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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
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
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1976 |
AL
1976
Agran Libbie
Santa Monica,
California
| USD 380 M | +USD 35.4 M | +10% | 8.43% | 27.5% | 118 | 10.17% | 0.4 |
|
| 1977 |
1977
Marble Harbor Investment Counsel
Boston,
Massachusetts
| USD 379 M | +USD 27.5 M | +8% | 8.99% | 66.7% | 138 | 5.8% | 0.5 |
|
| 1978 |
1978
Fulton Breakefield Broenniman
Bethesda,
Maryland
| USD 379 M | +USD 7.36 M | +2% | 6.57% | 68% | 139 | 7.91% | 0.5 |
|
| 1979 |
1979
Shelter Mutual Insurance
Columbia,
Missouri
| USD 378 M | +USD 28 M | +8% | 8.41% | 51.2% | 49 | 0% | 0.5 |
|
| 1980 |
1980
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| USD 377 M | +USD 16 M | +4% | 15.3% | 307% | 150 | 36.67% | 0.3 |
|
| 1981 |
1981
Speece Thorson Capital Group
Minnetonka,
Minnesota
| USD 377 M | +USD 15.5 M | +4% | 5.62% | 34.2% | 42 | 7.14% | 0.5 |
|
| 1982 |
1982
Harvey Investment Company
Louisville,
Kentucky
| USD 377 M | +USD 23.7 M | +7% | 8.55% | 56.4% | 92 | 11.96% | 0.5 |
|
| 1983 |
1983
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| USD 376 M | +USD 31.5 M | +9% | 8.43% | 34% | 94 | 9.57% | 0.4 |
|
| 1984 |
VAM
1984
Visionary Asset Management
Houston,
Texas
| USD 376 M | +USD 63.6 M | +20% | 10.5% | 31.9% | 127 | 69.29% | 0.2 |
|
| 1985 |
1985
Gradient Investments
Arden Hills,
Minnesota
| USD 376 M | +USD 58.6 M | +18% | 3.93% | 67.6% | 735 | 45.58% | 0.3 |
|
| 1986 |
PAM
1986
Premier Asset Management
Chicago,
Illinois
| USD 376 M | +USD 29 M | +8% | 13.9% | 104% | 97 | 10.31% | 0.2 |
|
| 1987 |
1987
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| USD 375 M | +USD 15.2 M | +4% | 10.9% | 96% | 150 | 31.33% | 0.4 |
|
| 1988 |
1988
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| USD 375 M | +USD 24 M | +7% | 13.3% | 26.9% | 210 | 28.57% | 0.4 |
|
| 1989 |
1989
Algert Global
San Francisco,
California
| USD 374 M | +USD 26.2 M | +8% | 14% | 194% | 420 | 38.1% | 0.3 |
|
| 1990 |
1990
Knightsbridge Asset Management
Newport Beach,
California
| USD 373 M | -USD 25.4 M | -6% | 10.8% | 150% | 48 | 14.58% | 0.4 |
|
| 1991 |
1991
Carnegie Investment Counsel
Pepper Pike,
Ohio
| USD 373 M | +USD 48.4 M | +15% | 8.89% | 112% | 215 | 9.3% | 0.4 |
|
| 1992 |
1992
YHB Investment Advisors
West Hartford,
Connecticut
| USD 373 M | +USD 34.6 M | +10% | 9.87% | 96.2% | 148 | 4.73% | 0.5 |
|
| 1993 |
1993
Solus Alternative Asset Management
Summit,
New Jersey
| USD 373 M | +USD 54.7 M | +17% | 10.3% | 79.3% | 11 | 27.27% | 0.4 |
|
| 1994 |
LCM
1994
Lomas Capital Management
New York
| USD 372 M | +USD 38.8 M | +12% | 16.6% | 66.3% | 52 | 61.54% | 0.3 |
|
| 1995 |
GPCM
1995
Greenbrier Partners Capital Management
Dallas,
Texas
| USD 371 M | +USD 45 M | +14% | 11.4% | 96.1% | 24 | 8.33% | 0.5 |
|
| 1996 |
1996
FSI Group
Cincinnati,
Ohio
| USD 371 M | +USD 104 M | +39% | 10.8% | 44.1% | 74 | 31.08% | 0.4 |
|
| 1997 |
1997
Altai Capital Management
West Hollywood,
California
| USD 371 M | +USD 69.2 M | +23% | 44.8% | 24.9% | 11 | 63.64% | 0.3 |
|
| 1998 |
1998
Sector Gamma AS
Oslo,
Norway
| USD 371 M | -USD 19.1 M | -5% | 9.41% | 35.3% | 41 | 39.02% | 0.4 |
|
| 1999 |
OIM
1999
Opus Investment Management
Worcester,
Massachusetts
| USD 370 M | -USD 71 M | -16% | 5.36% | 52.8% | 76 | 1.32% | 0.5 |
|
| 2000 |
2000
Aureus Asset Management
Boston,
Massachusetts
| USD 369 M | +USD 76.9 M | +26% | 11.9% | 93.9% | 150 | 35.33% | 0.3 |
|