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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
Destrier Capital Management
New York
| US$3.98억 | +US$9645만 | +32% | 4.04% | 5.28% | 48 | 47.92% | 0.3 |
|
| 2002 |
2002
Standard General
New York
| US$3.97억 | -US$1.86억 | -32% | 31.8% | 259% | 9 | 22.22% | 0.4 |
|
| 2003 |
2003
Delphi Financial Group
Wilmington,
Delaware
| US$3.96억 | +US$1.24억 | +46% | 4.11% | 66.3% | 19 | 31.58% | 0.7 |
|
| 2004 |
2004
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| US$3.96억 | -US$1552만 | -4% | 2.62% | 26.9% | 194 | 18.04% | 0.9 |
|
| 2005 |
2005
Harvey Investment Company
Louisville,
Kentucky
| US$3.96억 | -US$595만 | -1% | 0.44% | 56.4% | 90 | 6.67% | 1.1 |
|
| 2006 |
2006
Bragg Financial Advisors
Charlotte,
North Carolina
| US$3.96억 | -US$2133만 | -5% | 0.98% | 101% | 233 | 6.01% | 1.2 |
|
| 2007 |
2007
J.M. Forbes & Co
Boston,
Massachusetts
| US$3.96억 | -US$632만 | -2% | 0.38% | 112% | 97 | 13.4% | 1.1 |
|
| 2008 |
2008
BTC Capital Management
Des Moines,
Iowa
| US$3.95억 | – | – | 0.28% | – | 143 | – | 0 |
|
| 2009 |
2009
Chou Associates Management
Toronto,
Ontario, Canada
| US$3.95억 | +US$2998만 | +8% | 0.05% | 66.4% | 25 | 8% | 1 |
|
| 2010 |
2010
Vestar Capital Partners
New York
| US$3.94억 | – | – | 5.96% | – | 1 | – | 0 |
|
| 2011 |
2011
Capital Investment Services of America
Milwaukee,
Wisconsin
| US$3.94억 | -US$1056만 | -3% | 0.06% | 50.7% | 57 | 3.51% | 1.1 |
|
| 2012 |
BRCA
2012
Birch Run Capital Advisors
Dallas,
Texas
| US$3.94억 | +US$2216만 | +6% | 2.27% | 8.22% | 25 | 8% | 1.1 |
|
| 2013 |
2013
Mazama Capital Management
Portland,
Oregon
| US$3.93억 | +US$1890만 | +5% | 1.65% | – | 325 | 34.46% | 0.7 |
|
| 2014 |
AA
2014
Ancient Art
Austin,
Texas
| US$3.92억 | -US$33.1만 | -0.1% | 4.08% | 168% | 21 | 28.57% | 0.7 |
|
| 2015 |
DCM
2015
Dynamic Capital Management
St. Helier,
Jersey
| US$3.91억 | +US$3598만 | +10% | 13.7% | 49.7% | 528 | 68.37% | 0.2 |
|
| 2016 |
2016
Speece Thorson Capital Group
Minnetonka,
Minnesota
| US$3.91억 | -US$152만 | -0.4% | 3.05% | 34.2% | 40 | 5% | 1.2 |
|
| 2017 |
2017
Cipher Capital
New York
| US$3.91억 | +US$8112만 | +26% | 3.14% | – | 568 | 65.14% | 0.3 |
|
| 2018 |
PAM
2018
Premier Asset Management
Chicago,
Illinois
| US$3.91억 | -US$391만 | -1% | 2.17% | 104% | 100 | 13% | 0.8 |
|
| 2019 |
2019
Brookmont Capital Management
Dallas,
Texas
| US$3.91억 | -US$2409만 | -6% | 2.97% | 36.6% | 45 | 4.44% | 1.2 |
|
| 2020 |
2020
Cabot Wealth Management
Salem,
Massachusetts
| US$3.91억 | -US$731만 | -2% | 0.65% | 69.3% | 154 | 13.64% | 0.9 |
|
| 2021 |
2021
Lexington Partners VI Holdings Sub
New York
| US$3.9억 | -US$8420만 | -18% | 8.34% | – | 1 | 0% | 1.3 |
|
| 2022 |
GPCM
2022
Greenbrier Partners Capital Management
Dallas,
Texas
| US$3.89억 | -US$1012만 | -3% | 6.53% | 96.1% | 21 | 4.76% | 1.2 |
|
| 2023 |
2023
Philadelphia International Advisors
Philadelphia,
Pennsylvania
| US$3.88억 | -US$5784만 | -13% | 1.25% | – | 85 | 15.29% | 0.9 |
|
| 2024 |
2024
Sentinel Trust
Houston,
Texas
| US$3.88억 | +US$245만 | +0.6% | 0.66% | 79.2% | 159 | 15.09% | 1 |
|
| 2025 |
2025
MKP Capital Management
New York
| US$3.88억 | +US$206만 | +0.5% | 4.29% | 69.8% | 12 | 66.67% | 0.1 |
|