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