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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
W.R. Berkley Corp
Greenwich,
Connecticut
| US$5.84억 | +US$1.11억 | +23% | 6% | 38.7% | 146 | 58.9% | 0.4 |
|
| 2002 |
2002
CWA Asset Management Group
Naples,
Florida
| US$5.84억 | +US$6526만 | +13% | 4.43% | – | 251 | 18.33% | 1.7 |
|
| 2003 |
2003
Adams Natural Resources Fund
Baltimore,
Maryland
| US$5.83억 | -US$670만 | -1% | 0.34% | 50.6% | 63 | 9.52% | 2.5 |
|
| 2004 |
2004
Munro Partners
Melbourne,
Australia
| US$5.83억 | -US$8674만 | -13% | 6% | 350% | 36 | 33.33% | 0.5 |
|
| 2005 |
2005
Salesforce Inc
San Francisco,
California
| US$5.82억 | +US$1.39억 | +31% | 20.8% | 33.9% | 6 | 33.33% | 0.8 |
|
| 2006 |
2006
Ally Financial
Detroit,
Michigan
| US$5.82억 | +US$5728만 | +11% | 1.25% | 9.35% | 115 | 22.61% | 1.8 |
|
| 2007 |
2007
Randolph Company
Cincinnati,
Ohio
| US$5.82억 | +US$7152만 | +14% | 5.95% | 120% | 52 | 36.54% | 1.1 |
|
| 2008 |
2008
Trek Financial
Scottsdale,
Arizona
| US$5.81억 | +US$2697만 | +5% | 3.36% | 144% | 144 | 27.08% | 0.3 |
|
| 2009 |
2009
Greenwich Wealth Management
Greenwich,
Connecticut
| US$5.81억 | +US$1471만 | +3% | 2.43% | 198% | 213 | 18.78% | 3.2 |
|
| 2010 |
2010
Brouwer & Janachowski
Mill Valley,
California
| US$5.81억 | +US$1904만 | +3% | 3.03% | 41.8% | 50 | 4% | 3.4 |
|
| 2011 |
2011
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| US$5.8억 | -US$505만 | -0.9% | 4.09% | 119% | 175 | 20% | 2.2 |
|
| 2012 |
2012
Marble Harbor Investment Counsel
Boston,
Massachusetts
| US$5.79억 | +US$1670만 | +3% | 3.09% | 66.7% | 153 | 7.19% | 4.4 |
|
| 2013 |
2013
Howe & Rusling
Rochester,
New York
| US$5.79억 | +US$124만 | +0.2% | 1.8% | 82% | 911 | 19.43% | 2.9 |
|
| 2014 |
2014
Jefferies Financial Group
New York
| US$5.78억 | -US$4.25억 | -42% | 4.4% | 135% | 51 | 82.35% | 0.8 |
|
| 2015 |
2015
Thomasville National Bank
Thomasville,
Georgia
| US$5.77억 | +US$3537만 | +7% | 4.89% | – | 198 | 8.08% | 2.8 |
|
| 2016 |
2016
Resource Management
Metairie,
Louisiana
| US$5.77억 | +US$2116만 | +4% | 2.4% | 82.7% | 148 | 12.84% | 1.2 |
|
| 2017 |
2017
HoyleCohen
San Diego,
California
| US$5.76억 | +US$902만 | +2% | 3.76% | 46.1% | 186 | 5.91% | 1.2 |
|
| 2018 |
CCMD
2018
Cypress Capital Management (Delaware)
Greenville,
Delaware
| US$5.76억 | +US$3488만 | +6% | 2.09% | 25.6% | 162 | 8.02% | 2.4 |
|
| 2019 |
2019
First Business Financial Services
Madison,
Wisconsin
| US$5.76억 | +US$1462만 | +3% | 3.25% | 74% | 120 | 15% | 2.1 |
|
| 2020 |
2020
Global Alpha Capital Management
Montreal,
Quebec, Canada
| US$5.75억 | +US$5092만 | +10% | 6.63% | 80.4% | 40 | 12.5% | 2.5 |
|
| 2021 |
NFAM
2021
North Fourth Asset Management
Englewood Cliffs,
New Jersey
| US$5.74억 | +US$1.21억 | +27% | 7.85% | 104% | 90 | 83.33% | 0.1 |
|
| 2022 |
2022
Lenox Wealth Advisors
New York
| US$5.73억 | +US$4018만 | +8% | 2.25% | 35.7% | 687 | 48.03% | 1.5 |
|
| 2023 |
2023
Woodstock Corp
Boston,
Massachusetts
| US$5.73억 | +US$1461만 | +3% | 4.34% | 115% | 164 | 1.83% | 4.6 |
|
| 2024 |
2024
Efficient Advisors
Mason,
Ohio
| US$5.73억 | +US$63.9만 | +0.1% | 1.13% | 30.6% | 50 | 2% | 4.2 |
|
| 2025 |
2025
Tokio Marine Asset Management
Tokyo,
Japan
| US$5.72억 | +US$3360만 | +6% | 7.56% | 129% | 246 | 26.42% | 3.1 |
|