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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7101 |
7101
Chan Zuckerberg Initiative
Redwood City,
California
| US$1.18억 | -US$2.54억 | -68% | 5.42% | 59% | 3 | 33.33% | 1.5 |
|
| 7102 |
7102
Stoneridge Investment Partners
Radnor,
Pennsylvania
| US$1.18억 | -US$1.61억 | -58% | 7.59% | 44.2% | 162 | 45.68% | 1.5 |
|
| 7103 |
BIO
7103
Blue Investment Opportunities
Miami Beach,
Florida
| US$1.18억 | – | – | 14.8% | – | 1 | – | 0 |
|
| 7104 |
7104
Sky-Mountain Capital Management
Ketchum,
Idaho
| US$1.18억 | – | – | 0.09% | – | 32 | – | 0 |
|
| 7105 |
7105
Stage Harbor Financial
Westwood,
Massachusetts
| US$1.18억 | +US$318만 | +3% | 1.83% | 56.4% | 63 | 14.29% | 0.9 |
|
| 7106 |
7106
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
| US$1.18억 | +US$905만 | +8% | 3.18% | – | 49 | 14.29% | 0.2 |
|
| 7107 |
7107
1858 Wealth Management
Akron,
Ohio
| US$1.18억 | -US$820만 | -6% | 2.15% | – | 135 | 23.7% | 0.9 |
|
| 7108 |
BRWM
7108
Blue Rock Wealth Management
Winston-Salem,
North Carolina
| US$1.18억 | +US$2288만 | +24% | 3.07% | – | 98 | 31.63% | 0.2 |
|
| 7109 |
7109
Eagle Bay Advisors
New York
| US$1.18억 | -US$4103만 | -26% | 1.65% | 85% | 1,001 | 88.61% | 3.2 |
|
| 7110 |
7110
Stone House Capital Management
Bay Harbor Islands,
Florida
| US$1.18억 | -US$5080만 | -30% | 13.3% | 151% | 3 | 0% | 2 |
|
| 7111 |
AI
7111
Axecap Investments
Mason,
Ohio
| US$1.18억 | -US$1479만 | -11% | 2.57% | – | 93 | 49.46% | 0.3 |
|
| 7112 |
7112
University of Wisconsin Foundation
Madison,
Wisconsin
| US$1.18억 | -US$1974만 | -14% | 8.42% | 142% | 8 | 12.5% | 1.2 |
|
| 7113 |
7113
Partnership Wealth Management
Towson,
Maryland
| US$1.18억 | -US$234만 | -2% | 0.4% | 67.6% | 76 | 10.53% | 1.1 |
|
| 7114 |
MCM
7114
Monimus Capital Management
Woodbridge,
New Jersey
| US$1.18억 | +US$1166만 | +11% | 8.33% | – | 66 | 50% | 0.2 |
|
| 7115 |
7115
Muirfield Wealth Advisors
Charlotte,
North Carolina
| US$1.18억 | -US$356만 | -3% | 1.89% | – | 69 | 5.8% | 1 |
|
| 7116 |
7116
Oder Investment Management
Woodland Hills,
California
| US$1.18억 | -US$232만 | -2% | 3.1% | 115% | 97 | 9.28% | 2.8 |
|
| 7117 |
7117
Richwood Investment Advisors
Cincinnati,
Ohio
| US$1.18억 | -US$231만 | -2% | 0.78% | 71.9% | 103 | 8.74% | 3 |
|
| 7118 |
7118
Ridgeline Wealth
Mesa,
Arizona
| US$1.18억 | -US$508만 | -4% | 1.63% | – | 56 | 5.36% | 0.2 |
|
| 7119 |
7119
Collier Financial
Denver,
Colorado
| US$1.18억 | +US$566만 | +5% | 0.8% | – | 130 | 16.92% | 0.2 |
|
| 7120 |
7120
Fingerlakes Wealth Management
Ithaca,
New York
| US$1.18억 | -US$633만 | -5% | 5.59% | 92.1% | 89 | 6.74% | 2.8 |
|
| 7121 |
7121
Accuvest Global Advisors
Provo,
Utah
| US$1.17억 | +US$4604만 | +64% | 1.38% | 163% | 68 | 77.94% | 0.5 |
|
| 7122 |
7122
FSA Investment Group
Pensacola,
Florida
| US$1.17억 | +US$261만 | +2% | 4.63% | – | 23 | 13.04% | 0.2 |
|
| 7123 |
7123
Basso Capital Management
Stamford,
Connecticut
| US$1.17억 | +US$188만 | +2% | 0.52% | 89% | 81 | 18.52% | 1.5 |
|
| 7124 |
7124
Processus Wealth & Capital Management
Brentwood,
Tennessee
| US$1.17억 | -US$800만 | -6% | 6.15% | 160% | 38 | 13.16% | 1.1 |
|
| 7125 |
7125
Acuitas Investments
Seattle,
Washington
| US$1.17억 | -US$438만 | -4% | 6.4% | 120% | 79 | 36.71% | 1.3 |
|