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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
Elite Wealth Management
Kirkland,
Washington
| US$7.74억 | +US$4981만 | +7% | 10.5% | 182% | 53 | 16.98% | 2.1 |
|
| 2002 |
2002
American Financial Group
Cincinnati,
Ohio
| US$7.74억 | +US$4809만 | +7% | 27.2% | 30.6% | 120 | 12.5% | 3.7 |
|
| 2003 |
SFG
2003
Sather Financial Group
Victoria,
Texas
| US$7.74억 | +US$1.46억 | +23% | 15.2% | 82.3% | 48 | 16.67% | 3 |
|
| 2004 |
2004
Oribel Capital Management
New York
| US$7.74억 | -US$4.51억 | -37% | 17% | 365% | 145 | 57.93% | 0.5 |
|
| 2005 |
2005
Trek Financial
Scottsdale,
Arizona
| US$7.73억 | +US$1.18억 | +18% | 14% | 152% | 241 | 40.66% | 0.7 |
|
| 2006 |
2006
Oakworth Capital
Birmingham,
Alabama
| US$7.72억 | +US$1.55억 | +25% | 13% | 70% | 617 | 6.16% | 4.5 |
|
| 2007 |
AL
2007
Arnhold LLC
New York
| US$7.72억 | +US$9481만 | +14% | 17.7% | 164% | 142 | 9.15% | 2 |
|
| 2008 |
2008
Central Securities
New York
| US$7.72억 | +US$1.26억 | +20% | 20.6% | 101% | 32 | 12.5% | 5 |
|
| 2009 |
2009
Asset Advisors Investment Management
Augusta,
Georgia
| US$7.72억 | +US$1.1억 | +17% | 12.5% | 67.5% | 88 | 4.55% | 2 |
|
| 2010 |
2010
Kontiki Capital Management (HK)
Hong Kong
| US$7.72억 | -US$9752만 | -11% | 17.4% | 90.6% | 5 | 0% | 2.4 |
|
| 2011 |
2011
Cassaday & Co
Mclean,
Virginia
| US$7.72억 | -US$2.46억 | -24% | 9.66% | 62.7% | 38 | 10.53% | 4 |
|
| 2012 |
2012
Iron Triangle Partners
Cos Cob,
Connecticut
| US$7.71억 | +US$3.24억 | +72% | 26.2% | 152% | 35 | 54.29% | 0.4 |
|
| 2013 |
2013
Jacobs & Co
San Francisco,
California
| US$7.7억 | +US$8062만 | +12% | 11.7% | 105% | 119 | 9.24% | 5.4 |
|
| 2014 |
2014
Dakota Wealth Management
Palm Beach Gardens,
Florida
| US$7.69억 | +US$1.34억 | +21% | 11.6% | 123% | 348 | 24.43% | 1.9 |
|
| 2015 |
2015
Novare Capital Management
Charlotte,
North Carolina
| US$7.68억 | +US$5802만 | +8% | 11.2% | 87.5% | 154 | 20.78% | 3.3 |
|
| 2016 |
2016
Washington Trust Bank
Spokane,
Washington
| US$7.67억 | +US$9062만 | +13% | 12.6% | 89.9% | 194 | 17.53% | 4.6 |
|
| 2017 |
AIM
2017
Aigen Investment Management
New York
| US$7.66억 | -US$1710만 | -2% | 24.6% | 55.5% | 1,206 | 69.32% | 0.3 |
|
| 2018 |
2018
Prana Capital Management
Greenwich,
Connecticut
| US$7.66억 | +US$1.9억 | +33% | 19.5% | 36.6% | 85 | 67.06% | 0.4 |
|
| 2019 |
OM
2019
Opaleye Management
Boston,
Massachusetts
| US$7.66억 | +US$2.54억 | +50% | 71.9% | 748% | 68 | 32.35% | 1 |
|
| 2020 |
2020
Crescent Grove Advisors
Lake Forest,
Illinois
| US$7.65억 | +US$2.64억 | +53% | 12.9% | 64.1% | 190 | 14.74% | 1.9 |
|
| 2021 |
2021
Dorsey Asset Management
Chicago,
Illinois
| US$7.64억 | +US$9132만 | +14% | 28.3% | 122% | 11 | 18.18% | 1.8 |
|
| 2022 |
2022
Mint Tower Capital Management
Amsterdam,
Netherlands
| US$7.64억 | -US$8604만 | -10% | 0.21% | 40.2% | 429 | 66.43% | 0.2 |
|
| 2023 |
2023
RFG Advisory
Birmingham,
Alabama
| US$7.64억 | +US$5130만 | +7% | 10.8% | 57% | 465 | 19.35% | 1.7 |
|
| 2024 |
2024
Lavaca Capital
Houston,
Texas
| US$7.63억 | +US$1.27억 | +20% | 12.5% | 46.5% | 128 | 30.47% | 1 |
|
| 2025 |
2025
McKinley Carter Wealth Services
Wheeling,
West Virginia
| US$7.63억 | +US$3.18억 | +71% | 14% | 63.2% | 265 | 47.92% | 2.3 |
|