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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)
BDO Wealth Advisors
2001
BDO Wealth Advisors
Florida
US$9.08억 +US$511만 +0.6% 0.88% 38.3% 1,168 10.45% 1.8
MIM
2002
Marco Investment Management
Georgia
US$9.07억 +US$4690만 +5% 0.95% 127% 221 9.5% 4.8
Roundview Capital
2003
Roundview Capital
New Jersey
US$9.07억 +US$1101만 +1% 0.45% 77.7% 292 8.56% 3.8
Arete Wealth Advisors
2004
Arete Wealth Advisors
Illinois
US$9.07억 +US$1.94억 +27% 0.94% 85.3% 455 25.27% 2.2
Dymon Asia Capital (Singapore)
2005
Dymon Asia Capital (Singapore)
Singapore
US$9.07억 -US$4404만 -5% 8.86% 268% 147 76.19% 0.1
CI
2006
CPMG Inc
Texas
US$9.07억 +US$3.02억 +50% 14.4% 878% 5 20% 2.4
Trigran Investments
2007
Trigran Investments
Illinois
US$9.06억 -US$71.8만 -0.1% 1.19% 30.2% 20 0% 3.2
Executive Wealth Management
2008
Executive Wealth Management
Michigan
US$9.06억 -US$613만 -0.7% 0.08% 18.4% 197 9.14% 1.7
Caxton Associates (New York)
2009
Caxton Associates (New York)
New York
US$9.05억 -US$665만 -0.7% 6.07% 73.9% 657 64.08% 0.2
PFG Advisors
2010
PFG Advisors
Arizona
US$9.04억 +US$2981만 +3% 0.41% 82.7% 525 12.95% 1.7
Petrus Trust Company
2011
Petrus Trust Company
Texas
US$9.03억 -US$4394만 -5% 1.53% 36.9% 114 56.14% 2.3
TCV Trust & Wealth Management
2012
TCV Trust & Wealth Management
Virginia
US$9.02억 -US$1359만 -1% 0.75% 75.3% 199 9.05% 5
SFMG Wealth Advisors
2013
SFMG Wealth Advisors
Texas
US$9.01억 +US$114만 +0.1% 0.91% 76.1% 282 14.18% 2.5
Baldwin Wealth Partners
2014
Baldwin Wealth Partners
Massachusetts
US$9.01억 -US$1404만 -2% 1.78% 94.5% 685 8.61% 3.5
Novare Capital Management
2015
Novare Capital Management
North Carolina
US$9.01억 +US$604만 +0.7% 0.48% 76.5% 165 15.15% 3.7
Global Alpha Capital Management
2016
Global Alpha Capital Management
Quebec, Canada
US$9억 -US$2204만 -2% 2.59% 80.4% 36 8.33% 3.8
McAdam LLC
2017
McAdam LLC
Pennsylvania
US$9억 +US$1885만 +2% 0.61% 65.4% 185 7.57% 1.9
Common Fund For Nonprofit Organizations
2018
Common Fund For Nonprofit Organizations
Connecticut
US$9억 -US$8000만 -8% 0.14% 70.8% 11 27.27% 0.6
Endurance Wealth Management
2019
Endurance Wealth Management
Rhode Island
US$8.99억 -US$256만 -0.3% 0.33% 59% 664 5.57% 4.2
Eagle Ridge Investment Management
2020
Eagle Ridge Investment Management
Connecticut
US$8.98억 +US$3588만 +4% 0.32% 28.2% 149 10.74% 4
Capital Asset Advisory Services
2021
Capital Asset Advisory Services
Michigan
US$8.98억 -US$1348만 -1% 0.71% 51% 761 11.04% 1.5
WDA
2022
Wendell David Associates
New Hampshire
US$8.97억 +US$360만 +0.4% 0.76% 58.7% 157 5.1% 5.9
EMG Holdings
2023
EMG Holdings
Connecticut
US$8.97억 – – 1.22% 4.17% 199 – 0
Asset Advisors Investment Management
2024
Asset Advisors Investment Management
Georgia
US$8.97억 -US$716만 -0.8% 1.04% 67.5% 100 15% 2.5
TruWealth Advisors
2025
TruWealth Advisors
Louisiana
US$8.97억 +US$4398만 +5% 0.11% 56.3% 121 7.44% 0.7