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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8551 |
8551
SL Advisors
Westfield,
New Jersey
| US$5907만 | +US$1023만 | +21% | 23.7% | 74.1% | 32 | 0% | 6.4 |
|
| 8552 |
8552
QP Wealth Management
Eatontown,
New Jersey
| US$5836만 | -US$5511만 | -49% | 4.57% | – | 118 | 55.93% | 2.4 |
|
| 8553 |
8553
26North Partners
New York
| US$5793만 | -US$1296만 | -18% | 0% | 77.8% | 2 | 100% | 0 |
|
| 8554 |
8554
Yorktown Energy Partners IX
New York
| US$5754만 | -US$1820만 | -24% | 7.71% | 67.3% | 3 | 0% | 4 |
|
| 8555 |
8555
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| US$5735만 | -US$9364만 | -62% | 0.66% | – | 121 | 78.51% | 1.2 |
|
| 8556 |
8556
Virginia Estate & Retirement Planning Advisors
Glen Allen,
Virginia
| US$5716만 | – | – | 0.56% | – | 159 | – | 0 |
|
| 8557 |
8557
Sullivan Wood Capital Management
Washington,
District of Columbia
| US$5712만 | -US$918만 | -14% | 14.6% | – | 24 | 20.83% | 0.6 |
|
| 8558 |
8558
Lattice Capital Management
Kirkland,
Washington
| US$5693만 | -US$1436만 | -20% | 8.85% | 187% | 21 | 14.29% | 2.5 |
|
| 8559 |
8559
Oaktree Fund Advisors
Los Angles,
California
| US$5693만 | +US$289만 | +5% | 18.1% | 132% | 19 | 42.11% | 1.9 |
|
| 8560 |
8560
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Warszawa,
Poland
| US$5617만 | +US$917만 | +20% | 9.4% | – | 39 | 7.69% | 1.5 |
|
| 8561 |
8561
Data Collective IV
Palo Alto,
California
| US$5595만 | -US$256만 | -4% | 16% | 317% | 4 | 25% | 3.2 |
|
| 8562 |
8562
Lockerman Financial Group
Newport Beach,
California
| US$5556만 | +US$343만 | +7% | 0.18% | 70.4% | 91 | 14.29% | 1.8 |
|
| 8563 |
8563
Alken Asset Management
London,
United Kingdom
| US$5551만 | -US$579만 | -9% | 3.36% | 2.19% | 35 | 5.71% | 0.9 |
|
| 8564 |
8564
Bestgate Wealth Advisors
Frederick,
Maryland
| US$5544만 | -US$146만 | -3% | 1.28% | – | 53 | 15.09% | 1.2 |
|
| 8565 |
8565
Jones Road Capital Management
New York
| US$5528만 | -US$9942만 | -64% | 0.96% | 88.5% | 19 | 31.58% | 1.8 |
|
| 8566 |
8566
Ecofi Investissements
Nanterre,
France
| US$5489만 | -US$9005만 | -62% | 6.89% | – | 36 | 2.78% | 0.9 |
|
| 8567 |
8567
Ascent Advisors
Mankato,
Minnesota
| US$5445만 | +US$5393만 | +10,384% | 0.8% | – | 41 | 97.56% | 0 |
|
| 8568 |
8568
Copperwood Asset Management
Houston,
Texas
| US$5438만 | -US$2895만 | -35% | 22.6% | – | 1 | 0% | 0.3 |
|
| 8569 |
8569
Mercato Management Legacy
Cottonwood Heights,
Utah
| US$5428만 | – | – | 26.3% | – | 1 | – | 0 |
|
| 8570 |
YAVAPFMC
8570
Yahav Achim Ve Achayot - Provident Funds Management Company
Tel-Aviv,
Israel
| US$5384만 | +US$1032만 | +24% | 8.06% | 201% | 27 | 22.22% | 1.1 |
|
| 8571 |
8571
M28 Capital Management
Stamford,
Connecticut
| US$5380만 | -US$8377만 | -61% | 47.5% | 200% | 9 | 0% | 3.8 |
|
| 8572 |
8572
Notable Capital Management
Menlo Park,
California
| US$5339만 | -US$1993만 | -27% | 18.4% | – | 12 | 50% | 0.8 |
|
| 8573 |
WEO
8573
William E. Oberndorf
| US$5334만 | -US$2564만 | -32% | 18.6% | 36.2% | 8 | 25% | 1.9 |
|
| 8574 |
8574
Evolutionary Tree Capital Management
Alexandria,
Virginia
| US$5321만 | -US$3291만 | -38% | 10.4% | 139% | 33 | 39.39% | 1.8 |
|
| 8575 |
8575
Toronado Partners
San Francisco,
California
| US$5300만 | -US$5167만 | -49% | 16.8% | 158% | 13 | 30.77% | 2.7 |
|