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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6676 |
CSI
6676
Cross Staff Investments
Pittsford,
New York
| US$1.44억 | +US$1396만 | +11% | 4.9% | 80.3% | 130 | 8.46% | 2.4 |
|
| 6677 |
6677
4D Advisors
Redondo Beach,
California
| US$1.43억 | – | – | 3.63% | – | 35 | – | 0 |
|
| 6678 |
6678
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| US$1.43억 | -US$380만 | -3% | 3.39% | 70.9% | 120 | 23.33% | 1.9 |
|
| 6679 |
6679
Sterling Manor Financial
Saratoga Springs,
New York
| US$1.43억 | -US$427만 | -3% | 0.45% | – | 29 | 6.9% | 1.4 |
|
| 6680 |
6680
InTrack Investment Management
South Burlington,
Vermont
| US$1.43억 | +US$228만 | +2% | 4.19% | 99.2% | 127 | 20.47% | 2.3 |
|
| 6681 |
TCM
6681
Tao Capital Management
San Francisco,
California
| US$1.43억 | +US$3287만 | +30% | 36.7% | 314% | 10 | 0% | 3.8 |
|
| 6682 |
6682
LSP Investment Advisors
New York
| US$1.43억 | -US$4241만 | -23% | 1.86% | 79.5% | 27 | 25.93% | 2.8 |
|
| 6683 |
6683
Lederer & Associates Investment Counsel
Long Beach,
California
| US$1.43억 | +US$111만 | +0.8% | 2.01% | 92.7% | 88 | 7.95% | 5.7 |
|
| 6684 |
6684
Osprey Private Wealth
New York
| US$1.43억 | +US$48.3만 | +0.3% | 0.91% | – | 50 | 6% | 0.2 |
|
| 6685 |
6685
Mainsail Asset Management
Birmingham,
Alabama
| US$1.43억 | +US$817만 | +6% | 1.82% | 90.4% | 69 | 18.84% | 0.7 |
|
| 6686 |
6686
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| US$1.43억 | -US$2093만 | -13% | 2.77% | 61% | 111 | 22.52% | 6.3 |
|
| 6687 |
AIM
6687
AHL Investment Management
Winter Park,
Florida
| US$1.43억 | -US$215만 | -1% | 1.78% | 57.7% | 70 | 8.57% | 2.3 |
|
| 6688 |
6688
Conrad N. Hilton Foundation
Agoura Hills,
California
| US$1.43억 | -US$9621만 | -40% | 0.63% | – | 5 | 20% | 0.3 |
|
| 6689 |
6689
CastleKeep Investment Advisors
Westport,
Connecticut
| US$1.43억 | -US$373만 | -3% | 1.01% | – | 115 | 44.35% | 0.7 |
|
| 6690 |
6690
Mainstream Capital Management
Los Angeles,
California
| US$1.43억 | +US$2500만 | +21% | 5.87% | – | 323 | 74.3% | 0.1 |
|
| 6691 |
RCWM
6691
Royal Capital Wealth Management
Carmel,
Indiana
| US$1.43억 | +US$111만 | +0.8% | 3.4% | 83.8% | 97 | 16.49% | 2.4 |
|
| 6692 |
6692
Paul R. Ried Financial Group
Bellevue,
Washington
| US$1.43억 | – | – | 2.15% | – | 30 | – | 0 |
|
| 6693 |
6693
Motiv8 Investments
Port St. Lucie,
Florida
| US$1.43억 | -US$596만 | -4% | 0.02% | – | 100 | 25% | 0.8 |
|
| 6694 |
6694
SFI Advisors
Montclair,
New Jersey
| US$1.42억 | +US$233만 | +2% | 2.75% | 95.9% | 98 | 38.78% | 1.6 |
|
| 6695 |
6695
Atala Financial
Calabasas,
California
| US$1.42억 | – | – | 3.99% | – | 475 | – | 0 |
|
| 6696 |
6696
Kopion Asset Management
Mckinney,
Texas
| US$1.42억 | +US$355만 | +3% | 4.49% | 80.5% | 20 | 5% | 3.7 |
|
| 6697 |
6697
Sheridan Capital Management
San Rafael,
California
| US$1.42억 | +US$86.8만 | +0.6% | 0.51% | – | 28 | 10.71% | 0.9 |
|
| 6698 |
TIM
6698
Timelo Investment Management
Aurora,
Ontario, Canada
| US$1.42억 | -US$1748만 | -11% | 3.59% | 104% | 19 | 47.37% | 0.7 |
|
| 6699 |
6699
Taylor & Morgan Wealth Management
Flint,
Michigan
| US$1.42억 | -US$674만 | -5% | 2.58% | 85.9% | 76 | 11.84% | 2.2 |
|
| 6700 |
6700
Richardson Financial Services
Medway,
Massachusetts
| US$1.42억 | -US$1511만 | -10% | 0.04% | 77.4% | 675 | 21.33% | 0.8 |
|