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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
S&T Bank
Indiana,
Pennsylvania
| USD 561 M | -USD 28.8 M | -5% | 1.74% | 193% | 101 | 18.81% | 3 |
|
| 1977 |
1977
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| USD 561 M | -USD 16.7 M | -3% | 1.3% | 127% | 503 | 15.31% | 2.8 |
|
| 1978 |
1978
Aisling Capital
New York
| USD 561 M | +USD 54.9 M | +11% | 22.2% | 386% | 12 | 16.67% | 3.1 |
|
| 1979 |
NM
1979
Newtyn Management
New York
| USD 560 M | -USD 93.9 M | -14% | 4.01% | 52% | 28 | 35.71% | 0.9 |
|
| 1980 |
1980
Alaska Permanent Capital Management
Anchorage,
Alaska
| USD 559 M | +USD 7.61 M | +1% | 1.33% | 42.8% | 27 | 14.81% | 2.3 |
|
| 1981 |
1981
BBR Partners
New York
| USD 559 M | +USD 26 M | +5% | 1.76% | 63.4% | 106 | 44.34% | 1.4 |
|
| 1982 |
1982
Middleton & Co
Boston,
Massachusetts
| USD 559 M | -USD 37.3 M | -6% | 1.93% | 81.8% | 161 | 9.32% | 3.4 |
|
| 1983 |
1983
Capital International
Los Angeles,
California
| USD 558 M | +USD 30.9 M | +6% | 3.06% | 147% | 179 | 17.88% | 2 |
|
| 1984 |
1984
Smith Salley Wealth Management
Greensboro,
North Carolina
| USD 558 M | -USD 523 k | -0.1% | 0.36% | 106% | 189 | 11.64% | 2.8 |
|
| 1985 |
1985
Pensionfund DSM Netherlands
Sittard,
Netherlands
| USD 556 M | -USD 153 M | -22% | 3.66% | 36.9% | 236 | 27.97% | 2 |
|
| 1986 |
VOAM
1986
Vertex One Asset Management
Vancouver,
British Columbia, Canada
| USD 556 M | -USD 30.6 M | -5% | 1.03% | 107% | 163 | 41.72% | 1 |
|
| 1987 |
1987
Signet Financial Management
Parsippany,
New Jersey
| USD 556 M | +USD 19 M | +4% | 2.11% | 65.2% | 951 | 77.71% | 0.4 |
|
| 1988 |
WDA
1988
Wendell David Associates
Portsmouth,
New Hampshire
| USD 555 M | -USD 28.5 M | -5% | 1.24% | 46% | 158 | 4.43% | 3.8 |
|
| 1989 |
1989
Sector Gamma AS
Oslo,
Norway
| USD 555 M | -USD 40.1 M | -7% | 2.5% | 35.3% | 41 | 39.02% | 1.8 |
|
| 1990 |
1990
Asia Research & Capital Management
Hong Kong
| USD 555 M | +USD 551 M | +16,280% | 2.41% | – | 5 | 80% | 0.1 |
|
| 1991 |
1991
PM Capital
Sydney,
Australia
| USD 554 M | -USD 2.49 M | -0.4% | 0.04% | 105% | 27 | 18.52% | 2.6 |
|
| 1992 |
AH
1992
Allen Holding
New York
| USD 554 M | +USD 16 M | +3% | 4.22% | 135% | 11 | 18.18% | 3.5 |
|
| 1993 |
1993
Astor Investment Management
Chicago,
Illinois
| USD 554 M | -USD 2.03 M | -0.4% | 0.33% | 23.3% | 47 | 19.15% | 1.7 |
|
| 1994 |
AAM
1994
Autus Asset Management
Scottsdale,
Arizona
| USD 553 M | +USD 4.76 M | +0.9% | 0.69% | 26.3% | 154 | 6.49% | 3.5 |
|
| 1995 |
1995
Howe & Rusling
Rochester,
New York
| USD 552 M | +USD 2.26 M | +0.4% | 1.59% | 82% | 1,044 | 25.1% | 2.3 |
|
| 1996 |
1996
Sound Point Capital Management
New York
| USD 552 M | +USD 57.2 M | +12% | 13.6% | 61.5% | 43 | 53.49% | 0.8 |
|
| 1997 |
1997
Garde Capital
Seattle,
Washington
| USD 551 M | +USD 20.2 M | +4% | 0.88% | 57.6% | 174 | 9.2% | 2 |
|
| 1998 |
1998
Randolph Company
Cincinnati,
Ohio
| USD 550 M | -USD 37.8 M | -6% | 1.01% | 127% | 45 | 22.22% | 1.5 |
|
| 1999 |
1999
Planning Alternatives
Birmingham,
Michigan
| USD 550 M | -USD 10 M | -2% | 1.13% | 69.6% | 54 | 31.48% | 4 |
|
| 2000 |
2000
Pekin Hardy Strauss
Chicago,
Illinois
| USD 550 M | +USD 2.06 M | +0.4% | 1.52% | 102% | 201 | 11.94% | 3 |
|