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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
Crestview Partners II
New York
| US$7.3억 | -US$1450만 | -2% | 1.72% | 157% | 3 | 0% | 3.9 |
|
| 2002 |
2002
Palisade Asset Management
Minneapolis,
Minnesota
| US$7.29억 | -US$4888만 | -6% | 5.89% | 61.8% | 180 | 6.11% | 6.6 |
|
| 2003 |
2003
StoneX Group
New York
| US$7.29억 | -US$8862만 | -11% | 4.65% | 85.2% | 820 | 43.05% | 2 |
|
| 2004 |
2004
Ionic Capital Management
New York
| US$7.28억 | -US$1.14억 | -13% | 23% | 163% | 543 | 33.89% | 0.6 |
|
| 2005 |
2005
ARS Investment Partners
New York
| US$7.27억 | -US$474만 | -0.6% | 4.35% | 260% | 193 | 29.02% | 2.1 |
|
| 2006 |
2006
Naples Global Advisors
Naples,
Florida
| US$7.27억 | -US$4400만 | -6% | 5.84% | 103% | 383 | 6.01% | 4.9 |
|
| 2007 |
2007
Summit Creek Advisors
Minneapolis,
Minnesota
| US$7.26억 | -US$5854만 | -7% | 0.96% | 68.8% | 73 | 5.48% | 3.2 |
|
| 2008 |
2008
Verdence Capital Advisors
Hunt Valley,
Maryland
| US$7.25억 | -US$4788만 | -6% | 5.01% | 97.1% | 553 | 14.29% | 2.3 |
|
| 2009 |
2009
Bernzott Capital Advisors
Camarillo,
California
| US$7.25억 | -US$1.8억 | -20% | 6.26% | 46.6% | 56 | 17.86% | 3.4 |
|
| 2010 |
2010
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| US$7.24억 | -US$752만 | -1% | 5.08% | 44.7% | 162 | 11.11% | 3.9 |
|
| 2011 |
2011
Baldwin Wealth Partners
Marion,
Massachusetts
| US$7.23억 | -US$4790만 | -6% | 4.06% | 94.5% | 714 | 7.84% | 4.1 |
|
| 2012 |
2012
Cahaba Wealth Management
Atlanta,
Georgia
| US$7.23억 | +US$2250만 | +3% | 5.23% | 45.2% | 136 | 5.88% | 2.6 |
|
| 2013 |
2013
Kintegral Advisory
New York
| US$7.21억 | -US$5001만 | -6% | 5.51% | 143% | 268 | 3.36% | 3.5 |
|
| 2014 |
2014
TD Capital Management
Memphis,
Tennessee
| US$7.21억 | -US$1740만 | -2% | 4.34% | 40.5% | 371 | 77.36% | 1.3 |
|
| 2015 |
2015
ShawSpring Partners
Boston,
Massachusetts
| US$7.2억 | +US$1.56억 | +28% | 3.01% | 3.53% | 7 | 14.29% | 1.3 |
|
| 2016 |
2016
Sphera Funds Management
Tel Aviv,
Israel
| US$7.2억 | -US$2.14억 | -23% | 2.31% | 245% | 93 | 59.14% | 0.6 |
|
| 2017 |
2017
XML Financial
Bethesda,
Maryland
| US$7.2억 | +US$2.78억 | +63% | 6.36% | 69.5% | 327 | 32.72% | 1.5 |
|
| 2018 |
2018
Bath Savings Trust
Bath,
Maine
| US$7.19억 | -US$4185만 | -5% | 4.17% | 57.8% | 152 | 5.26% | 5.7 |
|
| 2019 |
2019
Clear Harbor Asset Management
Stamford,
Connecticut
| US$7.18억 | -US$3503만 | -5% | 2.48% | 98.6% | 430 | 22.33% | 3.4 |
|
| 2020 |
2020
Executive Wealth Management
Brighton,
Michigan
| US$7.18억 | -US$2581만 | -3% | 4.98% | 18.4% | 191 | 13.61% | 2.3 |
|
| 2021 |
2021
Sandler Capital Management
New York
| US$7.17억 | -US$2.26억 | -24% | 2.4% | 325% | 117 | 52.14% | 0.9 |
|
| 2022 |
2022
FFT Wealth Management
Philadelphia,
Pennsylvania
| US$7.16억 | -US$1.82억 | -20% | 6.18% | 65.6% | 109 | 56.88% | 1.1 |
|
| 2023 |
2023
Jag Capital Management
St Louis,
Missouri
| US$7.16억 | -US$9336만 | -12% | 0.01% | 230% | 191 | 14.66% | 3 |
|
| 2024 |
2024
Wealthquest
Cincinnati,
Ohio
| US$7.15억 | +US$5249만 | +8% | 4.85% | 52.1% | 126 | 9.52% | 3.6 |
|
| 2025 |
2025
Dubuque Bank & Trust
Dubuque,
Iowa
| US$7.15억 | -US$5948만 | -8% | 4.74% | 24% | 237 | 13.08% | 4.5 |
|