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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
3851
Trustees of General Electric Pension Trust
Norwalk,
Connecticut
| US$1.93억 | -US$1860만 | -9% | 8.78% | 184% | 1 | 0% | 3.8 |
|
| 3852 |
CAGAS
3852
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| US$1.93억 | +US$1403만 | +8% | 7.58% | 54.8% | 546 | 17.77% | 0.9 |
|
| 3853 |
3853
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| US$1.93억 | +US$1087만 | +6% | 8.07% | 137% | 39 | 7.69% | 4.5 |
|
| 3854 |
3854
Ursa Fund Management
Danville,
California
| US$1.93억 | -US$14.6억 | -88% | 66.7% | 93.5% | 55 | 98.18% | 0 |
|
| 3855 |
3855
Total Wealth Planning
Cincinnati,
Ohio
| US$1.93억 | +US$1222만 | +7% | 4.43% | 37.2% | 41 | 9.76% | 1.3 |
|
| 3856 |
3856
MYDA Advisors
Woodmere,
New York
| US$1.93억 | +US$2726만 | +16% | 34% | 232% | 176 | 82.39% | 0.2 |
|
| 3857 |
3857
Parisi Gray Wealth Management
Mendham,
New Jersey
| US$1.92억 | +US$1799만 | +10% | 10.6% | 137% | 124 | 17.74% | 1.9 |
|
| 3858 |
3858
Archer Investment Corporation
Carmel,
Indiana
| US$1.92억 | +US$1511만 | +9% | 7.63% | 76.1% | 706 | 14.45% | 1.2 |
|
| 3859 |
3859
Prentiss Smith & Co
Brattleboro,
Vermont
| US$1.92억 | +US$2979만 | +18% | 9.52% | 67.4% | 70 | 10% | 4 |
|
| 3860 |
3860
OneAscent Financial Services
Birmingham,
Alabama
| US$1.92억 | +US$4212만 | +28% | 5.52% | 63.8% | 208 | 24.52% | 0.5 |
|
| 3861 |
3861
ETF Portfolio Partners
Leawood,
Kansas
| US$1.91억 | +US$817만 | +4% | 5.08% | 50.2% | 41 | 4.88% | 3.2 |
|
| 3862 |
3862
Northern Right Capital Management
Darien,
Connecticut
| US$1.91억 | +US$2901만 | +18% | 9.25% | 187% | 47 | 51.06% | 0.8 |
|
| 3863 |
3863
Clearfield Capital Management
New York
| US$1.91억 | +US$584만 | +3% | 9.19% | 421% | 18 | 77.78% | 0.1 |
|
| 3864 |
3864
Keating Investment Counselors
Delray Beach,
Florida
| US$1.91억 | +US$946만 | +5% | 5.09% | 50% | 60 | 5% | 5.2 |
|
| 3865 |
CCM
3865
Consolidated Capital Management
Burbank,
California
| US$1.91억 | +US$2274만 | +14% | 15.9% | 166% | 32 | 0% | 2.7 |
|
| 3866 |
3866
FountainCap Research & Investment
Hong Kong,
China
| US$1.91억 | +US$2696만 | +16% | 18% | 5.35% | 7 | 14.29% | 0.6 |
|
| 3867 |
3867
Financial Life Advisors
San Antonio,
Texas
| US$1.91억 | +US$2181만 | +13% | 4.35% | 47% | 48 | 52.08% | 1.3 |
|
| 3868 |
3868
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| US$1.91억 | +US$1550만 | +9% | 6.13% | 63.9% | 115 | 13.04% | 3.4 |
|
| 3869 |
3869
Acorn Financial Advisory Services
Reston,
Virginia
| US$1.91억 | +US$4734만 | +33% | 9.11% | 108% | 201 | 8.96% | 0.6 |
|
| 3870 |
3870
United Capital Management of KS
Salina,
Kansas
| US$1.91억 | +US$1932만 | +11% | 11.5% | 295% | 90 | 10% | 1.3 |
|
| 3871 |
PWP
3871
Personal Wealth Partners
Bloomington,
Minnesota
| US$1.91억 | +US$822만 | +5% | 5.84% | 37.2% | 70 | 14.29% | 1.1 |
|
| 3872 |
3872
Corbyn Investment Management
Lutherville,
Maryland
| US$1.91억 | +US$1946만 | +11% | 9.9% | 71% | 56 | 8.93% | 3.1 |
|
| 3873 |
3873
Virtus ETF Advisers
New York
| US$1.91억 | -US$2050만 | -10% | 0.88% | 191% | 450 | 29.56% | 1.5 |
|
| 3874 |
3874
Montgomery Investment Management
Rockville,
Maryland
| US$1.91억 | +US$644만 | +3% | 11.4% | 105% | 85 | 11.76% | 5 |
|
| 3875 |
3875
RPg Family Wealth Advisory
Burlington,
Massachusetts
| US$1.91억 | +US$2664만 | +16% | 10.1% | 117% | 293 | 9.22% | 2 |
|