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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
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| US$9.6억 | +US$6539만 | +7% | 10.1% | 26.1% | 179 | 12.85% | 6 |
|
| 1977 |
1977
Blue Chip Partners
Farmington Hills,
Michigan
| US$9.6억 | +US$1.2억 | +14% | 11.5% | 81.2% | 191 | 15.71% | 4.5 |
|
| 1978 |
1978
Nexus Investment Management
Toronto,
Ontario, Canada
| US$9.6억 | +US$7245만 | +8% | 8.87% | 93.5% | 74 | 5.41% | 6.8 |
|
| 1979 |
1979
Salomon & Ludwin
Richmond,
Virginia
| US$9.6억 | +US$3.14만 | +0% | 10.1% | 58.7% | 766 | 0.39% | 0.8 |
|
| 1980 |
1980
Plante Moran Financial Advisors
Southfield,
Michigan
| US$9.6억 | +US$1.24억 | +15% | 9.68% | 62.8% | 911 | 26.23% | 4.5 |
|
| 1981 |
1981
Edgemoor Investment Advisors
Bethesda,
Maryland
| US$9.6억 | +US$1.1억 | +13% | 13.9% | 109% | 166 | 9.64% | 5 |
|
| 1982 |
1982
Tradition Wealth Management
Edina,
Minnesota
| US$9.6억 | +US$1.16억 | +14% | 10.3% | 69.6% | 1,410 | 14.18% | 2.1 |
|
| 1983 |
1983
E-L Financial Corp
Toronto,
Ontario, Canada
| US$9.5억 | +US$7436만 | +8% | 11.2% | 68.6% | 1 | 0% | 7 |
|
| 1984 |
1984
Capital Investment Services of America
Milwaukee,
Wisconsin
| US$9.5억 | +US$9173만 | +11% | 12.7% | 50.7% | 73 | 2.74% | 6.7 |
|
| 1985 |
1985
Grassi Investment Management
Santa Clara,
California
| US$9.5억 | +US$8422만 | +10% | 15.4% | 170% | 130 | 11.54% | 6 |
|
| 1986 |
1986
Beaird Harris Wealth Management
Dallas,
Texas
| US$9.5억 | +US$1.18억 | +14% | 7.81% | 41.3% | 631 | 32.81% | 1.1 |
|
| 1987 |
1987
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| US$9.5억 | +US$2590만 | +3% | 11.4% | 56.1% | 121 | 14.88% | 2.2 |
|
| 1988 |
1988
Capital Group Investment Management
Raffles Quay,
Singapore
| US$9.5억 | -US$5.83억 | -38% | 15.1% | 145% | 205 | 10.73% | 0.9 |
|
| 1989 |
1989
North Peak Capital Management
New York
| US$9.5억 | +US$1.4억 | +17% | 16.6% | 301% | 10 | 30% | 1.1 |
|
| 1990 |
1990
HITE Hedge Asset Management
Braintree,
Massachusetts
| US$9.5억 | +US$2013만 | +2% | 2.77% | 54.4% | 125 | 46.4% | 1 |
|
| 1991 |
1991
Gillson Capital
Chicago,
Illinois
| US$9.49억 | -US$4억 | -30% | 13.5% | 84.9% | 114 | 72.81% | 0.3 |
|
| 1992 |
1992
XML Financial
Bethesda,
Maryland
| US$9.48억 | +US$1.14억 | +14% | 10.3% | 77.9% | 342 | 10.53% | 2.4 |
|
| 1993 |
1993
Fairmount Funds Management
West Conshohocken,
Pennsylvania
| US$9.46억 | +US$1.15억 | +14% | 45.8% | 2,136% | 20 | 20% | 1.7 |
|
| 1994 |
CCM
1994
CAAS Capital Management
New York
| US$9.46억 | -US$5.94억 | -39% | 9.98% | 11% | 795 | 60.88% | 0.7 |
|
| 1995 |
1995
Duality Advisers
Miami,
Florida
| US$9.46억 | +US$1.19억 | +14% | 12.4% | 18.3% | 780 | 60.77% | 0.3 |
|
| 1996 |
DTL
1996
Dynamic Technology Lab
Singapore
| US$9.46억 | -US$5454만 | -5% | 10.5% | 30.8% | 1,491 | 72.84% | 0.2 |
|
| 1997 |
1997
Vestal Point Capital
New York
| US$9.44억 | – | – | 30.1% | – | 48 | – | 0 |
|
| 1998 |
1998
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
| US$9.44억 | – | – | 10.5% | 81.1% | 317 | – | 0 |
|
| 1999 |
1999
Howe & Rusling
Rochester,
New York
| US$9.43억 | +US$9586만 | +11% | 10.7% | 82% | 394 | 25.63% | 4.1 |
|
| 2000 |
2000
Unison Advisors
Washington,
District of Columbia
| US$9.43억 | +US$9254만 | +11% | 10.4% | 57.8% | 189 | 10.05% | 2.8 |
|