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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
Galvin Gaustad & Stein
Scottsdale,
Arizona
| US$11.2억 | -US$537만 | -0.5% | 0.41% | 60.7% | 199 | 16.08% | 2.8 |
|
| 2002 |
2002
Leo Wealth LLC
Hurst,
Texas
| US$11.2억 | +US$2159만 | +2% | 2.64% | – | 391 | 19.69% | 0.8 |
|
| 2003 |
2003
Lyell Wealth Management
Menlo Park,
California
| US$11.2억 | +US$1580만 | +1% | 4.25% | 144% | 211 | 7.11% | 4.1 |
|
| 2004 |
2004
CFS Investment Advisory Services
Totowa,
New Jersey
| US$11.2억 | -US$7483만 | -6% | 1.02% | 59.7% | 312 | 12.82% | 1.2 |
|
| 2005 |
2005
Kathmere Capital Management
Wayne,
Pennsylvania
| US$11.2억 | +US$4850만 | +5% | 1.11% | 68.3% | 433 | 17.09% | 1.7 |
|
| 2006 |
2006
Lakewood Capital Management
New York
| US$11.1억 | -US$1.57억 | -12% | 2.49% | 45.4% | 50 | 16% | 2.3 |
|
| 2007 |
2007
Y.D. More Investments
Ramat Gan,
Israel
| US$11.1억 | +US$1.57억 | +16% | 11.1% | 305% | 482 | 12.24% | 1.3 |
|
| 2008 |
2008
Campbell Wealth Management
Alexandria,
Virginia
| US$11.1억 | -US$1141만 | -1% | 0.51% | 11.2% | 102 | 36.27% | 1.1 |
|
| 2009 |
BCM
2009
Bares Capital Management
Austin,
Texas
| US$11.1억 | +US$1234만 | +1% | 13.4% | 138% | 22 | 50% | 5.7 |
|
| 2010 |
2010
Syon Capital
San Francisco,
California
| US$11.1억 | -US$1952만 | -2% | 0.49% | 74% | 604 | 30.3% | 0.8 |
|
| 2011 |
2011
ARS Investment Partners
New York
| US$11.1억 | -US$582만 | -0.5% | 2.01% | 260% | 191 | 19.37% | 3.4 |
|
| 2012 |
2012
Gillson Capital
Chicago,
Illinois
| US$11.1억 | +US$958만 | +0.9% | 1.8% | 84.9% | 91 | 61.54% | 0.3 |
|
| 2013 |
2013
Founders Financial Securities
Towson,
Maryland
| US$11.1억 | +US$2504만 | +2% | 0.52% | 71% | 468 | 15.81% | 2.3 |
|
| 2014 |
2014
Lindbrook Capital
Calabasas,
California
| US$11.1억 | -US$2048만 | -2% | 2.77% | 35.8% | 2,962 | 10.9% | 3.5 |
|
| 2015 |
2015
St. Denis J. Villere & Co
New Orleans,
Louisiana
| US$11.1억 | -US$1.18억 | -10% | 5.26% | 32.6% | 90 | 10% | 3.9 |
|
| 2016 |
2016
NYL Investors
New York
| US$11.1억 | -US$4.79억 | -30% | 2.82% | 12.7% | 37 | 10.81% | 4.5 |
|
| 2017 |
2017
TritonPoint Wealth
Chevy Chase,
Maryland
| US$11억 | +US$1059만 | +1% | 2.68% | 92.7% | 348 | 9.77% | 0.9 |
|
| 2018 |
2018
Penobscot Investment Management
Boston,
Massachusetts
| US$11억 | -US$1049만 | -0.9% | 2.06% | 114% | 326 | 11.66% | 5.7 |
|
| 2019 |
2019
Morningstar Investment Services
Chicago,
Illinois
| US$11억 | -US$87억 | -89% | 0.65% | 22.4% | 408 | 65.2% | 6.2 |
|
| 2020 |
2020
GDS Wealth Management
Flower Mound,
Texas
| US$11억 | +US$7139만 | +7% | 0.38% | 95.1% | 178 | 11.24% | 1.8 |
|
| 2021 |
2021
Mirabella Financial Services
London,
United Kingdom
| US$11억 | -US$7.11억 | -39% | 3.84% | 86.2% | 294 | 71.77% | 0.3 |
|
| 2022 |
2022
Verity & Verity
Beaufort,
South Carolina
| US$11억 | +US$7520만 | +7% | 0.32% | 90.4% | 137 | 19.71% | 4.4 |
|
| 2023 |
2023
RWWM Inc
Rocklin,
California
| US$10.9억 | +US$1228만 | +1% | 3.81% | 40.6% | 21 | 0% | 5 |
|
| 2024 |
2024
Regeneron Pharmaceuticals
Tarrytown,
New York
| US$10.9억 | – | – | 15.7% | – | 6 | – | 0 |
|
| 2025 |
2025
Smith, Moore & Co
Clayton,
Missouri
| US$10.9억 | +US$4695만 | +4% | 0.47% | 67% | 509 | 13.75% | 4.4 |
|