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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
CWA Asset Management Group
Naples,
Florida
| US$6.2억 | -US$320만 | -0.5% | 6.08% | – | 259 | 20.08% | 1.9 |
|
| 2002 |
2002
Governors Lane
New York
| US$6.2억 | -US$1.31억 | -17% | 19.3% | 133% | 70 | 51.43% | 0.6 |
|
| 2003 |
2003
Third Security
Radford,
Virginia
| US$6.2억 | -US$4738만 | -7% | 0.03% | 28.2% | 12 | 16.67% | 4.6 |
|
| 2004 |
2004
Shaolin Capital Management
Miami,
Florida
| US$6.19억 | -US$3084만 | -5% | 1.25% | 86.1% | 171 | 42.11% | 0.4 |
|
| 2005 |
2005
Thompson Investment Management
Madison,
Wisconsin
| US$6.18억 | +US$1.07억 | +21% | 8.4% | 100% | 196 | 9.18% | 4 |
|
| 2006 |
SAM
2006
Sandell Asset Management
New York
| US$6.18억 | +US$3.21억 | +108% | 24.1% | 322% | 64 | 59.38% | 0.6 |
|
| 2007 |
2007
Centerbridge Partners
New York
| US$6.18억 | +US$6735만 | +12% | 26.7% | 15.9% | 12 | 33.33% | 1.4 |
|
| 2008 |
CWM
2008
Cornerstone Wealth Management
St. Peters,
Missouri
| US$6.17억 | +US$5038만 | +9% | 7.1% | 69.8% | 374 | 14.44% | 2.3 |
|
| 2009 |
2009
Ikarian Capital
Dallas,
Texas
| US$6.17억 | – | – | 69.5% | 5,184% | 114 | – | 0 |
|
| 2010 |
2010
First Nebraska Trust
Lincoln,
Nebraska
| US$6.16억 | +US$1498만 | +2% | 8.8% | 67.9% | 149 | 3.36% | 4.3 |
|
| 2011 |
2011
Kemper
Chicago,
Illinois
| US$6.16억 | -US$6973만 | -10% | 4.38% | 28.6% | 51 | 0% | 1.9 |
|
| 2012 |
2012
Hawk Ridge Capital Management
Los Angeles,
California
| US$6.15억 | +US$1.16억 | +23% | 6.45% | 84.9% | 53 | 49.06% | 0.9 |
|
| 2013 |
2013
Woodstock Corp
Boston,
Massachusetts
| US$6.14억 | +US$4001만 | +7% | 10.1% | 115% | 164 | 6.71% | 5 |
|
| 2014 |
PAM
2014
Private Asset Management
San Diego,
California
| US$6.14억 | +US$3554만 | +6% | 10.1% | 38.2% | 145 | 12.41% | 4.2 |
|
| 2015 |
AH
2015
Aviva Holdings
New Providence,
Bahamas
| US$6.13억 | +US$1.88억 | +44% | 52.6% | 36.5% | 6 | 16.67% | 1.7 |
|
| 2016 |
2016
Matrix Asset Advisors
White Plains,
New York
| US$6.13억 | +US$4723만 | +8% | 8.37% | 84.9% | 79 | 8.86% | 4.1 |
|
| 2017 |
2017
Pensionfund DSM Netherlands
Sittard,
Netherlands
| US$6.13억 | +US$5406만 | +10% | 5.37% | 36.9% | 223 | 18.39% | 2.8 |
|
| 2018 |
2018
Stonebridge Capital Advisors
St Paul,
Minnesota
| US$6.13억 | +US$3280만 | +6% | 7.91% | 80.1% | 967 | 15.41% | 1.1 |
|
| 2019 |
2019
TD Capital Management
Memphis,
Tennessee
| US$6.13억 | +US$5364만 | +10% | 4.82% | 40.5% | 289 | 10.38% | 3.1 |
|
| 2020 |
2020
Fund Evaluation Group
Cincinnati,
Ohio
| US$6.12억 | +US$7504만 | +14% | 6.03% | 51.6% | 40 | 55% | 1.3 |
|
| 2021 |
2021
Pier Capital
Stamford,
Connecticut
| US$6.12억 | +US$2123만 | +4% | 11.7% | 223% | 123 | 26.83% | 1.1 |
|
| 2022 |
2022
Virtus ETF Advisers
New York
| US$6.12억 | +US$1.15억 | +23% | 9.34% | 177% | 532 | 33.27% | 0.9 |
|
| 2023 |
2023
J.M. Forbes & Co
Boston,
Massachusetts
| US$6.11억 | +US$9132만 | +18% | 8.51% | 112% | 108 | 5.56% | 4.6 |
|
| 2024 |
OIM
2024
Opus Investment Management
Worcester,
Massachusetts
| US$6.11억 | +US$3594만 | +6% | 5.85% | 52.8% | 113 | 15.04% | 3.3 |
|
| 2025 |
2025
Klingman & Associates
New York
| US$6.11억 | +US$5255만 | +9% | 6.18% | 64.9% | 138 | 14.49% | 2.9 |
|