에서 실시간으로 운영 중이에요!
자세히 알아보기
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1951 |
1951
Burnham Asset Management
New York
| US$4.41억 | -US$1358만 | -3% | 1.46% | 39.5% | 249 | 9.24% | 1.3 |
|
| 1952 |
1952
Callan Capital
La Jolla,
California
| US$4.41억 | +US$7931만 | +22% | 23.2% | 20.1% | 76 | 19.74% | 0.9 |
|
| 1953 |
1953
Rafferty Asset Management
New York
| US$4.41억 | -US$4.89억 | -53% | 0.37% | 238% | 410 | 27.8% | 0.7 |
|
| 1954 |
1954
Trinity Street Asset Management
London,
United Kingdom
| US$4.4억 | +US$2375만 | +6% | 5.94% | 76.9% | 15 | 6.67% | 0.8 |
|
| 1955 |
1955
StepStone Group
La Jolla,
California
| US$4.39억 | +US$1330만 | +3% | 7.39% | 107% | 17 | 17.65% | 0.9 |
|
| 1956 |
QCMC
1956
Quantum Capital Management (California)
San Francisco,
California
| US$4.39억 | -US$6832만 | -13% | 6.83% | 53.7% | 196 | 21.94% | 1.1 |
|
| 1957 |
1957
Connors Investor Services
Wyomissing,
Pennsylvania
| US$4.39억 | +US$2715만 | +7% | 6.64% | 125% | 174 | 19.54% | 1.1 |
|
| 1958 |
1958
Marble Harbor Investment Counsel
Boston,
Massachusetts
| US$4.39억 | +US$2526만 | +6% | 6.37% | 66.7% | 151 | 9.27% | 1.3 |
|
| 1959 |
1959
C.M. Bidwell & Associates
Honolulu,
Hawaii
| US$4.38억 | +US$1371만 | +3% | 7.25% | 70.6% | 291 | 53.26% | 0.5 |
|
| 1960 |
1960
Bridges Investment Counsel
Omaha,
Nebraska
| US$4.37억 | +US$331만 | +0.8% | 4.16% | 33.7% | 160 | 3.75% | 1.4 |
|
| 1961 |
1961
Cobiz Wealth
Denver,
Colorado
| US$4.37억 | +US$753만 | +2% | 5.38% | 54% | 136 | 11.03% | 1.3 |
|
| 1962 |
1962
Efficient Advisors
Mason,
Ohio
| US$4.37억 | +US$460만 | +1% | 0.27% | 30.6% | 29 | 0% | 1.2 |
|
| 1963 |
1963
Partners Group Holding
Baar-Zug,
Switzerland
| US$4.37억 | -US$2079만 | -5% | 3.75% | 23.3% | 54 | 29.63% | 1 |
|
| 1964 |
1964
TD Capital Management
Memphis,
Tennessee
| US$4.37억 | -US$299만 | -0.7% | 1.37% | 40.5% | 169 | 10.06% | 1.2 |
|
| 1965 |
1965
Appleton Partners
Boston,
Massachusetts
| US$4.37억 | +US$854만 | +2% | 4.87% | 101% | 198 | 13.13% | 1.2 |
|
| 1966 |
1966
Brighton Jones LLC
Seattle,
Washington
| US$4.37억 | -US$854만 | -2% | 2.09% | 97.9% | 222 | 17.57% | 1.2 |
|
| 1967 |
1967
YHB Investment Advisors
West Hartford,
Connecticut
| US$4.37억 | +US$2013만 | +5% | 5.02% | 96.2% | 165 | 9.7% | 1.3 |
|
| 1968 |
1968
NBW Capital
Boston,
Massachusetts
| US$4.36억 | -US$2967만 | -6% | 2.44% | 86% | 87 | 14.94% | 1.2 |
|
| 1969 |
1969
Mazama Capital Management
Portland,
Oregon
| US$4.35억 | +US$4232만 | +11% | 7.4% | – | 338 | 36.69% | 0.7 |
|
| 1970 |
1970
Rehmann Capital Advisory Group
Lansing,
Michigan
| US$4.34억 | +US$1219만 | +3% | 2.52% | 64.6% | 368 | 18.21% | 1.1 |
|
| 1971 |
1971
300 North Capital
Pasadena,
California
| US$4.34억 | +US$5753만 | +15% | 9.48% | – | 129 | 22.48% | 0.8 |
|
| 1972 |
1972
Catawba Capital Management
Roanoke,
Virginia
| US$4.33억 | +US$357만 | +0.8% | 4.99% | 33.1% | 267 | 14.61% | 1.3 |
|
| 1973 |
1973
Dean Investment Associates
Beavercreek,
Ohio
| US$4.32억 | +US$2102만 | +5% | 5.72% | 63.5% | 259 | 29.34% | 1 |
|
| 1974 |
1974
Davidson & Garrard
Lynchburg,
Virginia
| US$4.32억 | +US$2025만 | +5% | 2.31% | 25.2% | 197 | 11.68% | 1.3 |
|
| 1975 |
1975
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| US$4.32억 | -US$1.72억 | -28% | 4.74% | 58.1% | 678 | 32.74% | 0.9 |
|