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