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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
First City Capital Management
Savannah,
Georgia
| US$1.85억 | +US$1211만 | +7% | 7.83% | 86.4% | 154 | 7.14% | 6.6 |
|
| 6227 |
6227
Apricus Wealth
Beaufort,
South Carolina
| US$1.85억 | +US$1335만 | +8% | 7.21% | 80.6% | 132 | 15.91% | 2.1 |
|
| 6228 |
6228
Charter Capital Management
Brookfield,
Wisconsin
| US$1.85억 | +US$1502만 | +9% | 6.51% | – | 65 | 10.77% | 0.2 |
|
| 6229 |
RCM
6229
Ratan Capital Management
Miami Beach,
Florida
| US$1.85억 | -US$3308만 | -15% | 11.9% | 616% | 37 | 37.84% | 2.7 |
|
| 6230 |
6230
Equinox Partners Investment Management
Stamford,
Connecticut
| US$1.85억 | +US$929만 | +5% | 41.6% | 241% | 10 | 20% | 2.8 |
|
| 6231 |
6231
Innova Wealth Partners
Newtown,
Pennsylvania
| US$1.85억 | +US$1499만 | +9% | 7.76% | 72.5% | 134 | 23.88% | 0.7 |
|
| 6232 |
6232
Investments & Financial Planning LLC
Lexington,
Kentucky
| US$1.85억 | +US$1148만 | +7% | 7.43% | 63.6% | 37 | 0% | 3 |
|
| 6233 |
6233
Hager Investment Management Services
New London,
New Hampshire
| US$1.85억 | +US$1738만 | +10% | 12.2% | – | 302 | 8.61% | 0.7 |
|
| 6234 |
6234
Interactive Financial Advisors
New Lenox,
Illinois
| US$1.85억 | -US$2020만 | -10% | 5.59% | 47.6% | 88 | 9.09% | 7.3 |
|
| 6235 |
6235
CoreFirst Bank & Trust
Topeka,
Kansas
| US$1.85억 | +US$784만 | +4% | 6.49% | 61.4% | 345 | 4.93% | 1.6 |
|
| 6236 |
6236
Strategic Investment Management
Arlington,
Virginia
| US$1.85억 | -US$173만 | -0.9% | 6.32% | 53.4% | 14 | 14.29% | 5 |
|
| 6237 |
6237
Legion Partners Asset Management
Los Angeles,
California
| US$1.85억 | +US$1840만 | +11% | 16.4% | 206% | 7 | 0% | 3.8 |
|
| 6238 |
KTC
6238
Kentucky Trust Company
Danville,
Kentucky
| US$1.85억 | +US$1033만 | +6% | 7.77% | – | 300 | 3% | 0.7 |
|
| 6239 |
6239
Spectrum Investment Advisors
Mequon,
Wisconsin
| US$1.85억 | +US$1226만 | +7% | 6.75% | 56.5% | 31 | 25.81% | 1.2 |
|
| 6240 |
PIM
6240
Pullen Investment Management
Bradenton,
Florida
| US$1.85억 | +US$1868만 | +11% | 7.47% | – | 105 | 10.48% | 1.2 |
|
| 6241 |
6241
Fairbanks Capital Management
Rancho Santa Fe,
California
| US$1.85억 | +US$901만 | +5% | 6.78% | 90% | 56 | 8.93% | 5.3 |
|
| 6242 |
6242
Strive Asset Management
Dublin,
Ohio
| US$1.84억 | +US$1824만 | +11% | 8.74% | – | 190 | 59.47% | 0.3 |
|
| 6243 |
6243
Northern Capital Management (Washington)
Spokane,
Washington
| US$1.84억 | +US$1429만 | +8% | 8.72% | 90.9% | 47 | 8.51% | 2.9 |
|
| 6244 |
6244
Sovereign's Capital Management
Atlanta,
Georgia
| US$1.84억 | -US$261만 | -1% | 0.29% | – | 78 | 1.28% | 0.7 |
|
| 6245 |
6245
Castleview Partners
Dallas,
Texas
| US$1.84억 | +US$2853만 | +18% | 7.34% | 61.3% | 199 | 25.13% | 2.8 |
|
| 6246 |
6246
Granite FO LLC
Bedford,
New Hampshire
| US$1.84억 | +US$758만 | +4% | 6.26% | 112% | 195 | 5.64% | 1.4 |
|
| 6247 |
PIS
6247
POM Investment Strategies
Raleigh,
North Carolina
| US$1.84억 | +US$4411만 | +32% | 6.5% | 67.9% | 220 | 45% | 0.7 |
|
| 6248 |
6248
HFG Wealth Management
The Woodlands,
Texas
| US$1.84억 | +US$1999만 | +12% | 5.94% | 45.9% | 53 | 9.43% | 1.5 |
|
| 6249 |
6249
Myriad Asset Management US
West Palm Beach,
Florida
| US$1.84억 | +US$3301만 | +22% | 14.2% | – | 64 | 68.75% | 0.1 |
|
| 6250 |
6250
WFA Asset Management
Whitefish Bay,
Wisconsin
| US$1.84억 | +US$708만 | +4% | 6.89% | 60% | 212 | 8.96% | 3.2 |
|