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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6101 |
6101
Catawba River Capital
Lake Wylie,
South Carolina
| US$1.1억 | +US$1461만 | +15% | 4.49% | 89.5% | 22 | 18.18% | 1.7 |
|
| 6102 |
6102
Institutional Venture Management XIII
Menlo Park,
California
| US$1.1억 | -US$282만 | -2% | 6.92% | – | 4 | 25% | 1.2 |
|
| 6103 |
6103
McClarren Financial Advisors
State College,
Pennsylvania
| US$1.1억 | +US$470만 | +4% | 6.2% | 63% | 485 | 3.09% | 0.5 |
|
| 6104 |
NED
6104
Nancy E. Dempze
| US$1.1억 | +US$741만 | +7% | 7.17% | 83.1% | 66 | 6.06% | 4.6 |
|
| 6105 |
ICMP
6105
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| US$1.1억 | +US$144만 | +1% | 3.48% | 39.7% | 95 | 42.11% | 1.6 |
|
| 6106 |
6106
HTG Investment Advisors
New Canaan,
Connecticut
| US$1.1억 | +US$1089만 | +11% | 4.8% | 57.4% | 52 | 3.85% | 0.2 |
|
| 6107 |
6107
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| US$1.1억 | -US$569만 | -5% | 4.48% | 83.3% | 72 | 11.11% | 5 |
|
| 6108 |
6108
Apricus Wealth
Beaufort,
South Carolina
| US$1.1억 | -US$19.5만 | -0.2% | 0.71% | 80.6% | 86 | 12.79% | 1.1 |
|
| 6109 |
6109
VeriStar Capital Management
New York
| US$1.1억 | +US$603만 | +6% | 11.3% | 41% | 12 | 25% | 1 |
|
| 6110 |
6110
Granite Harbor Advisors
Houston,
Texas
| US$1.1억 | +US$1143만 | +12% | 6.93% | 61.5% | 71 | 8.45% | 0.2 |
|
| 6111 |
6111
Mountain Lake Investment Management
Boca Raton,
Florida
| US$1.1억 | -US$2202만 | -17% | 0.2% | 64% | 35 | 45.71% | 1.8 |
|
| 6112 |
6112
Objective Capital Management
Pepper Pike,
Ohio
| US$1.1억 | +US$889만 | +9% | 8.1% | – | 98 | 9.18% | 1.1 |
|
| 6113 |
6113
Strategic Financial Planning
Plano,
Texas
| US$1.09억 | +US$622만 | +6% | 4.76% | 47.5% | 32 | 3.13% | 2.7 |
|
| 6114 |
6114
Revisor Wealth Management
Akron,
Ohio
| US$1.09억 | – | – | 5.17% | 72% | 154 | – | 0 |
|
| 6115 |
6115
Chesapeake Asset Management
New York
| US$1.09억 | – | – | 7.08% | 153% | 422 | – | 0.7 |
|
| 6116 |
6116
Altman Advisors
Chicago,
Illinois
| US$1.09억 | -US$5279만 | -33% | 7.19% | 143% | 99 | 33.33% | 2.1 |
|
| 6117 |
6117
Elevation Wealth Partners
Santa Rosa,
California
| US$1.09억 | – | – | 6.03% | 69.9% | 352 | – | 0 |
|
| 6118 |
6118
InTrack Investment Management
South Burlington,
Vermont
| US$1.09억 | +US$922만 | +9% | 9.09% | 99.2% | 135 | 22.22% | 1.4 |
|
| 6119 |
6119
SRN Advisors
Huntingdon Valley,
Pennsylvania
| US$1.09억 | +US$827만 | +8% | 18.7% | 146% | 90 | 7.78% | 1.4 |
|
| 6120 |
6120
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| US$1.09억 | +US$839만 | +8% | 5.76% | 59.7% | 58 | 1.72% | 0.2 |
|
| 6121 |
6121
Two Seas Capital
Rye,
New York
| US$1.09억 | +US$369만 | +4% | 4.83% | 344% | 11 | 9.09% | 0.9 |
|
| 6122 |
6122
Investments & Financial Planning LLC
Lexington,
Kentucky
| US$1.09억 | +US$690만 | +7% | 6.09% | 63.6% | 36 | 0% | 1.1 |
|
| 6123 |
6123
Riverwater Partners
Milwaukee,
Wisconsin
| US$1.09억 | -US$823만 | -7% | 6.98% | 112% | 215 | 20.47% | 0.8 |
|
| 6124 |
6124
Euclidean Technologies Management
Seattle,
Washington
| US$1.09억 | +US$375만 | +4% | 5.47% | 124% | 98 | 51.02% | 1.1 |
|
| 6125 |
6125
Riverview Trust Company
Vancouver,
Washington
| US$1.09억 | +US$310만 | +3% | 8.64% | 87.6% | 747 | 12.99% | 1.6 |
|