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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
Dubuque Bank & Trust
Dubuque,
Iowa
| USD 774 M | -USD 121 M | -14% | 12.3% | 24% | 253 | 13.44% | 4.4 |
|
| 1977 |
1977
CloudAlpha Capital Management
Hong Kong
| USD 774 M | +USD 561 M | +263% | 33.1% | 2,704% | 33 | 87.88% | 0.1 |
|
| 1978 |
1978
Clearline Capital
New York
| USD 774 M | -USD 95.8 M | -11% | 20.7% | 57.4% | 173 | 42.77% | 0.7 |
|
| 1979 |
1979
Verdence Capital Advisors
Hunt Valley,
Maryland
| USD 773 M | -USD 110 M | -12% | 12% | 97.1% | 545 | 13.03% | 2.2 |
|
| 1980 |
1980
Perella Weinberg Partners Capital Management
New York
| USD 772 M | +USD 144 M | +23% | 9.53% | 1.52% | 30 | 13.33% | 2 |
|
| 1981 |
1981
Richard C. Young & Co
Newport,
Rhode Island
| USD 772 M | -USD 11.3 M | -1% | 7.3% | 137% | 75 | 2.67% | 4.1 |
|
| 1982 |
1982
Merewether Investment Management
Dallas,
Texas
| USD 771 M | -USD 213 M | -22% | 9.33% | 262% | 42 | 40.48% | 0.5 |
|
| 1983 |
1983
Cambria Investment Management
Manhattan Beach,
California
| USD 771 M | -USD 13.7 M | -2% | 10% | 72% | 311 | 27.65% | 1.8 |
|
| 1984 |
1984
Simplicity Solutions
Minneapolis,
Minnesota
| USD 771 M | -USD 43.1 M | -5% | 12.2% | 37.1% | 717 | 24.55% | 1.8 |
|
| 1985 |
1985
Baldwin Wealth Partners
Marion,
Massachusetts
| USD 771 M | -USD 172 M | -18% | 14.8% | 94.5% | 717 | 8.93% | 3.7 |
|
| 1986 |
1986
Iron Triangle Partners
Cos Cob,
Connecticut
| USD 771 M | -USD 69.6 M | -8% | 10% | 152% | 38 | 60.53% | 0.6 |
|
| 1987 |
1987
Kintegral Advisory
New York
| USD 771 M | -USD 140 M | -15% | 15.5% | 143% | 269 | 3.72% | 3.2 |
|
| 1988 |
1988
Naples Global Advisors
Naples,
Florida
| USD 771 M | -USD 95.5 M | -11% | 11.3% | 103% | 397 | 6.55% | 4.7 |
|
| 1989 |
1989
Capital Investment Services of America
Milwaukee,
Wisconsin
| USD 770 M | -USD 333 M | -30% | 15.6% | 50.7% | 86 | 20.93% | 5.6 |
|
| 1990 |
1990
Condor Capital Management
Martinsville,
New Jersey
| USD 769 M | -USD 128 M | -14% | 13.5% | 58.2% | 516 | 22.48% | 2.2 |
|
| 1991 |
1991
Naspers
South Africa
| USD 769 M | -USD 260 M | -25% | 28.5% | 88.2% | 4 | 0% | 0.5 |
|
| 1992 |
1992
Ally Invest Advisors
Charlotte,
North Carolina
| USD 768 M | -USD 100 M | -12% | 11.6% | 41.1% | 21 | 19.05% | 2.5 |
|
| 1993 |
1993
SNS Financial Group
Minneapolis,
Minnesota
| USD 767 M | -USD 133 M | -15% | 10.9% | 54.2% | 232 | 19.4% | 4 |
|
| 1994 |
1994
Elm Partners Management
Philadelphia,
Pennsylvania
| USD 767 M | -USD 24.2 M | -3% | 9.93% | 46.9% | 52 | 40.38% | 3.2 |
|
| 1995 |
1995
Crestline Management
Fort Worth,
Texas
| USD 766 M | -USD 67.6 M | -8% | 14.1% | 80.2% | 345 | 61.74% | 0.4 |
|
| 1996 |
1996
JTC Employer Solutions Trustee
St Helier,
Jersey
| USD 765 M | -USD 138 M | -15% | 9.94% | 88.7% | 310 | 4.52% | 0.9 |
|
| 1997 |
MCM
1997
McKinley Capital Management
Anchorage,
Alaska
| USD 765 M | -USD 239 M | -24% | 14.8% | 63.3% | 183 | 14.75% | 3.5 |
|
| 1998 |
1998
Next Century Growth Investors
Plymouth,
Minnesota
| USD 765 M | -USD 236 M | -24% | 17.1% | 447% | 131 | 25.95% | 2.7 |
|
| 1999 |
1999
Simon Quick Advisors
Morristown,
New Jersey
| USD 764 M | +USD 411 M | +116% | 14.3% | 69.5% | 422 | 72.51% | 2.6 |
|
| 2000 |
2000
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| USD 762 M | -USD 132 M | -15% | 11.5% | 77.5% | 165 | 10.3% | 7.1 |
|