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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
Bainco International Investors
Boston,
Massachusetts
| USD 414 M | -USD 30.1 M | -7% | 0.02% | 69.4% | 87 | 12.64% | 2 |
|
| 1977 |
1977
Empirical Wealth Management
Seattle,
Washington
| USD 413 M | +USD 2.45 M | +0.6% | 1.61% | 78.8% | 112 | 14.29% | 2.1 |
|
| 1978 |
1978
Scottrade Investment Management
Saint Louis,
Missouri
| USD 413 M | +USD 71.5 M | +21% | 1.31% | – | 3 | 0% | 0.3 |
|
| 1979 |
1979
Condor Capital Management
Martinsville,
New Jersey
| USD 413 M | +USD 4.05 M | +1% | 0.82% | 58.2% | 205 | 20.49% | 1.9 |
|
| 1980 |
1980
Marathon Asset Management (New York)
New York
| USD 413 M | -USD 127 M | -24% | 14.3% | 490% | 17 | 70.59% | 0.7 |
|
| 1981 |
OCMI
1981
Oaktop Capital Management II
Chatham,
New Jersey
| USD 413 M | -USD 33.7 M | -8% | 6.37% | 451% | 22 | 27.27% | 2.4 |
|
| 1982 |
1982
Academy Capital Management
Waco,
Texas
| USD 413 M | -USD 28.5 M | -6% | 0.04% | 71.2% | 50 | 24% | 1.7 |
|
| 1983 |
CA
1983
Cornerstone Advisors
Asheville,
North Carolina
| USD 413 M | -USD 18.2 M | -4% | 0.52% | 108% | 247 | 28.74% | 1.5 |
|
| 1984 |
TC
1984
Tyvor Capital
Oak Brook,
Illinois
| USD 412 M | +USD 316 M | +327% | 3.98% | 20.6% | 47 | 59.57% | 0.3 |
|
| 1985 |
1985
Första AP-fonden
Stockholm,
Sweden
| USD 412 M | -USD 2718 M | -87% | 8.8% | 140% | 179 | 69.83% | 0.2 |
|
| 1986 |
AAM
1986
Autus Asset Management
Scottsdale,
Arizona
| USD 412 M | +USD 18.3 M | +5% | 2.87% | 26.3% | 166 | 8.43% | 1.9 |
|
| 1987 |
1987
Equitec Specialists
Chicago,
Illinois
| USD 411 M | +USD 132 M | +48% | 2.39% | 65.4% | 151 | 49.67% | 0.4 |
|
| 1988 |
1988
SeaBridge Investment Advisors
Summit,
New Jersey
| USD 411 M | -USD 38.7 M | -9% | 1.52% | 128% | 249 | 13.65% | 1.8 |
|
| 1989 |
1989
Northstar Investment Advisors
Denver,
Colorado
| USD 411 M | +USD 23.2 M | +6% | 4.45% | 85.8% | 119 | 26.89% | 2 |
|
| 1990 |
1990
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| USD 411 M | +USD 11 M | +3% | 2.28% | 34% | 91 | 9.89% | 2.1 |
|
| 1991 |
1991
Goldentree Asset Management
New York
| USD 410 M | -USD 8.85 M | -2% | 4.65% | 27.7% | 24 | 54.17% | 0.8 |
|
| 1992 |
1992
Itau USA Asset Management
New York
| USD 410 M | +USD 71.2 M | +21% | 11.3% | 15.8% | 36 | 30.56% | 1.3 |
|
| 1993 |
1993
Vision Capital Management
Portland,
Oregon
| USD 410 M | -USD 26.6 M | -6% | 0.18% | 78.4% | 85 | 17.65% | 1.3 |
|
| 1994 |
1994
Central Securities
New York
| USD 409 M | -USD 3.84 M | -0.9% | 3.53% | 90.2% | 38 | 21.05% | 1.7 |
|
| 1995 |
GA
1995
GRS Advisors
Chicago,
Illinois
| USD 409 M | -USD 300 M | -42% | 3.74% | 54.3% | 38 | 63.16% | 0.7 |
|
| 1996 |
1996
Cypress Capital Group
Palm Beach,
Florida
| USD 408 M | -USD 6.7 M | -2% | 2.94% | 97.8% | 188 | 17.02% | 2.3 |
|
| 1997 |
1997
Cobiz Wealth
Denver,
Colorado
| USD 408 M | -USD 15.4 M | -4% | 2.11% | 54% | 150 | 10.67% | 2 |
|
| 1998 |
1998
Investure LLC
Charlottesville,
Virginia
| USD 407 M | -USD 112 M | -22% | 6.94% | 55.4% | 12 | 16.67% | 1.4 |
|
| 1999 |
HSC
1999
Harbor Spring Capital
New York
| USD 406 M | -USD 28.2 M | -6% | 3.14% | – | 14 | 28.57% | 0.2 |
|
| 2000 |
2000
Marble Harbor Investment Counsel
Boston,
Massachusetts
| USD 405 M | +USD 29.2 M | +8% | 4.15% | 66.7% | 136 | 11.76% | 2.2 |
|