¡Ya estamos en !
Descubre más
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
Cowen and Company
New York
| USD 601 M | +USD 166 M | +38% | 151% | 120% | 582 | 63.23% | 0.2 |
|
| 1977 |
1977
AlphaCrest Capital Management
New York
| USD 601 M | -USD 223 M | -27% | 18.3% | 8.44% | 1,214 | 45.72% | 0.8 |
|
| 1978 |
1978
Bogle Investment Management
Newton Lower Falls,
Massachusetts
| USD 601 M | -USD 356 M | -37% | 32.7% | 181% | 462 | 75.76% | 0.2 |
|
| 1979 |
1979
Bowie Capital Management
Richardson,
Texas
| USD 601 M | +USD 210 M | +54% | 22.7% | 31.6% | 44 | 27.27% | 1.6 |
|
| 1980 |
1980
Richard C. Young & Co
Newport,
Rhode Island
| USD 600 M | +USD 84.6 M | +16% | 15.8% | 137% | 89 | 19.1% | 2.7 |
|
| 1981 |
1981
Fiduciary Group
Savannah,
Georgia
| USD 599 M | +USD 89.6 M | +18% | 16.4% | 67.1% | 201 | 12.44% | 3.6 |
|
| 1982 |
1982
HoyleCohen
San Diego,
California
| USD 598 M | +USD 96.9 M | +19% | 23.4% | 46.1% | 187 | 8.56% | 2 |
|
| 1983 |
1983
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| USD 598 M | +USD 134 M | +29% | 13.8% | 44.7% | 150 | 16% | 3.1 |
|
| 1984 |
1984
Fairholme Capital Management
South Miami,
Florida
| USD 598 M | +USD 87.6 M | +17% | 15.7% | 36.2% | 8 | 25% | 1.3 |
|
| 1985 |
1985
Nalanda India Equity Fund
Mauritius
| USD 597 M | +USD 136 M | +30% | 25.6% | 30.2% | 2 | 0% | 0.9 |
|
| 1986 |
1986
Ion Asset Management
Herzliya,
Israel
| USD 597 M | +USD 160 M | +37% | 42.5% | 125% | 33 | 51.52% | 0.9 |
|
| 1987 |
1987
Caldwell Trust
Venice,
Florida
| USD 597 M | +USD 69 M | +13% | 17.9% | 87% | 806 | 7.2% | 0.5 |
|
| 1988 |
1988
Community Bank
Dewitt,
New York
| USD 595 M | +USD 132 M | +29% | 17.1% | 73.5% | 487 | 16.84% | 3.6 |
|
| 1989 |
1989
Rampart Investment Management
Hartford,
Connecticut
| USD 595 M | +USD 384 M | +182% | 24.1% | 74% | 548 | 7.66% | 2.8 |
|
| 1990 |
C
1990
Chescapmanager
Baltimore,
Maryland
| USD 594 M | +USD 185 M | +45% | 37.3% | 202% | 50 | 44% | 0.9 |
|
| 1991 |
ECG
1991
EPIQ Capital Group
San Francisco,
California
| USD 594 M | +USD 255 M | +76% | 22.4% | 6.25% | 49 | 32.65% | 0.3 |
|
| 1992 |
1992
Gratus Capital
Atlanta,
Georgia
| USD 593 M | +USD 57.7 M | +11% | 18.9% | 51.4% | 184 | 19.57% | 3.1 |
|
| 1993 |
1993
Kahn Brothers Group
New York
| USD 592 M | +USD 45.1 M | +8% | 10.9% | 53.4% | 48 | 2.08% | 4.3 |
|
| 1994 |
1994
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| USD 592 M | +USD 97.3 M | +20% | 66.6% | 94.5% | 54 | 48.15% | 0.8 |
|
| 1995 |
1995
Formula Growth
Montreal,
Quebec, Canada
| USD 591 M | +USD 69.5 M | +13% | 40.7% | 118% | 181 | 37.57% | 2 |
|
| 1996 |
1996
Parcion Private Wealth
Bellevue,
Washington
| USD 591 M | +USD 228 M | +63% | 21.1% | 103% | 220 | 34.09% | 0.4 |
|
| 1997 |
1997
Wedgewood Partners
St Louis,
Missouri
| USD 590 M | +USD 62.7 M | +12% | 30.7% | 78.1% | 42 | 11.9% | 3.2 |
|
| 1998 |
1998
Harvey Investment Company
Louisville,
Kentucky
| USD 590 M | +USD 79.7 M | +16% | 20% | 56.4% | 85 | 3.53% | 5.2 |
|
| 1999 |
1999
Oslo Pensjonsforsikring
Oslo,
| USD 590 M | +USD 133 M | +29% | 31.6% | 79% | 15 | 0% | 3 |
|
| 2000 |
2000
Oxford Financial Group
Carmel,
Indiana
| USD 590 M | +USD 89.2 M | +18% | 19.1% | 77.2% | 215 | 21.4% | 0.8 |
|