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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
BDO Wealth Advisors
Jacksonville,
Florida
| US$9.08억 | +US$511만 | +0.6% | 0.88% | 38.3% | 1,168 | 10.45% | 1.8 |
|
| 2002 |
MIM
2002
Marco Investment Management
Atlanta,
Georgia
| US$9.07억 | +US$4690만 | +5% | 0.95% | 127% | 221 | 9.5% | 4.8 |
|
| 2003 |
2003
Roundview Capital
Princeton,
New Jersey
| US$9.07억 | +US$1101만 | +1% | 0.45% | 77.7% | 292 | 8.56% | 3.8 |
|
| 2004 |
2004
Arete Wealth Advisors
Chicago,
Illinois
| US$9.07억 | +US$1.94억 | +27% | 0.94% | 85.3% | 455 | 25.27% | 2.2 |
|
| 2005 |
2005
Dymon Asia Capital (Singapore)
Singapore
| US$9.07억 | -US$4404만 | -5% | 8.86% | 268% | 147 | 76.19% | 0.1 |
|
| 2006 |
CI
2006
CPMG Inc
Dallas,
Texas
| US$9.07억 | +US$3.02억 | +50% | 14.4% | 878% | 5 | 20% | 2.4 |
|
| 2007 |
2007
Trigran Investments
Northbrook,
Illinois
| US$9.06억 | -US$71.8만 | -0.1% | 1.19% | 30.2% | 20 | 0% | 3.2 |
|
| 2008 |
2008
Executive Wealth Management
Brighton,
Michigan
| US$9.06억 | -US$613만 | -0.7% | 0.08% | 18.4% | 197 | 9.14% | 1.7 |
|
| 2009 |
2009
Caxton Associates (New York)
New York
| US$9.05억 | -US$665만 | -0.7% | 6.07% | 73.9% | 657 | 64.08% | 0.2 |
|
| 2010 |
2010
PFG Advisors
Phoenix,
Arizona
| US$9.04억 | +US$2981만 | +3% | 0.41% | 82.7% | 525 | 12.95% | 1.7 |
|
| 2011 |
2011
Petrus Trust Company
Dallas,
Texas
| US$9.03억 | -US$4394만 | -5% | 1.53% | 36.9% | 114 | 56.14% | 2.3 |
|
| 2012 |
2012
TCV Trust & Wealth Management
Richmond,
Virginia
| US$9.02억 | -US$1359만 | -1% | 0.75% | 75.3% | 199 | 9.05% | 5 |
|
| 2013 |
2013
SFMG Wealth Advisors
Plano,
Texas
| US$9.01억 | +US$114만 | +0.1% | 0.91% | 76.1% | 282 | 14.18% | 2.5 |
|
| 2014 |
2014
Baldwin Wealth Partners
Marion,
Massachusetts
| US$9.01억 | -US$1404만 | -2% | 1.78% | 94.5% | 685 | 8.61% | 3.5 |
|
| 2015 |
2015
Novare Capital Management
Charlotte,
North Carolina
| US$9.01억 | +US$604만 | +0.7% | 0.48% | 76.5% | 165 | 15.15% | 3.7 |
|
| 2016 |
2016
Global Alpha Capital Management
Montreal,
Quebec, Canada
| US$9억 | -US$2204만 | -2% | 2.59% | 80.4% | 36 | 8.33% | 3.8 |
|
| 2017 |
2017
McAdam LLC
Philadelphia,
Pennsylvania
| US$9억 | +US$1885만 | +2% | 0.61% | 65.4% | 185 | 7.57% | 1.9 |
|
| 2018 |
2018
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| US$9억 | -US$8000만 | -8% | 0.14% | 70.8% | 11 | 27.27% | 0.6 |
|
| 2019 |
2019
Endurance Wealth Management
Providence,
Rhode Island
| US$8.99억 | -US$256만 | -0.3% | 0.33% | 59% | 664 | 5.57% | 4.2 |
|
| 2020 |
2020
Eagle Ridge Investment Management
Stamford,
Connecticut
| US$8.98억 | +US$3588만 | +4% | 0.32% | 28.2% | 149 | 10.74% | 4 |
|
| 2021 |
2021
Capital Asset Advisory Services
Williamston,
Michigan
| US$8.98억 | -US$1348만 | -1% | 0.71% | 51% | 761 | 11.04% | 1.5 |
|
| 2022 |
WDA
2022
Wendell David Associates
Portsmouth,
New Hampshire
| US$8.97억 | +US$360만 | +0.4% | 0.76% | 58.7% | 157 | 5.1% | 5.9 |
|
| 2023 |
2023
EMG Holdings
Old Greenwich,
Connecticut
| US$8.97억 | – | – | 1.22% | 4.17% | 199 | – | 0 |
|
| 2024 |
2024
Asset Advisors Investment Management
Augusta,
Georgia
| US$8.97억 | -US$716만 | -0.8% | 1.04% | 67.5% | 100 | 15% | 2.5 |
|
| 2025 |
2025
TruWealth Advisors
Metairie,
Louisiana
| US$8.97억 | +US$4398만 | +5% | 0.11% | 56.3% | 121 | 7.44% | 0.7 |
|