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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6626 |
6626
Wealth Forward LLC
Fargo,
North Dakota
| US$1.77억 | +US$477만 | +3% | 1.73% | 48.8% | 45 | 8.89% | 1.5 |
|
| 6627 |
6627
Lowery Thomas LLC
Pebble Beach,
California
| US$1.77억 | +US$381만 | +2% | 2.19% | 74.7% | 55 | 0% | 2.9 |
|
| 6628 |
6628
Orser Capital Management
Southlake,
Texas
| US$1.77억 | -US$1319만 | -7% | 3.91% | 128% | 77 | 36.36% | 3.9 |
|
| 6629 |
6629
Dougherty Wealth Advisers
Wayzata,
Minnesota
| US$1.77억 | +US$2174만 | +14% | 2.13% | 76.1% | 125 | 16% | 5.1 |
|
| 6630 |
KRAVCF
6630
Karnit Road Accident Victims Compensation Fund
Tel-Aviv,
| US$1.77억 | – | – | 2.53% | – | 16 | – | 0 |
|
| 6631 |
6631
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
| US$1.77억 | -US$980만 | -5% | 3.16% | – | 127 | 7.87% | 0.8 |
|
| 6632 |
6632
Presper Financial Architects
Akron,
Ohio
| US$1.77억 | +US$450만 | +3% | 0.8% | – | 56 | 12.5% | 0.4 |
|
| 6633 |
6633
United Airlines Holdings
Chicago,
Illinois
| US$1.77억 | – | – | 7.28% | – | 3 | – | 0 |
|
| 6634 |
6634
Pacific Wealth Strategies Group
Santa Barbara,
California
| US$1.77억 | +US$1363만 | +8% | 4.69% | 85.3% | 67 | 13.43% | 3.6 |
|
| 6635 |
6635
Andera Partners
Paris,
| US$1.77억 | – | – | 2.77% | – | 5 | – | 0 |
|
| 6636 |
6636
Financial Designs
Claremont,
California
| US$1.77억 | +US$386만 | +2% | 0.91% | 49% | 24 | 12.5% | 1.4 |
|
| 6637 |
6637
Granite Group Advisors
Stamford,
Connecticut
| US$1.77억 | +US$1142만 | +7% | 1.24% | 74% | 92 | 16.3% | 1.4 |
|
| 6638 |
6638
CNO Financial Group
Carmel,
Indiana
| US$1.76억 | +US$2592만 | +17% | 0.98% | – | 10 | 20% | 1.9 |
|
| 6639 |
6639
CAP Partners LLC
Franklin,
Tennessee
| US$1.76억 | +US$25.4만 | +0.1% | 0.61% | 97% | 154 | 12.34% | 1.5 |
|
| 6640 |
6640
Define Financial
San Diego,
California
| US$1.76억 | +US$976만 | +6% | 1.46% | – | 45 | 15.56% | 0.8 |
|
| 6641 |
HIA
6641
Harvest Investment Advisors
Tallahassee,
Florida
| US$1.76억 | +US$613만 | +4% | 3.06% | 78.3% | 59 | 3.39% | 2.4 |
|
| 6642 |
6642
Aurora Investment Managers
Naples,
Florida
| US$1.76억 | -US$738만 | -4% | 2.12% | 74.4% | 52 | 19.23% | 3 |
|
| 6643 |
6643
Kestrel Investment Management
San Mateo,
California
| US$1.76억 | -US$99.4만 | -0.6% | 3.74% | 99.8% | 46 | 26.09% | 1.8 |
|
| 6644 |
6644
General Partner Inc
Pittsburgh,
Pennsylvania
| US$1.76억 | -US$527만 | -3% | 3.5% | 83.1% | 173 | 4.62% | 2.4 |
|
| 6645 |
6645
Momentous Wealth Management
Vancouver,
Washington
| US$1.76억 | +US$1867만 | +12% | 1.98% | – | 48 | 20.83% | 0.8 |
|
| 6646 |
6646
Sterling Investment Management
Tucson,
Arizona
| US$1.76억 | +US$985만 | +6% | 3.77% | 45.3% | 74 | 17.57% | 4.5 |
|
| 6647 |
6647
William Allan Corp
Fort Collins,
Colorado
| US$1.76억 | -US$206만 | -1% | 1.81% | 94.2% | 60 | 18.33% | 2.6 |
|
| 6648 |
6648
Vienna Asset Management
Saratoga,
California
| US$1.76억 | +US$845만 | +5% | 5% | – | 63 | 26.98% | 1.5 |
|
| 6649 |
6649
Solas Capital Management
Darien,
Connecticut
| US$1.76억 | +US$1240만 | +8% | 10.7% | 62.5% | 26 | 38.46% | 1.8 |
|
| 6650 |
6650
Pinney & Scofield
Cambridge,
Massachusetts
| US$1.76억 | +US$1518만 | +9% | 4.55% | – | 220 | 5% | 1 |
|