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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8301 |
8301
Townsend Financial Planning
Mt Sterling,
Kentucky
| US$9994만 | – | – | 0.98% | – | 26 | – | 0 |
|
| 8302 |
8302
Unified Investment Management
Atlanta,
Georgia
| US$9985만 | -US$36.6만 | -0.4% | 1.14% | – | 142 | 7.75% | 0.8 |
|
| 8303 |
8303
Entelevest
Coral Gables,
Florida
| US$9980만 | – | – | 2.59% | – | 143 | – | 0 |
|
| 8304 |
8304
Michelson Medical Research Foundation
Los Angeles,
California
| US$9976만 | -US$1525만 | -13% | 2.88% | 52.2% | 22 | 18.18% | 1.9 |
|
| 8305 |
8305
Shelter Rock Management
Jericho,
New York
| US$9958만 | – | – | 1.17% | – | 42 | – | 0 |
|
| 8306 |
8306
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
| US$9958만 | +US$651만 | +7% | 9.69% | – | 350 | 25.71% | 0.5 |
|
| 8307 |
PBK
8307
Peoples Bank (Kansas)
Pratt,
Kansas
| US$9946만 | -US$121만 | -1% | 2.6% | 74.5% | 102 | 8.82% | 2 |
|
| 8308 |
8308
Seven Six Capital Management
New York
| US$9937만 | -US$207만 | -2% | 2.6% | – | 28 | 17.86% | 0.8 |
|
| 8309 |
BV
8309
Boxwood Ventures
Chicago,
Illinois
| US$9936만 | +US$955만 | +11% | 3.59% | 88% | 34 | 8.82% | 2.4 |
|
| 8310 |
8310
Jefferson Bridge Capital
Nashville,
Tennessee
| US$9933만 | – | – | 3.23% | – | 54 | – | 0 |
|
| 8311 |
8311
Hicks Capital Management
Columbus,
Ohio
| US$9927만 | +US$3812만 | +62% | 1.72% | – | 34 | 20.59% | 0.4 |
|
| 8312 |
8312
V.M. Manning & Co
Greenville,
South Carolina
| US$9914만 | -US$1064만 | -10% | 3.4% | – | 58 | 17.24% | 0.4 |
|
| 8313 |
8313
Sulzberger Capital Advisors
Miami,
Florida
| US$9901만 | +US$936만 | +10% | 2.53% | – | 57 | 19.3% | 0.8 |
|
| 8314 |
8314
RCW Management
Jacksonville,
Florida
| US$9901만 | – | – | 2.2% | – | 66 | – | 0 |
|
| 8315 |
8315
Burkett Asset Management
Victoria,
| US$9894만 | – | – | 4.93% | – | 58 | – | 0 |
|
| 8316 |
RFL
8316
RD Finance Ltd
Limassol,
Cyprus
| US$9893만 | +US$556만 | +6% | 5.44% | – | 28 | 57.14% | 0.3 |
|
| 8317 |
8317
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| US$9885만 | -US$266만 | -3% | 1.38% | 65.5% | 58 | 3.45% | 2 |
|
| 8318 |
8318
Box Hill Private Wealth
Scottsdale,
Arizona
| US$9879만 | – | – | 2.74% | – | 55 | – | 0 |
|
| 8319 |
8319
Helium Advisors
Everett,
Washington
| US$9874만 | -US$2103만 | -18% | 1.22% | – | 97 | 23.71% | 0.9 |
|
| 8320 |
8320
Triad Investment Management
Newport Beach,
California
| US$9873만 | – | – | 7.12% | – | 36 | – | 3.6 |
|
| 8321 |
8321
Apex Wealth Management
Bedford,
New Hampshire
| US$9847만 | -US$4140만 | -30% | 1.92% | – | 62 | 24.19% | 0.8 |
|
| 8322 |
8322
Whitford Management
New York
| US$9847만 | -US$109만 | -1% | 0.19% | 76.2% | 32 | 62.5% | 0.6 |
|
| 8323 |
8323
Inkwell Capital
Miami,
Florida
| US$9844만 | +US$38.1만 | +0.4% | 4.53% | – | 29 | 0% | 0.9 |
|
| 8324 |
8324
Sensenig Capital Advisors
Collegeville,
Pennsylvania
| US$9841만 | – | – | 2.53% | – | 33 | – | 0 |
|
| 8325 |
8325
Willow Financial
Rogers,
Arkansas
| US$9835만 | – | – | 0.95% | – | 40 | – | 0 |
|