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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6226 |
6226
Lummis Asset Management
Fort Worth,
Texas
| US$1.31억 | – | – | 8.85% | 79.6% | 174 | – | 0 |
|
| 6227 |
6227
Fairway Wealth
Independence,
Ohio
| US$1.31억 | – | – | 9.45% | 51.5% | 74 | – | 0 |
|
| 6228 |
6228
Defined Wealth Management
Beaverton,
Oregon
| US$1.31억 | +US$1336만 | +11% | 11% | 78.1% | 103 | 8.74% | 2.3 |
|
| 6229 |
6229
Battery Global Advisors
Boston,
Massachusetts
| US$1.31억 | – | – | 12.5% | 76.5% | 41 | – | 0 |
|
| 6230 |
6230
Bridgewealth Advisory Group
Fresno,
California
| US$1.31억 | +US$4909만 | +60% | 7.42% | 40.3% | 84 | 28.57% | 0.6 |
|
| 6231 |
6231
Kopion Asset Management
Mckinney,
Texas
| US$1.3억 | +US$1833만 | +16% | 18.6% | 80.5% | 19 | 10.53% | 3.3 |
|
| 6232 |
6232
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
| US$1.3억 | +US$7250만 | +125% | 125% | 943% | 1 | 0% | 2 |
|
| 6233 |
6233
Fox Hill Wealth Management
Dedham,
Massachusetts
| US$1.3억 | – | – | 12.3% | – | 138 | – | 0 |
|
| 6234 |
APS
6234
American Planning Services
Sun City Center,
Florida
| US$1.3억 | -US$2014만 | -13% | 6.7% | 23.8% | 48 | 43.75% | 0.9 |
|
| 6235 |
6235
Rainwater Charitable Foundation
Fort Worth,
Texas
| US$1.3억 | +US$940만 | +8% | 10.2% | 44% | 6 | 50% | 1.6 |
|
| 6236 |
6236
Darrow Company
Needham,
Massachusetts
| US$1.3억 | +US$1612만 | +14% | 8.23% | 44.5% | 40 | 32.5% | 1.2 |
|
| 6237 |
6237
Von Berge Wealth Management Group
San Diego,
California
| US$1.3억 | +US$1305만 | +11% | 10.6% | 60.5% | 70 | 24.29% | 1.5 |
|
| 6238 |
JPC
6238
Jabodon PT Co
Reno,
Nevada
| US$1.3억 | +US$6785만 | +109% | 9.93% | 66.6% | 4 | 25% | 1.1 |
|
| 6239 |
6239
Caldwell Investment Management
Toronto,
Ontario, Canada
| US$1.3억 | +US$2726만 | +27% | 18.1% | 169% | 38 | 47.37% | 0.9 |
|
| 6240 |
6240
Echo45 Advisors
Walnut Creek,
California
| US$1.3억 | +US$1201만 | +10% | 7.63% | 53.6% | 48 | 8.33% | 1.5 |
|
| 6241 |
6241
Flagship Private Wealth
Woburn,
Massachusetts
| US$1.3억 | +US$1632만 | +14% | 10.8% | 70.2% | 84 | 17.86% | 2.2 |
|
| 6242 |
6242
Pillar Wealth Advisors
West Chester,
Pennsylvania
| US$1.3억 | +US$1428만 | +12% | 8.7% | 21.9% | 72 | 9.72% | 1.5 |
|
| 6243 |
6243
Painted Porch Advisors
Santa Barbara,
California
| US$1.3억 | – | – | 7.88% | – | 49 | – | 0 |
|
| 6244 |
6244
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| US$1.3억 | +US$2308만 | +22% | 6.53% | 32% | 91 | 38.46% | 1.1 |
|
| 6245 |
6245
Westwood Wealth Management
Los Angeles,
California
| US$1.3억 | -US$2147만 | -14% | 18.2% | 495% | 40 | 17.5% | 1.8 |
|
| 6246 |
6246
Broadview Financial Management
Wauwatosa,
Wisconsin
| US$1.3억 | +US$2152만 | +20% | 10.4% | 57.4% | 40 | 12.5% | 4.8 |
|
| 6247 |
6247
Andrews Lucia Wealth Management
Danville,
California
| US$1.3억 | +US$1335만 | +11% | 10.8% | 64% | 29 | 13.79% | 1.4 |
|
| 6248 |
6248
Family Wealth Partners
Matthews,
North Carolina
| US$1.3억 | – | – | 7.34% | 58.5% | 40 | – | 0 |
|
| 6249 |
6249
Islay Capital Management
Lubbock,
Texas
| US$1.29억 | +US$1007만 | +8% | 10.1% | 72% | 245 | 22.86% | 2.6 |
|
| 6250 |
6250
FFG Retirement Advisors
Centennial,
Colorado
| US$1.29억 | +US$889만 | +7% | 8% | 43.4% | 47 | 27.66% | 0.6 |
|