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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
Efficient Market Advisors
San Diego,
California
| US$4.35억 | +US$2628만 | +6% | 2.45% | 5.97% | 159 | 8.18% | 1.5 |
|
| 2002 |
2002
BTC Capital Management
Des Moines,
Iowa
| US$4.35억 | +US$3069만 | +8% | 2.69% | – | 167 | 25.15% | 0.4 |
|
| 2003 |
SC
2003
Salzman & Co
Pittsford,
New York
| US$4.35억 | -US$1210만 | -3% | 1.63% | 15.7% | 21 | 57.14% | 0.4 |
|
| 2004 |
2004
Private Wealth Partners
Mill Valley,
California
| US$4.34억 | +US$896만 | +2% | 0.36% | 132% | 157 | 18.47% | 1.3 |
|
| 2005 |
2005
VHCP Management
New York
| US$4.34억 | +US$7084만 | +19% | 24.4% | 234% | 22 | 22.73% | 0.9 |
|
| 2006 |
2006
Bragg Financial Advisors
Charlotte,
North Carolina
| US$4.34억 | +US$2175만 | +5% | 0.18% | 101% | 232 | 3.45% | 1.6 |
|
| 2007 |
2007
TD Ameritrade Trust
Denver,
Colorado
| US$4.33억 | +US$2117만 | +5% | 2.22% | 21.7% | 51 | 23.53% | 1.1 |
|
| 2008 |
RP
2008
Ridgegate Proprietary
Sydney,
Australia
| US$4.33억 | -US$1206만 | -3% | 2.55% | – | 2 | 0% | 0.3 |
|
| 2009 |
2009
Bank of Kentucky
Crestview Hills,,
Kentucky
| US$4.32억 | -US$2949만 | -6% | 1.45% | – | 297 | 13.13% | 1.5 |
|
| 2010 |
2010
E. Ohman J:or Asset Management
Stockholm,
Sweden
| US$4.31억 | +US$1140만 | +3% | 1.81% | 132% | 534 | 3% | 1.6 |
|
| 2011 |
2011
Dean Investment Associates
Beavercreek,
Ohio
| US$4.31억 | -US$71.9만 | -0.2% | 0.71% | 63.5% | 251 | 24.7% | 1.1 |
|
| 2012 |
PAM
2012
Premier Asset Management
Chicago,
Illinois
| US$4.31억 | +US$2248만 | +5% | 3.21% | 104% | 105 | 18.1% | 1.1 |
|
| 2013 |
2013
Trinity Street Asset Management
London,
United Kingdom
| US$4.31억 | -US$890만 | -2% | 0.49% | 76.9% | 17 | 41.18% | 0.8 |
|
| 2014 |
ACM
2014
Addison Clark Management
Stamford,
Connecticut
| US$4.3억 | -US$1.61억 | -27% | 9.73% | 14.3% | 20 | 50% | 0.9 |
|
| 2015 |
2015
Petrus Trust Company
Dallas,
Texas
| US$4.29억 | +US$2205만 | +5% | 0.07% | 36.9% | 79 | 31.65% | 1 |
|
| 2016 |
HH
2016
Harbinger Holdings
New York
| US$4.29억 | -US$5780만 | -12% | 11.9% | 43.3% | 1 | 0% | 1.8 |
|
| 2017 |
2017
Community Bank
Dewitt,
New York
| US$4.29억 | -US$1184만 | -3% | 0.91% | 73.5% | 384 | 7.55% | 0.2 |
|
| 2018 |
2018
CNA Financial
Chicago,
Illinois
| US$4.29억 | -US$50.5만 | -0.1% | 0.22% | 48.6% | 196 | 8.16% | 1.3 |
|
| 2019 |
2019
JMG Financial Group
Downers Grove,
Illinois
| US$4.28억 | +US$4497만 | +12% | 2.02% | 58.7% | 57 | 1.75% | 1.6 |
|
| 2020 |
HC
2020
Hawkins Capital
Houston,
Texas
| US$4.28억 | -US$2.2억 | -34% | 6.45% | 8.54% | 17 | 11.76% | 1.6 |
|
| 2021 |
2021
Old Mission Capital
Chicago,
Illinois
| US$4.27억 | -US$1.5억 | -26% | 3.41% | 55.3% | 299 | 63.21% | 0.1 |
|
| 2022 |
2022
Speece Thorson Capital Group
Minnetonka,
Minnesota
| US$4.26억 | +US$1529만 | +4% | 1.57% | 34.2% | 41 | 4.88% | 1.6 |
|
| 2023 |
2023
TD Capital Management
Memphis,
Tennessee
| US$4.26억 | -US$1080만 | -2% | 2.17% | 40.5% | 165 | 8.48% | 1.5 |
|
| 2024 |
2024
Lebenthal Holdings
New York
| US$4.25억 | +US$1.99억 | +88% | 3.36% | – | 346 | 53.47% | 0.1 |
|
| 2025 |
2025
CapWealth Advisors
Franklin,
Tennessee
| US$4.25억 | -US$61.5만 | -0.1% | 1.66% | 152% | 330 | 72.73% | 0.4 |
|