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