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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 |
KC
2001
KCL Capital
New York
| US$9.9억 | -US$11.8억 | -55% | 12.9% | 106% | 81 | 64.2% | 0.3 |
|
| 2002 |
HI
2002
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| US$9.8억 | +US$6803만 | +7% | 6.08% | 37.9% | 123 | 11.38% | 3 |
|
| 2003 |
2003
Nexus Investment Management
Toronto,
Ontario, Canada
| US$9.8억 | +US$5731만 | +6% | 9.6% | 93.5% | 66 | 3.03% | 6.3 |
|
| 2004 |
2004
CapWealth Advisors
Franklin,
Tennessee
| US$9.8억 | +US$6993만 | +8% | 7.03% | 152% | 123 | 11.38% | 4.1 |
|
| 2005 |
KL
2005
KGH Ltd
Nassau,
Bahamas
| US$9.8억 | -US$5110만 | -5% | 8.83% | 139% | 50 | 52% | 0.6 |
|
| 2006 |
2006
Caxton Associates (New York)
New York
| US$9.8억 | +US$7708만 | +9% | 11.7% | 73.9% | 710 | 62.54% | 0.3 |
|
| 2007 |
2007
Northcape Capital
Sydney,
Australia
| US$9.8억 | +US$3910만 | +4% | 3.48% | – | 26 | 3.85% | 2.7 |
|
| 2008 |
2008
Vicus Capital
State College,
Pennsylvania
| US$9.8억 | +US$3.68억 | +60% | 6.17% | 67% | 245 | 49.8% | 2.1 |
|
| 2009 |
2009
Virtu Financial
New York
| US$9.8억 | -US$1.58억 | -14% | 1.76% | 160% | 2,492 | 76.12% | 0.2 |
|
| 2010 |
2010
Inclusive Capital Partners
San Francisco,
California
| US$9.8억 | +US$6162만 | +7% | 9.65% | 14.3% | 9 | 11.11% | 0.9 |
|
| 2011 |
2011
Mill Capital Management
Concord,
North Carolina
| US$9.8억 | – | – | 11.2% | 119% | 124 | – | 0 |
|
| 2012 |
2012
Dymon Asia Capital (Singapore)
Singapore
| US$9.7억 | +US$6787만 | +7% | 3.64% | 291% | 148 | 63.51% | 0.2 |
|
| 2013 |
2013
Ironvine Capital Partners
Omaha,
Nebraska
| US$9.7억 | +US$3295만 | +3% | 8.36% | 58.8% | 55 | 1.82% | 3 |
|
| 2014 |
2014
Edgemoor Investment Advisors
Bethesda,
Maryland
| US$9.7억 | +US$9615만 | +11% | 11.3% | 117% | 147 | 8.84% | 4.5 |
|
| 2015 |
2015
Chai Trust Company
Chicago,
Illinois
| US$9.7억 | -US$2.09억 | -18% | 7.15% | 12.7% | 36 | 16.67% | 2.8 |
|
| 2016 |
2016
Berry Street Capital Management
London,
United Kingdom
| US$9.7억 | +US$3.1억 | +47% | 18.2% | 331% | 119 | 69.75% | 0.2 |
|
| 2017 |
2017
Resource Management
Metairie,
Louisiana
| US$9.7억 | +US$9413만 | +11% | 9.54% | 82.7% | 201 | 14.93% | 2.4 |
|
| 2018 |
2018
Logos Global Management
San Francisco,
California
| US$9.7억 | -US$4.17억 | -30% | 0.32% | 1,585% | 83 | 51.81% | 0.4 |
|
| 2019 |
2019
Grosvenor Holdings
Chicago,
Illinois
| US$9.7억 | +US$1.51억 | +19% | 2.65% | 54.3% | 22 | 22.73% | 1 |
|
| 2020 |
2020
Kintegral Advisory
New York
| US$9.7억 | +US$1.13억 | +13% | 14.5% | 143% | 270 | 4.44% | 2.8 |
|
| 2021 |
2021
Webster Bank
Waterbury,
Connecticut
| US$9.7억 | +US$7033만 | +8% | 8.91% | 77.5% | 566 | 7.24% | 4.4 |
|
| 2022 |
2022
Jacobs & Co
San Francisco,
California
| US$9.6억 | +US$9501만 | +11% | 11.2% | 105% | 126 | 9.52% | 5.7 |
|
| 2023 |
2023
MGO One Seven
Beachwood,
Ohio
| US$9.6억 | +US$1.76억 | +22% | 9.6% | 98.8% | 697 | 17.93% | 1.9 |
|
| 2024 |
2024
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| US$9.6억 | -US$3773만 | -4% | 7.91% | 34.1% | 23 | 13.04% | 1.6 |
|
| 2025 |
NTCM
2025
Nine Ten Capital Management
Chicago,
Illinois
| US$9.6억 | +US$2715만 | +3% | 11.8% | 166% | 12 | 8.33% | 2.6 |
|