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