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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
Bowie Capital Management
Richardson,
Texas
| USD 585 M | +USD 218 M | +59% | 5.38% | 31.6% | 38 | 23.68% | 1.1 |
|
| 1977 |
1977
Planning Alternatives
Birmingham,
Michigan
| USD 585 M | +USD 22.8 M | +4% | 4.61% | 69.6% | 52 | 7.69% | 3.4 |
|
| 1978 |
1978
PM Capital
Sydney,
Australia
| USD 584 M | +USD 33.7 M | +6% | 2.91% | 105% | 25 | 12% | 3 |
|
| 1979 |
1979
Arosa Capital Management
Miami Beach,
Florida
| USD 584 M | -USD 181 M | -24% | 1.89% | 536% | 91 | 56.04% | 0.5 |
|
| 1980 |
NM
1980
Newtyn Management
New York
| USD 584 M | +USD 49.8 M | +9% | 2.58% | 52% | 33 | 48.48% | 0.8 |
|
| 1981 |
1981
Efficient Advisors
Mason,
Ohio
| USD 584 M | -USD 3.86 M | -0.7% | 1.2% | 30.6% | 53 | 15.09% | 3.9 |
|
| 1982 |
EA
1982
Echinus Advisors
New York
| USD 583 M | +USD 123 M | +27% | 1.69% | 91.4% | 10 | 30% | 1.3 |
|
| 1983 |
1983
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| USD 582 M | +USD 67.3 M | +13% | 3.6% | 56.1% | 107 | 24.3% | 0.4 |
|
| 1984 |
1984
Harvest Fund Management
Beijing,
China
| USD 582 M | -USD 46.7 M | -7% | 3.52% | 327% | 495 | 53.74% | 0.5 |
|
| 1985 |
CPP
1985
Crow Point Partners
Boston,
Massachusetts
| USD 582 M | +USD 45.7 M | +9% | 5.39% | 56.9% | 170 | 36.47% | 1.1 |
|
| 1986 |
MCTIC
1986
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| USD 581 M | +USD 36.7 M | +7% | 10.3% | 38.8% | 97 | 2.06% | 3.9 |
|
| 1987 |
AL
1987
Arnhold LLC
New York
| USD 581 M | +USD 12.6 M | +2% | 0.12% | 156% | 149 | 14.09% | 0.4 |
|
| 1988 |
1988
Old Mission Capital
Chicago,
Illinois
| USD 580 M | -USD 332 M | -36% | 0.67% | 55.3% | 418 | 74.64% | 0.3 |
|
| 1989 |
1989
Sensato Investors
San Francisco,
California
| USD 579 M | -USD 70.3 M | -11% | 4.67% | 75.8% | 132 | 63.64% | 0.5 |
|
| 1990 |
1990
Pekin Hardy Strauss
Chicago,
Illinois
| USD 579 M | +USD 52.2 M | +10% | 3.72% | 102% | 208 | 9.62% | 3.1 |
|
| 1991 |
1991
Harvey Investment Company
Louisville,
Kentucky
| USD 577 M | +USD 35.8 M | +7% | 11.1% | 56.4% | 85 | 3.53% | 4 |
|
| 1992 |
1992
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| USD 577 M | +USD 43.7 M | +8% | 10.3% | 89.9% | 48 | 4.17% | 0.3 |
|
| 1993 |
1993
Transform Wealth
Greenwood Village,
Colorado
| USD 577 M | +USD 23.7 M | +4% | 7.37% | 48.4% | 222 | 16.22% | 1.1 |
|
| 1994 |
1994
Ninepoint Partners
Toronto,
Ontario, Canada
| USD 576 M | -USD 412 M | -42% | 4.27% | 82.6% | 95 | 41.05% | 0.6 |
|
| 1995 |
JMH
1995
J.M. Hartwell
New York
| USD 575 M | +USD 22.5 M | +4% | 5.95% | 72.2% | 89 | 14.61% | 2.9 |
|
| 1996 |
OIM
1996
Opus Investment Management
Worcester,
Massachusetts
| USD 575 M | +USD 23.1 M | +4% | 4.53% | 52.8% | 94 | 9.57% | 3.5 |
|
| 1997 |
1997
BTR Capital Management
Oakland,
California
| USD 575 M | +USD 55.8 M | +11% | 9.13% | 35% | 173 | 17.34% | 3.4 |
|
| 1998 |
1998
Greenwich Wealth Management
Greenwich,
Connecticut
| USD 573 M | +USD 8.69 M | +2% | 2.02% | 198% | 198 | 16.16% | 3 |
|
| 1999 |
1999
Mount Yale Investment Advisors
Denver,
Colorado
| USD 573 M | +USD 44.3 M | +8% | 7.46% | 81.9% | 1,050 | 19.14% | 0.4 |
|
| 2000 |
2000
MCF Advisors
Covington,
Kentucky
| USD 572 M | +USD 52.4 M | +10% | 3.85% | 50.2% | 518 | 21.62% | 2.7 |
|