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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
Wealthquest
Cincinnati,
Ohio
| US$12.5억 | -US$1403만 | -1% | 6.44% | 52.1% | 137 | 66.42% | 4.9 |
|
| 2002 |
2002
Headlands Technologies
Chicago,
Illinois
| US$12.5억 | +US$4.17억 | +50% | 15% | 158% | 1,358 | 72.16% | 0.5 |
|
| 2003 |
2003
Stadion Money Management
Watkinsville,
Georgia
| US$12.5억 | +US$3371만 | +3% | 6.43% | 55.3% | 26 | 7.69% | 3.1 |
|
| 2004 |
2004
Rockwood Wealth Management
New Hope,
Pennsylvania
| US$12.5억 | +US$1.15억 | +10% | 5.83% | 52.6% | 115 | 13.91% | 2.2 |
|
| 2005 |
2005
Verity & Verity
Beaufort,
South Carolina
| US$12.5억 | +US$8609만 | +7% | 6.93% | 90.4% | 139 | 7.91% | 4.8 |
|
| 2006 |
2006
Petredis Investment Advisors
Warrendale,
Pennsylvania
| US$12.5억 | +US$1.05억 | +9% | 9.86% | 158% | 113 | 8.85% | 2.2 |
|
| 2007 |
2007
United Asset Strategies
Garden City,
New York
| US$12.5억 | +US$7567만 | +6% | 7.69% | 94.6% | 252 | 5.95% | 4 |
|
| 2008 |
2008
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| US$12.5억 | +US$819만 | +0.7% | 5.41% | 45.5% | 43 | 4.65% | 5.1 |
|
| 2009 |
2009
Vivo Capital
Palo Alto,
California
| US$12.4억 | +US$2.66억 | +27% | 75% | 7,491% | 50 | 22% | 1.9 |
|
| 2010 |
2010
Hikari Power
Tokyo,
Japan
| US$12.4억 | +US$4072만 | +3% | 4.3% | 53.5% | 64 | 3.13% | 6.8 |
|
| 2011 |
2011
McDaniel Terry & Co
Austin,
Texas
| US$12.4억 | +US$2077만 | +2% | 4.6% | 57.9% | 92 | 3.26% | 6.5 |
|
| 2012 |
IAIM
2012
International Assets Investment Management
Orlando,
Florida
| US$12.4억 | +US$248만 | +0.2% | 8.07% | 88.5% | 866 | 6.12% | 2.1 |
|
| 2013 |
2013
Atika Capital Management
New York
| US$12.4억 | +US$2.42억 | +24% | 24.6% | 811% | 98 | 47.96% | 1.1 |
|
| 2014 |
2014
Gemmer Asset Management
Walnut Creek,
California
| US$12.4억 | +US$1.14억 | +10% | 8.56% | 96.8% | 177 | 11.3% | 5 |
|
| 2015 |
2015
First Heartland Consultants
Lake St. Louis,
Missouri
| US$12.4억 | +US$1.15억 | +10% | 6.21% | 59.2% | 549 | 13.11% | 3.3 |
|
| 2016 |
LLL
2016
Lynrock Lake LP
Rye Brook,
New York
| US$12.4억 | +US$1.06억 | +9% | 12.3% | 21.2% | 29 | 3.45% | 2.1 |
|
| 2017 |
2017
Fairholme Capital Management
South Miami,
Florida
| US$12.4억 | +US$1194만 | +1% | 3.53% | 36.2% | 12 | 0% | 3.4 |
|
| 2018 |
2018
Trust Point Inc
La Crosse,
Wisconsin
| US$12.4억 | +US$1.78억 | +17% | 7.29% | 82.6% | 489 | 22.9% | 1.2 |
|
| 2019 |
2019
LGT Fund Management
Vaduz,
Liechtenstein
| US$12.4억 | +US$9302만 | +8% | 7.66% | 121% | 249 | 12.85% | 1.6 |
|
| 2020 |
2020
Hilton Capital Management
Garden City,
New York
| US$12.4억 | -US$1762만 | -1% | 6.02% | 58.2% | 183 | 13.11% | 2.4 |
|
| 2021 |
KPF
2021
K2 Principal Fund
Toronto,
Ontario, Canada
| US$12.3억 | +US$5.06억 | +70% | 17.7% | 76.5% | 438 | 45.21% | 0.4 |
|
| 2022 |
2022
Seven Grand Managers
Bronxville,
New York
| US$12.3억 | +US$3.97억 | +48% | 16.6% | 281% | 113 | 57.52% | 0.3 |
|
| 2023 |
2023
Galvin Gaustad & Stein
Scottsdale,
Arizona
| US$12.3억 | +US$7042만 | +6% | 5.98% | 60.7% | 210 | 10.95% | 3 |
|
| 2024 |
2024
XML Financial
Bethesda,
Maryland
| US$12.3억 | +US$7265만 | +6% | 8.92% | 69.5% | 426 | 15.73% | 3.2 |
|
| 2025 |
2025
Kopernik Global Investors
Tampa,
Florida
| US$12.3억 | +US$3.16억 | +35% | 24.8% | 128% | 31 | 19.35% | 3.5 |
|