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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
Davidson & Garrard
Lynchburg,
Virginia
| USD 411 M | -USD 5.17 M | -1% | 0.41% | 25.2% | 191 | 8.38% | 1.1 |
|
| 1977 |
1977
Dean Investment Associates
Beavercreek,
Ohio
| USD 411 M | -USD 22.6 M | -5% | 1.18% | 63.5% | 244 | 19.26% | 0.9 |
|
| 1978 |
ECM
1978
Empire Capital Management
Westport,
Connecticut
| USD 410 M | -USD 149 M | -27% | 5.4% | 17.2% | 87 | 83.91% | 0.1 |
|
| 1979 |
1979
Tensile Capital Management
Larkspur,
California
| USD 409 M | +USD 14.4 M | +4% | 2.2% | 47.7% | 20 | 20% | 0.6 |
|
| 1980 |
1980
E. Ohman J:or Asset Management
Stockholm,
Sweden
| USD 409 M | +USD 1.86 M | +0.5% | 2.15% | 132% | 516 | 1.74% | 1.2 |
|
| 1981 |
AL
1981
Agran Libbie
Santa Monica,
California
| USD 409 M | +USD 17.5 M | +4% | 1.5% | 27.5% | 128 | 14.84% | 1 |
|
| 1982 |
1982
Novare Capital Management
Charlotte,
North Carolina
| USD 409 M | -USD 2.15 M | -0.5% | 1.13% | 76.5% | 128 | 10.16% | 1.1 |
|
| 1983 |
1983
Longfellow Investment Management
Boston,
Massachusetts
| USD 407 M | -USD 125 M | -23% | 6.77% | 45.9% | 74 | 52.7% | 0.5 |
|
| 1984 |
1984
Obermeyer Wealth Partners
Aspen,
Colorado
| USD 407 M | -USD 4.06 M | -1% | 1.13% | 91.3% | 69 | 11.59% | 0.9 |
|
| 1985 |
1985
Planning Alternatives
Birmingham,
Michigan
| USD 407 M | +USD 2.15 M | +0.5% | 1.62% | 69.6% | 48 | 4.17% | 0.9 |
|
| 1986 |
1986
Neumeier Poma Investment Counsel
Carmel,
California
| USD 406 M | -USD 13.5 M | -3% | 1.33% | 229% | 42 | 14.29% | 1 |
|
| 1987 |
MTIP
1987
Magee Thomson Investment Partners
San Diego,
California
| USD 406 M | -USD 3.49 M | -0.9% | 7% | 94.3% | 171 | 27.49% | 0.7 |
|
| 1988 |
1988
Petrus Trust Company
Dallas,
Texas
| USD 406 M | +USD 31 M | +8% | 1.75% | 36.9% | 56 | 23.21% | 0.9 |
|
| 1989 |
PWM
1989
Patriot Wealth Management
Houston,
Texas
| USD 405 M | +USD 9.8 M | +2% | 0.14% | 24.3% | 65 | 15.38% | 1 |
|
| 1990 |
MG
1990
MDE Group
Morristown,
New Jersey
| USD 404 M | -USD 30.7 M | -7% | 0.22% | – | 69 | 18.84% | 1.2 |
|
| 1991 |
1991
Arrowgrass Capital Partners
London,
United Kingdom
| USD 403 M | -USD 63.2 M | -14% | 1.33% | – | 16 | 62.5% | 0.5 |
|
| 1992 |
OCMI
1992
Oaktop Capital Management II
Chatham,
New Jersey
| USD 403 M | -USD 31.4 M | -7% | 3.92% | 451% | 23 | 17.39% | 1.1 |
|
| 1993 |
1993
Highmount Capital
New York
| USD 401 M | -USD 15.2 M | -4% | 1.06% | – | 146 | 7.53% | 1.1 |
|
| 1994 |
1994
Benjamin F. Edwards & Company
St. Louis,
Missouri
| USD 401 M | +USD 7.29 M | +2% | 1.23% | 19.7% | 1,031 | 13.58% | 1 |
|
| 1995 |
ABI
1995
Adamant Biomedical Investments
Zurich,
Switzerland
| USD 401 M | – | – | 5.6% | – | 96 | – | 0 |
|
| 1996 |
1996
Bainco International Investors
Boston,
Massachusetts
| USD 401 M | -USD 207 k | -0.1% | 0.31% | 69.4% | 91 | 6.59% | 1 |
|
| 1997 |
1997
Quantitative Advantage
Minnetonka,
Minnesota
| USD 400 M | -USD 29.6 M | -7% | 0.37% | 45.9% | 60 | 51.67% | 0.4 |
|
| 1998 |
OH
1998
Overlook Holdings
Tortola,
British Virgin Islands
| USD 399 M | -USD 67.4 M | -14% | 2.39% | – | 3 | 33.33% | 1.3 |
|
| 1999 |
1999
Aureus Asset Management
Boston,
Massachusetts
| USD 399 M | -USD 1.5 M | -0.4% | 0.26% | 93.9% | 148 | 20.27% | 0.9 |
|
| 2000 |
KCP
2000
KDI Capital Partners
Raleigh,
North Carolina
| USD 398 M | +USD 11.4 M | +3% | 1.74% | 77.1% | 43 | 20.93% | 1 |
|