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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
WFWM
4626
Wechter Feldman Wealth Management
Parsippany,
New Jersey
| US$1.27억 | +US$1713만 | +16% | 6.47% | 53.8% | 25 | 8% | 2.3 |
|
| 4627 |
4627
Baugh & Associates
Atlanta,
Georgia
| US$1.27억 | +US$210만 | +2% | 5.98% | 98.8% | 40 | 7.5% | 2.4 |
|
| 4628 |
GTCM
4628
Gyon Technologies Capital Management
Denville,
New Jersey
| US$1.27억 | +US$8609만 | +208% | 7.04% | 42.2% | 314 | 90.45% | 0 |
|
| 4629 |
4629
Millennium TVP Management
New York
| US$1.27억 | – | – | 187% | – | 5 | – | 4.6 |
|
| 4630 |
4630
JSF Financial
Los Angeles,
California
| US$1.27억 | +US$1178만 | +10% | 9.56% | 91% | 80 | 26.25% | 1.1 |
|
| 4631 |
4631
H&H Retirement Design & Management
Las Vegas,
Nevada
| US$1.27억 | +US$1432만 | +13% | 6.73% | 38.4% | 55 | 41.82% | 0.4 |
|
| 4632 |
4632
Private Capital Management (Colorado)
Denver,
Colorado
| US$1.27억 | -US$485만 | -4% | 7.6% | 20% | 97 | 27.84% | 1.4 |
|
| 4633 |
4633
Pacific Financial Group
Bellevue,
Washington
| US$1.27억 | +US$3123만 | +33% | 6.99% | 61.1% | 136 | 63.97% | 1.6 |
|
| 4634 |
4634
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| US$1.27억 | +US$1197만 | +10% | 8.43% | 81.5% | 133 | 6.77% | 5.2 |
|
| 4635 |
4635
Adaptive Financial Consulting
Beachwood,
Ohio
| US$1.27억 | +US$1331만 | +12% | 5.3% | 33.4% | 18 | 0% | 0.8 |
|
| 4636 |
4636
Magnolia Capital Advisors
Jackson,
Mississippi
| US$1.27억 | +US$4918만 | +63% | 6.5% | 78.7% | 111 | 17.12% | 0.6 |
|
| 4637 |
WFA
4637
Wade Financial Advisory
Campbell,
California
| US$1.27억 | +US$1124만 | +10% | 7.26% | 15.9% | 73 | 15.07% | 0.6 |
|
| 4638 |
4638
Blue Chip Wealth Management
Miami Beach,
Florida
| US$1.27억 | +US$2123만 | +20% | 15.4% | – | 118 | 21.19% | 1.7 |
|
| 4639 |
4639
Benchmark Wealth Management
Old Lyme,
Connecticut
| US$1.27억 | +US$944만 | +8% | 5.13% | 42.7% | 50 | 12% | 0.6 |
|
| 4640 |
4640
Burrage Capital Management
Boston,
Massachusetts
| US$1.27억 | -US$1622만 | -11% | 0.22% | – | 29 | 17.24% | 0.6 |
|
| 4641 |
4641
Blueprint Investment Partners
Greensboro,
North Carolina
| US$1.27억 | -US$3035만 | -19% | 6.07% | 91.9% | 65 | 52.31% | 0.3 |
|
| 4642 |
IAS
4642
Investment Advisory Services
The Woodlands,
Texas
| US$1.27억 | +US$954만 | +8% | 8.52% | 74.9% | 77 | 3.9% | 0.6 |
|
| 4643 |
4643
Washburn Capital Management
Vero Beach,
Florida
| US$1.27억 | +US$1793만 | +17% | 10.8% | 123% | 55 | 16.36% | 0.5 |
|
| 4644 |
4644
Orser Capital Management
Southlake,
Texas
| US$1.27억 | +US$1612만 | +15% | 10.1% | 128% | 73 | 24.66% | 1.4 |
|
| 4645 |
4645
Garrett Wealth Advisory Group
Weatherford,
Texas
| US$1.26억 | +US$155만 | +1% | 9.17% | 74.6% | 53 | 18.87% | 1.3 |
|
| 4646 |
4646
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| US$1.26억 | -US$3257만 | -20% | 15.9% | 117% | 37 | 43.24% | 0.7 |
|
| 4647 |
4647
Nine Masts Capital
Central,
Hong Kong
| US$1.26억 | -US$2718만 | -18% | 4.59% | 88.1% | 51 | 80.39% | 0.3 |
|
| 4648 |
4648
Seneca House Advisors
Richmond,
Virginia
| US$1.26억 | +US$822만 | +7% | 7.9% | 58.2% | 72 | 5.56% | 2.2 |
|
| 4649 |
HCM
4649
Hall Capital Management
Barrington,
Rhode Island
| US$1.26억 | +US$738만 | +6% | 9.02% | – | 82 | 6.1% | 4.2 |
|
| 4650 |
4650
Mass General Brigham
Somerville,
Massachusetts
| US$1.26억 | – | – | 5.9% | – | 2 | – | 1 |
|