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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
Jag Capital Management
St Louis,
Missouri
| USD 483 M | -USD 10.4 M | -2% | 14.6% | 230% | 127 | 25.2% | 1.9 |
|
| 1977 |
KM
1977
Kylin Management
New York
| USD 483 M | +USD 73.9 M | +18% | 29.5% | 126% | 8 | 50% | 1 |
|
| 1978 |
1978
JW Asset Management
Miami Beach,
Florida
| USD 480 M | +USD 330 M | +220% | 7.19% | 251% | 52 | 42.31% | 0.9 |
|
| 1979 |
1979
Dai-ichi Life Holdings
Tokyo,
Japan
| USD 480 M | -USD 2.55 M | -0.5% | 0.53% | – | 1 | 0% | 3.8 |
|
| 1980 |
1980
Evergreen Capital Management
Bellevue,
Washington
| USD 480 M | -USD 37.5 M | -7% | 3.37% | 77.2% | 118 | 18.64% | 2.3 |
|
| 1981 |
CHA
1981
Cedar Hill Associates
Chicago,
Illinois
| USD 480 M | -USD 115 M | -19% | 5.19% | 21% | 83 | 15.66% | 2.6 |
|
| 1982 |
1982
Cypress Funds
Los Angeles,
California
| USD 480 M | -USD 114 M | -19% | 8.15% | 100% | 36 | 47.22% | 0.7 |
|
| 1983 |
1983
Dudley & Shanley
Palm Beach,
Florida
| USD 480 M | +USD 10.3 M | +2% | 6.48% | 67.9% | 34 | 17.65% | 2.3 |
|
| 1984 |
1984
Formula Growth
Montreal,
Quebec, Canada
| USD 480 M | +USD 49.6 M | +12% | 5.39% | 118% | 163 | 33.13% | 0.8 |
|
| 1985 |
1985
Cardan Capital Partners
Denver,
Colorado
| USD 479 M | +USD 30.2 M | +7% | 3.46% | 64% | 133 | 26.32% | 0.8 |
|
| 1986 |
1986
BTR Capital Management
Oakland,
California
| USD 478 M | +USD 32.3 M | +7% | 6.13% | 35% | 175 | 17.71% | 2.8 |
|
| 1987 |
GC
1987
Gratia Capital
Los Angeles,
California
| USD 478 M | +USD 176 M | +59% | 2.85% | 42.4% | 52 | 57.69% | 0.5 |
|
| 1988 |
1988
Auxier Asset Management
Aurora,
Oregon
| USD 477 M | +USD 17.4 M | +4% | 7.07% | 71.7% | 159 | 7.55% | 3 |
|
| 1989 |
AAM
1989
Autus Asset Management
Scottsdale,
Arizona
| USD 477 M | +USD 23.4 M | +5% | 5.33% | 26.3% | 154 | 5.19% | 2.7 |
|
| 1990 |
1990
MCF Advisors
Covington,
Kentucky
| USD 477 M | +USD 20 M | +4% | 4.11% | 50.2% | 528 | 28.79% | 2.2 |
|
| 1991 |
1991
Summit Creek Advisors
Minneapolis,
Minnesota
| USD 476 M | -USD 108 M | -18% | 9.17% | 68.8% | 56 | 16.07% | 2.2 |
|
| 1992 |
1992
Community Bank
Dewitt,
New York
| USD 475 M | +USD 19.4 M | +4% | 4.45% | 73.5% | 478 | 7.95% | 1.7 |
|
| 1993 |
1993
Greywolf Capital Management
Purchase,
New York
| USD 475 M | +USD 74.9 M | +19% | 0.15% | 174% | 7 | 0% | 2.3 |
|
| 1994 |
1994
First Business Financial Services
Madison,
Wisconsin
| USD 474 M | +USD 42.9 M | +10% | 4.14% | 74% | 88 | 34.09% | 1.5 |
|
| 1995 |
1995
3EDGE Asset Management
Naples,
Florida
| USD 474 M | +USD 30.9 M | +7% | 4.85% | 44.1% | 28 | 42.86% | 0.2 |
|
| 1996 |
1996
Orbis World
Road Town, Tortola,
British Virgin Islands
| USD 473 M | +USD 52.6 M | +13% | 8.85% | – | 4 | 25% | 0.9 |
|
| 1997 |
AH
1997
Allen Holding
New York
| USD 473 M | +USD 17.1 M | +4% | 4% | 135% | 8 | 12.5% | 3.3 |
|
| 1998 |
KFS
1998
Kurt F. Somerville
| USD 473 M | +USD 21.8 M | +5% | 6.22% | 92.9% | 112 | 8.04% | 3 |
|
| 1999 |
1999
Speece Thorson Capital Group
Minnetonka,
Minnesota
| USD 473 M | +USD 25.8 M | +6% | 3.34% | 34.2% | 40 | 2.5% | 3.2 |
|
| 2000 |
2000
Halsey Associates
New Haven,
Connecticut
| USD 472 M | +USD 22.7 M | +5% | 8.67% | 63.8% | 102 | 7.84% | 3 |
|