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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6951 |
CMP
6951
Christine Messmer PC
Collegeville,
Pennsylvania
| US$1.56억 | +US$307만 | +2% | 0.13% | – | 84 | 10.71% | 0.2 |
|
| 6952 |
6952
Harber Asset Management
Asheville,
North Carolina
| US$1.56억 | -US$8213만 | -34% | 10.4% | 63.6% | 49 | 51.02% | 0.9 |
|
| 6953 |
6953
Compass Planning Associates
Greenfield,
Massachusetts
| US$1.56억 | +US$1198만 | +8% | 0.75% | – | 31 | 6.45% | 1.1 |
|
| 6954 |
6954
McGuire Capital Advisors
Bethany,
Oklahoma
| US$1.56억 | -US$101만 | -0.6% | 2.3% | – | 1,023 | 22.87% | 0.2 |
|
| 6955 |
6955
Patrick M. Sweeney & Associates
Libertyville,
Illinois
| US$1.56억 | -US$389만 | -2% | 0.63% | 90.4% | 166 | 5.42% | 1.9 |
|
| 6956 |
BCM
6956
Bluefin Capital Management
New York
| US$1.56억 | -US$2.48억 | -61% | 2.94% | – | 249 | 72.29% | 0.2 |
|
| 6957 |
6957
Invera Wealth Advisors
Bend,
Oregon
| US$1.56억 | -US$245만 | -2% | 0.3% | 102% | 102 | 15.69% | 1.2 |
|
| 6958 |
6958
Cornerstone Financial Group
Omaha,
Nebraska
| US$1.56억 | +US$1253만 | +9% | 1.1% | – | 73 | 1.37% | 1.1 |
|
| 6959 |
BCM
6959
BML Capital Management
Zionsville,
Indiana
| US$1.56억 | +US$4008만 | +35% | 28.6% | 376% | 19 | 31.58% | 1.2 |
|
| 6960 |
6960
Accredited Investor Services
St. Cloud,
Minnesota
| US$1.56억 | +US$482만 | +3% | 0.42% | – | 83 | 16.87% | 0.9 |
|
| 6961 |
6961
BNB Wealth Management
Silver Spring,
Maryland
| US$1.56억 | +US$53.5만 | +0.3% | 1.22% | – | 95 | 12.63% | 0.2 |
|
| 6962 |
6962
Truxt Investmentos
Rio De Janeiro,
Brazil
| US$1.56억 | – | – | 8.86% | – | 29 | – | 0.2 |
|
| 6963 |
6963
Winebrenner Capital Management
Louisville,
Kentucky
| US$1.56억 | +US$566만 | +4% | 1.45% | – | 146 | 10.27% | 1 |
|
| 6964 |
6964
Adirondack Capital Advisors
Syracuse,
New York
| US$1.56억 | +US$699만 | +5% | 0.85% | – | 45 | 8.89% | 0.2 |
|
| 6965 |
6965
Pioneer Family Office
North Miami Beach,
Florida
| US$1.56억 | +US$767만 | +5% | 2.85% | – | 143 | 31.47% | 0.2 |
|
| 6966 |
6966
Hidden Cove Wealth Management
Bainbridge Island,
Washington
| US$1.56억 | +US$115만 | +0.7% | 1.64% | – | 127 | 33.86% | 0.7 |
|
| 6967 |
6967
Southern Capital Services
Daphne,
Alabama
| US$1.56억 | -US$308만 | -2% | 0.77% | – | 29 | 6.9% | 0.2 |
|
| 6968 |
6968
Good Steward Wealth Advisors
Clarksville,
Tennessee
| US$1.56억 | +US$400만 | +3% | 1.15% | – | 73 | 10.96% | 0.9 |
|
| 6969 |
6969
Westco Advisory Services
Lynbrook,
New York
| US$1.56억 | -US$724만 | -4% | 1.24% | – | 113 | 25.66% | 0.2 |
|
| 6970 |
SPM
6970
Summit Portfolio Management
Las Vegas,
Nevada
| US$1.55억 | – | – | 4.4% | – | 24 | – | 0 |
|
| 6971 |
6971
DeLarme Wealth Management
Palos Verdes Estates,
California
| US$1.55억 | +US$1445만 | +10% | 0.56% | – | 67 | 13.43% | 0.2 |
|
| 6972 |
6972
Capstone Capital
Henderson,
Nevada
| US$1.55억 | +US$135만 | +0.9% | 0.09% | 62.8% | 22 | 9.09% | 1.7 |
|
| 6973 |
6973
Kuhn & Co Investment Counsel
Chicago,
Illinois
| US$1.55억 | +US$519만 | +3% | 0.54% | 88.7% | 147 | 6.8% | 1.8 |
|
| 6974 |
RPGNY
6974
Retirement Planning Group (New York)
Malta,
New York
| US$1.55억 | +US$859만 | +6% | 1.18% | – | 95 | 9.47% | 1 |
|
| 6975 |
6975
Future Financial Wealth Management
Cincinnati,
Ohio
| US$1.55억 | +US$653만 | +4% | 3.14% | 65.2% | 133 | 8.27% | 3.1 |
|