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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
Pictet North America Advisors
Geneva 73,
Switzerland
| USD 789 M | +USD 78.2 M | +11% | 11.3% | 67.7% | 129 | 10.08% | 3.1 |
|
| 1977 |
KAS
1977
Kemnay Advisory Services
New York
| USD 789 M | +USD 67.9 M | +9% | 13.4% | 167% | 114 | 50.88% | 2.2 |
|
| 1978 |
1978
McDaniel Terry & Co
Austin,
Texas
| USD 789 M | +USD 82 M | +12% | 11% | 76.6% | 87 | 6.9% | 3.9 |
|
| 1979 |
1979
SFMG Wealth Advisors
Plano,
Texas
| USD 789 M | +USD 63.6 M | +9% | 8.44% | 85.1% | 238 | 25.21% | 2.1 |
|
| 1980 |
1980
Grassi Investment Management
Santa Clara,
California
| USD 788 M | +USD 83 M | +12% | 15.3% | 170% | 143 | 15.38% | 3.7 |
|
| 1981 |
1981
Silverback Asset Management
Chapel Hill,
North Carolina
| USD 787 M | +USD 310 M | +65% | 0.17% | 92.1% | 58 | 8.62% | 0.7 |
|
| 1982 |
AIC
1982
AWM Investment Company
New York
| USD 787 M | +USD 177 M | +29% | 37.7% | 778% | 107 | 28.04% | 2.1 |
|
| 1983 |
1983
M Holdings Securities
Portland,
Oregon
| USD 784 M | +USD 157 M | +25% | 14.1% | 94.1% | 187 | 18.18% | 2.6 |
|
| 1984 |
1984
Trigran Investments
Northbrook,
Illinois
| USD 784 M | +USD 231 M | +42% | 37% | 44.7% | 20 | 10% | 3 |
|
| 1985 |
1985
TrustCore Financial Services
Brentwood,
Tennessee
| USD 783 M | +USD 125 M | +19% | 14.9% | 28.3% | 992 | 19.35% | 1.6 |
|
| 1986 |
JIM
1986
JB Investments Management
Phoenixville,
Pennsylvania
| USD 783 M | – | – | 63.2% | – | 7 | – | 0 |
|
| 1987 |
1987
Beese Fulmer Investment Management
Canton,
Ohio
| USD 783 M | +USD 76.8 M | +11% | 12.5% | 124% | 216 | 12.96% | 4.1 |
|
| 1988 |
ALAM
1988
Asahi Life Asset Management
Tokyo,
Japan
| USD 782 M | +USD 104 M | +15% | 12.7% | 133% | 287 | 51.92% | 0.9 |
|
| 1989 |
1989
Oxbow Advisors
Austin,
Texas
| USD 781 M | -USD 7.24 M | -0.9% | 9.29% | 75.5% | 292 | 18.15% | 3.1 |
|
| 1990 |
1990
Main Management
San Francisco,
California
| USD 781 M | +USD 69 M | +10% | 14.3% | 64.1% | 134 | 10.45% | 2.4 |
|
| 1991 |
1991
Berry Street Capital Management
London,
United Kingdom
| USD 780 M | – | – | 27.2% | 331% | 73 | – | 0 |
|
| 1992 |
1992
Summit Creek Advisors
Minneapolis,
Minnesota
| USD 779 M | +USD 106 M | +16% | 29.3% | 84.6% | 73 | 10.96% | 2.6 |
|
| 1993 |
1993
Sixth Street Partners
Dallas,
Texas
| USD 778 M | +USD 311 M | +67% | 31.4% | 10.1% | 7 | 14.29% | 0.5 |
|
| 1994 |
1994
Mirova
Paris,
France
| USD 778 M | +USD 156 M | +25% | 20.4% | 86.7% | 236 | 47.88% | 1 |
|
| 1995 |
CC
1995
Cornerstone Capital
Palo Alto,
California
| USD 777 M | +USD 83.3 M | +12% | 12.2% | 102% | 87 | 8.05% | 4 |
|
| 1996 |
1996
St. James Investment Company
Southlake,
Texas
| USD 776 M | +USD 55.5 M | +8% | 12.2% | 48.4% | 38 | 13.16% | 1.7 |
|
| 1997 |
AAM
1997
Autus Asset Management
Scottsdale,
Arizona
| USD 776 M | +USD 21.4 M | +3% | 12.4% | 26.3% | 160 | 10% | 4.9 |
|
| 1998 |
1998
Nexus Investment Management
Toronto,
Ontario, Canada
| USD 776 M | +USD 115 M | +17% | 19.3% | 93.5% | 70 | 10% | 5.2 |
|
| 1999 |
1999
Johnson & Johnson Innovation - JJDC
New Brunswick,
New Jersey
| USD 775 M | +USD 279 M | +56% | 76.6% | – | 17 | 17.65% | 0.8 |
|
| 2000 |
2000
B. Riley Wealth Management
Memphis,
Tennessee
| USD 775 M | -USD 72.6 M | -9% | 11.9% | 32.2% | 496 | 38.1% | 1.5 |
|