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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
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
| USD 441 M | +USD 49.5 M | +13% | 1.51% | – | 145 | 85.52% | 0.3 |
|
| 1977 |
1977
Petrus Trust Company
Dallas,
Texas
| USD 440 M | +USD 10.6 M | +2% | 2.04% | 36.9% | 116 | 54.31% | 0.8 |
|
| 1978 |
AA
1978
Ancient Art
Austin,
Texas
| USD 440 M | +USD 86.7 M | +25% | 9.62% | 168% | 22 | 45.45% | 0.9 |
|
| 1979 |
1979
L. Roy Papp & Associates
Phoenix,
Arizona
| USD 440 M | -USD 16.5 M | -4% | 1.07% | 80.1% | 152 | 11.18% | 1.7 |
|
| 1980 |
1980
Aristotle Capital Boston
Boston,
Massachusetts
| USD 439 M | +USD 118 M | +37% | 1.97% | 72.2% | 106 | 4.72% | 0.5 |
|
| 1981 |
1981
Deccan Value Investors
Greenwich,
Connecticut
| USD 439 M | +USD 37.8 M | +9% | 8% | 66.5% | 6 | 0% | 0.8 |
|
| 1982 |
1982
CNA Financial
Chicago,
Illinois
| USD 439 M | +USD 9.6 M | +2% | 0.12% | 48.6% | 200 | 9.5% | 1.5 |
|
| 1983 |
FIM
1983
FourPoints Investment Managers
Paris,
France
| USD 438 M | -USD 40.9 M | -9% | 1.58% | – | 77 | 7.79% | 1.7 |
|
| 1984 |
1984
Rehmann Capital Advisory Group
Lansing,
Michigan
| USD 438 M | -USD 2.62 M | -0.6% | 0.5% | 64.6% | 363 | 12.67% | 1.5 |
|
| 1985 |
1985
Hellman Jordan Management Company
Quincy,
Massachusetts
| USD 438 M | -USD 111 M | -20% | 2.01% | 203% | 59 | 40.68% | 0.6 |
|
| 1986 |
1986
Brighton Jones LLC
Seattle,
Washington
| USD 438 M | -USD 4.45 M | -1% | 0.83% | 97.9% | 197 | 8.12% | 1.6 |
|
| 1987 |
1987
Capital Investment Services of America
Milwaukee,
Wisconsin
| USD 438 M | +USD 2.48 M | +0.6% | 0.53% | 50.7% | 62 | 8.06% | 1.7 |
|
| 1988 |
1988
Bragg Financial Advisors
Charlotte,
North Carolina
| USD 437 M | +USD 3.01 M | +0.7% | 0.71% | 101% | 236 | 4.66% | 1.8 |
|
| 1989 |
1989
Silver Rock Financial
Los Angeles,
California
| USD 437 M | +USD 63.4 M | +17% | 1.57% | 2.58% | 52 | 38.46% | 0.8 |
|
| 1990 |
1990
Parus Finance (UK)
London,
United Kingdom
| USD 436 M | -USD 27.9 M | -6% | 4.6% | 199% | 20 | 20% | 1.7 |
|
| 1991 |
AFS
1991
Aft Forsyth & Sober
Valrico,
Florida
| USD 436 M | -USD 2.56 M | -0.6% | 0.81% | 94.6% | 43 | 2.33% | 1.7 |
|
| 1992 |
1992
KPCB DGF Associates
Menlo Park,
California
| USD 435 M | -USD 142 M | -25% | 5.1% | – | 4 | 0% | 1.1 |
|
| 1993 |
1993
Signet Financial Management
Parsippany,
New Jersey
| USD 435 M | +USD 73.7 M | +20% | 0.37% | 65.2% | 209 | 26.32% | 0.4 |
|
| 1994 |
1994
Ironwood Investment Management
Boston,
Massachusetts
| USD 435 M | -USD 105 M | -20% | 2.16% | 164% | 166 | 9.04% | 1.7 |
|
| 1995 |
1995
Sarissa Capital Management
Greenwich,
Connecticut
| USD 435 M | -USD 39.5 M | -8% | 0.97% | 80% | 17 | 5.88% | 1 |
|
| 1996 |
1996
Cypress Capital Group
Palm Beach,
Florida
| USD 434 M | -USD 4.14 M | -0.9% | 0.28% | 97.8% | 212 | 9.91% | 1.6 |
|
| 1997 |
CC
1997
Cornerstone Capital
Palo Alto,
California
| USD 434 M | +USD 50.1 M | +13% | 2.49% | 91.2% | 85 | 27.06% | 1.5 |
|
| 1998 |
IMOV
1998
Investment Management of Virginia
Richmond,
Virginia
| USD 434 M | -USD 5.97 M | -1% | 1.37% | 93.4% | 161 | 11.8% | 1.6 |
|
| 1999 |
ACM
1999
Acertus Capital Management
Morristown,
New Jersey
| USD 434 M | +USD 253 M | +139% | 0.28% | 23.5% | 5 | 40% | 0.9 |
|
| 2000 |
2000
NBW Capital
Boston,
Massachusetts
| USD 434 M | -USD 12.1 M | -3% | 0.06% | 86% | 81 | 14.81% | 1.4 |
|