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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
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| US$5.89억 | +US$3187만 | +6% | 27.6% | 98.1% | 69 | 78.26% | 0.2 |
|
| 2002 |
2002
Roundview Capital
Princeton,
New Jersey
| US$5.89억 | +US$1.16억 | +24% | 18.4% | 77.7% | 242 | 13.22% | 3.7 |
|
| 2003 |
2003
Lannebo Fonder
Stockholm,
Sweden
| US$5.88억 | +US$2.32억 | +65% | 31.5% | 49.8% | 37 | 8.11% | 2.5 |
|
| 2004 |
2004
QVT Financial
New York
| US$5.88억 | +US$1.6억 | +37% | 17.8% | 267% | 55 | 27.27% | 1.9 |
|
| 2005 |
2005
Cadinha & Co
Honolulu,
Hawaii
| US$5.88억 | +US$2.11억 | +56% | 19.1% | 132% | 98 | 16.33% | 4.4 |
|
| 2006 |
2006
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| US$5.88억 | +US$1.47억 | +33% | 16.7% | 73.7% | 130 | 20.77% | 2.9 |
|
| 2007 |
CC
2007
Cornerstone Capital
Palo Alto,
California
| US$5.87억 | +US$1.06억 | +22% | 21% | 91.2% | 79 | 15.19% | 4.2 |
|
| 2008 |
2008
CCM Investment Advisers
Columbia,
South Carolina
| US$5.87억 | +US$8618만 | +17% | 17.6% | 170% | 66 | 9.09% | 3.4 |
|
| 2009 |
2009
Woodstock Corp
Boston,
Massachusetts
| US$5.87억 | +US$9586만 | +20% | 21.6% | 115% | 163 | 6.13% | 5.1 |
|
| 2010 |
2010
Colonial Trust Advisors
Spartanburg,
South Carolina
| US$5.86억 | +US$1.08억 | +23% | 20.2% | 80% | 153 | 9.15% | 4.4 |
|
| 2011 |
2011
NewSquare Capital
Newtown Square,
Pennsylvania
| US$5.86억 | +US$4568만 | +8% | 12.9% | 76.5% | 470 | 38.09% | 2.1 |
|
| 2012 |
OCM
2012
Opti Capital Management
New York
| US$5.85억 | +US$9724만 | +20% | 0% | 0.01% | 31 | 0% | 0.3 |
|
| 2013 |
2013
Dakota Wealth Management
Palm Beach Gardens,
Florida
| US$5.84억 | +US$1.26억 | +28% | 18.3% | 112% | 293 | 19.11% | 1.8 |
|
| 2014 |
2014
Adell Harriman & Carpenter
Houston,
Texas
| US$5.84억 | +US$1.12억 | +24% | 23.7% | 176% | 132 | 8.33% | 4.6 |
|
| 2015 |
RP
2015
RR Partners
New York
| US$5.84억 | +US$8010만 | +16% | 21.9% | 73.3% | 20 | 0% | 3.1 |
|
| 2016 |
2016
BerganKDV Wealth Management
Bloomington,
Minnesota
| US$5.84억 | +US$9565만 | +20% | 14.7% | 27.9% | 1,146 | 26.7% | 1.5 |
|
| 2017 |
2017
Transform Wealth
Greenwood Village,
Colorado
| US$5.84억 | +US$1.15억 | +24% | 21.5% | 48.4% | 242 | 22.31% | 1.7 |
|
| 2018 |
2018
RKL Wealth Management
Lancaster,
Pennsylvania
| US$5.83억 | +US$1.05억 | +22% | 17.8% | 76.8% | 116 | 11.21% | 3.9 |
|
| 2019 |
SFG
2019
Sather Financial Group
Victoria,
Texas
| US$5.83억 | +US$7200만 | +14% | 18% | 70% | 61 | 36.07% | 3.3 |
|
| 2020 |
CRCP
2020
Copper Rock Capital Partners
Boston,
Massachusetts
| US$5.82억 | – | – | 23.5% | – | 56 | – | 0.9 |
|
| 2021 |
2021
Odey Asset Management Group
London,
United Kingdom
| US$5.82억 | -US$1958만 | -3% | 31.1% | 259% | 115 | 50.43% | 1.3 |
|
| 2022 |
2022
Gladius Capital Management
Chicago,
Illinois
| US$5.79억 | -US$3.71억 | -39% | 19.7% | 78% | 127 | 93.7% | 1.5 |
|
| 2023 |
2023
BRR OpCo
Columbus,
Ohio
| US$5.79억 | +US$5618만 | +11% | 14.4% | 23.6% | 190 | 18.42% | 2.9 |
|
| 2024 |
2024
SeaCrest Wealth Management
Purchase,
New York
| US$5.79억 | +US$1.13억 | +24% | 23.6% | 153% | 590 | 20.17% | 1.8 |
|
| 2025 |
2025
TrustCore Financial Services
Brentwood,
Tennessee
| US$5.78억 | +US$1.34억 | +30% | 18.1% | 28.3% | 1,000 | 18.3% | 1.4 |
|