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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)
Meridian Wealth Management
2001
Meridian Wealth Management
Kentucky
US$9.15억 -US$2150만 -2% 0.01% 117% 434 15.9% 1.9
Empowered Funds
2002
Empowered Funds
Pennsylvania
US$9.15억 +US$2809만 +3% 2.1% 127% 316 47.15% 0.5
Girard Partners
2003
Girard Partners
Pennsylvania
US$9.14억 -US$642만 -0.7% 5.53% 25.7% 268 11.94% 4
Wellington Shields Capital Management
2004
Wellington Shields Capital Management
New York
US$9.14억 +US$1.32억 +17% 4.5% 137% 358 32.12% 3.4
Covea Finance
2005
Covea Finance
France
US$9.12억 -US$2.29억 -20% 9.21% 129% 58 13.79% 0.2
Kintegral Advisory
2006
Kintegral Advisory
New York
US$9.11억 -US$5497만 -6% 6.35% 143% 268 2.61% 3
Jay A. Fishman Ltd
2007
Jay A. Fishman Ltd
Michigan
US$9.08억 -US$2828만 -3% 2.54% 119% 99 9.09% 5.1
First Business Financial Services
2008
First Business Financial Services
Wisconsin
US$9.04억 -US$4064만 -4% 5.39% 74% 180 10.56% 2.9
Baker Tilly Wealth Management
2009
Baker Tilly Wealth Management
Wisconsin
US$9.04억 -US$2807만 -3% 5.6% 96.9% 576 18.92% 1
Mesirow Financial Investment Management - Fixed Income
2010
Mesirow Financial Investment Management - Fixed Income
Illinois
US$9.03억 -US$461만 -0.5% 7.59% 26.9% 152 30.92% 1.2
Jacobs & Co
2011
Jacobs & Co
California
US$9.03억 -US$6127만 -6% 4.64% 105% 129 8.53% 5.8
JTC Employer Solutions Trustee
2012
JTC Employer Solutions Trustee
Jersey
US$9.03억 +US$9345만 +12% 1.62% 88.7% 314 3.18% 0.7
Conservest Capital Advisors
2013
Conservest Capital Advisors
Pennsylvania
US$9.03억 -US$3078만 -3% 5.49% 58.6% 97 15.46% 3.3
Cypress Funds
2014
Cypress Funds
California
US$9.03억 -US$3.18억 -26% 13.3% 100% 17 11.76% 2.2
SRFM
2015
Shannon River Fund Management
New York
US$9.01억 -US$8442만 -9% 13.4% 554% 56 33.93% 0.9
SNS Financial Group
2016
SNS Financial Group
Minnesota
US$9.01억 -US$3561만 -4% 3.72% 54.2% 259 18.92% 3.4
Oak Ridge Investments
2017
Oak Ridge Investments
Illinois
US$9억 -US$2.84억 -24% 7.44% 208% 176 15.91% 3.3
ORIX Corp
2018
ORIX Corp
Japan
US$8.99억 +US$2780만 +3% 3.19% 11.7% 1 0% 4.3
Mirabella Financial Services
2019
Mirabella Financial Services
United Kingdom
US$8.99억 -US$8637만 -9% 3.21% 86.2% 740 78.24% 0.1
WDA
2020
Wendell David Associates
New Hampshire
US$8.98억 -US$9038만 -9% 5.91% 58.7% 156 2.56% 6.3
Montag & Caldwell
2021
Montag & Caldwell
Georgia
US$8.98억 -US$1.39억 -13% 11.3% 91.3% 76 9.21% 4.2
Asset Dedication LLC
2022
Asset Dedication LLC
California
US$8.98억 +US$6750만 +8% 3.29% 67.8% 1,077 16.34% 2.5
Condor Capital Management
2023
Condor Capital Management
New Jersey
US$8.97억 -US$3644만 -4% 5.11% 58.2% 491 24.24% 2.1
Asset Advisors Investment Management
2024
Asset Advisors Investment Management
Georgia
US$8.97억 -US$9557만 -10% 5.16% 67.5% 98 14.29% 2.8
Chai Trust Company
2025
Chai Trust Company
Illinois
US$8.97억 -US$7450만 -8% 1.27% 12.7% 39 28.21% 3