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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7401 |
7401
Chung Wu Investment Group
Sugar Land,
Texas
| US$1.2억 | +US$2413만 | +25% | 12.7% | – | 292 | 27.74% | 0.3 |
|
| 7402 |
7402
Vista Cima Wealth Management
Surprise,
Arizona
| US$1.2억 | +US$1304만 | +12% | 7.02% | – | 78 | 35.9% | 0.5 |
|
| 7403 |
7403
NDVR Inc
Boston,
Massachusetts
| US$1.2억 | +US$1328만 | +12% | 5.62% | – | 120 | 18.33% | 1.1 |
|
| 7404 |
CM
7404
CM Management
Gulf Breeze,
Florida
| US$1.2억 | +US$1013만 | +9% | 14.7% | 110% | 79 | 32.91% | 2.1 |
|
| 7405 |
7405
NorthLanding Financial Partners
Rochester,
New York
| US$1.2억 | +US$685만 | +6% | 5.63% | 54.7% | 44 | 6.82% | 2.3 |
|
| 7406 |
7406
Helium Advisors
Everett,
Washington
| US$1.2억 | -US$3838만 | -24% | 7.75% | – | 107 | 18.69% | 0.7 |
|
| 7407 |
IFO
7407
Intrepid Family Office
Sarasota,
Florida
| US$1.2억 | -US$256만 | -2% | 10.3% | – | 47 | 36.17% | 1.3 |
|
| 7408 |
7408
Aryeh Capital Management
Toronto,
Ontario, Canada
| US$1.2억 | -US$817만 | -6% | 4.08% | 87.7% | 13 | 7.69% | 1.8 |
|
| 7409 |
7409
Petros Family Wealth
Bloomington,
Minnesota
| US$1.19억 | +US$999만 | +9% | 10.8% | – | 154 | 25.32% | 0.6 |
|
| 7410 |
PCC
7410
Park Circle Company
Baltimore,
Maryland
| US$1.19억 | +US$147만 | +1% | 8.29% | 70.5% | 118 | 43.22% | 4.6 |
|
| 7411 |
7411
TSG Consumer Partners
Larkspur,
California
| US$1.19억 | -US$4116만 | -26% | 23.4% | 70.1% | 1 | 0% | 3.8 |
|
| 7412 |
7412
Santa Clara Valley Transportation Authority
San Jose,
California
| US$1.19억 | +US$1381만 | +13% | 3.94% | – | 4 | 0% | 1 |
|
| 7413 |
7413
Hobbs Wealth Management
Zionsville,
Indiana
| US$1.19억 | +US$1446만 | +14% | 8.92% | – | 59 | 20.34% | 0.5 |
|
| 7414 |
7414
Freestate Advisors
Overland Park,
Kansas
| US$1.19억 | +US$723만 | +6% | 4.19% | – | 46 | 8.7% | 1.1 |
|
| 7415 |
7415
Sierra Ocean
Ripon,
California
| US$1.19억 | -US$1968만 | -14% | 6.28% | – | 1,029 | 93.97% | 0.7 |
|
| 7416 |
7416
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| US$1.19억 | +US$832만 | +8% | 7.05% | 58.1% | 59 | 10.17% | 2.5 |
|
| 7417 |
7417
Graver Capital Management
Columbus,
Ohio
| US$1.19억 | +US$557만 | +5% | 6.53% | – | 26 | 3.85% | 0.7 |
|
| 7418 |
7418
A4 Wealth Advisors
Huntersville,
North Carolina
| US$1.19억 | – | – | 7.29% | – | 158 | – | 0 |
|
| 7419 |
7419
Bretton Capital Management
San Francisco,
California
| US$1.19억 | +US$785만 | +7% | 9.7% | – | 20 | 5% | 1 |
|
| 7420 |
7420
XXEC Inc
Tulsa,
Oklahoma
| US$1.19억 | -US$579만 | -5% | 2.89% | 19.3% | 25 | 36% | 2.2 |
|
| 7421 |
7421
Red Crane Wealth Management
San Francisco,
California
| US$1.19억 | +US$881만 | +8% | 6.27% | – | 69 | 13.04% | 0.6 |
|
| 7422 |
7422
Ativo Capital Management
Chicago,
Illinois
| US$1.18억 | +US$662만 | +6% | 5.41% | 63.2% | 60 | 11.67% | 2 |
|
| 7423 |
7423
Searchlight Capital Partners
New York
| US$1.18억 | +US$1433만 | +14% | 36.4% | 38.5% | 3 | 0% | 7.5 |
|
| 7424 |
7424
Poinciana Advisors Group
Palm Beach Gardens,
Florida
| US$1.18억 | +US$750만 | +7% | 9.16% | – | 138 | 18.84% | 0.5 |
|
| 7425 |
7425
University of Wisconsin Foundation
Madison,
Wisconsin
| US$1.18억 | +US$2871만 | +32% | 14.2% | 142% | 10 | 60% | 0.8 |
|