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세계 최고의 투자자와 헤지펀드의 최신 주식 포트폴리오

이름 AUM AUM
성장률
AUM
성장률
분기
예상 수익률
3년간
예상 수익률
보유 종목 포트폴리오 회전율 평균 보유
기간(년)
Berkshire Partners
2001
Berkshire Partners
Massachusetts
US$3.82억 -US$1.16억 -23% 15% 79% 1 0% 0.8
Capital Analysts LLC
2002
Capital Analysts LLC
Pennsylvania
US$3.82억 +US$1464만 +4% 1.9% 51.3% 368 15.49% 0.6
Tensile Capital Management
2003
Tensile Capital Management
California
US$3.82억 +US$2894만 +8% 5.21% 47.7% 17 5.88% 0.2
Alphabet Inc
2004
Alphabet Inc
California
US$3.81억 +US$1610만 +4% 19.9% 327% 4 25% 0.3
Cabot Wealth Management
2005
Cabot Wealth Management
Massachusetts
US$3.8억 -US$198만 -0.5% 5% 69.3% 159 15.72% 0.6
Empirical Wealth Management
2006
Empirical Wealth Management
Washington
US$3.8억 +US$2610만 +7% 1.49% 78.8% 103 14.56% 0.6
Tiptree Advisors
2007
Tiptree Advisors
New York
US$3.8억 +US$4321만 +13% 3.68% – 36 47.22% 0.4
Speece Thorson Capital Group
2008
Speece Thorson Capital Group
Minnesota
US$3.8억 +US$240만 +0.6% 0.51% 34.2% 40 2.5% 0.7
Carnegie Investment Counsel
2009
Carnegie Investment Counsel
Ohio
US$3.79억 +US$660만 +2% 1.59% 112% 217 5.53% 0.7
GPCM
2010
Greenbrier Partners Capital Management
Texas
US$3.79억 +US$721만 +2% 2.55% 96.1% 22 0% 0.8
Encompass Capital Advisors
2011
Encompass Capital Advisors
New York
US$3.78억 -US$1.82억 -32% 13.4% 364% 38 81.58% 0.1
IP
2012
Interval Partners
New York
US$3.77억 +US$1.15억 +44% 3.03% 106% 100 82% 0.1
Jacobs Asset Management
2013
Jacobs Asset Management
New York
US$3.77억 -US$508만 -1% 3.3% 114% 48 20.83% 0.6
Coastline Trust
2014
Coastline Trust
Rhode Island
US$3.76억 +US$793만 +2% 2.22% 106% 208 1.92% 0.7
Northstar Investment Advisors
2015
Northstar Investment Advisors
Colorado
US$3.76억 +US$1079만 +3% 0.89% 85.8% 122 12.3% 0.6
Efficient Market Advisors
2016
Efficient Market Advisors
California
US$3.76억 +US$3762만 +11% 1.31% 5.97% 164 20.12% 0.7
KLCM Advisors
2017
KLCM Advisors
Wisconsin
US$3.75억 +US$927만 +3% 3.06% 122% 80 21.25% 0.6
Novare Capital Management
2018
Novare Capital Management
North Carolina
US$3.75억 +US$1332만 +4% 2.95% 76.5% 125 10.4% 0.7
PWM
2019
Patriot Wealth Management
Texas
US$3.75억 +US$1230만 +3% 1.92% 24.3% 59 5.08% 0.7
BC
2020
Bruce & Co
Illinois
US$3.72억 +US$2073만 +6% 5.03% 94.5% 53 1.89% 0.7
CapWealth Advisors
2021
CapWealth Advisors
Tennessee
US$3.72억 -US$2480만 -6% 1.64% 152% 411 11.68% 0.7
AL
2022
Agran Libbie
California
US$3.72억 -US$833만 -2% 2.54% 27.5% 119 10.92% 0.7
CCM
2023
Cohen Capital Management
California
US$3.71억 +US$1635만 +5% 3.34% 91.5% 133 5.26% 0.7
Rehmann Capital Advisory Group
2024
Rehmann Capital Advisory Group
Michigan
US$3.7억 +US$3945만 +12% 1.56% 64.6% 354 22.6% 0.6
Mizuho Securities USA
2025
Mizuho Securities USA
New York
US$3.7억 -US$8.42억 -69% 6.5% 99% 145 93.1% 0.3