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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)
RVW Wealth
2001
RVW Wealth
California
US$10.8억 +US$7455만 +7% 5.45% 65.8% 161 9.94% 2.9
Marcum Wealth
2002
Marcum Wealth
Ohio
US$10.8억 +US$7884만 +8% 6.97% 20% 426 11.03% 2.5
Naples Global Advisors
2003
Naples Global Advisors
Florida
US$10.8억 +US$7899만 +8% 7.66% 103% 411 7.06% 5.6
United Asset Strategies
2004
United Asset Strategies
New York
US$10.7억 +US$6046만 +6% 5.89% 94.6% 245 11.02% 3.6
F1I
2005
Fund 1 Investments
Puerto Rico
US$10.7억 +US$1.49억 +16% 2.72% 128% 92 58.7% 0.5
CC
2006
Cornerstone Capital
California
US$10.7억 +US$7939만 +8% 7.91% 91.2% 104 8.65% 5.5
FP
2007
FPR Partners
California
US$10.7억 +US$8144만 +8% 38.3% 33% 16 31.25% 6.6
Charter Oak Capital Management
2008
Charter Oak Capital Management
New Hampshire
US$10.7억 +US$1.12억 +12% 5.71% 39.2% 191 10.99% 2.9
Pegasus Partners
2009
Pegasus Partners
Wisconsin
US$10.7억 +US$7626만 +8% 6.15% 32.6% 178 10.67% 3.4
Kathmere Capital Management
2010
Kathmere Capital Management
Pennsylvania
US$10.7억 +US$1.22억 +13% 5.42% 68.3% 398 19.1% 1.6
Francisco Partners Management
2011
Francisco Partners Management
California
US$10.7억 -US$7486만 -7% 3.52% 14.3% 8 0% 2.7
Bangor Savings Bank
2012
Bangor Savings Bank
Maine
US$10.6억 +US$6334만 +6% 6.16% 54.6% 556 11.33% 3.5
Anchor Investment Management
2013
Anchor Investment Management
South Carolina
US$10.6억 +US$8782만 +9% 6.36% 75.1% 1,094 12.07% 4.8
Nicolet Advisory Services
2014
Nicolet Advisory Services
Wisconsin
US$10.6억 +US$1555만 +1% 6.39% 62.7% 383 11.23% 2.6
Fifth Third Securities
2015
Fifth Third Securities
Ohio
US$10.6억 -US$2587만 -2% 5.93% 62.7% 272 7.35% 1.7
GA
2016
GRS Advisors
Illinois
US$10.6억 +US$1.89억 +22% 15.8% 54.3% 37 56.76% 0.7
WBH Advisory
2017
WBH Advisory
Maryland
US$10.6억 +US$6799만 +7% 6.24% 57.6% 326 5.52% 6
Ulysses Management
2018
Ulysses Management
New York
US$10.6억 +US$3.39억 +47% 8.06% 51.8% 68 42.65% 2.1
Capital Investment Advisory Services
2019
Capital Investment Advisory Services
North Carolina
US$10.5억 +US$8522만 +9% 5.96% 69.3% 1,012 7.61% 3.4
Hengehold Capital Management
2020
Hengehold Capital Management
Ohio
US$10.5억 +US$9325만 +10% 5.65% 54.5% 213 14.08% 4.3
J. Safra Asset Management
2021
J. Safra Asset Management
New York
US$10.5억 +US$6134만 +6% 5.53% 84.3% 322 24.22% 0.8
Canandaigua National Bank & Trust
2022
Canandaigua National Bank & Trust
New York
US$10.5억 +US$1.28억 +14% 7.83% – 348 16.95% 4.9
Allstate Corporation
2023
Allstate Corporation
Illinois
US$10.5억 -US$1.81억 -15% 6.05% 59.7% 227 57.71% 3.8
Neumeier Poma Investment Counsel
2024
Neumeier Poma Investment Counsel
California
US$10.5억 -US$4254만 -4% 11.4% 229% 44 6.82% 3.6
Capital Investment Services of America
2025
Capital Investment Services of America
Wisconsin
US$10.5억 +US$1208만 +1% 6.84% 50.7% 79 7.59% 7