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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7526 |
7526
Vision Financial Markets
Stamford,
Connecticut
| US$1.06억 | +US$1422만 | +15% | 11.6% | – | 458 | 10.04% | 0.4 |
|
| 7527 |
NI
7527
NCP Inc
La Quinta,
California
| US$1.06억 | +US$3196만 | +43% | 26.2% | – | 133 | 62.41% | 1.2 |
|
| 7528 |
7528
swisspartners Advisors
Zurich,
Switzerland
| US$1.06억 | +US$1113만 | +12% | 1.38% | 73.2% | 26 | 15.38% | 2.9 |
|
| 7529 |
7529
Stonebridge Wealth Management
Oak Brook,
Illinois
| US$1.06억 | – | – | 3.82% | – | 33 | – | 0 |
|
| 7530 |
7530
Kraematon Investment Advisors
Braintree,
Massachusetts
| US$1.06억 | +US$772만 | +8% | 11% | 80.5% | 94 | 5.32% | 2.4 |
|
| 7531 |
7531
Svenska Handelsbanken
Stockholm,
Sweden
| US$1.06억 | +US$552만 | +5% | 12.7% | – | 11 | 63.64% | 0.2 |
|
| 7532 |
CPC
7532
CFC Planning Company
Cicero,
Indiana
| US$1.06억 | +US$1252만 | +13% | 8.03% | – | 108 | 43.52% | 0.3 |
|
| 7533 |
7533
Empower Harvest Management Services
Grand Cayman,
Cayman Islands
| US$1.06억 | -US$861만 | -8% | 7.52% | – | 1 | 0% | 0.5 |
|
| 7534 |
7534
APEIRON Capital Ltd
Hong Kong
| US$1.06억 | -US$1.12억 | -51% | 17.1% | 487% | 13 | 76.92% | 0.8 |
|
| 7535 |
7535
Equitec Proprietary Markets
Chicago,
Illinois
| US$1.06억 | -US$3474만 | -25% | 23.9% | 526% | 85 | 45.88% | 1.1 |
|
| 7536 |
7536
OneAscent Family Office
Birmingham,
Alabama
| US$1.06억 | -US$172만 | -2% | 9.37% | – | 145 | 21.38% | 0.3 |
|
| 7537 |
7537
Mendota Financial Group
Madison,
Wisconsin
| US$1.06억 | +US$1357만 | +15% | 6% | 50.1% | 119 | 21.01% | 1.8 |
|
| 7538 |
7538
Oregon Pacific Wealth Management
Medford,
Oregon
| US$1.06억 | +US$558만 | +6% | 8.71% | – | 133 | 9.02% | 0.4 |
|
| 7539 |
7539
Minot DeBlois Advisors
Boston,
Massachusetts
| US$1.06억 | +US$523만 | +5% | 7.48% | – | 259 | 4.63% | 0.5 |
|
| 7540 |
7540
Santa Clara Valley Transportation Authority
San Jose,
California
| US$1.05억 | +US$435만 | +4% | 4.53% | – | 4 | 0% | 0.8 |
|
| 7541 |
7541
LifeGoal Wealth Advisors
Saratoga Springs,
New York
| US$1.05억 | +US$1263만 | +14% | 8.02% | – | 74 | 27.03% | 0.4 |
|
| 7542 |
7542
Platt Investment Counsel
Lake Mary,
Florida
| US$1.05억 | +US$388만 | +4% | 9.45% | 62.9% | 10 | 10% | 2.9 |
|
| 7543 |
WA
7543
Wilmar Advisors
Juno Beach,
Florida
| US$1.05억 | +US$852만 | +9% | 13.1% | – | 22 | 31.82% | 0.4 |
|
| 7544 |
7544
10Elms LLP
Tulsa,
Oklahoma
| US$1.05억 | +US$557만 | +6% | 5.74% | – | 528 | 5.87% | 0.5 |
|
| 7545 |
7545
Arrow Investment Advisors
Laurel,
Maryland
| US$1.05억 | +US$1051만 | +11% | 5.36% | 36.3% | 77 | 67.53% | 0.8 |
|
| 7546 |
7546
Bingham Private Wealth
San Francisco,
California
| US$1.05억 | +US$817만 | +8% | 11.2% | – | 164 | 10.98% | 0.4 |
|
| 7547 |
7547
Caerus Investment Advisors
West Lake Hills,
Texas
| US$1.05억 | +US$118만 | +1% | 7.49% | 85% | 33 | 9.09% | 2.3 |
|
| 7548 |
7548
Hobbs Wealth Management
Zionsville,
Indiana
| US$1.05억 | +US$1465만 | +16% | 12.1% | – | 58 | 27.59% | 0.4 |
|
| 7549 |
7549
Yorktown Management & Research Company
Forest,
Virginia
| US$1.05억 | +US$1276만 | +14% | 22.6% | 223% | 245 | 31.02% | 1.5 |
|
| 7550 |
CG
7550
Curat Global
Springfield,
New Hampshire
| US$1.05억 | +US$2268만 | +28% | 10.2% | – | 308 | 4.87% | 0.2 |
|