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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
MCF Advisors
Covington,
Kentucky
| USD 578 M | +USD 55 M | +11% | 10.3% | 55.2% | 503 | 9.94% | 3.1 |
|
| 1977 |
1977
Howe & Rusling
Rochester,
New York
| USD 577 M | +USD 105 M | +22% | 11.8% | 82% | 949 | 24.55% | 2.7 |
|
| 1978 |
1978
B. Riley Wealth Management
Memphis,
Tennessee
| USD 577 M | +USD 100 M | +21% | 12.3% | 32.2% | 446 | 32.74% | 1.1 |
|
| 1979 |
1979
YCG LLC
Austin,
Texas
| USD 576 M | +USD 83.4 M | +17% | 17.3% | 27% | 38 | 2.63% | 3.9 |
|
| 1980 |
1980
Foundations Investment Advisors
Phoenix,
Arizona
| USD 576 M | +USD 103 M | +22% | 10.3% | 80.9% | 126 | 41.27% | 0.4 |
|
| 1981 |
3C
1981
361 Capital
Denver,
Colorado
| USD 576 M | +USD 86.8 M | +18% | 20.1% | 118% | 438 | 58.9% | 0.4 |
|
| 1982 |
MRCP
1982
Manor Road Capital Partners
New York
| USD 573 M | +USD 176 M | +44% | 27.3% | 78.3% | 15 | 26.67% | 1.1 |
|
| 1983 |
SRFM
1983
Shannon River Fund Management
New York
| USD 573 M | +USD 221 M | +63% | 33.2% | 554% | 37 | 43.24% | 0.9 |
|
| 1984 |
1984
Kopernik Global Investors
Tampa,
Florida
| USD 573 M | +USD 39.5 M | +7% | 7.46% | 128% | 32 | 9.38% | 2.6 |
|
| 1985 |
1985
Sageview Capital
Greenwich,
Connecticut
| USD 573 M | +USD 90.4 M | +19% | 79.1% | 335% | 1 | 0% | 0.8 |
|
| 1986 |
1986
Everence Capital Management
Goshen,
Indiana
| USD 572 M | +USD 141 M | +33% | 14.6% | 108% | 658 | 42.1% | 2.1 |
|
| 1987 |
1987
Efficient Advisors
Mason,
Ohio
| USD 572 M | +USD 34.6 M | +6% | 7.64% | 30.6% | 49 | 2.04% | 4.1 |
|
| 1988 |
BSPF
1988
British Steel Pension Fund
London,
United Kingdom
| USD 572 M | -USD 15.6 M | -3% | 15.5% | 29.7% | 202 | 24.75% | 3.5 |
|
| 1989 |
1989
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| USD 572 M | +USD 87.9 M | +18% | 14.4% | 80.6% | 105 | 10.48% | 2.5 |
|
| 1990 |
1990
Crescent Park Management
East Palo Alto,
California
| USD 570 M | +USD 232 M | +69% | 22.8% | 87% | 24 | 37.5% | 1.2 |
|
| 1991 |
1991
Endeavour Capital Advisors
Greenwich,
Connecticut
| USD 570 M | -USD 38 M | -6% | 8.78% | 105% | 56 | 25% | 1.7 |
|
| 1992 |
1992
Quadrant Capital Group
Cincinnati,
Ohio
| USD 569 M | +USD 194 M | +52% | 10.1% | 118% | 2,482 | 11.12% | 2.6 |
|
| 1993 |
1993
Tygh Capital Management
Portland,
Oregon
| USD 569 M | +USD 91.5 M | +19% | 24% | 251% | 94 | 31.91% | 1.1 |
|
| 1994 |
1994
HoyleCohen
San Diego,
California
| USD 567 M | +USD 77.8 M | +16% | 14.2% | 46.1% | 180 | 10% | 1 |
|
| 1995 |
1995
CX Institutional
Auburn,
Indiana
| USD 567 M | +USD 93.4 M | +20% | 10.7% | 62.9% | 840 | 44.05% | 0.3 |
|
| 1996 |
1996
Greenwich Wealth Management
Greenwich,
Connecticut
| USD 566 M | +USD 64.1 M | +13% | 14.2% | 198% | 195 | 9.74% | 3.2 |
|
| 1997 |
SAM
1997
Sandell Asset Management
New York
| USD 565 M | -USD 340 M | -38% | 42.6% | 322% | 64 | 67.19% | 0.5 |
|
| 1998 |
1998
SigFig Wealth Management
San Francisco,
California
| USD 564 M | +USD 94.5 M | +20% | 9.39% | 49.3% | 47 | 0% | 1.4 |
|
| 1999 |
GPCM
1999
Greenbrier Partners Capital Management
Dallas,
Texas
| USD 563 M | +USD 77 M | +16% | 16% | 96.1% | 17 | 11.76% | 4 |
|
| 2000 |
2000
Asset Advisors Investment Management
Augusta,
Georgia
| USD 562 M | +USD 57.7 M | +11% | 12.9% | 67.5% | 99 | 11.11% | 0.5 |
|