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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 |
CEI
1976
Clark Estates Inc
New York
| USD 491 M | -USD 163 M | -25% | 24.1% | 47.8% | 114 | 30.7% | 1.9 |
|
| 1977 |
1977
Stephens Group Asset Management
Little Rock,
Arkansas
| USD 491 M | -USD 236 M | -32% | 24.2% | 51.4% | 24 | 20.83% | 1.4 |
|
| 1978 |
1978
Woodstock Corp
Boston,
Massachusetts
| USD 491 M | -USD 123 M | -20% | 16.9% | 115% | 158 | 3.16% | 5.1 |
|
| 1979 |
1979
Crake Asset Management
London,
United Kingdom
| USD 491 M | -USD 4.12 M | -0.8% | 15.2% | 66.2% | 21 | 57.14% | 0.1 |
|
| 1980 |
1980
Northcape Capital
Sydney,
Australia
| USD 491 M | -USD 134 M | -21% | 23.5% | – | 19 | 15.79% | 2 |
|
| 1981 |
1981
Klingman & Associates
New York
| USD 490 M | -USD 121 M | -20% | 19.7% | 64.9% | 146 | 25.34% | 3.1 |
|
| 1982 |
1982
NBT Bank
Norwich,
New York
| USD 489 M | -USD 146 M | -23% | 19.8% | 77% | 226 | 12.83% | 4.8 |
|
| 1983 |
1983
Munro Partners
Melbourne,
Australia
| USD 489 M | -USD 217 M | -31% | 7.84% | 339% | 31 | 35.48% | 0.9 |
|
| 1984 |
1984
BerganKDV Wealth Management
Bloomington,
Minnesota
| USD 488 M | -USD 73.3 M | -13% | 16.1% | 27.9% | 1,033 | 10.45% | 1.4 |
|
| 1985 |
OCM
1985
Opti Capital Management
New York
| USD 488 M | -USD 177 M | -27% | 0% | 0.01% | 31 | 0% | 0.3 |
|
| 1986 |
1986
Cove Street Capital
El Segundo,
California
| USD 488 M | -USD 268 M | -35% | 36.8% | 84.2% | 111 | 21.62% | 2.6 |
|
| 1987 |
1987
Kays Financial Advisory
Atlanta,
Georgia
| USD 487 M | -USD 81.6 M | -14% | 16.3% | 23.3% | 109 | 28.44% | 2.7 |
|
| 1988 |
1988
Bienville Capital Management
New York
| USD 487 M | +USD 95.9 M | +25% | 18.8% | 36.3% | 136 | 57.35% | 1.8 |
|
| 1989 |
1989
Mount Lucas Management
Newtown,
Pennsylvania
| USD 486 M | -USD 15.7 M | -3% | 8.67% | 110% | 91 | 56.04% | 1 |
|
| 1990 |
1990
Citizens Business Bank
Ontario,
California
| USD 485 M | -USD 121 M | -20% | 21% | 120% | 259 | 16.22% | 4.1 |
|
| 1991 |
1991
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| USD 484 M | -USD 65.2 M | -12% | 13.9% | 62.2% | 271 | 31% | 1 |
|
| 1992 |
1992
AIA Investment Management
Singapore
| USD 484 M | +USD 5.66 M | +1% | 9.3% | 63.3% | 411 | 12.17% | 0.5 |
|
| 1993 |
1993
Kepos Capital
New York
| USD 481 M | -USD 580 M | -55% | 5.9% | 25.1% | 390 | 66.67% | 0.7 |
|
| 1994 |
AGM
1994
Alpine Global Management
New York
| USD 481 M | +USD 12.4 M | +3% | 17.6% | 149% | 562 | 85.05% | 0.2 |
|
| 1995 |
CC
1995
Cornerstone Capital
Palo Alto,
California
| USD 481 M | -USD 228 M | -32% | 13.6% | 102% | 85 | 23.53% | 4.5 |
|
| 1996 |
1996
Blackhill Capital
Morristown,
New Jersey
| USD 480 M | -USD 205 M | -30% | 24.2% | 173% | 63 | 1.59% | 5.4 |
|
| 1997 |
1997
Southern Wealth Management
Dallas,
Texas
| USD 480 M | -USD 53.1 M | -10% | 24.7% | 50% | 60 | 13.33% | 0.2 |
|
| 1998 |
1998
Gramercy Funds Management
Greenwich,
Connecticut
| USD 480 M | +USD 346 M | +259% | 52.4% | 87.6% | 18 | 22.22% | 1.2 |
|
| 1999 |
1999
AIA Investment Management (HK)
Hong Kong
| USD 479 M | -USD 54.6 M | -10% | 4.47% | – | 10 | 40% | 0.2 |
|
| 2000 |
2000
Jackson Wealth Management
Lake Mary,
Florida
| USD 478 M | -USD 124 M | -21% | 8.79% | 72.1% | 178 | 56.74% | 1.4 |
|