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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6526 |
6526
Robinson Value Management
San Antonio,
Texas
| US$1.8억 | -US$530만 | -3% | 0.92% | 79.3% | 79 | 13.92% | 3.4 |
|
| 6527 |
6527
Financial Designs
Claremont,
California
| US$1.8억 | +US$308만 | +2% | 1.41% | 49% | 41 | 46.34% | 0.9 |
|
| 6528 |
MA
6528
McBroom & Associates
Las Vegas,
Nevada
| US$1.8억 | -US$2625만 | -13% | 1.17% | 148% | 38 | 5.26% | 3.1 |
|
| 6529 |
6529
Conscious Wealth Investments
Coral Gables,
Florida
| US$1.8억 | +US$1289만 | +8% | 1.09% | – | 69 | 28.99% | 1.5 |
|
| 6530 |
6530
Black Maple Capital Management
Milwaukee,
Wisconsin
| US$1.79억 | +US$3659만 | +26% | 7.92% | 35.7% | 126 | 53.97% | 0.9 |
|
| 6531 |
MBAM
6531
Mink Brook Asset Management
West Palm Beach,
Florida
| US$1.79억 | +US$2097만 | +13% | 3.78% | – | 58 | 31.03% | 0.6 |
|
| 6532 |
6532
Gerber LLC
Columbus,
Ohio
| US$1.79억 | -US$16.5만 | -0.1% | 4.04% | 137% | 93 | 11.83% | 1.7 |
|
| 6533 |
SMP
6533
Santa Monica Partners
Palm Beach Gardens,
Florida
| US$1.79억 | +US$1421만 | +9% | 26.6% | 102% | 13 | 0% | 6.1 |
|
| 6534 |
6534
Pacific Asset Management
Gig Harbor,
Washington
| US$1.79억 | +US$1253만 | +8% | 0.03% | – | 73 | 8.22% | 1 |
|
| 6535 |
EV
6535
EJMK Ventures
Itasca,
Illinois
| US$1.79억 | +US$1653만 | +10% | 0.44% | – | 194 | 23.71% | 0.2 |
|
| 6536 |
SWP
6536
Semus Wealth Partners
Boca Raton,
Florida
| US$1.79억 | -US$665만 | -4% | 5.51% | 107% | 120 | 15% | 2.3 |
|
| 6537 |
6537
David J. Yvars Group
University Park,
Florida
| US$1.79억 | -US$897만 | -5% | 3.49% | 143% | 102 | 17.65% | 2.9 |
|
| 6538 |
6538
Waterfall Asset Management
New York
| US$1.79억 | -US$703만 | -4% | 4.88% | – | 23 | 34.78% | 0.6 |
|
| 6539 |
6539
Lake Hills Wealth Management
Austin,
Texas
| US$1.79억 | -US$1282만 | -7% | 7.22% | 83.7% | 82 | 53.66% | 1 |
|
| 6540 |
6540
Swisher Financial Concepts
Westerville,
Ohio
| US$1.79억 | +US$260만 | +1% | 0.94% | – | 106 | 12.26% | 1.3 |
|
| 6541 |
6541
Base Wealth Management
Lakewood Ranch,
Florida
| US$1.79억 | -US$707만 | -4% | 2% | – | 66 | 18.18% | 0.8 |
|
| 6542 |
6542
Cobalt Capital Management
Short Hills,
New Jersey
| US$1.79억 | -US$4733만 | -21% | 5.57% | 235% | 39 | 66.67% | 0.9 |
|
| 6543 |
6543
Brookmont Capital Management
Dallas,
Texas
| US$1.79억 | +US$575만 | +3% | 3.32% | 32.2% | 61 | 9.84% | 6.7 |
|
| 6544 |
PS
6544
Presima Securities
Montreal,
Quebec, Canada
| US$1.78억 | +US$496만 | +3% | 4.77% | 10.3% | 48 | 0% | 5.9 |
|
| 6545 |
6545
Counterweight Ventures
Wilmington,
North Carolina
| US$1.78억 | -US$4.35만 | -0% | 0.3% | – | 86 | 13.95% | 1.8 |
|
| 6546 |
6546
Kingsman Wealth Management
Pensacola,
Florida
| US$1.78억 | -US$672만 | -4% | 2.07% | – | 78 | 25.64% | 0.8 |
|
| 6547 |
6547
Clay Northam Wealth Management
Huntington Beach,
California
| US$1.78억 | -US$196만 | -1% | 2.81% | 125% | 109 | 15.6% | 2.6 |
|
| 6548 |
IAMH
6548
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| US$1.78억 | -US$1168만 | -6% | 8.98% | 64.5% | 31 | 45.16% | 0.9 |
|
| 6549 |
6549
Ryan Investment Management
Basalt,
Colorado
| US$1.78억 | -US$274만 | -2% | 2.04% | – | 24 | 33.33% | 0.6 |
|
| 6550 |
6550
Echo45 Advisors
Walnut Creek,
California
| US$1.78억 | +US$256만 | +1% | 0.94% | 53.6% | 79 | 10.13% | 2.1 |
|