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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
Evergreen Capital Management
Bellevue,
Washington
| US$4.18억 | +US$3226만 | +8% | 1.8% | 82.9% | 96 | 17.71% | 1.7 |
|
| 2002 |
2002
Evensky & Katz
Coral Gables,
Florida
| US$4.18억 | +US$5382만 | +15% | 3.6% | 57.1% | 48 | 0% | 2.1 |
|
| 2003 |
2003
Eagle Ridge Investment Management
Stamford,
Connecticut
| US$4.17억 | +US$2871만 | +7% | 6.12% | 28.2% | 123 | 13.82% | 0.9 |
|
| 2004 |
2004
Laird Norton Wetherby Wealth Management
San Francisco,
California
| US$4.17억 | +US$2679만 | +7% | 7.03% | – | 491 | 12.83% | 2 |
|
| 2005 |
DLG
2005
Daniel L. Goodwin
| US$4.17억 | +US$4592만 | +12% | 12.5% | 72.6% | 123 | 15.45% | 1.6 |
|
| 2006 |
2006
Essex Financial Services
Essex,
Connecticut
| US$4.16억 | +US$3158만 | +8% | 6.86% | 87.7% | 342 | 11.7% | 1.8 |
|
| 2007 |
2007
William Harris Investors
Chicago,
Illinois
| US$4.16억 | +US$6270만 | +18% | 1.09% | 3.28% | 98 | 15.31% | 1.7 |
|
| 2008 |
TAM
2008
Taylor Asset Management
Toronto,
Ontario, Canada
| US$4.16억 | -US$5749만 | -12% | 1.13% | 12.9% | 38 | 31.58% | 1 |
|
| 2009 |
GPCM
2009
Greenbrier Partners Capital Management
Dallas,
Texas
| US$4.15억 | +US$4034만 | +11% | 8.88% | 96.1% | 17 | 5.88% | 2.2 |
|
| 2010 |
2010
Cypress Capital Group
Palm Beach,
Florida
| US$4.15억 | +US$925만 | +2% | 6.01% | 97.8% | 199 | 13.57% | 2.1 |
|
| 2011 |
2011
MIG Capital
Newport Beach,
California
| US$4.14억 | -US$77.2만 | -0.2% | 6.09% | 118% | 38 | 36.84% | 1 |
|
| 2012 |
2012
Hellman Jordan Management Company
Quincy,
Massachusetts
| US$4.14억 | +US$1037만 | +3% | 8.54% | 205% | 62 | 51.61% | 0.7 |
|
| 2013 |
2013
GHP Investment Advisors
Denver,
Colorado
| US$4.14억 | +US$2691만 | +7% | 4.84% | 81.4% | 288 | 9.38% | 2.1 |
|
| 2014 |
2014
SeaTown Holdings
Singapore
| US$4.14억 | -US$1억 | -20% | 13.8% | 220% | 26 | 30.77% | 0.5 |
|
| 2015 |
2015
Community Bank
Dewitt,
New York
| US$4.13억 | +US$2679만 | +7% | 4.2% | 73.5% | 478 | 23.01% | 0.7 |
|
| 2016 |
2016
Sageworth Trust
Lancaster,
Pennsylvania
| US$4.13억 | +US$6571만 | +19% | 3.95% | 64.5% | 41 | 21.95% | 1.5 |
|
| 2017 |
2017
Central Securities
New York
| US$4.13억 | +US$3222만 | +8% | 6.95% | 90.2% | 33 | 9.09% | 1.7 |
|
| 2018 |
2018
Segantii Capital Management
Hong Kong
| US$4.13억 | -US$2434만 | -6% | 3.73% | 33.1% | 137 | 89.78% | 0.3 |
|
| 2019 |
2019
CapWealth Advisors
Franklin,
Tennessee
| US$4.13억 | +US$1367만 | +3% | 7.24% | 152% | 300 | 6.33% | 1.2 |
|
| 2020 |
NC
2020
Nokomis Capital
Dallas,
Texas
| US$4.11억 | +US$6210만 | +18% | 0.97% | 145% | 54 | 35.19% | 1.1 |
|
| 2021 |
2021
Empirical Wealth Management
Seattle,
Washington
| US$4.11억 | -US$1261만 | -3% | 0.62% | 78.8% | 118 | 16.95% | 1.9 |
|
| 2022 |
2022
Jay A. Fishman Ltd
Troy,
Michigan
| US$4.11억 | -US$629만 | -2% | 4.5% | 105% | 96 | 10.42% | 2 |
|
| 2023 |
2023
Speece Thorson Capital Group
Minnetonka,
Minnesota
| US$4.11억 | +US$884만 | +2% | 3.5% | 34.2% | 44 | 6.82% | 2.1 |
|
| 2024 |
AFS
2024
Aft Forsyth & Sober
Valrico,
Florida
| US$4.1억 | +US$811만 | +2% | 4.2% | 94.6% | 44 | 2.27% | 2.2 |
|
| 2025 |
2025
Condor Capital Management
Martinsville,
New Jersey
| US$4.09억 | +US$2635만 | +7% | 5.09% | 58.2% | 202 | 14.36% | 1.9 |
|