors
Old Greenwich,
Connecticut
| US$2.14억 | +US$4541만 | +27% | 10.4% | 384% | 21 | 38.1% | 0.8 |
|
| 5813 |
5813
Vista Investment Partners II
Richmond,
Indiana
| US$2.14억 | +US$698만 | +3% | 5.82% | – | 155 | 20.65% | 0.6 |
|
| 5814 |
5814
Avos Capital Management
Seattle,
Washington
| US$2.14억 | +US$3886만 | +22% | 3.99% | – | 59 | 30.51% | 0.4 |
|
| 5815 |
5815
Bull Street Advisors
Savannah,
Georgia
| US$2.14억 | +US$624만 | +3% | 4.4% | 48.5% | 89 | 0% | 5.5 |
|
| 5816 |
5816
Beech Hill Advisors
New York
| US$2.14억 | -US$811만 | -4% | 9.62% | 105% | 100 | 8% | 5 |
|
| 5817 |
SA
5817
Sunesis Advisors
Overland Park,
Kansas
| US$2.14억 | – | – | 5.8% | – | 51 | – | 2.9 |
|
| 5818 |
5818
Cooper/Haims Advisors
Victor,
New York
| US$2.14억 | +US$1103만 | +5% | 5.9% | 58.8% | 91 | 9.89% | 4.2 |
|
| 5819 |
5819
Unison Asset Management
North Miami Beach,
Florida
| US$2.14억 | +US$1557만 | +8% | 9.7% | 81.4% | 32 | 12.5% | 3.2 |
|
| 5820 |
ERFOTCOFW
5820
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
| US$2.14억 | -US$506만 | -2% | 3.04% | 30.5% | 19 | 31.58% | 1.5 |
|
| 5821 |
5821
Constitution Capital
Shelton,
Connecticut
| US$2.14억 | +US$1788만 | +9% | 7% | 91.1% | 62 | 11.29% | 3.3 |
|
| 5822 |
5822
CastleKeep Investment Advisors
Westport,
Connecticut
| US$2.14억 | +US$936만 | +5% | 5.03% | – | 89 | 4.49% | 1.3 |
|
| 5823 |
5823
Old North State Wealth Management
Wilmington,
North Carolina
| US$2.14억 | +US$2183만 | +11% | 9.29% | 91.5% | 129 | 11.63% | 2.1 |
|
| 5824 |
5824
Kieckhefer Group
Mequon,
Wisconsin
| US$2.14억 | +US$2925만 | +16% | 18.8% | – | 57 | 21.05% | 0.6 |
|
| 5825 |
5825
Fox Hill Wealth Management
Dedham,
Massachusetts
| US$2.14억 | +US$1911만 | +10% | 11.7% | – | 136 | 20.59% | 1.3 |
|