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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
Petrus Trust Company
Dallas,
Texas
| US$8.25억 | +US$3748만 | +5% | 11% | 36.9% | 732 | 64.48% | 0.3 |
|
| 1977 |
1977
Foster Victor Wealth Advisors
Greenville,
South Carolina
| US$8.25억 | +US$3912만 | +5% | 5.76% | 78.2% | 176 | 16.48% | 2.3 |
|
| 1978 |
1978
Great Mountain Partners
New Haven,
Connecticut
| US$8.24억 | -US$3.07억 | -27% | 22.5% | 95.3% | 3 | 33.33% | 1.8 |
|
| 1979 |
1979
Advocacy Wealth Management Services
Atlanta,
Georgia
| US$8.23억 | +US$6636만 | +9% | 1.56% | 48.3% | 44 | 29.55% | 2 |
|
| 1980 |
SGCIA
1980
Smith Graham & Co Investment Advisors
Houston,
Texas
| US$8.23억 | +US$557만 | +0.7% | 3.4% | 56.9% | 145 | 6.9% | 6.2 |
|
| 1981 |
1981
Edgemoor Investment Advisors
Bethesda,
Maryland
| US$8.23억 | +US$2416만 | +3% | 6.88% | 109% | 173 | 16.18% | 4.7 |
|
| 1982 |
1982
Stack Financial Management
Whitefish,
Montana
| US$8.22억 | -US$1.72억 | -17% | 2.72% | 70% | 39 | 17.95% | 5.5 |
|
| 1983 |
1983
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| US$8.21억 | +US$1468만 | +2% | 6.07% | 70% | 63 | 7.94% | 6.4 |
|
| 1984 |
1984
XML Financial
Bethesda,
Maryland
| US$8.21억 | +US$2517만 | +3% | 3.94% | 77.9% | 347 | 8.65% | 1.8 |
|
| 1985 |
1985
Cartenna Capital
Stamford,
Connecticut
| US$8.21억 | +US$2.4억 | +41% | 9.09% | 162% | 49 | 71.43% | 0.3 |
|
| 1986 |
1986
Wealthcare Capital Management
Richmond,
Virginia
| US$8.2억 | +US$3807만 | +5% | 5.3% | 46.2% | 79 | 22.78% | 4.9 |
|
| 1987 |
1987
Globeflex Capital
San Diego,
California
| US$8.19억 | +US$2952만 | +4% | 5.28% | 186% | 524 | 19.47% | 2 |
|
| 1988 |
1988
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| US$8.19억 | +US$5171만 | +7% | 5.05% | 44.7% | 164 | 9.15% | 4.1 |
|
| 1989 |
1989
Maple Capital Management
Montpelier,
Vermont
| US$8.18억 | +US$6318만 | +8% | 11.9% | 114% | 103 | 12.62% | 5.6 |
|
| 1990 |
1990
Taurus Asset Management
New York
| US$8.18억 | +US$3093만 | +4% | 8.41% | 26.9% | 92 | 3.26% | 6.3 |
|
| 1991 |
1991
Palisade Asset Management
Minneapolis,
Minnesota
| US$8.16억 | -US$5702만 | -7% | 2.2% | 61.8% | 186 | 5.91% | 6.7 |
|
| 1992 |
1992
SP Asset Management
Cupertino,
California
| US$8.15억 | +US$6840만 | +9% | 16.7% | 92.4% | 118 | 10.17% | 3.1 |
|
| 1993 |
1993
BDO Wealth Advisors
Jacksonville,
Florida
| US$8.15억 | +US$1095만 | +1% | 6.68% | 38.3% | 1,110 | 13.51% | 2.9 |
|
| 1994 |
MAM
1994
Mastrapasqua Asset Management
Nashville,
Tennessee
| US$8.15억 | +US$5614만 | +7% | 11.5% | 54.9% | 160 | 13.75% | 3.8 |
|
| 1995 |
1995
Perella Weinberg Partners Capital Management
New York
| US$8.14억 | +US$1.95억 | +31% | 3.15% | 1.52% | 24 | 16.67% | 3 |
|
| 1996 |
1996
Brahman Capital
New York
| US$8.14억 | +US$9249만 | +13% | 12.2% | 16.6% | 25 | 32% | 1.8 |
|
| 1997 |
1997
Northcape Capital
Sydney,
Australia
| US$8.13억 | +US$143만 | +0.2% | 20.7% | – | 31 | 22.58% | 2.9 |
|
| 1998 |
SC
1998
Sasco Capital
Fairfield,
Connecticut
| US$8.13억 | +US$2641만 | +3% | 2.18% | 15.5% | 54 | 11.11% | 3.4 |
|
| 1999 |
GPCM
1999
Greenbrier Partners Capital Management
Dallas,
Texas
| US$8.13억 | +US$1.19억 | +17% | 23.5% | 96.1% | 14 | 0% | 8.4 |
|
| 2000 |
2000
Bath Savings Trust
Bath,
Maine
| US$8.12억 | +US$3715만 | +5% | 6.31% | 57.8% | 160 | 5.63% | 5.8 |
|