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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
Efficient Advisors
Mason,
Ohio
| US$4.78억 | -US$9638만 | -17% | 14.4% | 30.6% | 50 | 0% | 5 |
|
| 2002 |
2002
Cypress Funds
Los Angeles,
California
| US$4.78억 | -US$6111만 | -11% | 9.41% | 125% | 16 | 18.75% | 1.7 |
|
| 2003 |
2003
RKL Wealth Management
Lancaster,
Pennsylvania
| US$4.78억 | -US$7957만 | -14% | 17.4% | 76.8% | 123 | 14.63% | 3.8 |
|
| 2004 |
2004
Colonial Trust Advisors
Spartanburg,
South Carolina
| US$4.78억 | -US$1.25억 | -21% | 16% | 90.7% | 167 | 19.16% | 4.4 |
|
| 2005 |
2005
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| US$4.77억 | -US$4592만 | -9% | 15% | 83.4% | 346 | 31.5% | 3.4 |
|
| 2006 |
2006
Modera Wealth Management
Westwood,
New Jersey
| US$4.77억 | -US$1.63억 | -25% | 23.2% | 75.5% | 165 | 20.61% | 3.6 |
|
| 2007 |
2007
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| US$4.77억 | +US$1.98억 | +71% | 18.3% | 70.9% | 26 | 19.23% | 4 |
|
| 2008 |
2008
Callahan Advisors
Houston,
Texas
| US$4.76억 | -US$1.47억 | -24% | 19.5% | 95.4% | 140 | 15% | 4.6 |
|
| 2009 |
2009
Koshinski Asset Management
Decatur,
Illinois
| US$4.76억 | -US$1.05억 | -18% | 16.6% | 82.9% | 539 | 20.78% | 1.1 |
|
| 2010 |
PAM
2010
Private Asset Management
San Diego,
California
| US$4.75억 | -US$1.38억 | -23% | 19.1% | 38.2% | 136 | 10.29% | 4.5 |
|
| 2011 |
2011
Estabrook Capital Management
New York
| US$4.75억 | -US$1.9억 | -29% | 19.6% | 99.1% | 355 | 7.04% | 5 |
|
| 2012 |
2012
EJF Capital
Arlington,
Virginia
| US$4.75억 | -US$5.22억 | -52% | 38.9% | 127% | 119 | 30.25% | 1.6 |
|
| 2013 |
OIM
2013
Opus Investment Management
Worcester,
Massachusetts
| US$4.74억 | -US$1.37억 | -22% | 21.5% | 58.2% | 107 | 16.82% | 3.8 |
|
| 2014 |
2014
Beryl Capital Management
Redondo Beach,
California
| US$4.74억 | -US$1.46억 | -24% | 29.7% | 3,932% | 73 | 76.71% | 0.1 |
|
| 2015 |
2015
Stonebridge Capital Advisors
St Paul,
Minnesota
| US$4.74억 | -US$1.39억 | -23% | 17.8% | 96.6% | 901 | 11.54% | 1.4 |
|
| 2016 |
2016
Resource Management
Metairie,
Louisiana
| US$4.73억 | -US$1.49억 | -24% | 24.8% | 82.7% | 158 | 20.25% | 1.9 |
|
| 2017 |
2017
Roundview Capital
Princeton,
New Jersey
| US$4.73억 | -US$5311만 | -10% | 14.4% | 86.4% | 239 | 14.64% | 3.8 |
|
| 2018 |
2018
Canandaigua National Bank & Trust
Canandaigua,
New York
| US$4.73억 | -US$1.19억 | -20% | 17.5% | – | 285 | 16.49% | 4 |
|
| 2019 |
2019
Adell Harriman & Carpenter
Houston,
Texas
| US$4.72억 | -US$1.36억 | -22% | 16% | 191% | 142 | 14.79% | 4.6 |
|
| 2020 |
2020
Valley Forge Capital Management
Miami,
Florida
| US$4.72억 | -US$4234만 | -8% | 13.6% | 49% | 9 | 0% | 2.7 |
|
| 2021 |
MIM
2021
Marco Investment Management
Atlanta,
Georgia
| US$4.72억 | -US$1.73억 | -27% | 19.6% | 131% | 179 | 13.97% | 5.1 |
|
| 2022 |
2022
American Assets Capital Advisers
San Diego,
California
| US$4.71억 | +US$7075만 | +18% | 10.4% | 73.5% | 29 | 17.24% | 2.5 |
|
| 2023 |
CIA
2023
CSat Investment Advisory
Detroit,
Michigan
| US$4.71억 | +US$9067만 | +24% | 16.8% | 87.4% | 1,090 | 2.66% | 1.3 |
|
| 2024 |
2024
Silverback Asset Management
Chapel Hill,
North Carolina
| US$4.7억 | -US$2.04억 | -30% | 1.53% | 92.1% | 59 | 18.64% | 0.9 |
|
| 2025 |
2025
Dai-ichi Life Holdings
Tokyo,
Japan
| US$4.7억 | -US$2.8억 | -37% | 37.3% | – | 1 | 0% | 2.8 |
|