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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
Pure Financial Advisors
San Diego,
California
| US$4.93억 | +US$3577만 | +8% | 9.8% | 47.2% | 153 | 15.03% | 0.2 |
|
| 2002 |
2002
YCG LLC
Austin,
Texas
| US$4.93억 | -US$1028만 | -2% | 10.5% | 27% | 37 | 2.7% | 3.7 |
|
| 2003 |
2003
One Capital Management
Westlake Village,
California
| US$4.93억 | -US$6031만 | -11% | 10.2% | 50.5% | 185 | 16.22% | 3 |
|
| 2004 |
2004
Mount Yale Investment Advisors
Denver,
Colorado
| US$4.92억 | -US$8025만 | -14% | 14.3% | 81.9% | 960 | 69.48% | 0.7 |
|
| 2005 |
2005
First Nebraska Trust
Lincoln,
Nebraska
| US$4.92억 | -US$9837만 | -17% | 11% | 67.9% | 145 | 10.34% | 3.8 |
|
| 2006 |
2006
Ironvine Capital Partners
Omaha,
Nebraska
| US$4.91억 | +US$174만 | +0.4% | 11.5% | 58.8% | 62 | 8.06% | 0.9 |
|
| 2007 |
2007
Jag Capital Management
St Louis,
Missouri
| US$4.91억 | -US$1.2억 | -20% | 9.67% | 230% | 111 | 26.13% | 2.7 |
|
| 2008 |
2008
Barometer Capital Management
Toronto,
Ontario, Canada
| US$4.91억 | -US$7.96억 | -62% | 4.99% | 339% | 194 | 74.74% | 0.4 |
|
| 2009 |
2009
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| US$4.9억 | -US$2.19억 | -31% | 13.3% | 119% | 166 | 24.1% | 2.5 |
|
| 2010 |
2010
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| US$4.9억 | -US$1.04억 | -18% | 9.83% | 87.2% | 130 | 10% | 3.8 |
|
| 2011 |
2011
Legato Capital Management
San Francisco,
California
| US$4.89억 | -US$2548만 | -5% | 1.25% | 243% | 179 | 35.2% | 0.8 |
|
| 2012 |
2012
Guinness Asset Management
London,
United Kingdom
| US$4.89억 | -US$6376만 | -12% | 13.9% | 73.9% | 106 | 7.55% | 3.2 |
|
| 2013 |
2013
HoyleCohen
San Diego,
California
| US$4.89억 | -US$4090만 | -8% | 12.4% | 46.1% | 176 | 13.07% | 0.9 |
|
| 2014 |
2014
First Fiduciary Investment Counsel
Cleveland,
Ohio
| US$4.89억 | -US$4620만 | -9% | 7.87% | 48.1% | 53 | 22.64% | 3 |
|
| 2015 |
3C
2015
361 Capital
Denver,
Colorado
| US$4.89억 | +US$2866만 | +6% | 14% | 118% | 460 | 65.22% | 0.3 |
|
| 2016 |
2016
Freshford Capital Management
Rye Brook,
New York
| US$4.89억 | -US$1.35억 | -22% | 18.2% | 97.3% | 26 | 46.15% | 1.1 |
|
| 2017 |
BCM
2017
Bayesian Capital Management
Brooklyn,
New York
| US$4.88억 | -US$1.22억 | -20% | 13.5% | 107% | 885 | 64.52% | 0.2 |
|
| 2018 |
2018
Stearns Financial Services Group
Greensboro,
North Carolina
| US$4.88억 | +US$4434만 | +10% | 9.25% | 26.1% | 191 | 17.8% | 3.1 |
|
| 2019 |
2019
Basso Capital Management
Stamford,
Connecticut
| US$4.88억 | +US$3629만 | +8% | 0.46% | 85.5% | 215 | 38.6% | 0.5 |
|
| 2020 |
2020
Gratus Capital
Atlanta,
Georgia
| US$4.87억 | -US$2.42억 | -33% | 11% | 51.4% | 194 | 18.04% | 2.3 |
|
| 2021 |
2021
Thomasville National Bank
Thomasville,
Georgia
| US$4.87억 | -US$1.36억 | -22% | 8.79% | – | 198 | 9.6% | 2.5 |
|
| 2022 |
2022
Stewart & Patten Company
Lafayette,
California
| US$4.87억 | -US$5898만 | -11% | 10.1% | 27.5% | 94 | 7.45% | 4.5 |
|
| 2023 |
TAM
2023
Telemark Asset Management
Boston,
Massachusetts
| US$4.87억 | -US$3.16억 | -39% | 11.4% | 329% | 45 | 60% | 1.2 |
|
| 2024 |
2024
Bangor Savings Bank
Bangor,
Maine
| US$4.86억 | -US$5331만 | -10% | 9.5% | 54.6% | 168 | 7.74% | 3.6 |
|
| 2025 |
2025
Transform Wealth
Greenwood Village,
Colorado
| US$4.86억 | -US$9048만 | -16% | 12.8% | 48.4% | 210 | 20.95% | 1.3 |
|