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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
Tensile Capital Management
Larkspur,
California
| USD 495 M | +USD 39.8 M | +9% | 1.65% | 47.7% | 22 | 13.64% | 1.7 |
|
| 1977 |
1977
Paradigm Asset Management
New York
| USD 495 M | -USD 30 M | -6% | 2.4% | 73.8% | 703 | 24.61% | 1.4 |
|
| 1978 |
1978
Northstar Investment Advisors
Denver,
Colorado
| USD 495 M | -USD 402 k | -0.1% | 2.35% | 85.8% | 122 | 10.66% | 2.5 |
|
| 1979 |
1979
Jacobs Asset Management
New York
| USD 495 M | +USD 26.2 M | +6% | 2.59% | 114% | 52 | 25% | 1.7 |
|
| 1980 |
1980
Harvey Investment Company
Louisville,
Kentucky
| USD 494 M | +USD 10.4 M | +2% | 3.3% | 56.4% | 82 | 3.66% | 3.3 |
|
| 1981 |
1981
Element Capital Management
New York
| USD 494 M | +USD 121 M | +32% | 1.99% | 49.4% | 155 | 95.48% | 0 |
|
| 1982 |
1982
Black-and-white Capital
Los Angeles,
California
| USD 494 M | +USD 69.9 M | +16% | 14.3% | 265% | 50 | 68% | 0.2 |
|
| 1983 |
MCTIC
1983
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| USD 493 M | -USD 23.1 M | -4% | 3.1% | 38.8% | 94 | 5.32% | 3 |
|
| 1984 |
1984
Tufton Capital Management
Hunt Valley,
Maryland
| USD 493 M | -USD 14.7 M | -3% | 1.72% | 96.1% | 131 | 7.63% | 2.7 |
|
| 1985 |
1985
Winslow Asset Management
Beachwood,
Ohio
| USD 492 M | +USD 3.78 M | +0.8% | 2.37% | 89.9% | 96 | 5.21% | 3.3 |
|
| 1986 |
1986
Howe & Rusling
Rochester,
New York
| USD 492 M | -USD 7.83 M | -2% | 2.99% | 82% | 1,096 | 19.62% | 2.2 |
|
| 1987 |
1987
Mangrove Partners
Greenwich,
Connecticut
| USD 490 M | +USD 53.2 M | +12% | 4.17% | 185% | 26 | 34.62% | 1 |
|
| 1988 |
1988
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| USD 490 M | -USD 40 M | -8% | 2.07% | 55.6% | 139 | 61.15% | 0.2 |
|
| 1989 |
1989
Alaska Permanent Capital Management
Anchorage,
Alaska
| USD 490 M | +USD 18.7 M | +4% | 2.15% | 42.8% | 27 | 22.22% | 1.8 |
|
| 1990 |
KFS
1990
Kurt F. Somerville
| USD 490 M | +USD 17 M | +4% | 4.36% | 92.9% | 110 | 7.27% | 3.2 |
|
| 1991 |
1991
Auxier Asset Management
Aurora,
Oregon
| USD 490 M | +USD 12.2 M | +3% | 3.91% | 71.7% | 155 | 1.29% | 3.3 |
|
| 1992 |
1992
Vicus Capital
State College,
Pennsylvania
| USD 489 M | +USD 25.9 M | +6% | 1.74% | 59.6% | 241 | 12.03% | 2 |
|
| 1993 |
1993
McGowan Group Asset Management
Dallas,
Texas
| USD 489 M | -USD 15.5 M | -3% | 1.44% | 69.8% | 82 | 9.76% | 1.9 |
|
| 1994 |
1994
Brouwer & Janachowski
Mill Valley,
California
| USD 489 M | +USD 30.7 M | +7% | 1.65% | 41.8% | 54 | 9.26% | 2.1 |
|
| 1995 |
1995
Sound Point Capital Management
New York
| USD 489 M | +USD 69.6 M | +17% | 5.06% | 61.5% | 34 | 20.59% | 0.8 |
|
| 1996 |
1996
Summit Equities
Parsippany,
New Jersey
| USD 488 M | +USD 41.7 M | +9% | 1.91% | 40.7% | 34 | 32.35% | 1.7 |
|
| 1997 |
1997
Cypress Asset Management
Houston,
Texas
| USD 488 M | -USD 35.6 M | -7% | 2.33% | 141% | 216 | 13.89% | 2.8 |
|
| 1998 |
1998
Deltec Asset Management
New York
| USD 488 M | -USD 1.24 M | -0.3% | 2.16% | 128% | 197 | 30.96% | 1.5 |
|
| 1999 |
1999
BTR Capital Management
Oakland,
California
| USD 487 M | +USD 9.23 M | +2% | 2.13% | 35% | 158 | 6.96% | 3 |
|
| 2000 |
2000
Canandaigua National Bank & Trust
Canandaigua,
New York
| USD 487 M | +USD 148 M | +44% | 2.23% | – | 246 | 25.61% | 2.5 |
|