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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
Main Management
San Francisco,
California
| USD 931 M | +USD 31.2 M | +3% | 5.67% | 64.1% | 140 | 7.14% | 2.7 |
|
| 1977 |
1977
Trek Financial
Scottsdale,
Arizona
| USD 930 M | +USD 86.5 M | +10% | 5.87% | 144% | 260 | 36.15% | 0.8 |
|
| 1978 |
NTCM
1978
Nine Ten Capital Management
Chicago,
Illinois
| USD 930 M | +USD 207 M | +29% | 30% | 166% | 10 | 0% | 2.7 |
|
| 1979 |
1979
L & S Advisors
Los Angeles,
California
| USD 929 M | +USD 48.7 M | +6% | 10.8% | 231% | 404 | 33.66% | 1.7 |
|
| 1980 |
RP
1980
RR Partners
New York
| USD 929 M | +USD 106 M | +13% | 11.7% | 73.3% | 20 | 35% | 2.3 |
|
| 1981 |
1981
MKP Capital Management
New York
| USD 928 M | -USD 537 M | -37% | 5.8% | 69.8% | 66 | 57.58% | 0.3 |
|
| 1982 |
ICM
1982
Indaba Capital Management
San Francisco,
California
| USD 926 M | +USD 131 M | +16% | 13.2% | 66.7% | 80 | 57.5% | 0.4 |
|
| 1983 |
1983
Sandbar Asset Management
London,
United Kingdom
| USD 925 M | +USD 171 M | +23% | 7.93% | 128% | 67 | 40.3% | 0.6 |
|
| 1984 |
1984
Middleton & Co
Boston,
Massachusetts
| USD 923 M | +USD 35.3 M | +4% | 10.3% | 81.8% | 157 | 4.46% | 5.2 |
|
| 1985 |
1985
Hartford Funds Management
Wayne,
Pennsylvania
| USD 923 M | +USD 15.3 M | +2% | 2.39% | 26.8% | 5 | 0% | 1.9 |
|
| 1986 |
1986
Global Alpha Capital Management
Montreal,
Quebec, Canada
| USD 922 M | +USD 67.3 M | +8% | 5.26% | 80.4% | 35 | 5.71% | 3.8 |
|
| 1987 |
TFP
1987
Triple Frond Partners
San Francisco,
California
| USD 922 M | +USD 116 M | +14% | 15.5% | 92.9% | 11 | 0% | 2.9 |
|
| 1988 |
1988
CapWealth Advisors
Franklin,
Tennessee
| USD 921 M | +USD 42.5 M | +5% | 6.06% | 152% | 108 | 6.48% | 4.2 |
|
| 1989 |
1989
Grassi Investment Management
Santa Clara,
California
| USD 921 M | +USD 38.9 M | +4% | 6.77% | 170% | 150 | 9.33% | 3.9 |
|
| 1990 |
CMG
1990
Cavalry Management Group
San Francisco,
California
| USD 920 M | -USD 158 M | -15% | 14.4% | 59.6% | 49 | 44.9% | 0.6 |
|
| 1991 |
1991
Accenture
Dublin,
Ireland
| USD 917 M | -USD 34.3 M | -4% | 3.61% | – | 1 | 0% | 0.5 |
|
| 1992 |
1992
First Financial Bank - Trust Division
Hamilton,
Ohio
| USD 916 M | +USD 22.1 M | +2% | 5.3% | 68.6% | 187 | 3.21% | 5.5 |
|
| 1993 |
1993
TCV Trust & Wealth Management
Richmond,
Virginia
| USD 916 M | +USD 52.3 M | +6% | 5.47% | 75.3% | 204 | 17.65% | 4.9 |
|
| 1994 |
1994
Bogart Wealth LLC
Mclean,
Virginia
| USD 915 M | +USD 197 M | +27% | 5.91% | 60.5% | 742 | 19.27% | 1.7 |
|
| 1995 |
1995
Baldwin Wealth Partners
Marion,
Massachusetts
| USD 915 M | +USD 73.2 M | +9% | 10.7% | 94.5% | 674 | 8.61% | 3.3 |
|
| 1996 |
1996
Webster Bank
Waterbury,
Connecticut
| USD 914 M | +USD 35.9 M | +4% | 7.46% | 77.5% | 563 | 9.41% | 4.2 |
|
| 1997 |
AAM
1997
Autus Asset Management
Scottsdale,
Arizona
| USD 913 M | +USD 64.3 M | +8% | 7.81% | 26.3% | 171 | 4.68% | 4.9 |
|
| 1998 |
1998
Southernsun Asset Management
Memphis,
Tennessee
| USD 913 M | -USD 50.3 M | -5% | 1.22% | 54.7% | 36 | 11.11% | 4.4 |
|
| 1999 |
1999
Ironvine Capital Partners
Omaha,
Nebraska
| USD 913 M | +USD 53.8 M | +6% | 10.7% | 58.8% | 65 | 20% | 2.6 |
|
| 2000 |
2000
Executive Wealth Management
Brighton,
Michigan
| USD 912 M | +USD 60 M | +7% | 7.47% | 18.4% | 204 | 14.22% | 1.5 |
|