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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)
WBH Advisory
2001
WBH Advisory
Maryland
US$11.7억 +US$1.01억 +9% 8.39% 57.6% 354 13.84% 6.2
United Asset Strategies
2002
United Asset Strategies
New York
US$11.7억 +US$9398만 +9% 12.5% 94.6% 254 13.78% 4
J. Stern & Co
2003
J. Stern & Co
United Kingdom
US$11.7억 +US$1.27억 +12% 17.3% – 38 7.89% 1.2
Penobscot Investment Management
2004
Penobscot Investment Management
Massachusetts
US$11.7억 +US$1.06억 +10% 13% 103% 316 6.65% 5.8
Provident Investment Management
2005
Provident Investment Management
Michigan
US$11.7억 +US$1.07억 +10% 9.77% 90.8% 79 15.19% 4.4
MUFG Securities Americas
2006
MUFG Securities Americas
New York
US$11.7억 +US$3.07억 +36% 14.2% – 508 0.98% 0.5
Crédit Industriel et Commercial
2007
Crédit Industriel et Commercial
France
US$11.7억 +US$2.25억 +24% 11.5% – 447 39.15% 0.3
Insigneo Advisory Services
2008
Insigneo Advisory Services
Florida
US$11.6억 +US$1.95억 +20% 12.6% 119% 704 14.06% 1.3
Verity & Verity
2009
Verity & Verity
South Carolina
US$11.6억 +US$2468만 +2% 4.47% 90.4% 138 10.87% 4.6
Ethos Financial Group
2010
Ethos Financial Group
Pennsylvania
US$11.6억 +US$1.17억 +11% 8.35% 63% 541 29.57% 0.9
Heck Capital Advisors
2011
Heck Capital Advisors
Wisconsin
US$11.6억 +US$2.73억 +31% 8.22% 67% 255 40% 3.3
Naples Global Advisors
2012
Naples Global Advisors
Florida
US$11.6억 +US$1.1억 +10% 10.1% 103% 420 5.71% 6
Hartford Funds Management
2013
Hartford Funds Management
Pennsylvania
US$11.6억 +US$5357만 +5% 4.31% 26.8% 106 19.81% 1.8
Cardiff Park Advisors
2014
Cardiff Park Advisors
California
US$11.6억 +US$1.23억 +12% 13.6% 88.6% 363 7.16% 2.7
Galvin Gaustad & Stein
2015
Galvin Gaustad & Stein
Arizona
US$11.6억 +US$4189만 +4% 6.33% 60.7% 201 14.93% 2.9
Edgemoor Investment Advisors
2016
Edgemoor Investment Advisors
Maryland
US$11.6억 +US$7085만 +7% 10.5% 109% 174 9.77% 5.4
Penn Capital Management
2017
Penn Capital Management
Pennsylvania
US$11.6억 +US$1.3억 +13% 17.9% 181% 188 30.85% 1.5
XML Financial
2018
XML Financial
Maryland
US$11.6억 +US$8359만 +8% 7.58% 69.5% 408 12.75% 3
Condor Capital Management
2019
Condor Capital Management
New Jersey
US$11.5억 +US$7939만 +7% 7.99% 58.2% 198 9.6% 5.3
Delta Asset Management
2020
Delta Asset Management
Tennessee
US$11.5억 +US$9652만 +9% 12.1% 53.8% 617 4.05% 4
Limestone Investment Advisors
2021
Limestone Investment Advisors
New York
US$11.5억 – – 11.2% – 480 – 0
E-L Financial Corp
2022
E-L Financial Corp
Ontario, Canada
US$11.5억 +US$5209만 +5% 10.5% 68.6% 1 0% 8.5
TCV Trust & Wealth Management
2023
TCV Trust & Wealth Management
Virginia
US$11.4억 +US$6465만 +6% 8.95% 75.3% 221 12.22% 6.7
Cozad Asset Management
2024
Cozad Asset Management
Illinois
US$11.4억 +US$1.43억 +14% 12.4% 132% 414 9.18% 3.9
LGT Fund Management
2025
LGT Fund Management
Liechtenstein
US$11.4억 +US$3365만 +3% 12.2% 121% 265 23.02% 1.4