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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
Stonebridge Capital Advisors
St Paul,
Minnesota
| USD 580 M | +USD 17.1 M | +3% | 2.24% | 80.1% | 988 | 12.04% | 0.9 |
|
| 1977 |
1977
Sectoral Asset Management
Montreal,
Quebec, Canada
| USD 580 M | -USD 257 M | -31% | 13.3% | 168% | 94 | 35.11% | 1.8 |
|
| 1978 |
1978
TRUE Private Wealth Advisors
Salem,
Oregon
| USD 579 M | -USD 7.97 M | -1% | 1.19% | 89.2% | 825 | 74.79% | 2.2 |
|
| 1979 |
PAM
1979
Private Asset Management
San Diego,
California
| USD 578 M | -USD 9.28 M | -2% | 1.67% | 38.2% | 142 | 7.75% | 4.1 |
|
| 1980 |
VDBMI
1980
Van Den Berg Management I
Austin,
Texas
| USD 578 M | -USD 92.9 M | -14% | 7.49% | 187% | 69 | 26.09% | 3.2 |
|
| 1981 |
OCM
1981
Opti Capital Management
New York
| USD 578 M | -USD 86.1 M | -13% | 0% | 0.01% | 29 | 0% | 0.3 |
|
| 1982 |
1982
Global Alpha Capital Management
Montreal,
Quebec, Canada
| USD 578 M | +USD 2.82 M | +0.5% | 1.52% | 80.4% | 38 | 2.63% | 2.7 |
|
| 1983 |
1983
Bardin Hill Management Partners
New York
| USD 577 M | -USD 147 M | -20% | 2.71% | 214% | 46 | 58.7% | 0.4 |
|
| 1984 |
SRFM
1984
Shannon River Fund Management
New York
| USD 576 M | -USD 53.6 M | -9% | 4.24% | 554% | 35 | 42.86% | 1.1 |
|
| 1985 |
1985
Private Capital Management (Florida)
Naples,
Florida
| USD 575 M | -USD 98.7 M | -15% | 4.3% | 118% | 57 | 36.84% | 2.9 |
|
| 1986 |
OIM
1986
Opus Investment Management
Worcester,
Massachusetts
| USD 575 M | +USD 44 M | +8% | 2.94% | 52.8% | 107 | 15.89% | 3.4 |
|
| 1987 |
1987
Woodstock Corp
Boston,
Massachusetts
| USD 574 M | +USD 1.18 M | +0.2% | 2.52% | 115% | 166 | 5.42% | 4.8 |
|
| 1988 |
1988
Resource Management
Metairie,
Louisiana
| USD 573 M | -USD 3.76 M | -0.7% | 0.04% | 82.7% | 150 | 10% | 1.4 |
|
| 1989 |
1989
B. Riley Wealth Management
Memphis,
Tennessee
| USD 573 M | -USD 77.6 M | -12% | 0.98% | 32.2% | 450 | 24.89% | 1.4 |
|
| 1990 |
1990
Brouwer & Janachowski
Mill Valley,
California
| USD 573 M | -USD 7.51 M | -1% | 0.93% | 41.8% | 49 | 4.08% | 3.7 |
|
| 1991 |
1991
Callahan Advisors
Houston,
Texas
| USD 573 M | +USD 15.3 M | +3% | 2.38% | 87.7% | 139 | 5.04% | 4 |
|
| 1992 |
1992
Stewart & Patten Company
Lafayette,
California
| USD 572 M | +USD 15.5 M | +3% | 2.98% | 27.5% | 102 | 8.82% | 4.5 |
|
| 1993 |
1993
Cevian Capital II
St. Helier,
Jersey
| USD 572 M | +USD 29.3 M | +5% | 6.55% | 105% | 2 | 0% | 1.3 |
|
| 1994 |
1994
Fiduciary Group
Savannah,
Georgia
| USD 572 M | +USD 14.9 M | +3% | 1.75% | 67.1% | 198 | 7.58% | 3.4 |
|
| 1995 |
1995
NBT Bank
Norwich,
New York
| USD 571 M | +USD 12.3 M | +2% | 1.38% | 77% | 199 | 11.06% | 4.8 |
|
| 1996 |
1996
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| USD 571 M | +USD 74.2 M | +15% | 2.16% | 115% | 446 | 6.95% | 4.5 |
|
| 1997 |
1997
Avior Wealth Management
Omaha,
Nebraska
| USD 571 M | +USD 13.2 M | +2% | 1.13% | 71.4% | 926 | 15.87% | 2.2 |
|
| 1998 |
1998
Howe & Rusling
Rochester,
New York
| USD 571 M | -USD 8.19 M | -1% | 0.76% | 82% | 895 | 14.86% | 3 |
|
| 1999 |
1999
Biglari Capital Corp
San Antonio,
Texas
| USD 570 M | -USD 177 M | -24% | 1.07% | 72.7% | 12 | 8.33% | 2.8 |
|
| 2000 |
DTL
2000
Dynamic Technology Lab
Singapore
| USD 569 M | -USD 24.7 M | -4% | 2.28% | 30.8% | 1,458 | 74.97% | 0.2 |
|