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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
Phillips Financial Management
Fort Wayne,
Indiana
| US$5.69억 | +US$2268만 | +4% | 0.89% | 45.6% | 79 | 7.59% | 4.4 |
|
| 2002 |
MGM
2002
Miura Global Management
New York
| US$5.68억 | -US$4980만 | -8% | 2.82% | 375% | 35 | 48.57% | 0.5 |
|
| 2003 |
2003
Northcape Capital
Sydney,
Australia
| US$5.67억 | +US$1599만 | +3% | 0.81% | – | 19 | 21.05% | 1.9 |
|
| 2004 |
CWM
2004
Cornerstone Wealth Management
St. Peters,
Missouri
| US$5.67억 | +US$1009만 | +2% | 1.86% | 69.8% | 379 | 14.25% | 2.1 |
|
| 2005 |
2005
Canandaigua National Bank & Trust
Canandaigua,
New York
| US$5.67억 | +US$2369만 | +4% | 2.23% | – | 298 | 10.74% | 3.5 |
|
| 2006 |
2006
PM Capital
Sydney,
Australia
| US$5.67억 | -US$2833만 | -5% | 3.28% | 105% | 25 | 4% | 3 |
|
| 2007 |
JC
2007
Joho Capital
New York
| US$5.66억 | -US$8680만 | -13% | 5.71% | 80.2% | 13 | 23.08% | 1.4 |
|
| 2008 |
2008
Stearns Financial Services Group
Greensboro,
North Carolina
| US$5.66억 | +US$1854만 | +3% | 0.99% | 26.1% | 190 | 15.79% | 3.6 |
|
| 2009 |
2009
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| US$5.66억 | +US$1536만 | +3% | 0.3% | 44.7% | 185 | 7.03% | 2.5 |
|
| 2010 |
2010
Petrus Trust Company
Dallas,
Texas
| US$5.65억 | +US$111만 | +0.2% | 0.01% | 36.9% | 391 | 62.15% | 0.8 |
|
| 2011 |
2011
Matrix Asset Advisors
White Plains,
New York
| US$5.65억 | +US$117만 | +0.2% | 2.1% | 84.9% | 76 | 11.84% | 4 |
|
| 2012 |
2012
Colonial Trust Advisors
Spartanburg,
South Carolina
| US$5.65억 | +US$1288만 | +2% | 2.6% | 80% | 164 | 7.32% | 3.9 |
|
| 2013 |
2013
Cortland Associates
St Louis,
Missouri
| US$5.65억 | -US$6704만 | -11% | 0.13% | 57.1% | 57 | 12.28% | 3.8 |
|
| 2014 |
2014
Private Capital Group
West Hartford,
Connecticut
| US$5.64억 | +US$1.26억 | +29% | 1.05% | 30.1% | 2,782 | 30.84% | 1.3 |
|
| 2015 |
2015
Transform Wealth
Greenwood Village,
Colorado
| US$5.63억 | -US$1.17억 | -17% | 1.72% | 48.4% | 240 | 16.67% | 1.4 |
|
| 2016 |
2016
Tygh Capital Management
Portland,
Oregon
| US$5.63억 | -US$2545만 | -4% | 2.73% | 251% | 96 | 37.5% | 1.3 |
|
| 2017 |
2017
Marble Harbor Investment Counsel
Boston,
Massachusetts
| US$5.63억 | -US$1555만 | -3% | 1.94% | 66.7% | 153 | 7.84% | 4.7 |
|
| 2018 |
FBP
2018
Flippin Bruce & Porter
Lynchburg,
Virginia
| US$5.62억 | -US$702만 | -1% | 1.82% | 44.4% | 80 | 3.75% | 4.7 |
|
| 2019 |
2019
Ally Financial
Detroit,
Michigan
| US$5.62억 | -US$1960만 | -3% | 0.68% | 9.35% | 115 | 24.35% | 1.8 |
|
| 2020 |
2020
Nachman Norwood & Parrott
Greenville,
South Carolina
| US$5.62억 | +US$599만 | +1% | 1.76% | – | 246 | 7.32% | 0.7 |
|
| 2021 |
2021
CDAM (UK)
London,
United Kingdom
| US$5.61억 | +US$4794만 | +9% | 1.54% | 7.89% | 17 | 23.53% | 1 |
|
| 2022 |
2022
Marathon Trading Investment Management
Radnor,
Pennsylvania
| US$5.61억 | -US$5.53억 | -50% | 0.51% | 143% | 269 | 51.67% | 1 |
|
| 2023 |
2023
Arosa Capital Management
Miami Beach,
Florida
| US$5.61억 | -US$7244만 | -11% | 8.1% | 536% | 75 | 54.67% | 0.5 |
|
| 2024 |
2024
TFG Asset Management
Grand Cayman,
Cayman Islands
| US$5.61억 | -US$1.28억 | -19% | 1.3% | 72.1% | 62 | 43.55% | 0.9 |
|
| 2025 |
JC
2025
JBF Capital
Aspen,
Colorado
| US$5.61억 | +US$1033만 | +2% | 0.76% | 93.6% | 96 | 36.46% | 1.2 |
|