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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
Yiheng Capital Management
San Francisco,
California
| US$10.8억 | -US$15.2억 | -59% | 1% | 82% | 27 | 22.22% | 3.3 |
|
| 2002 |
2002
Waterloo Capital
Austin,
Texas
| US$10.8억 | +US$1.27억 | +13% | 0.35% | 79.8% | 429 | 24.48% | 1.5 |
|
| 2003 |
2003
Vista Equity Partners Management
San Francisco,
California
| US$10.8억 | -US$6.03억 | -36% | 18% | 3.45% | 3 | 33.33% | 4.1 |
|
| 2004 |
2004
China Universal Asset Management Company
Shanghai,
China
| US$10.7억 | +US$591만 | +0.6% | 2.22% | 292% | 509 | 7.07% | 1.8 |
|
| 2005 |
2005
Vicus Capital
State College,
Pennsylvania
| US$10.7억 | -US$5254만 | -5% | 1.17% | 67% | 255 | 16.08% | 3.6 |
|
| 2006 |
2006
L1 Capital
Melbourne VIC 3000,
Australia
| US$10.7억 | -US$9542만 | -8% | 5.1% | 127% | 17 | 35.29% | 1.2 |
|
| 2007 |
2007
Condor Capital Management
Martinsville,
New Jersey
| US$10.7억 | -US$6099만 | -5% | 2.64% | 58.2% | 202 | 11.88% | 5.2 |
|
| 2008 |
2008
Styrax Capital
New York
| US$10.7억 | -US$1.06억 | -9% | 0.82% | 310% | 12 | 33.33% | 1.6 |
|
| 2009 |
2009
Generali Investments CEE
Prague,
Czech Republic
| US$10.7억 | +US$1.03억 | +11% | 0.61% | – | 398 | 15.08% | 0.2 |
|
| 2010 |
2010
XML Financial
Bethesda,
Maryland
| US$10.7억 | -US$2014만 | -2% | 0.84% | 77.9% | 400 | 17.75% | 3 |
|
| 2011 |
2011
Anchor Investment Management
Columbia,
South Carolina
| US$10.7억 | +US$48.8만 | +0% | 0.49% | 75.1% | 1,061 | 5.47% | 5.2 |
|
| 2012 |
PWMAG
2012
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| US$10.7억 | +US$225만 | +0.2% | 2.2% | 90.7% | 384 | 10.16% | 4.2 |
|
| 2013 |
2013
WBH Advisory
Baltimore,
Maryland
| US$10.7억 | -US$571만 | -0.5% | 1.58% | 64.5% | 340 | 9.71% | 6.3 |
|
| 2014 |
2014
Petrus Trust Company
Dallas,
Texas
| US$10.7억 | +US$3791만 | +4% | 3.86% | 36.9% | 818 | 59.78% | 0.5 |
|
| 2015 |
2015
Armis Advisers
Atlanta,
Georgia
| US$10.7억 | +US$2.53억 | +31% | 2.07% | – | 468 | 40.38% | 0.2 |
|
| 2016 |
2016
Lyell Wealth Management
Menlo Park,
California
| US$10.7억 | -US$4579만 | -4% | 5.48% | 144% | 209 | 7.66% | 4.3 |
|
| 2017 |
2017
Needham Investment Management
New York
| US$10.7억 | -US$2.29억 | -18% | 9.19% | 424% | 157 | 8.92% | 4.6 |
|
| 2018 |
2018
Concentric Capital Strategies
Stamford,
Connecticut
| US$10.7억 | -US$11.1억 | -51% | 0.6% | 165% | 331 | 78.55% | 0.4 |
|
| 2019 |
2019
Strategy Capital
Los Altos,
California
| US$10.7억 | -US$1.63억 | -13% | 10.2% | 316% | 10 | 0% | 3.3 |
|
| 2020 |
2020
Penobscot Investment Management
Boston,
Massachusetts
| US$10.6억 | -US$3920만 | -4% | 2.59% | 114% | 313 | 7.99% | 5.8 |
|
| 2021 |
2021
RVW Wealth
Los Angeles,
California
| US$10.6억 | -US$976만 | -0.9% | 2.38% | 65.8% | 162 | 12.35% | 3 |
|
| 2022 |
2022
Provident Investment Management
Novi,
Michigan
| US$10.6억 | +US$1391만 | +1% | 2.55% | 90.8% | 80 | 18.75% | 4.5 |
|
| 2023 |
2023
RKL Wealth Management
Lancaster,
Pennsylvania
| US$10.6억 | -US$6240만 | -6% | 2.83% | 76.8% | 179 | 9.5% | 5.1 |
|
| 2024 |
2024
Bangor Savings Bank
Bangor,
Maine
| US$10.6억 | -US$642만 | -0.6% | 0.54% | 54.6% | 567 | 9.17% | 3.9 |
|
| 2025 |
2025
Redmile Group
San Francisco,
California
| US$10.6억 | -US$3.77억 | -26% | 16.2% | 777% | 64 | 15.63% | 3.6 |
|