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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)
Donor Advised Charitable Giving
1926
Donor Advised Charitable Giving
California
US$10.4억 +US$4.79억 +86% 38.1% 418% 61 34.43% 1.7
Montag & Caldwell
1927
Montag & Caldwell
Georgia
US$10.4억 -US$4791만 -4% 14.7% 91.3% 74 8.11% 4.1
Orgel Wealth Management
1928
Orgel Wealth Management
Wisconsin
US$10.4억 +US$1.56억 +18% 4.52% 39.6% 68 19.12% 2.4
Cat Rock Capital Management
1929
Cat Rock Capital Management
Connecticut
US$10.4억 -US$1.04억 -9% 3.42% 66.7% 10 40% 1.5
Kovack Advisors
1930
Kovack Advisors
Florida
US$10.4억 +US$1.15억 +12% 9.37% 118% 797 22.33% 2.2
RPGK
1931
Retirement Planning Group (Kansas)
Kansas
US$10.3억 +US$1.55억 +18% 6.85% 54.7% 112 25.89% 2.8
Washington Trust Bank
1932
Washington Trust Bank
Washington
US$10.3억 +US$1.78억 +21% 12.1% 89.9% 239 15.06% 4.2
XS
1933
XR Securities
Illinois
US$10.3억 +US$8.17억 +377% 10.3% 17% 570 51.75% 0.7
Global Alpha Capital Management
1934
Global Alpha Capital Management
Quebec, Canada
US$10.3억 +US$1.32억 +15% 10.2% 80.4% 36 8.33% 4.1
Hackensack Meridian Health
1935
Hackensack Meridian Health
New Jersey
US$10.3억 – – 4.1% 53.4% 7 – 0
First Interstate Bank
1936
First Interstate Bank
Montana
US$10.3억 +US$5534만 +6% 5.32% 49.7% 114 5.26% 4.9
Advisors Preferred
1937
Advisors Preferred
Maryland
US$10.3억 +US$3.1억 +43% 6.02% 102% 250 63.2% 0.8
Ashton Thomas Private Wealth
1938
Ashton Thomas Private Wealth
Arizona
US$10.3억 +US$3.37억 +49% 9.59% 85.9% 466 27.47% 1.1
NXG Investment Management
1939
NXG Investment Management
Texas
US$10.3억 -US$516만 -0.5% 0.28% 121% 130 34.62% 2.1
SFMG Wealth Advisors
1940
SFMG Wealth Advisors
Texas
US$10.3억 +US$1.27억 +14% 10.4% 76.1% 308 20.78% 2.3
AAM
1941
AO Asset Management
New York
US$10.3억 -US$3.32억 -24% 12.1% 127% 68 36.76% 1.5
Johns Hopkins University
1942
Johns Hopkins University
Maryland
US$10.3억 -US$2.04억 -17% 3.48% 30.6% 13 30.77% 0.5
Middleton & Co
1943
Middleton & Co
Massachusetts
US$10.3억 +US$9219만 +10% 10.9% 81.8% 167 8.98% 5.4
HighTower Trust
1944
HighTower Trust
Texas
US$10.3억 +US$2.13억 +26% 10.9% 90.4% 231 57.14% 1.8
IFG Advisory
1945
IFG Advisory
Georgia
US$10.3억 +US$9818만 +11% 8.62% 70.1% 519 12.14% 2.2
Garde Capital
1946
Garde Capital
Washington
US$10.2억 +US$5530만 +6% 6.46% 67.6% 304 14.8% 2.5
JB Capital
1947
JB Capital
Connecticut
US$10.2억 +US$2.49억 +32% 5.75% 83.8% 351 38.46% 0.2
Anson Funds Management
1948
Anson Funds Management
Texas
US$10.2억 -US$3618만 -3% 1.54% 2,010% 491 69.25% 0.2
Bramshill Investments
1949
Bramshill Investments
Florida
US$10.2억 -US$1.55억 -13% 1.25% 3.6% 145 29.66% 1.6
Phillips Financial Management
1950
Phillips Financial Management
Indiana
US$10.2억 +US$5485만 +6% 4.48% 45.6% 93 6.45% 5.3