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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
Baker Tilly Wealth Management
Madison,
Wisconsin
| US$7.62억 | -US$1.41억 | -16% | 15.5% | 96.9% | 543 | 14.36% | 1.2 |
|
| 2002 |
2002
First Nebraska Trust
Lincoln,
Nebraska
| US$7.62억 | -US$8203만 | -10% | 8.91% | 67.9% | 180 | 11.11% | 5.4 |
|
| 2003 |
2003
Desjardins Global Asset Management
Montreal,
Quebec, Canada
| US$7.62억 | -US$3.87억 | -34% | 13.5% | – | 511 | 18.98% | 0.4 |
|
| 2004 |
2004
Bath Savings Trust
Bath,
Maine
| US$7.61억 | -US$1.15억 | -13% | 11.6% | 57.8% | 160 | 8.13% | 5.5 |
|
| 2005 |
2005
Y-Intercept (HK)
Hong Kong
| US$7.61억 | +US$3.24억 | +74% | 20.6% | 41.6% | 1,302 | 82.8% | 0.1 |
|
| 2006 |
ICM
2006
Indaba Capital Management
San Francisco,
California
| US$7.6억 | -US$1.23억 | -14% | 20.6% | 66.7% | 50 | 14% | 0.9 |
|
| 2007 |
2007
Maple Capital Management
Montpelier,
Vermont
| US$7.59억 | -US$9276만 | -11% | 14% | 100% | 105 | 16.19% | 5.3 |
|
| 2008 |
2008
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| US$7.58억 | +US$8802만 | +13% | 15.5% | 52.3% | 59 | 20.34% | 1.8 |
|
| 2009 |
2009
Kovack Advisors
Ft. Lauderdale,
Florida
| US$7.58억 | -US$2.16억 | -22% | 14.6% | 118% | 792 | 28.16% | 2.7 |
|
| 2010 |
2010
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| US$7.58억 | +US$8934만 | +13% | 16.7% | 90.5% | 9 | 44.44% | 2.1 |
|
| 2011 |
2011
Grassi Investment Management
Santa Clara,
California
| US$7.57억 | -US$1.99억 | -21% | 17.1% | 170% | 140 | 13.57% | 5.2 |
|
| 2012 |
2012
Sage Financial Group
W. Conshohocken,
Pennsylvania
| US$7.57억 | -US$1.02억 | -12% | 15.7% | 62% | 113 | 55.75% | 2.7 |
|
| 2013 |
2013
Criteria Caixa
Barcelona,
Spain
| US$7.56억 | -US$1.15억 | -13% | 13.2% | 35.5% | 52 | 34.62% | 1.2 |
|
| 2014 |
2014
Hilltop Holdings
Dallas,
Texas
| US$7.55억 | -US$1.33억 | -15% | 8.95% | 96.7% | 596 | 21.48% | 3.1 |
|
| 2015 |
2015
Pictet North America Advisors
Geneva 73,
Switzerland
| US$7.55억 | -US$1.07억 | -12% | 12% | 67.7% | 153 | 24.84% | 3.4 |
|
| 2016 |
2016
Greenwich Wealth Management
Greenwich,
Connecticut
| US$7.55억 | -US$2.24억 | -23% | 17.3% | 198% | 252 | 14.29% | 4.1 |
|
| 2017 |
2017
Strategic Value Partners
Greenwich,
Connecticut
| US$7.55억 | -US$5.44억 | -42% | 17.8% | – | 5 | 0% | 1.4 |
|
| 2018 |
2018
Lutz Financial Services
Omaha,
Nebraska
| US$7.54억 | -US$5704만 | -7% | 10.5% | 35.3% | 70 | 18.57% | 3.1 |
|
| 2019 |
2019
Inspire Investing
Meridian,
Idaho
| US$7.54억 | -US$1.1억 | -13% | 13.1% | 107% | 807 | 7.93% | 1.5 |
|
| 2020 |
2020
Clear Harbor Asset Management
Stamford,
Connecticut
| US$7.53억 | -US$1.26억 | -14% | 14.2% | 98.6% | 457 | 24.95% | 3 |
|
| 2021 |
2021
Jacobi Capital Management
Pittston,
Pennsylvania
| US$7.52억 | -US$8525만 | -10% | 12.8% | 76.6% | 436 | 11.47% | 4.5 |
|
| 2022 |
2022
Callahan Advisors
Houston,
Texas
| US$7.51억 | -US$1.25억 | -14% | 12.2% | 87.7% | 152 | 9.21% | 5.3 |
|
| 2023 |
2023
RWWM Inc
Rocklin,
California
| US$7.51억 | -US$1.43억 | -16% | 5.96% | 40.6% | 14 | 0% | 4.8 |
|
| 2024 |
2024
Central Securities
New York
| US$7.5억 | -US$1.91억 | -20% | 15.7% | 90.2% | 30 | 3.33% | 5.8 |
|
| 2025 |
2025
Sound Income Strategies
Ft Lauderdale,
Florida
| US$7.5억 | -US$1.19억 | -14% | 11.6% | 31.4% | 985 | 8.32% | 2.6 |
|