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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
Jacobs & Co
San Francisco,
California
| US$8.1억 | +US$4165만 | +5% | 9% | 105% | 130 | 9.23% | 6.5 |
|
| 2002 |
2002
Keeley-Teton Advisors
Chicago,
Illinois
| US$8.09억 | +US$540만 | +0.7% | 2.43% | 28.6% | 386 | 7.51% | 2.6 |
|
| 2003 |
BCM
2003
Bayesian Capital Management
Brooklyn,
New York
| US$8.08억 | +US$1.24억 | +18% | 13.7% | 107% | 1,192 | 75.25% | 0.2 |
|
| 2004 |
2004
Harvey Partners
Tarrytown,
New York
| US$8.08억 | +US$2102만 | +3% | 8.41% | 174% | 41 | 12.2% | 1.8 |
|
| 2005 |
2005
FJ Capital Management
Mclean,
Virginia
| US$8.08억 | -US$3686만 | -4% | 17.2% | 97.9% | 122 | 46.72% | 2 |
|
| 2006 |
2006
TD Capital Management
Memphis,
Tennessee
| US$8.07억 | +US$4308만 | +6% | 4.44% | 40.5% | 420 | 9.52% | 1.6 |
|
| 2007 |
2007
Levin Capital Strategies
New York
| US$8.07억 | +US$6224만 | +8% | 4.07% | 91.9% | 299 | 38.13% | 3.4 |
|
| 2008 |
2008
Nalanda India Equity Fund
Mauritius
| US$8.07억 | +US$2685만 | +3% | 3.9% | 13.6% | 2 | 0% | 3.6 |
|
| 2009 |
2009
RVW Wealth
Los Angeles,
California
| US$8.07억 | +US$2131만 | +3% | 6.11% | 65.8% | 172 | 22.67% | 2 |
|
| 2010 |
2010
Grassi Investment Management
Santa Clara,
California
| US$8.06억 | +US$6496만 | +9% | 15.6% | 170% | 130 | 11.54% | 5.4 |
|
| 2011 |
2011
Harvey Investment Company
Louisville,
Kentucky
| US$8.06억 | +US$3034만 | +4% | 4.34% | 56.4% | 94 | 4.26% | 7.1 |
|
| 2012 |
2012
JHL Capital Group
Chicago,
Illinois
| US$8.05억 | +US$1.12억 | +16% | 16.1% | – | 1 | 0% | 2.3 |
|
| 2013 |
2013
FFT Wealth Management
Philadelphia,
Pennsylvania
| US$8.05억 | +US$2579만 | +3% | 5.92% | 65.6% | 133 | 15.79% | 1.3 |
|
| 2014 |
BCM
2014
Bluefin Capital Management
New York
| US$8.04억 | +US$1.31억 | +20% | 3.02% | – | 561 | 86.81% | 0 |
|
| 2015 |
2015
Applied Finance Capital Management
San Juan,
Puerto Rico
| US$8.04억 | +US$3702만 | +5% | 6.04% | 106% | 73 | 6.85% | 0.2 |
|
| 2016 |
2016
Tradition Wealth Management
Edina,
Minnesota
| US$8.04억 | +US$9550만 | +13% | 5.43% | 69.6% | 1,328 | 16.19% | 1.5 |
|
| 2017 |
2017
CQS (US)
New York
| US$8.04억 | +US$4095만 | +5% | 4.06% | 15% | 75 | 6.67% | 1.7 |
|
| 2018 |
2018
EverSource Wealth Advisors
Birmingham,
Alabama
| US$8.03억 | +US$1.43억 | +22% | 6.06% | 89.7% | 2,608 | 20.51% | 0.8 |
|
| 2019 |
2019
Voya Financial Advisors
Windsor,
Connecticut
| US$8.03억 | +US$3387만 | +4% | 4.97% | 44.8% | 252 | 13.89% | 5 |
|
| 2020 |
2020
QVR
San Francisco,
California
| US$8.03억 | -US$6583만 | -8% | 0% | – | 194 | 98.97% | 1.3 |
|
| 2021 |
2021
Stokes Family Office
New Orleans,
Louisiana
| US$8.03억 | +US$2571만 | +3% | 5.23% | 68.1% | 317 | 17.98% | 1.8 |
|
| 2022 |
2022
Tran Capital Management
San Rafael,
California
| US$8.02억 | +US$1143만 | +1% | 12.1% | 173% | 45 | 24.44% | 2.5 |
|
| 2023 |
2023
M.D. Sass LLC
New York
| US$8.02억 | +US$1.22억 | +18% | 5.4% | 80.1% | 39 | 43.59% | 1.6 |
|
| 2024 |
2024
Naples Global Advisors
Naples,
Florida
| US$8.02억 | +US$1521만 | +2% | 5.25% | 103% | 401 | 7.23% | 5 |
|
| 2025 |
2025
Koss-Olinger Consulting
Gainesville,
Florida
| US$8.02억 | +US$1.07억 | +15% | 8.26% | 57.9% | 276 | 19.2% | 1 |
|