에서 실시간으로 운영 중이에요!
자세히 알아보기
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
One Capital Management
Westlake Village,
California
| US$5.62억 | +US$6943만 | +14% | 10.6% | 50.5% | 178 | 10.67% | 3.1 |
|
| 2002 |
2002
Marble Harbor Investment Counsel
Boston,
Massachusetts
| US$5.62억 | +US$6128만 | +12% | 13% | 66.7% | 147 | 6.12% | 4.3 |
|
| 2003 |
PAM
2003
Private Asset Management
San Diego,
California
| US$5.62억 | +US$4646만 | +9% | 12.6% | 38.2% | 139 | 11.51% | 3.9 |
|
| 2004 |
2004
Brouwer & Janachowski
Mill Valley,
California
| US$5.61억 | +US$2911만 | +5% | 8.46% | 41.8% | 50 | 4% | 3.2 |
|
| 2005 |
2005
PM Capital
Sydney,
Australia
| US$5.61억 | +US$9187만 | +20% | 15.9% | 105% | 25 | 4% | 2.8 |
|
| 2006 |
2006
Summit Creek Advisors
Minneapolis,
Minnesota
| US$5.61억 | +US$6660만 | +13% | 20% | 68.8% | 64 | 23.44% | 2.3 |
|
| 2007 |
2007
First Business Financial Services
Madison,
Wisconsin
| US$5.61억 | -US$2680만 | -5% | 11.8% | 80.9% | 157 | 35.03% | 2.1 |
|
| 2008 |
2008
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| US$5.61억 | – | – | 12.7% | 74.8% | 523 | – | 0 |
|
| 2009 |
JC
2009
JBF Capital
Aspen,
Colorado
| US$5.61억 | +US$3837만 | +7% | 12.7% | 93.6% | 107 | 43.93% | 1 |
|
| 2010 |
2010
Executive Wealth Management
Brighton,
Michigan
| US$5.6억 | -US$779만 | -1% | 11.6% | 18.4% | 985 | 17.97% | 0.2 |
|
| 2011 |
FBP
2011
Flippin Bruce & Porter
Lynchburg,
Virginia
| US$5.59억 | +US$5000만 | +10% | 10.2% | 44.4% | 78 | 2.56% | 4.3 |
|
| 2012 |
2012
Woodstock Corp
Boston,
Massachusetts
| US$5.58억 | +US$5983만 | +12% | 14.4% | 115% | 168 | 5.95% | 4.3 |
|
| 2013 |
LM
2013
Lasry Marc
| US$5.57억 | +US$4911만 | +10% | 10.7% | 14.8% | 9 | 0% | 1.1 |
|
| 2014 |
2014
Silvant Capital Management
Atlanta,
Georgia
| US$5.57억 | +US$5644만 | +11% | 17.1% | 168% | 350 | 10.29% | 0.9 |
|
| 2015 |
2015
Resource Management
Metairie,
Louisiana
| US$5.56억 | +US$7887만 | +17% | 13% | 82.7% | 136 | 8.82% | 1.1 |
|
| 2016 |
2016
L. Roy Papp & Associates
Phoenix,
Arizona
| US$5.56억 | +US$7745만 | +16% | 16.1% | 80.1% | 151 | 8.61% | 3.7 |
|
| 2017 |
AL
2017
Arnhold LLC
New York
| US$5.56억 | +US$1902만 | +4% | 9.92% | 164% | 141 | 12.77% | 0.9 |
|
| 2018 |
2018
Arosa Capital Management
Miami Beach,
Florida
| US$5.56억 | +US$1.09억 | +25% | 18.2% | 536% | 73 | 57.53% | 0.4 |
|
| 2019 |
2019
First Nebraska Trust
Lincoln,
Nebraska
| US$5.55억 | +US$6303만 | +13% | 10.4% | 76.9% | 145 | 9.66% | 3.7 |
|
| 2020 |
2020
United Bank (Virginia)
Vienna,
Virginia
| US$5.55억 | +US$7349만 | +15% | 11.9% | 76.1% | 159 | 20.75% | 1.8 |
|
| 2021 |
2021
Thomas White International
Chicago,
Illinois
| US$5.54억 | +US$4968만 | +10% | 9.38% | 34.9% | 261 | 14.56% | 2.2 |
|
| 2022 |
2022
Trek Financial
Scottsdale,
Arizona
| US$5.54억 | +US$3466만 | +7% | 9.08% | 152% | 125 | 37.6% | 0.2 |
|
| 2023 |
2023
SCF Partners
Houston,
Texas
| US$5.54억 | +US$1.23억 | +28% | 38.2% | 2.1% | 4 | 0% | 2.2 |
|
| 2024 |
2024
Kelly Lawrence W & Associates
Pasadens,
California
| US$5.54억 | +US$9104만 | +20% | 16.6% | 123% | 135 | 8.89% | 3.6 |
|
| 2025 |
2025
Chiron Investment Management
New York
| US$5.53억 | -US$2.42억 | -30% | 12.9% | 104% | 70 | 60% | 0.6 |
|