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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 |
1976
YHB Investment Advisors
West Hartford,
Connecticut
| USD 394 M | +USD 21 M | +6% | 1.48% | 96.2% | 157 | 10.83% | 0.7 |
|
| 1977 |
1977
Waterstone Capital Management
St. Louis Park,
Minnesota
| USD 394 M | -USD 176 M | -31% | 0.61% | 23.4% | 32 | 46.88% | 0.4 |
|
| 1978 |
ACMM
1978
American Capital Mortgage Management
Bethesda,
Maryland
| USD 393 M | +USD 117 M | +42% | 12.3% | – | 4 | 25% | 0.3 |
|
| 1979 |
1979
Essex Woodlands Management
The Woodlands,
Texas
| USD 393 M | +USD 194 M | +97% | 23.4% | 55% | 12 | 16.67% | 0.7 |
|
| 1980 |
1980
Linden Advisors
New York
| USD 391 M | -USD 175 M | -31% | 1.62% | 3.64% | 61 | 52.46% | 0.2 |
|
| 1981 |
1981
Majedie Asset Management
London,
United Kingdom
| USD 391 M | +USD 51 M | +15% | 14.8% | 126% | 14 | 21.43% | 0.2 |
|
| 1982 |
OCMI
1982
Oaktop Capital Management II
Chatham,
New Jersey
| USD 390 M | -USD 35.1 M | -8% | 6.58% | 451% | 21 | 4.76% | 0.7 |
|
| 1983 |
1983
Bainco International Investors
Boston,
Massachusetts
| USD 390 M | -USD 20.6 M | -5% | 0.43% | 69.4% | 90 | 11.11% | 0.7 |
|
| 1984 |
1984
Aureus Asset Management
Boston,
Massachusetts
| USD 389 M | +USD 20 M | +5% | 2.19% | 93.9% | 158 | 14.56% | 0.5 |
|
| 1985 |
1985
Glazer Capital LLC
New York
| USD 389 M | +USD 155 M | +66% | 15.3% | 323% | 72 | 80.56% | 0.1 |
|
| 1986 |
AVC
1986
Arlington Value Capital
Salt Lake City,
Utah
| USD 389 M | +USD 41 M | +12% | 0.68% | 14.4% | 14 | 35.71% | 0.6 |
|
| 1987 |
1987
NBW Capital
Boston,
Massachusetts
| USD 389 M | -USD 232 M | -37% | 4.8% | 86% | 106 | 26.42% | 0.6 |
|
| 1988 |
1988
Fulton Breakefield Broenniman
Bethesda,
Maryland
| USD 388 M | +USD 9.36 M | +2% | 2.49% | 68% | 137 | 11.68% | 0.7 |
|
| 1989 |
1989
Harvey Investment Company
Louisville,
Kentucky
| USD 388 M | +USD 10.6 M | +3% | 3% | 56.4% | 91 | 5.49% | 0.7 |
|
| 1990 |
CA
1990
Continental Advisors
Park City,
Utah
| USD 387 M | -USD 72.2 M | -16% | 3.99% | 73.6% | 166 | 38.55% | 0.5 |
|
| 1991 |
AAM
1991
Archipel Asset Management
Stockholm,
Sweden
| USD 387 M | +USD 28.5 M | +8% | 3.24% | – | 106 | 73.58% | 0.1 |
|
| 1992 |
1992
Petrus Trust Company
Dallas,
Texas
| USD 387 M | +USD 5.15 M | +1% | 0.6% | 36.9% | 51 | 15.69% | 0.6 |
|
| 1993 |
AA
1993
Ancient Art
Austin,
Texas
| USD 386 M | -USD 43.6 M | -10% | 2.47% | 168% | 29 | 48.28% | 0.5 |
|
| 1994 |
1994
Marble Harbor Investment Counsel
Boston,
Massachusetts
| USD 386 M | +USD 7.29 M | +2% | 1.54% | 66.7% | 140 | 5% | 0.7 |
|
| 1995 |
1995
300 North Capital
Pasadena,
California
| USD 386 M | +USD 24.7 M | +7% | 3.36% | – | 116 | 19.83% | 0.6 |
|
| 1996 |
1996
J.M. Forbes & Co
Boston,
Massachusetts
| USD 385 M | -USD 10.8 M | -3% | 2.45% | 112% | 92 | 10.87% | 0.7 |
|
| 1997 |
1997
Accuvest Global Advisors
Provo,
Utah
| USD 385 M | -USD 58.8 M | -13% | 0.35% | 130% | 85 | 43.53% | 0.4 |
|
| 1998 |
1998
Deer VII & Co
Larchmont,
New York
| USD 384 M | -USD 30.8 M | -7% | 0.57% | 241% | 7 | 14.29% | 0.5 |
|
| 1999 |
GMCM
1999
Gruber & McBaine Capital Management
San Francisco,
California
| USD 384 M | +USD 535 k | +0.1% | 4.91% | – | 214 | 33.64% | 0.4 |
|
| 2000 |
MCG
2000
Meru Capital Group
New York
| USD 383 M | -USD 84.2 M | -18% | 6.52% | – | 82 | 68.29% | 0.3 |
|