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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)
Baker Tilly Wealth Management
2001
Baker Tilly Wealth Management
Wisconsin
US$7.62억 -US$1.41억 -16% 15.5% 96.9% 543 14.36% 1.2
First Nebraska Trust
2002
First Nebraska Trust
Nebraska
US$7.62억 -US$8203만 -10% 8.91% 67.9% 180 11.11% 5.4
Desjardins Global Asset Management
2003
Desjardins Global Asset Management
Quebec, Canada
US$7.62억 -US$3.87억 -34% 13.5% – 511 18.98% 0.4
Bath Savings Trust
2004
Bath Savings Trust
Maine
US$7.61억 -US$1.15억 -13% 11.6% 57.8% 160 8.13% 5.5
Y-Intercept (HK)
2005
Y-Intercept (HK)
Hong Kong
US$7.61억 +US$3.24억 +74% 20.6% 41.6% 1,302 82.8% 0.1
ICM
2006
Indaba Capital Management
California
US$7.6억 -US$1.23억 -14% 20.6% 66.7% 50 14% 0.9
Maple Capital Management
2007
Maple Capital Management
Vermont
US$7.59억 -US$9276만 -11% 14% 100% 105 16.19% 5.3
Leith Wheeler Investment Counsel
2008
Leith Wheeler Investment Counsel
British Columbia, Canada
US$7.58억 +US$8802만 +13% 15.5% 52.3% 59 20.34% 1.8
Kovack Advisors
2009
Kovack Advisors
Florida
US$7.58억 -US$2.16억 -22% 14.6% 118% 792 28.16% 2.7
Taiyo Life Insurance Company
2010
Taiyo Life Insurance Company
Japan
US$7.58억 +US$8934만 +13% 16.7% 90.5% 9 44.44% 2.1
Grassi Investment Management
2011
Grassi Investment Management
California
US$7.57억 -US$1.99억 -21% 17.1% 170% 140 13.57% 5.2
Sage Financial Group
2012
Sage Financial Group
Pennsylvania
US$7.57억 -US$1.02억 -12% 15.7% 62% 113 55.75% 2.7
Criteria Caixa
2013
Criteria Caixa
Spain
US$7.56억 -US$1.15억 -13% 13.2% 35.5% 52 34.62% 1.2
Hilltop Holdings
2014
Hilltop Holdings
Texas
US$7.55억 -US$1.33억 -15% 8.95% 96.7% 596 21.48% 3.1
Pictet North America Advisors
2015
Pictet North America Advisors
Switzerland
US$7.55억 -US$1.07억 -12% 12% 67.7% 153 24.84% 3.4
Greenwich Wealth Management
2016
Greenwich Wealth Management
Connecticut
US$7.55억 -US$2.24억 -23% 17.3% 198% 252 14.29% 4.1
Strategic Value Partners
2017
Strategic Value Partners
Connecticut
US$7.55억 -US$5.44억 -42% 17.8% – 5 0% 1.4
Lutz Financial Services
2018
Lutz Financial Services
Nebraska
US$7.54억 -US$5704만 -7% 10.5% 35.3% 70 18.57% 3.1
Inspire Investing
2019
Inspire Investing
Idaho
US$7.54억 -US$1.1억 -13% 13.1% 107% 807 7.93% 1.5
Clear Harbor Asset Management
2020
Clear Harbor Asset Management
Connecticut
US$7.53억 -US$1.26억 -14% 14.2% 98.6% 457 24.95% 3
Jacobi Capital Management
2021
Jacobi Capital Management
Pennsylvania
US$7.52억 -US$8525만 -10% 12.8% 76.6% 436 11.47% 4.5
Callahan Advisors
2022
Callahan Advisors
Texas
US$7.51억 -US$1.25억 -14% 12.2% 87.7% 152 9.21% 5.3
RWWM Inc
2023
RWWM Inc
California
US$7.51억 -US$1.43억 -16% 5.96% 40.6% 14 0% 4.8
Central Securities
2024
Central Securities
New York
US$7.5억 -US$1.91억 -20% 15.7% 90.2% 30 3.33% 5.8
Sound Income Strategies
2025
Sound Income Strategies
Florida
US$7.5억 -US$1.19억 -14% 11.6% 31.4% 985 8.32% 2.6