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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6026 |
6026
BlackDiamond Wealth Management
New York
| US$2.08억 | +US$293만 | +1% | 1.64% | 70.8% | 220 | 16.36% | 1.9 |
|
| 6027 |
6027
Estate Planners Group
Yardley,
Pennsylvania
| US$2.08억 | -US$2251만 | -10% | 7.76% | – | 471 | 85.35% | 0.2 |
|
| 6028 |
6028
Miller Capital Partners
Troy,
Michigan
| US$2.08억 | +US$956만 | +5% | 7.5% | – | 270 | 4.44% | 0.2 |
|
| 6029 |
6029
Catawba River Capital
Lake Wylie,
South Carolina
| US$2.08억 | -US$1679만 | -7% | 3.56% | 89.5% | 24 | 8.33% | 2.6 |
|
| 6030 |
MIP
6030
Ma Investment Partnership
Hillsborough,
California
| US$2.08억 | +US$9339만 | +82% | 63.3% | – | 10 | 20% | 0.2 |
|
| 6031 |
6031
Wealth Intelligence
Columbus,
Georgia
| US$2.08억 | +US$644만 | +3% | 0.52% | – | 66 | 28.79% | 0.2 |
|
| 6032 |
6032
Fox Hill Wealth Management
Dedham,
Massachusetts
| US$2.08억 | -US$728만 | -3% | 0.31% | – | 124 | 13.71% | 1.6 |
|
| 6033 |
6033
Horizon Bancorp
Michigan City,
Indiana
| US$2.08억 | +US$244만 | +1% | 0.34% | 33.4% | 213 | 12.21% | 3.3 |
|
| 6034 |
6034
BDFS Capital
Rehoboth Beach,
Delaware
| US$2.08억 | +US$966만 | +5% | 0.12% | – | 148 | 16.89% | 0.2 |
|
| 6035 |
6035
Kensington Investment Counsel
Long Beach,
California
| US$2.08억 | -US$3846만 | -16% | 0.13% | 81.9% | 109 | 28.44% | 3.4 |
|
| 6036 |
HCA
6036
Hyperion Capital Advisors
New York
| US$2.08억 | +US$338만 | +2% | 11% | 86.1% | 75 | 20% | 3.1 |
|
| 6037 |
6037
Birchcreek Wealth Management
Miami Township,
Ohio
| US$2.08억 | +US$403만 | +2% | 0.41% | 80.7% | 121 | 7.44% | 3.4 |
|
| 6038 |
6038
Brighton Securities
Rochester,
New York
| US$2.08억 | +US$498만 | +2% | 1.66% | – | 54 | 14.81% | 1.1 |
|
| 6039 |
6039
Security National Bank of So Dak
Sioux City,
Iowa
| US$2.07억 | +US$451만 | +2% | 1.79% | 67.7% | 125 | 16% | 5.7 |
|
| 6040 |
6040
Reliant Investment Management
Memphis,
Tennessee
| US$2.07억 | -US$3918만 | -16% | 0.58% | 129% | 60 | 16.67% | 3.9 |
|
| 6041 |
6041
StepStone Group
La Jolla,
California
| US$2.07억 | +US$2058만 | +11% | 16.5% | 107% | 26 | 42.31% | 1.5 |
|
| 6042 |
6042
Matrix Private Capital Group
New York
| US$2.07억 | +US$1028만 | +5% | 0.92% | 62.5% | 144 | 9.72% | 4.3 |
|
| 6043 |
6043
CIBRA Capital
London,
United Kingdom
| US$2.07억 | +US$1.49억 | +256% | 16% | – | 37 | 83.78% | 0.1 |
|
| 6044 |
6044
Richardson Capital Management
Menomonee Falls,
Wisconsin
| US$2.07억 | +US$782만 | +4% | 2.12% | 74.2% | 401 | 39.65% | 0.8 |
|
| 6045 |
JWM
6045
Johnson Wealth Management
Grand Forks,
North Dakota
| US$2.07억 | +US$618만 | +3% | 0.28% | – | 51 | 7.84% | 0.5 |
|
| 6046 |
6046
Plustick Management
Charlottesville,
Virginia
| US$2.07억 | -US$1888만 | -8% | 31% | 1,667% | 29 | 55.17% | 1.1 |
|
| 6047 |
NAMNJ
6047
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
| US$2.07억 | -US$1524만 | -7% | 3.29% | – | 109 | 12.84% | 1.8 |
|
| 6048 |
6048
Tenret Company
Tampa,
Florida
| US$2.07억 | +US$953만 | +5% | 0.63% | – | 33 | 0% | 3.8 |
|
| 6049 |
6049
RetireMitten Financial
Milford,
Michigan
| US$2.07억 | – | – | 1.57% | – | 183 | – | 0 |
|
| 6050 |
6050
Chronos Wealth Management
Clearwater,
Florida
| US$2.07억 | -US$931만 | -4% | 1.7% | 92.3% | 39 | 2.56% | 4.3 |
|