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세계 최고의 투자자와 헤지펀드의 최신 주식 포트폴리오

이름 AUM AUM
성장률
AUM
성장률
분기
예상 수익률
3년간
예상 수익률
보유 종목 포트폴리오 회전율 평균 보유
기간(년)
Efficient Advisors
2001
Efficient Advisors
Ohio
US$4.78억 -US$9638만 -17% 14.4% 30.6% 50 0% 5
Cypress Funds
2002
Cypress Funds
California
US$4.78억 -US$6111만 -11% 9.41% 125% 16 18.75% 1.7
RKL Wealth Management
2003
RKL Wealth Management
Pennsylvania
US$4.78억 -US$7957만 -14% 17.4% 76.8% 123 14.63% 3.8
Colonial Trust Advisors
2004
Colonial Trust Advisors
South Carolina
US$4.78억 -US$1.25억 -21% 16% 90.7% 167 19.16% 4.4
Sheets Smith Wealth Management
2005
Sheets Smith Wealth Management
North Carolina
US$4.77억 -US$4592만 -9% 15% 83.4% 346 31.5% 3.4
Modera Wealth Management
2006
Modera Wealth Management
New Jersey
US$4.77억 -US$1.63억 -25% 23.2% 75.5% 165 20.61% 3.6
Howard Hughes Medical Institute
2007
Howard Hughes Medical Institute
Maryland
US$4.77억 +US$1.98억 +71% 18.3% 70.9% 26 19.23% 4
Callahan Advisors
2008
Callahan Advisors
Texas
US$4.76억 -US$1.47억 -24% 19.5% 95.4% 140 15% 4.6
Koshinski Asset Management
2009
Koshinski Asset Management
Illinois
US$4.76억 -US$1.05억 -18% 16.6% 82.9% 539 20.78% 1.1
PAM
2010
Private Asset Management
California
US$4.75억 -US$1.38억 -23% 19.1% 38.2% 136 10.29% 4.5
Estabrook Capital Management
2011
Estabrook Capital Management
New York
US$4.75억 -US$1.9억 -29% 19.6% 99.1% 355 7.04% 5
EJF Capital
2012
EJF Capital
Virginia
US$4.75억 -US$5.22억 -52% 38.9% 127% 119 30.25% 1.6
OIM
2013
Opus Investment Management
Massachusetts
US$4.74억 -US$1.37억 -22% 21.5% 58.2% 107 16.82% 3.8
Beryl Capital Management
2014
Beryl Capital Management
California
US$4.74억 -US$1.46억 -24% 29.7% 3,932% 73 76.71% 0.1
Stonebridge Capital Advisors
2015
Stonebridge Capital Advisors
Minnesota
US$4.74억 -US$1.39억 -23% 17.8% 96.6% 901 11.54% 1.4
Resource Management
2016
Resource Management
Louisiana
US$4.73억 -US$1.49억 -24% 24.8% 82.7% 158 20.25% 1.9
Roundview Capital
2017
Roundview Capital
New Jersey
US$4.73억 -US$5311만 -10% 14.4% 86.4% 239 14.64% 3.8
Canandaigua National Bank & Trust
2018
Canandaigua National Bank & Trust
New York
US$4.73억 -US$1.19억 -20% 17.5% – 285 16.49% 4
Adell Harriman & Carpenter
2019
Adell Harriman & Carpenter
Texas
US$4.72억 -US$1.36억 -22% 16% 191% 142 14.79% 4.6
Valley Forge Capital Management
2020
Valley Forge Capital Management
Florida
US$4.72억 -US$4234만 -8% 13.6% 49% 9 0% 2.7
MIM
2021
Marco Investment Management
Georgia
US$4.72억 -US$1.73억 -27% 19.6% 131% 179 13.97% 5.1
American Assets Capital Advisers
2022
American Assets Capital Advisers
California
US$4.71억 +US$7075만 +18% 10.4% 73.5% 29 17.24% 2.5
CIA
2023
CSat Investment Advisory
Michigan
US$4.71억 +US$9067만 +24% 16.8% 87.4% 1,090 2.66% 1.3
Silverback Asset Management
2024
Silverback Asset Management
North Carolina
US$4.7억 -US$2.04억 -30% 1.53% 92.1% 59 18.64% 0.9
Dai-ichi Life Holdings
2025
Dai-ichi Life Holdings
Japan
US$4.7억 -US$2.8억 -37% 37.3% – 1 0% 2.8