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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
Fund Evaluation Group
Cincinnati,
Ohio
| USD 780 M | -USD 47.8 M | -6% | 4.37% | 51.6% | 29 | 20.69% | 2.6 |
|
| 1977 |
1977
Nalanda India Equity Fund
Mauritius
| USD 780 M | +USD 30.3 M | +4% | 4.05% | 30.2% | 2 | 0% | 3.4 |
|
| 1978 |
1978
Anchorage Capital Group
New York
| USD 780 M | -USD 341 M | -30% | 9.38% | 24.9% | 20 | 5% | 1.6 |
|
| 1979 |
1979
FFT Wealth Management
Philadelphia,
Pennsylvania
| USD 780 M | +USD 63.6 M | +9% | 9.02% | 65.6% | 126 | 21.43% | 1.2 |
|
| 1980 |
1980
Wealthquest
Cincinnati,
Ohio
| USD 777 M | +USD 62 M | +9% | 7.46% | 52.1% | 132 | 15.15% | 3.5 |
|
| 1981 |
1981
Inspire Investing
Meridian,
Idaho
| USD 777 M | +USD 69.3 M | +10% | 8.85% | 107% | 776 | 7.09% | 1.7 |
|
| 1982 |
1982
Stokes Family Office
New Orleans,
Louisiana
| USD 777 M | +USD 76 M | +11% | 9.96% | 68.1% | 304 | 20.07% | 1.8 |
|
| 1983 |
1983
Invictus Private Wealth
Denver,
Colorado
| USD 776 M | – | – | 5.68% | 84.2% | 89 | – | 0 |
|
| 1984 |
1984
Harvey Investment Company
Louisville,
Kentucky
| USD 775 M | +USD 85.7 M | +12% | 13.7% | 56.4% | 92 | 3.26% | 7 |
|
| 1985 |
1985
Bath Savings Trust
Bath,
Maine
| USD 775 M | +USD 56 M | +8% | 10.2% | 57.8% | 158 | 8.23% | 5.6 |
|
| 1986 |
1986
Central Securities
New York
| USD 774 M | +USD 64.5 M | +9% | 11.6% | 90.2% | 27 | 3.7% | 6.5 |
|
| 1987 |
1987
Gladstone Capital Management
London,
United Kingdom
| USD 773 M | +USD 60.8 M | +9% | 6.53% | 304% | 15 | 40% | 1.8 |
|
| 1988 |
1988
Bernzott Capital Advisors
Camarillo,
California
| USD 773 M | +USD 48.3 M | +7% | 13.2% | 46.6% | 53 | 7.55% | 3.5 |
|
| 1989 |
1989
Ironvine Capital Partners
Omaha,
Nebraska
| USD 772 M | +USD 27.3 M | +4% | 7.03% | 58.8% | 51 | 3.92% | 4 |
|
| 1990 |
1990
Twin Capital Management
Mcmurray,
Pennsylvania
| USD 772 M | +USD 31.8 M | +4% | 8.6% | 132% | 315 | 16.83% | 3.2 |
|
| 1991 |
1991
Voya Financial Advisors
Windsor,
Connecticut
| USD 769 M | -USD 4.27 M | -0.6% | 6.36% | 44.8% | 253 | 13.04% | 4.8 |
|
| 1992 |
1992
Unison Advisors
Washington,
District of Columbia
| USD 768 M | +USD 228 M | +42% | 11.7% | 54.6% | 185 | 3.78% | 2.5 |
|
| 1993 |
1993
Jacobs & Co
San Francisco,
California
| USD 768 M | +USD 72.7 M | +10% | 11.2% | 105% | 128 | 7.81% | 6.3 |
|
| 1994 |
1994
Crestview Partners II
New York
| USD 768 M | +USD 38.2 M | +5% | 14.4% | 157% | 3 | 0% | 4.2 |
|
| 1995 |
1995
First Nebraska Trust
Lincoln,
Nebraska
| USD 767 M | +USD 69.5 M | +10% | 10.4% | 67.9% | 172 | 9.88% | 5.5 |
|
| 1996 |
1996
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| USD 767 M | +USD 43 M | +6% | 6.06% | 44.7% | 173 | 17.92% | 3.8 |
|
| 1997 |
1997
Applied Finance Capital Management
San Juan,
Puerto Rico
| USD 767 M | – | – | 11.5% | 90.4% | 70 | – | 0 |
|
| 1998 |
1998
Willis Johnson & Associates
Houston,
Texas
| USD 767 M | +USD 80.2 M | +12% | 8.08% | 50.9% | 123 | 21.95% | 1.2 |
|
| 1999 |
1999
Kontiki Capital Management (HK)
Hong Kong
| USD 766 M | -USD 54.3 M | -7% | 0.35% | 90.6% | 7 | 14.29% | 3 |
|
| 2000 |
2000
Verity & Verity
Beaufort,
South Carolina
| USD 766 M | +USD 145 M | +23% | 14.8% | 90.4% | 132 | 30.3% | 4 |
|