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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
Mirova
Paris,
France
| US$8.39억 | +US$6091만 | +8% | 0.67% | 64.6% | 171 | 8.19% | 1.2 |
|
| 2002 |
2002
AGF Investments LLC
Toronto,
Ontario, Canada
| US$8.36억 | -US$603만 | -0.7% | 6.18% | 28.5% | 539 | 26.35% | 1.9 |
|
| 2003 |
2003
Easterly Investment Partners
Beverly,
Massachusetts
| US$8.35억 | +US$1.12억 | +16% | 13.1% | 57.6% | 212 | 52.36% | 0.5 |
|
| 2004 |
2004
III Capital Management
Boca Raton,
Florida
| US$8.35억 | +US$4438만 | +6% | 0.03% | 28.7% | 157 | 66.88% | 0.2 |
|
| 2005 |
2005
Foresite Capital Management IV
Larkspur,
California
| US$8.35억 | -US$8578만 | -9% | 16% | 151% | 15 | 26.67% | 0.6 |
|
| 2006 |
MFP
2006
Michael F. Price
| US$8.35억 | +US$1.86억 | +29% | 22.1% | 42.6% | 143 | 22.38% | 2.7 |
|
| 2007 |
2007
Connectus Wealth
Cincinnati,
Ohio
| US$8.34억 | – | – | 1.45% | 37.8% | 33 | – | 0 |
|
| 2008 |
2008
BRR OpCo
Columbus,
Ohio
| US$8.34억 | +US$1.55억 | +23% | 9.09% | 23.6% | 231 | 25.97% | 2.6 |
|
| 2009 |
2009
Wellesley Asset Management
Portsmouth,
New Hampshire
| US$8.34억 | -US$3039만 | -4% | 0% | 0% | 31 | 0% | 1.1 |
|
| 2010 |
2010
GM Advisory Group
Melville,
New York
| US$8.34억 | +US$8708만 | +12% | 7.61% | 53.6% | 207 | 20.77% | 1.6 |
|
| 2011 |
AL
2011
Arnhold LLC
New York
| US$8.34억 | +US$6164만 | +8% | 5.8% | 164% | 148 | 16.22% | 2.1 |
|
| 2012 |
2012
Cardan Capital Partners
Denver,
Colorado
| US$8.33억 | +US$2224만 | +3% | 2.27% | 64% | 274 | 30.66% | 1.7 |
|
| 2013 |
2013
Gratus Capital
Atlanta,
Georgia
| US$8.32억 | +US$8494만 | +11% | 8.14% | 51.4% | 202 | 19.8% | 3.2 |
|
| 2014 |
2014
Beese Fulmer Investment Management
Canton,
Ohio
| US$8.32억 | +US$4966만 | +6% | 6.98% | 124% | 226 | 7.96% | 4.1 |
|
| 2015 |
2015
Longfellow Investment Management
Boston,
Massachusetts
| US$8.32억 | +US$434만 | +0.5% | 6.51% | 45.9% | 617 | 34.04% | 0.2 |
|
| 2016 |
2016
AdamCapital Gestao de Recursos
Rio De Janeiro,
Brazil
| US$8.32억 | -US$9501만 | -10% | 11.5% | 10.7% | 18 | 11.11% | 1.4 |
|
| 2017 |
2017
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| US$8.32억 | +US$1.1억 | +15% | 2.87% | 102% | 236 | 27.54% | 1.4 |
|
| 2018 |
2018
Transcend Capital Advisors
Madison,
New Jersey
| US$8.32억 | +US$7060만 | +9% | 5.06% | 71.6% | 434 | 18.2% | 0.5 |
|
| 2019 |
WDA
2019
Wendell David Associates
Portsmouth,
New Hampshire
| US$8.31억 | +US$1307만 | +2% | 2.08% | 58.7% | 153 | 3.92% | 5.6 |
|
| 2020 |
2020
Novare Capital Management
Charlotte,
North Carolina
| US$8.31억 | +US$6307만 | +8% | 5.99% | 76.5% | 163 | 17.79% | 3.2 |
|
| 2021 |
2021
Resource Management
Metairie,
Louisiana
| US$8.31억 | +US$9881만 | +13% | 11.1% | 82.7% | 191 | 14.66% | 2 |
|
| 2022 |
2022
Kimmeridge Energy Management
New York
| US$8.3억 | +US$7.06억 | +570% | 80.3% | 19.7% | 6 | 50% | 0.3 |
|
| 2023 |
2023
Bangor Savings Bank
Bangor,
Maine
| US$8.29억 | +US$7072만 | +9% | 4.97% | 54.6% | 192 | 8.85% | 4.3 |
|
| 2024 |
2024
Ellevest Inc
New York
| US$8.29억 | +US$1.45억 | +21% | 4.76% | 73.8% | 1,429 | 17.07% | 1 |
|
| 2025 |
2025
Sage Rock Capital Management
New York
| US$8.28억 | +US$2.25억 | +37% | 4.39% | 13% | 269 | 75.46% | 0.1 |
|