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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
Asset Advisors Corp
Augusta,
Georgia
| USD 575 M | -USD 19.7 M | -3% | 2.29% | 41.4% | 176 | 13.64% | 3.6 |
|
| 1977 |
1977
First Merchants Corp
Muncie,
Indiana
| USD 575 M | -USD 21 M | -4% | 3.51% | 55.6% | 214 | 9.81% | 2.9 |
|
| 1978 |
1978
Summit Equities
Parsippany,
New Jersey
| USD 575 M | -USD 681 k | -0.1% | 1.71% | 40.7% | 41 | 12.2% | 1.9 |
|
| 1979 |
1979
AIP LLC
New York
| USD 575 M | -USD 127 M | -18% | 18.1% | 54.9% | 1 | 0% | 0.5 |
|
| 1980 |
1980
Corient Capital Partners
Newport Beach,
California
| USD 573 M | +USD 31 M | +6% | 2.3% | 39.2% | 267 | 9.36% | 1.5 |
|
| 1981 |
1981
Bain Capital Credit
Boston,
Massachusetts
| USD 573 M | +USD 507 M | +764% | 50.8% | 14.4% | 19 | 63.16% | 0.6 |
|
| 1982 |
1982
American Assets Investment Management
San Diego,
California
| USD 572 M | +USD 45.9 M | +9% | 5.04% | 507% | 180 | 7.22% | 2.8 |
|
| 1983 |
CLCM
1983
Crawford Lake Capital Management
Lakewood,
New Jersey
| USD 572 M | +USD 103 M | +22% | 14% | 571% | 133 | 88.72% | 0.1 |
|
| 1984 |
1984
Capital International
Los Angeles,
California
| USD 572 M | +USD 13.6 M | +2% | 4.95% | 147% | 181 | 7.73% | 2.1 |
|
| 1985 |
AAM
1985
Autus Asset Management
Scottsdale,
Arizona
| USD 571 M | +USD 18.1 M | +3% | 3.41% | 26.3% | 157 | 7.01% | 3.5 |
|
| 1986 |
1986
Evensky & Katz
Coral Gables,
Florida
| USD 571 M | -USD 8.97 M | -2% | 3% | 57.1% | 66 | 9.09% | 3.2 |
|
| 1987 |
1987
Cetera Investment Advisers
Schaumburg,
Illinois
| USD 569 M | +USD 34.9 M | +7% | 2.63% | 73.4% | 450 | 20% | 1.5 |
|
| 1988 |
AL
1988
Arnhold LLC
New York
| USD 568 M | +USD 38.9 M | +7% | 0.82% | 156% | 157 | 20.38% | 0.2 |
|
| 1989 |
1989
Park Avenue Securities
New York
| USD 568 M | +USD 117 M | +26% | 0.34% | 71% | 203 | 19.7% | 0.7 |
|
| 1990 |
1990
Pensionfund DSM Netherlands
Sittard,
Netherlands
| USD 567 M | +USD 10.9 M | +2% | 5.16% | 36.9% | 231 | 22.08% | 2.1 |
|
| 1991 |
1991
Signet Financial Management
Parsippany,
New Jersey
| USD 567 M | +USD 11 M | +2% | 0.86% | 65.2% | 1,189 | 34.99% | 0.6 |
|
| 1992 |
1992
Greenwich Wealth Management
Greenwich,
Connecticut
| USD 565 M | -USD 70.1 M | -11% | 0.3% | 198% | 191 | 14.66% | 3.1 |
|
| 1993 |
1993
Mariner Independent Advisor Network
Overland Park,
Kansas
| USD 565 M | -USD 1061 M | -65% | 2.06% | 39.5% | 345 | 64.35% | 0.9 |
|
| 1994 |
1994
Planning Alternatives
Birmingham,
Michigan
| USD 562 M | +USD 12.3 M | +2% | 0.91% | 69.6% | 51 | 29.41% | 3.1 |
|
| 1995 |
1995
Blackhill Capital
Morristown,
New Jersey
| USD 562 M | +USD 25.5 M | +5% | 8.46% | 212% | 76 | 5.26% | 4 |
|
| 1996 |
1996
Acuta Capital Partners
Redwood City,
California
| USD 562 M | -USD 50.5 M | -8% | 24.8% | 7,269% | 88 | 67.05% | 0.7 |
|
| 1997 |
1997
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| USD 560 M | -USD 1.32 M | -0.2% | 3.65% | 127% | 543 | 21.55% | 2.7 |
|
| 1998 |
1998
Financial Architects (New Jersey)
Marlton,
New Jersey
| USD 560 M | +USD 47.8 M | +9% | 1.25% | 31.3% | 1,619 | 28.6% | 1.8 |
|
| 1999 |
1999
White Mountains Advisors
Guilford,
Connecticut
| USD 559 M | -USD 33.3 M | -6% | 3.07% | 33.4% | 3 | 0% | 3.3 |
|
| 2000 |
2000
NBT Bank
Norwich,
New York
| USD 559 M | -USD 52.4 M | -9% | 2.54% | 77% | 197 | 9.64% | 4.3 |
|