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세계 최고의 투자자와 헤지펀드의 최신 주식 포트폴리오

이름 AUM AUM
성장률
AUM
성장률
분기
예상 수익률
3년간
예상 수익률
보유 종목 포트폴리오 회전율 평균 보유
기간(년)
KMG Fiduciary Partners
1826
KMG Fiduciary Partners
Ohio
US$13.5억 +US$1.46억 +12% 11.7% 114% 296 6.76% 3.3
Trust Asset Management
1827
Trust Asset Management
Texas
US$13.5억 +US$1.29억 +11% 12% 91.1% 228 5.7% 3.9
Kanawha Capital Management
1828
Kanawha Capital Management
Virginia
US$13.5억 +US$6134만 +5% 8.31% 74.5% 218 5.05% 7.8
NewSquare Capital
1829
NewSquare Capital
Pennsylvania
US$13.5억 +US$1.2억 +10% 8.56% 76.5% 1,393 22.4% 1.4
Neville Rodie & Shaw
1830
Neville Rodie & Shaw
New York
US$13.5억 +US$7049만 +6% 12.5% 125% 258 6.98% 8.1
Sonora Investment Management Group
1831
Sonora Investment Management Group
Arizona
US$13.5억 +US$8440만 +7% 9.89% 78.3% 325 13.85% 2.3
Avity Investment Management
1832
Avity Investment Management
Connecticut
US$13.5억 +US$1.09억 +9% 12.5% 119% 110 9.09% 5.4
CP
1833
Coho Partners
Pennsylvania
US$13.4억 -US$3.13억 -19% 0.25% 35.6% 38 15.79% 6.8
Beese Fulmer Investment Management
1834
Beese Fulmer Investment Management
Ohio
US$13.4억 +US$1.81억 +16% 10.6% 124% 291 15.46% 5.7
Cormorant Asset Management
1835
Cormorant Asset Management
Massachusetts
US$13.4억 +US$1254만 +0.9% 14.8% 3,977% 47 17.02% 1.9
PDS Planning
1836
PDS Planning
Ohio
US$13.4억 +US$1.55억 +13% 8.23% 62.7% 533 13.88% 2.7
Fiduciary Alliance
1837
Fiduciary Alliance
South Carolina
US$13.4억 +US$3.23억 +32% 14.4% 104% 487 22.59% 0.9
Lakewood Capital Management
1838
Lakewood Capital Management
New York
US$13.4억 +US$1.93억 +17% 4.88% 45.4% 57 31.58% 2.4
Diversified Enterprises
1839
Diversified Enterprises
Delaware
US$13.4억 +US$1.51억 +13% 8.73% – 328 11.89% 0.6
Vestor Capital
1840
Vestor Capital
Illinois
US$13.4억 +US$1.19억 +10% 12.6% 188% 288 17.01% 3.9
VR Adviser
1841
VR Adviser
New York
US$13.3억 +US$1.59억 +14% 19.9% 1,698% 40 30% 1.3
Regal Investment Advisors
1842
Regal Investment Advisors
Michigan
US$13.3억 +US$9795만 +8% 7.5% 64.7% 507 14.6% 3.1
Clear Harbor Asset Management
1843
Clear Harbor Asset Management
Connecticut
US$13.3억 +US$6764만 +5% 9.88% 98.6% 442 15.16% 4
Cornerstone Wealth Group
1844
Cornerstone Wealth Group
North Carolina
US$13.3억 +US$1.25억 +10% 11.4% 96% 335 17.31% 2
Charles Schwab Trust
1845
Charles Schwab Trust
Nevada
US$13.3억 +US$1.38억 +12% 7.17% 52.7% 183 14.75% 3.2
SFMG Wealth Advisors
1846
SFMG Wealth Advisors
Texas
US$13.3억 +US$6523만 +5% 5.89% 76.1% 303 14.52% 4.2
Triodos Investment Management
1847
Triodos Investment Management
Netherlands
US$13.3억 +US$1.15억 +9% 12% 89.9% 51 3.92% 3.3
Fifth Third Securities
1848
Fifth Third Securities
Ohio
US$13.3억 +US$1.46억 +12% 8.49% 62.7% 317 11.04% 2
Plato Investment Management
1849
Plato Investment Management
Australia
US$13.3억 +US$1.43억 +12% 14.5% – 560 13.75% 1.2
Delta Accumulation LLC
1850
Delta Accumulation LLC
California
US$13.3억 -US$4.08억 -23% 8.94% 96.5% 230 18.7% 1.2