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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5826 |
5826
Corepath Wealth Partners
Scottsdale,
Arizona
| US$1.4억 | +US$948만 | +7% | 3.75% | 62.1% | 42 | 11.9% | 0.9 |
|
| 5827 |
SCA
5827
Strategic Capital Advisers
Denver,
Colorado
| US$1.4억 | +US$1120만 | +9% | 9.46% | 51.4% | 62 | 12.9% | 2.4 |
|
| 5828 |
MFG
5828
Monumental Financial Group
Rockville,
Maryland
| US$1.4억 | +US$1438만 | +11% | 5.25% | 18.2% | 23 | 8.7% | 0.7 |
|
| 5829 |
5829
CPR Investments
Rochester,
Michigan
| US$1.39억 | – | – | 22.4% | 84% | 71 | – | 0 |
|
| 5830 |
5830
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| US$1.39억 | +US$1418만 | +11% | 9.78% | 72% | 124 | 16.94% | 1.1 |
|
| 5831 |
5831
Spark Investment Management
New York
| US$1.39억 | -US$3335만 | -19% | 5.2% | 459% | 35 | 20% | 1.1 |
|
| 5832 |
5832
Old North State Trust
Greensboro,
North Carolina
| US$1.39억 | +US$2710만 | +24% | 8.6% | – | 360 | 10.56% | 1.6 |
|
| 5833 |
5833
Petiole USA
New York
| US$1.39억 | – | – | 4.79% | 105% | 45 | – | 0 |
|
| 5834 |
5834
Richmond Brothers
Jackson,
Michigan
| US$1.39억 | – | – | 6.79% | 77.2% | 25 | – | 0 |
|
| 5835 |
5835
Strategic Financial Planning
Plano,
Texas
| US$1.39억 | +US$259만 | +2% | 2.94% | 47.5% | 35 | 8.57% | 1.7 |
|
| 5836 |
5836
Vanguard Capital Wealth Advisors
Denver,
Colorado
| US$1.39억 | -US$999만 | -7% | 10.1% | 234% | 165 | 19.39% | 1.9 |
|
| 5837 |
5837
Integral Investment Advisors
Turlock,
California
| US$1.39억 | – | – | 6.55% | 69% | 89 | – | 0 |
|
| 5838 |
5838
Tatro Capital
Lexington,
Kentucky
| US$1.39억 | +US$1118만 | +9% | 4.75% | – | 103 | 28.16% | 1.1 |
|
| 5839 |
5839
Alamar Capital Management
Santa Barbara,
California
| US$1.39억 | +US$1005만 | +8% | 5.51% | – | 72 | 20.83% | 0.8 |
|
| 5840 |
WHAM
5840
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| US$1.39억 | – | – | 9.32% | 98.1% | 10 | – | 0.7 |
|
| 5841 |
5841
Piper Sandler & Co
Minneapolis,
Minnesota
| US$1.39억 | +US$6534만 | +89% | 2.59% | 0.05% | 30 | 46.67% | 0.2 |
|
| 5842 |
5842
Precision Wealth Strategies
Saint Louis,
Missouri
| US$1.39억 | +US$940만 | +7% | 6.06% | 106% | 136 | 19.12% | 0.6 |
|
| 5843 |
5843
Athanor Capital
New York
| US$1.39억 | -US$6.12억 | -82% | 0.33% | 171% | 276 | 88.04% | 0.6 |
|
| 5844 |
5844
Beta Wealth Group
San Diego,
California
| US$1.39억 | US$0 | 0% | 3.33% | 45.4% | 60 | 0% | 1 |
|
| 5845 |
YAVAPFMC
5845
Yahav Achim Ve Achayot - Provident Funds Management Company
Tel-Aviv,
Israel
| US$1.39억 | +US$1140만 | +9% | 5.03% | 201% | 55 | 3.64% | 0.2 |
|
| 5846 |
5846
Michael & Susan Dell Foundation
New York
| US$1.39억 | -US$1003만 | -7% | 2.48% | 238% | 3 | 0% | 1.3 |
|
| 5847 |
5847
Chiron Capital Management
Tallahassee,
Florida
| US$1.39억 | +US$142만 | +1% | 3.25% | – | 117 | 20.51% | 0.8 |
|
| 5848 |
5848
ACT Capital Management
Wayne,
Pennsylvania
| US$1.38억 | -US$5462만 | -28% | 15.2% | – | 122 | 35.25% | 0.4 |
|
| 5849 |
5849
AAF Wealth Management
Westborough,
Massachusetts
| US$1.38억 | +US$662만 | +5% | 7.48% | 75.1% | 28 | 21.43% | 0.9 |
|
| 5850 |
5850
Broadcrest Asset Management
Winter Park,
Florida
| US$1.38억 | – | – | 13.9% | 54.1% | 7 | – | 0 |
|