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