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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7426 |
7426
Murphy & Mullick Capital Management
Smithtown,
New York
| US$1.03억 | -US$524만 | -5% | 3.51% | – | 721 | 9.43% | 0.2 |
|
| 7427 |
7427
Lepercq De Neuflize Asset Management
New York
| US$1.03억 | -US$3617만 | -26% | 0.11% | – | 16 | 25% | 0.2 |
|
| 7428 |
7428
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| US$1.03억 | -US$629만 | -6% | 0.26% | – | 84 | 38.1% | 1.8 |
|
| 7429 |
7429
Frisco Financial Planning
Frisco,
Texas
| US$1.03억 | +US$197만 | +2% | 0.53% | – | 21 | 19.05% | 0.2 |
|
| 7430 |
7430
Morangie Management
Vero Beach,
Florida
| US$1.03억 | -US$2185만 | -17% | 13.7% | – | 31 | 22.58% | 0.2 |
|
| 7431 |
7431
DKM Wealth Management
Stockton,
California
| US$1.03억 | -US$238만 | -2% | 2.19% | – | 56 | 16.07% | 0.2 |
|
| 7432 |
S2L
7432
Sparta 24 Ltd
Tirat Hacarmel,
Israel
| US$1.03억 | +US$2257만 | +28% | 14.3% | 86% | 5 | 40% | 0.8 |
|
| 7433 |
7433
Sherwood Financial Partners
Westlake Village,
California
| US$1.03억 | +US$228만 | +2% | 0.3% | – | 8 | 12.5% | 0.2 |
|
| 7434 |
7434
Arbor Capital Management (Alaska)
Anchorage,
Alaska
| US$1.03억 | +US$141만 | +1% | 0.38% | 62.7% | 102 | 4.9% | 2.1 |
|
| 7435 |
7435
Michael A Dubis Financial Planning
Middleton,
Wisconsin
| US$1.03억 | -US$40만 | -0.4% | 0.73% | – | 49 | 10.2% | 0.2 |
|
| 7436 |
7436
Golden Bell Financial Planning
Alpharetta,
Georgia
| US$1.03억 | +US$345만 | +3% | 2.16% | – | 35 | 5.71% | 0.2 |
|
| 7437 |
7437
Heritage Wealth Architects
Mendota Heights,
Minnesota
| US$1.03억 | – | – | 1.5% | – | 33 | – | 0 |
|
| 7438 |
7438
RCF Management
Denver,
Colorado
| US$1.03억 | -US$2532만 | -20% | 21.1% | – | 1 | 0% | 0.3 |
|
| 7439 |
CFP
7439
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
| US$1.03억 | -US$1558만 | -13% | 4.35% | – | 369 | 13.01% | 0.2 |
|
| 7440 |
7440
Stonepine Capital Management
Bend,
Oregon
| US$1.03억 | -US$2112만 | -17% | 3.86% | 231% | 75 | 42.67% | 0.6 |
|
| 7441 |
7441
Financial Life Planners
Tempe,
Arizona
| US$1.03억 | -US$1658만 | -14% | 6% | – | 402 | 80.1% | 0.2 |
|
| 7442 |
7442
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
| US$1.02억 | +US$419만 | +4% | 4.39% | – | 194 | 14.43% | 0.2 |
|
| 7443 |
7443
NDWM LLC
La Jolla,
California
| US$1.02억 | -US$1734만 | -14% | 2.03% | 50.3% | 36 | 22.22% | 1 |
|
| 7444 |
7444
Accordant Advisory Group
Annapolis,
Maryland
| US$1.02억 | -US$141만 | -1% | 4.43% | – | 157 | 17.2% | 0.7 |
|
| 7445 |
7445
Roxbury Financial
Mount Arlington,
New Jersey
| US$1.02억 | -US$149만 | -1% | 0.97% | – | 403 | 17.62% | 0.2 |
|
| 7446 |
7446
Williams & Novak
Westlake Village,
California
| US$1.02억 | -US$153만 | -1% | 0.04% | 61.6% | 150 | 32% | 0.8 |
|
| 7447 |
7447
Alexander Randolph Advisory
Mclean,
Virginia
| US$1.02억 | -US$573만 | -5% | 1.05% | 56% | 53 | 1.89% | 1.2 |
|
| 7448 |
7448
Caitlin John
Brighton,
Michigan
| US$1.02억 | -US$4934만 | -33% | 0.53% | – | 861 | 85.13% | 1.1 |
|
| 7449 |
7449
K2 Financial
Glendora,
California
| US$1.02억 | +US$130만 | +1% | 0.62% | – | 60 | 0% | 0.3 |
|
| 7450 |
7450
Navis Wealth Advisors
Rye Brook,
New York
| US$1.02억 | +US$1030만 | +11% | 2.23% | 107% | 110 | 11.82% | 2.4 |
|