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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1976 |
1976
Pictet North America Advisors
Geneva 73,
Switzerland
| US$7.89억 | +US$7820만 | +11% | 11.3% | 67.7% | 129 | 10.08% | 3.1 |
|
| 1977 |
KAS
1977
Kemnay Advisory Services
New York
| US$7.89억 | +US$6794만 | +9% | 13.4% | 167% | 114 | 50.88% | 2.2 |
|
| 1978 |
1978
McDaniel Terry & Co
Austin,
Texas
| US$7.89억 | +US$8200만 | +12% | 11% | 76.6% | 87 | 6.9% | 3.9 |
|
| 1979 |
1979
SFMG Wealth Advisors
Plano,
Texas
| US$7.89억 | +US$6358만 | +9% | 8.44% | 85.1% | 238 | 25.21% | 2.1 |
|
| 1980 |
1980
Grassi Investment Management
Santa Clara,
California
| US$7.88억 | +US$8296만 | +12% | 15.3% | 170% | 143 | 15.38% | 3.7 |
|
| 1981 |
1981
Silverback Asset Management
Chapel Hill,
North Carolina
| US$7.87억 | +US$3.1억 | +65% | 0.17% | 92.1% | 58 | 8.62% | 0.7 |
|
| 1982 |
AIC
1982
AWM Investment Company
New York
| US$7.87억 | +US$1.77억 | +29% | 37.7% | 778% | 107 | 28.04% | 2.1 |
|
| 1983 |
1983
M Holdings Securities
Portland,
Oregon
| US$7.84억 | +US$1.57억 | +25% | 14.1% | 94.1% | 187 | 18.18% | 2.6 |
|
| 1984 |
1984
Trigran Investments
Northbrook,
Illinois
| US$7.84억 | +US$2.31억 | +42% | 37% | 44.7% | 20 | 10% | 3 |
|
| 1985 |
1985
TrustCore Financial Services
Brentwood,
Tennessee
| US$7.83억 | +US$1.25억 | +19% | 14.9% | 28.3% | 992 | 19.35% | 1.6 |
|
| 1986 |
JIM
1986
JB Investments Management
Phoenixville,
Pennsylvania
| US$7.83억 | – | – | 63.2% | – | 7 | – | 0 |
|
| 1987 |
1987
Beese Fulmer Investment Management
Canton,
Ohio
| US$7.83억 | +US$7678만 | +11% | 12.5% | 124% | 216 | 12.96% | 4.1 |
|
| 1988 |
ALAM
1988
Asahi Life Asset Management
Tokyo,
Japan
| US$7.82억 | +US$1.04억 | +15% | 12.7% | 133% | 287 | 51.92% | 0.9 |
|
| 1989 |
1989
Oxbow Advisors
Austin,
Texas
| US$7.81억 | -US$724만 | -0.9% | 9.29% | 75.5% | 292 | 18.15% | 3.1 |
|
| 1990 |
1990
Main Management
San Francisco,
California
| US$7.81억 | +US$6900만 | +10% | 14.3% | 64.1% | 134 | 10.45% | 2.4 |
|
| 1991 |
1991
Berry Street Capital Management
London,
United Kingdom
| US$7.8억 | – | – | 27.2% | 331% | 73 | – | 0 |
|
| 1992 |
1992
Summit Creek Advisors
Minneapolis,
Minnesota
| US$7.79억 | +US$1.06억 | +16% | 29.3% | 84.6% | 73 | 10.96% | 2.6 |
|
| 1993 |
1993
Sixth Street Partners
Dallas,
Texas
| US$7.78억 | +US$3.11억 | +67% | 31.4% | 10.1% | 7 | 14.29% | 0.5 |
|
| 1994 |
1994
Mirova
Paris,
France
| US$7.78억 | +US$1.56억 | +25% | 20.4% | 86.7% | 236 | 47.88% | 1 |
|
| 1995 |
CC
1995
Cornerstone Capital
Palo Alto,
California
| US$7.77억 | +US$8328만 | +12% | 12.2% | 102% | 87 | 8.05% | 4 |
|
| 1996 |
1996
St. James Investment Company
Southlake,
Texas
| US$7.76억 | +US$5547만 | +8% | 12.2% | 48.4% | 38 | 13.16% | 1.7 |
|
| 1997 |
AAM
1997
Autus Asset Management
Scottsdale,
Arizona
| US$7.76억 | +US$2142만 | +3% | 12.4% | 26.3% | 160 | 10% | 4.9 |
|
| 1998 |
1998
Nexus Investment Management
Toronto,
Ontario, Canada
| US$7.76억 | +US$1.15억 | +17% | 19.3% | 93.5% | 70 | 10% | 5.2 |
|
| 1999 |
1999
Johnson & Johnson Innovation - JJDC
New Brunswick,
New Jersey
| US$7.75억 | +US$2.79억 | +56% | 76.6% | – | 17 | 17.65% | 0.8 |
|
| 2000 |
2000
B. Riley Wealth Management
Memphis,
Tennessee
| US$7.75억 | -US$7265만 | -9% | 11.9% | 32.2% | 496 | 38.1% | 1.5 |
|