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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
Griffin Asset Management
New York
| USD 562 M | +USD 8.16 M | +1% | 6.75% | 80.7% | 218 | 10.09% | 1.8 |
|
| 1977 |
OIM
1977
Opus Investment Management
Worcester,
Massachusetts
| USD 561 M | +USD 10.1 M | +2% | 4.9% | 52.8% | 95 | 8.42% | 3 |
|
| 1978 |
AB
1978
Atlas Brown
Louisville,
Kentucky
| USD 560 M | +USD 89.3 M | +19% | 16.5% | 115% | 145 | 9.66% | 3 |
|
| 1979 |
1979
Planning Alternatives
Birmingham,
Michigan
| USD 560 M | +USD 22.3 M | +4% | 4.89% | 69.6% | 56 | 8.93% | 3.3 |
|
| 1980 |
1980
Corsair Capital Management
New York
| USD 560 M | -USD 36.4 M | -6% | 6.73% | 435% | 82 | 35.37% | 1.7 |
|
| 1981 |
1981
Advisor Partners
Walnut Creek,
California
| USD 560 M | +USD 50.5 M | +10% | 7.53% | 63.8% | 585 | 20% | 2 |
|
| 1982 |
1982
Stewart & Patten Company
Lafayette,
California
| USD 560 M | +USD 11.7 M | +2% | 6.48% | 27.5% | 105 | 6.67% | 3.3 |
|
| 1983 |
1983
GenTrust
Miami,
Florida
| USD 558 M | +USD 29.3 M | +6% | 3.35% | 53% | 90 | 12.22% | 0.8 |
|
| 1984 |
1984
EAM Investors
Solana Beach,
California
| USD 558 M | -USD 194 M | -26% | 22.6% | 6,012% | 398 | 52.76% | 0.4 |
|
| 1985 |
1985
Smith Salley Wealth Management
Greensboro,
North Carolina
| USD 558 M | +USD 36.2 M | +7% | 6.01% | 106% | 190 | 15.26% | 2.6 |
|
| 1986 |
1986
Ithaka Group
Arlington,
Virginia
| USD 558 M | +USD 13.7 M | +3% | 6.81% | 143% | 43 | 13.95% | 2.6 |
|
| 1987 |
1987
PM Capital
Sydney,
Australia
| USD 557 M | +USD 39.8 M | +8% | 9.45% | 105% | 27 | 11.11% | 2.5 |
|
| 1988 |
1988
Astor Investment Management
Chicago,
Illinois
| USD 556 M | +USD 15.3 M | +3% | 5.42% | 23.3% | 43 | 13.95% | 1.6 |
|
| 1989 |
GPCM
1989
Greenbrier Partners Capital Management
Dallas,
Texas
| USD 556 M | +USD 59.9 M | +12% | 12% | 96.1% | 17 | 11.76% | 3.5 |
|
| 1990 |
1990
Foundation Resource Management
Little Rock,
Arkansas
| USD 556 M | -USD 48 M | -8% | 5.42% | 84.5% | 62 | 6.45% | 3.8 |
|
| 1991 |
1991
CapWealth Advisors
Franklin,
Tennessee
| USD 556 M | +USD 35 M | +7% | 6.34% | 152% | 106 | 8.49% | 3 |
|
| 1992 |
1992
TRV GP II
Boston,
Massachusetts
| USD 555 M | – | – | 24.9% | 20.8% | 5 | – | 0 |
|
| 1993 |
1993
Verde Servicos Internacionais
Sao Paulo,
Brazil
| USD 555 M | +USD 13.7 M | +3% | 4.91% | 120% | 115 | 43.48% | 0.8 |
|
| 1994 |
BPIH
1994
Broad Peak Investment Holdings
Singapore
| USD 555 M | – | – | 1.43% | 52.2% | 7 | – | 0 |
|
| 1995 |
1995
Blackhill Capital
Morristown,
New Jersey
| USD 554 M | +USD 21.2 M | +4% | 3.92% | 212% | 79 | 7.59% | 3.6 |
|
| 1996 |
1996
Canandaigua National Bank & Trust
Canandaigua,
New York
| USD 554 M | +USD 28.5 M | +5% | 6.15% | – | 251 | 5.58% | 2.8 |
|
| 1997 |
1997
Northstar Investment Advisors
Denver,
Colorado
| USD 554 M | +USD 41.5 M | +8% | 6.43% | 85.8% | 128 | 12.5% | 2.8 |
|
| 1998 |
1998
Dorsey Wright & Associates
Pasadena,
California
| USD 553 M | +USD 119 M | +28% | 10% | 311% | 152 | 21.71% | 0.8 |
|
| 1999 |
1999
Jacobs & Co
San Francisco,
California
| USD 553 M | +USD 21.4 M | +4% | 6.36% | 105% | 124 | 2.42% | 3.8 |
|
| 2000 |
2000
Essex Woodlands Management
The Woodlands,
Texas
| USD 553 M | -USD 10.4 M | -2% | 21.8% | 55% | 9 | 0% | 3.6 |
|