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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
Koss-Olinger Consulting
Gainesville,
Florida
| US$8.61억 | +US$5904만 | +7% | 5.64% | 57.9% | 289 | 11.42% | 1.1 |
|
| 2002 |
2002
Great Hill Partners
Boston,
Massachusetts
| US$8.61억 | -US$5376만 | -6% | 13.7% | 24% | 2 | 0% | 1.5 |
|
| 2003 |
2003
Taurus Asset Management
New York
| US$8.6억 | +US$4243만 | +5% | 6.88% | 26.9% | 93 | 3.23% | 6.5 |
|
| 2004 |
2004
Soltis Investment Advisors
St. George,
Utah
| US$8.6억 | +US$7417만 | +9% | 6.49% | 80.8% | 283 | 16.61% | 2.1 |
|
| 2005 |
2005
Arkadios Wealth Advisors
Atlanta,
Georgia
| US$8.6억 | +US$2015만 | +2% | 6.63% | 91.1% | 645 | 12.71% | 2 |
|
| 2006 |
2006
P2 Capital Partners
New York
| US$8.59억 | +US$7911만 | +10% | 7.36% | 7.96% | 16 | 12.5% | 2.5 |
|
| 2007 |
2007
Voya Financial Advisors
Windsor,
Connecticut
| US$8.59억 | +US$5565만 | +7% | 2.77% | 44.8% | 248 | 12.1% | 5 |
|
| 2008 |
2008
Greenwood Gearhart
Fayetteville,
Arkansas
| US$8.59억 | +US$7329만 | +9% | 5.87% | 70.6% | 102 | 11.76% | 4.1 |
|
| 2009 |
2009
Longbow Finance
Lutry,
Switzerland
| US$8.59억 | +US$6462만 | +8% | 11.1% | 162% | 65 | 16.92% | 0.4 |
|
| 2010 |
2010
Weatherly Asset Management
Del Mar,
California
| US$8.57억 | +US$8649만 | +11% | 13.3% | 116% | 176 | 2.84% | 7 |
|
| 2011 |
2011
Bath Savings Trust
Bath,
Maine
| US$8.57억 | +US$4439만 | +5% | 6.55% | 57.8% | 159 | 3.77% | 6 |
|
| 2012 |
2012
Ion Asset Management
Herzliya,
Israel
| US$8.57억 | -US$9713만 | -10% | 5.42% | 125% | 43 | 34.88% | 1.2 |
|
| 2013 |
2013
Tradition Wealth Management
Edina,
Minnesota
| US$8.56억 | +US$5252만 | +7% | 5.38% | 69.6% | 1,429 | 13.16% | 1.6 |
|
| 2014 |
2014
WCG Wealth Advisors
Las Vegas,
Nevada
| US$8.56억 | +US$7580만 | +10% | 4.49% | 69.6% | 190 | 35.79% | 0.7 |
|
| 2015 |
2015
ARS Investment Partners
New York
| US$8.56억 | +US$2293만 | +3% | 8.76% | 260% | 171 | 14.04% | 2.8 |
|
| 2016 |
2016
Styrax Capital
New York
| US$8.55억 | +US$2.15억 | +34% | 21.1% | 310% | 19 | 42.11% | 0.5 |
|
| 2017 |
2017
Sand Grove Capital Management
London,
United Kingdom
| US$8.54억 | +US$1.15억 | +16% | 13.9% | 410% | 48 | 81.25% | 0.2 |
|
| 2018 |
2018
Wealthcare Capital Management
Richmond,
Virginia
| US$8.54억 | +US$3427만 | +4% | 3.05% | 46.2% | 78 | 14.1% | 4.6 |
|
| 2019 |
2019
Matthews International Capital Management
San Francisco,
California
| US$8.54억 | -US$1.49억 | -15% | 2.38% | 227% | 51 | 27.45% | 2.1 |
|
| 2020 |
2020
Bowie Capital Management
Richardson,
Texas
| US$8.53억 | -US$975만 | -1% | 10.2% | 31.6% | 44 | 27.27% | 3.4 |
|
| 2021 |
2021
Naples Global Advisors
Naples,
Florida
| US$8.52억 | +US$5035만 | +6% | 5.02% | 103% | 404 | 6.44% | 5.1 |
|
| 2022 |
2022
PSquared Asset Management
Zurich,
Switzerland
| US$8.52억 | +US$1.57억 | +23% | 1.28% | 178% | 19 | 78.95% | 0.1 |
|
| 2023 |
2023
Marcum Wealth
Cleveland,
Ohio
| US$8.52억 | +US$5053만 | +6% | 5.39% | 20% | 403 | 9.93% | 1.9 |
|
| 2024 |
2024
Narwhal Capital Management
Marietta,
Georgia
| US$8.51억 | +US$5146만 | +6% | 9.24% | 93.8% | 177 | 10.73% | 4.8 |
|
| 2025 |
2025
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| US$8.5억 | +US$7269만 | +9% | 8.09% | 34% | 393 | 37.4% | 1.3 |
|