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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
Brighton Jones LLC
Seattle,
Washington
| USD 442 M | +USD 5.49 M | +1% | 2.9% | 97.9% | 205 | 10.73% | 1.4 |
|
| 1977 |
1977
Jacobs Asset Management
New York
| USD 442 M | -USD 7.36 M | -2% | 2.25% | 114% | 46 | 17.39% | 1.1 |
|
| 1978 |
1978
Planning Alternatives
Birmingham,
Michigan
| USD 441 M | -USD 25 M | -5% | 1.8% | 69.6% | 50 | 18% | 1.3 |
|
| 1979 |
1979
Rehmann Capital Advisory Group
Lansing,
Michigan
| USD 441 M | +USD 6.32 M | +1% | 1.96% | 64.6% | 368 | 17.39% | 1.3 |
|
| 1980 |
GPCM
1980
Greenbrier Partners Capital Management
Dallas,
Texas
| USD 440 M | +USD 27.7 M | +7% | 6.2% | 96.1% | 21 | 9.52% | 1.7 |
|
| 1981 |
IMOV
1981
Investment Management of Virginia
Richmond,
Virginia
| USD 440 M | -USD 40.2 M | -8% | 0.75% | 93.4% | 162 | 12.35% | 1.5 |
|
| 1982 |
KFS
1982
Kurt F. Somerville
| USD 440 M | +USD 37.9 M | +9% | 0.27% | 92.9% | 134 | 5.22% | 1.3 |
|
| 1983 |
MCG
1983
Meru Capital Group
New York
| USD 439 M | +USD 130 M | +42% | 12% | – | 73 | 47.95% | 0.5 |
|
| 1984 |
1984
Davidson & Garrard
Lynchburg,
Virginia
| USD 439 M | +USD 7.18 M | +2% | 1.19% | 25.2% | 197 | 5.08% | 1.5 |
|
| 1985 |
SCM
1985
Symons Capital Management
Pittsburgh,
Pennsylvania
| USD 439 M | +USD 17.6 M | +4% | 1.7% | 25.4% | 92 | 33.7% | 0.9 |
|
| 1986 |
AFS
1986
Aft Forsyth & Sober
Valrico,
Florida
| USD 439 M | -USD 12.1 M | -3% | 2.2% | 94.6% | 42 | 0% | 1.5 |
|
| 1987 |
PCM
1987
Prime Capital Management
Hong Kong
| USD 439 M | +USD 26.1 M | +6% | 1.63% | 579% | 12 | 8.33% | 0.9 |
|
| 1988 |
1988
Cypress Capital Group
Palm Beach,
Florida
| USD 438 M | +USD 6.98 M | +2% | 1.55% | 97.8% | 224 | 13.39% | 1.4 |
|
| 1989 |
1989
Encompass Capital Advisors
New York
| USD 438 M | +USD 113 M | +35% | 10.5% | 364% | 43 | 83.72% | 0.1 |
|
| 1990 |
1990
Bridges Investment Counsel
Omaha,
Nebraska
| USD 438 M | +USD 830 k | +0.2% | 0.93% | 33.7% | 160 | 4.38% | 1.6 |
|
| 1991 |
JC
1991
Joho Capital
New York
| USD 438 M | -USD 83.8 M | -16% | 10.6% | 80.2% | 10 | 20% | 1.5 |
|
| 1992 |
SCI
1992
Seneca Capital Investments
New York
| USD 437 M | +USD 75 M | +21% | 6.14% | – | 60 | 51.67% | 0.5 |
|
| 1993 |
DAM
1993
Davis Asset Management
Sausalito,
California
| USD 437 M | +USD 34 M | +8% | 2.87% | 97.3% | 29 | 13.79% | 1 |
|
| 1994 |
1994
Majedie Asset Management
London,
United Kingdom
| USD 437 M | -USD 71.3 M | -14% | 0.26% | 126% | 72 | 20.83% | 0.6 |
|
| 1995 |
1995
Denali Advisors
San Diego,
California
| USD 437 M | +USD 82.7 M | +23% | 3.33% | 106% | 298 | 25.84% | 0.9 |
|
| 1996 |
1996
Burnham Asset Management
New York
| USD 436 M | -USD 4.58 M | -1% | 3.9% | 39.5% | 241 | 5.81% | 1.6 |
|
| 1997 |
1997
Catawba Capital Management
Roanoke,
Virginia
| USD 435 M | +USD 2.21 M | +0.5% | 0.89% | 33.1% | 263 | 11.79% | 1.5 |
|
| 1998 |
1998
Capital Investment Services of America
Milwaukee,
Wisconsin
| USD 435 M | +USD 4.31 M | +1% | 2.78% | 50.7% | 64 | 10.94% | 1.5 |
|
| 1999 |
1999
Delphi Financial Group
Wilmington,
Delaware
| USD 435 M | +USD 55.7 M | +15% | 1.6% | 66.3% | 20 | 20% | 1 |
|
| 2000 |
2000
Aureus Asset Management
Boston,
Massachusetts
| USD 435 M | +USD 23.6 M | +6% | 5.16% | 93.9% | 166 | 29.52% | 1 |
|