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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
4826
San Luis Wealth Advisors
San Luis Obispo,
California
| US$1.55억 | – | – | 25.9% | 65% | 122 | – | 0 |
|
| 4827 |
4827
TLW Wealth Management
Indian Rocks Beach,
Florida
| US$1.55억 | +US$2046만 | +15% | 16.8% | 98.3% | 19 | 0% | 1.6 |
|
| 4828 |
4828
Selective Wealth Management
Forest,
Virginia
| US$1.55억 | +US$2739만 | +21% | 16.3% | 74.4% | 387 | 20.93% | 0.9 |
|
| 4829 |
4829
Magnolia Capital Advisors
Jackson,
Mississippi
| US$1.55억 | +US$2783만 | +22% | 12.1% | 78.7% | 122 | 14.75% | 0.7 |
|
| 4830 |
4830
Ayrshire Capital Management
Westport,
Connecticut
| US$1.55억 | +US$1832만 | +13% | 10.3% | 84.8% | 60 | 6.67% | 0.9 |
|
| 4831 |
4831
Oregon Health & Science University
Portland,
Oregon
| US$1.55억 | – | – | 13.5% | – | 1 | – | 0 |
|
| 4832 |
4832
Helikon Investments
London,
United Kingdom
| US$1.55억 | – | – | 29.9% | 272% | 4 | – | 0 |
|
| 4833 |
4833
New World Advisors
Hingham,
Massachusetts
| US$1.55억 | -US$199만 | -1% | 20.8% | 66.5% | 30 | 3.33% | 1.2 |
|
| 4834 |
4834
StrongBox Wealth
Lee's Summit,
Missouri
| US$1.54억 | +US$1779만 | +13% | 6.99% | 63.9% | 90 | 12.22% | 0.6 |
|
| 4835 |
4835
Curated Wealth Partners
El Segundo,
California
| US$1.54억 | – | – | 35% | 39.9% | 134 | – | 0 |
|
| 4836 |
4836
Woodward Diversified Capital
Bakersfield,
California
| US$1.54억 | – | – | 14.5% | 118% | 161 | – | 0 |
|
| 4837 |
4837
Client 1st Advisory Group
Dunedin,
Florida
| US$1.54억 | +US$1128만 | +8% | 8.26% | 64.5% | 59 | 6.78% | 0.7 |
|
| 4838 |
4838
AlpInvest Partners
Amsterdam,
Netherlands
| US$1.54억 | +US$9169만 | +147% | 22.9% | 178% | 14 | 78.57% | 0.4 |
|
| 4839 |
4839
Acuitas Investments
Seattle,
Washington
| US$1.54억 | +US$1121만 | +8% | 52.9% | 120% | 74 | 25.68% | 0.3 |
|
| 4840 |
4840
Beacon Financial Advisory
Cleveland,
Ohio
| US$1.54억 | +US$3877만 | +34% | 11.7% | 76.8% | 204 | 16.67% | 0.6 |
|
| 4841 |
4841
Centerpoint Advisors
Needham,
Massachusetts
| US$1.54억 | +US$2092만 | +16% | 16.6% | 82.6% | 266 | 12.41% | 2.1 |
|
| 4842 |
4842
Chapman Investment Management
San Anselmo,
California
| US$1.54억 | +US$1843만 | +14% | 13.3% | 57.3% | 39 | 10.26% | 0.9 |
|
| 4843 |
LFWA
4843
LBJ Family Wealth Advisors
Austin,
Texas
| US$1.54억 | +US$2150만 | +16% | 17.3% | 64.9% | 19 | 0% | 5.4 |
|
| 4844 |
4844
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| US$1.54억 | – | – | 17.4% | 80.3% | 71 | – | 0 |
|
| 4845 |
4845
Consolidated Planning Corp
Atlanta,
Georgia
| US$1.53억 | +US$1921만 | +14% | 12.3% | 84.6% | 53 | 13.21% | 0.7 |
|
| 4846 |
4846
Leisure Capital Management
Costa Mesa,
California
| US$1.53억 | +US$1984만 | +15% | 14% | 111% | 138 | 16.67% | 2.8 |
|
| 4847 |
4847
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| US$1.53억 | – | – | 10.1% | 70.4% | 122 | – | 0 |
|
| 4848 |
ACMH
4848
Andar Capital Management (HK)
Hong Kong
| US$1.53억 | – | – | 57.6% | 863% | 17 | – | 0 |
|
| 4849 |
4849
Aristotle Pacific Capital
Newport Beach,
California
| US$1.53억 | – | – | 14.1% | 1.84% | 22 | – | 0 |
|
| 4850 |
4850
RFG Holdings
Argyle,
Texas
| US$1.53억 | – | – | 12.2% | 74.2% | 28 | – | 0 |
|