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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7501 |
CTA
7501
Camelot Technology Advisors
San Francisco,
California
| US$1.49억 | +US$1080만 | +8% | 10.9% | 71% | 62 | 6.45% | 2 |
|
| 7502 |
7502
Sage Investment Advisers
Wappingers Falls,
New York
| US$1.49억 | +US$1363만 | +10% | 7.89% | – | 100 | 13% | 2.5 |
|
| 7503 |
FTEA
7503
Forty-three Eighteen Advisors
Bentonville,
Arkansas
| US$1.49억 | +US$1583만 | +12% | 24.5% | – | 95 | 43.16% | 0.3 |
|
| 7504 |
7504
Fiduciary Advisors Inc
St. Louis,
Missouri
| US$1.49억 | +US$1554만 | +12% | 10.2% | – | 157 | 24.2% | 0.9 |
|
| 7505 |
7505
Stewardship Concepts Financial Services
Spokane,
Washington
| US$1.49억 | +US$2097만 | +16% | 9.68% | – | 72 | 16.67% | 0.4 |
|
| 7506 |
7506
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| US$1.49억 | +US$864만 | +6% | 9.11% | 167% | 23 | 52.17% | 1.7 |
|
| 7507 |
7507
Whipplewood Advisors
Littleton,
Colorado
| US$1.49억 | -US$4412만 | -23% | 7.96% | – | 1,070 | 41.03% | 0.7 |
|
| 7508 |
7508
swisspartners Advisors
Zurich,
Switzerland
| US$1.48억 | -US$1074만 | -7% | 1.2% | 73.2% | 24 | 4.17% | 3.6 |
|
| 7509 |
7509
Northstar Financial Companies
Conshohocken,
Pennsylvania
| US$1.48억 | +US$2266만 | +18% | 16.7% | – | 125 | 16.8% | 1.1 |
|
| 7510 |
7510
Morgan Creek Capital Management
Chapel Hill,
North Carolina
| US$1.48억 | -US$297만 | -2% | 8.35% | – | 16 | 50% | 0.3 |
|
| 7511 |
7511
Tuttle Capital Management
Riverside,
Connecticut
| US$1.48억 | +US$8758만 | +144% | 54.2% | 115% | 200 | 80% | 0.4 |
|
| 7512 |
7512
Monetta Financial Services
Wheaton,
Illinois
| US$1.48억 | +US$1942만 | +15% | 44.2% | 275% | 80 | 53.75% | 2.1 |
|
| 7513 |
IUC
7513
Ivory Union Consulting
Road Town,
| US$1.48억 | +US$2076만 | +16% | 17.7% | – | 3 | 0% | 0.5 |
|
| 7514 |
PAYA
7514
Phil A. Younker & Associates
Fairbanks,
Alaska
| US$1.48억 | -US$157만 | -1% | 6.13% | – | 37 | 24.32% | 1.2 |
|
| 7515 |
7515
Accordant Advisory Group
Annapolis,
Maryland
| US$1.48억 | -US$1314만 | -8% | 10.6% | – | 252 | 9.52% | 1.1 |
|
| 7516 |
7516
Perissos Private Wealth Management
Bethany,
Oklahoma
| US$1.48억 | +US$3305만 | +29% | 11.9% | – | 85 | 22.35% | 1.5 |
|
| 7517 |
7517
Sacks & Associates
Warren,
New Jersey
| US$1.48억 | +US$1373만 | +10% | 15.5% | – | 84 | 11.9% | 0.5 |
|
| 7518 |
VIS
7518
Vertex Investment Solutions
Chiyoda-Ku,
| US$1.48억 | +US$6168만 | +71% | 3.73% | – | 29 | 24.14% | 0.4 |
|
| 7519 |
7519
Peapod Lane Capital
Bedford Hills,
New York
| US$1.48억 | +US$2630만 | +22% | 27.7% | – | 69 | 21.74% | 1 |
|
| 7520 |
NCM
7520
Nitor Capital Management
Englewood Cliffs,
New Jersey
| US$1.48억 | +US$1827만 | +14% | 3.7% | – | 26 | 15.38% | 0.5 |
|
| 7521 |
7521
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| US$1.48억 | +US$582만 | +4% | 16.4% | 96.8% | 431 | 7.89% | 3.8 |
|
| 7522 |
7522
9823 Capital
Dallas,
Texas
| US$1.48억 | +US$1563만 | +12% | 13.7% | – | 64 | 78.13% | 0.2 |
|
| 7523 |
7523
Moon Capital Management
New York
| US$1.48억 | -US$1755만 | -11% | 12.2% | 76.3% | 15 | 20% | 3.4 |
|
| 7524 |
7524
Harbour Wealth Management Group
Daniel Island,
South Carolina
| US$1.48억 | +US$1513만 | +11% | 16.3% | – | 91 | 4.4% | 0.5 |
|
| 7525 |
7525
Partnership Wealth Management
Towson,
Maryland
| US$1.48억 | +US$1681만 | +13% | 15.6% | 67.6% | 68 | 4.41% | 2.3 |
|