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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7226 |
7226
Exome Asset Management
New York
| US$1.12억 | -US$2062만 | -15% | 6.45% | – | 84 | 59.52% | 0.4 |
|
| 7227 |
7227
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| US$1.12억 | -US$664만 | -6% | 0.58% | 65.5% | 66 | 16.67% | 1.7 |
|
| 7228 |
7228
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
| US$1.12억 | +US$1247만 | +12% | 1.73% | – | 89 | 14.61% | 0.8 |
|
| 7229 |
7229
Summit Investment Advisors
Hunt Valley,
Maryland
| US$1.12억 | -US$8.11만 | -0.1% | 1.85% | – | 59 | 13.56% | 0.2 |
|
| 7230 |
7230
VanWeelden Wealth Management
West Chester Township,
Ohio
| US$1.12억 | +US$171만 | +2% | 0.09% | – | 26 | 46.15% | 0.6 |
|
| 7231 |
7231
Barden Capital Management
Austin,
Texas
| US$1.12억 | -US$418만 | -4% | 1.24% | 80.1% | 63 | 9.52% | 2.4 |
|
| 7232 |
7232
Birch Financial Group
Keene,
New Hampshire
| US$1.12억 | +US$2338만 | +26% | 1.21% | – | 109 | 24.77% | 0.2 |
|
| 7233 |
7233
Emeth Value Capital
New Orleans,
Louisiana
| US$1.12억 | -US$1179만 | -10% | 3.41% | – | 6 | 16.67% | 0.3 |
|
| 7234 |
7234
Square Peg Capital
Surry Hills, NSW,
Australia
| US$1.12억 | +US$317만 | +3% | 6.45% | – | 10 | 20% | 0.2 |
|
| 7235 |
7235
Trace Wealth Advisors
Los Angeles,
California
| US$1.12억 | +US$62만 | +0.6% | 1.2% | – | 59 | 8.47% | 0.2 |
|
| 7236 |
7236
NVP Associates
Menlo Park,
California
| US$1.12억 | -US$7476만 | -40% | 16.3% | 953% | 7 | 14.29% | 1.7 |
|
| 7237 |
7237
Silver Oak Wealth Advisors Services
Los Angeles,
California
| US$1.12억 | -US$345만 | -3% | 0.33% | – | 40 | 22.5% | 0.3 |
|
| 7238 |
7238
Arbor Wealth Advisors
Troy,
Michigan
| US$1.12억 | -US$12.3만 | -0.1% | 0.57% | 58.7% | 52 | 7.69% | 1.1 |
|
| 7239 |
7239
Norwood Investment Partners
Mill Valley,
California
| US$1.12억 | -US$2803만 | -20% | 9.44% | 25.2% | 16 | 37.5% | 1.6 |
|
| 7240 |
7240
Sound Financial Strategies Group
Madison,
Mississippi
| US$1.12억 | -US$786만 | -7% | 1.96% | 27.1% | 109 | 24.77% | 1.3 |
|
| 7241 |
7241
Cannon Wealth Management Services
Winston Salem,
North Carolina
| US$1.12억 | -US$400만 | -3% | 1.24% | – | 81 | 9.88% | 0.5 |
|
| 7242 |
7242
Cyr Financial
Hennepin,
Illinois
| US$1.12억 | +US$226만 | +2% | 0.66% | – | 57 | 10.53% | 0.5 |
|
| 7243 |
7243
Riverbend Wealth Management
Myrtle Beach,
South Carolina
| US$1.12억 | -US$49만 | -0.4% | 2.55% | – | 124 | 12.1% | 0.2 |
|
| 7244 |
7244
Orca Wealth Management
New Port Richey,
Florida
| US$1.12억 | +US$64.2만 | +0.6% | 1.84% | – | 67 | 10.45% | 0.2 |
|
| 7245 |
7245
Soviero Asset Management
New York
| US$1.12억 | -US$4811만 | -30% | 8.45% | 676% | 82 | 78.05% | 0.4 |
|
| 7246 |
7246
Catherine Avery Investment Management
Longboat Key,
Florida
| US$1.12억 | -US$167만 | -1% | 1.44% | – | 187 | 19.25% | 0.2 |
|
| 7247 |
7247
Pacific Asset Management
Gig Harbor,
Washington
| US$1.12억 | +US$517만 | +5% | 1.06% | – | 53 | 15.09% | 0.2 |
|
| 7248 |
7248
Hartmann Taylor Wealth Management
Dallas,
Texas
| US$1.12억 | – | – | 1.47% | – | 51 | – | 0 |
|
| 7249 |
7249
E Fund Management (HK)
Central,
Hong Kong
| US$1.12억 | -US$1381만 | -11% | 11.1% | 163% | 189 | 30.16% | 0.9 |
|
| 7250 |
7250
Seven Six Capital Management
New York
| US$1.11억 | -US$361만 | -3% | 9.01% | – | 30 | 23.33% | 0.2 |
|