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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
Creative Financial Designs
Kokomo,
Indiana
| USD 858 M | +USD 7.96 M | +0.9% | 2.59% | 56.2% | 1,562 | 9.99% | 2.6 |
|
| 1977 |
1977
Hilltop Holdings
Dallas,
Texas
| USD 857 M | +USD 35.1 M | +4% | 0.92% | 96.7% | 646 | 23.22% | 3.4 |
|
| 1978 |
1978
PSG Equity
Boston,
Massachusetts
| USD 857 M | -USD 155 M | -15% | 15.3% | 13.7% | 1 | 0% | 1.8 |
|
| 1979 |
1979
Boussard & Gavaudan Investment Management
London,
United Kingdom
| USD 856 M | -USD 196 M | -19% | 4.21% | 25.8% | 149 | 46.31% | 0.7 |
|
| 1980 |
1980
Commodore Capital
New York
| USD 856 M | -USD 34.3 M | -4% | 19.6% | 2,121% | 33 | 30.3% | 0.9 |
|
| 1981 |
1981
Ally Invest Advisors
Charlotte,
North Carolina
| USD 855 M | -USD 20.5 M | -2% | 4.19% | 41.1% | 56 | 8.93% | 1.8 |
|
| 1982 |
1982
Seven Eight Capital
New York
| USD 855 M | +USD 250 M | +41% | 6.56% | 13.6% | 788 | 66.88% | 0.2 |
|
| 1983 |
1983
BIT Capital
Berlin,
Germany
| USD 855 M | -USD 224 M | -21% | 3.1% | 1,162% | 167 | 44.91% | 0.9 |
|
| 1984 |
1984
Globeflex Capital
San Diego,
California
| USD 854 M | -USD 42 M | -5% | 2.48% | 186% | 519 | 21% | 2.2 |
|
| 1985 |
1985
Southernsun Asset Management
Memphis,
Tennessee
| USD 854 M | -USD 94.4 M | -10% | 6.63% | 54.7% | 27 | 3.7% | 5.3 |
|
| 1986 |
MAM
1986
Mastrapasqua Asset Management
Nashville,
Tennessee
| USD 853 M | -USD 36 M | -4% | 2.16% | 54.9% | 155 | 7.74% | 4.1 |
|
| 1987 |
1987
Arrow Financial
Glens Falls,
New York
| USD 853 M | +USD 24.1 M | +3% | 3.58% | 71.1% | 352 | 10.23% | 6.6 |
|
| 1988 |
1988
BW Gestao de Investimentos
Sao Paulo,
Brazil
| USD 853 M | +USD 176 M | +26% | 4.93% | 95.1% | 112 | 50.89% | 0.8 |
|
| 1989 |
1989
Banc Funds Company
Chicago,
Illinois
| USD 853 M | +USD 3.7 M | +0.4% | 3.11% | 69% | 156 | 5.13% | 5.6 |
|
| 1990 |
1990
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| USD 852 M | -USD 41.3 M | -5% | 3.4% | 62.2% | 244 | 6.97% | 3.6 |
|
| 1991 |
1991
Stokes Family Office
New Orleans,
Louisiana
| USD 852 M | -USD 13.5 M | -2% | 2.93% | 68.1% | 363 | 15.43% | 2 |
|
| 1992 |
SBCM
1992
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| USD 852 M | -USD 208 M | -20% | 0.05% | 72.3% | 53 | 13.21% | 5.6 |
|
| 1993 |
1993
Unison Advisors
Washington,
District of Columbia
| USD 850 M | -USD 50.6 M | -6% | 1.73% | 54.6% | 180 | 1.11% | 2.8 |
|
| 1994 |
1994
Amica Mutual Insurance
Providence,
Rhode Island
| USD 850 M | -USD 34.3 M | -4% | 3.04% | 80.4% | 106 | 10.38% | 4.7 |
|
| 1995 |
WDA
1995
Wendell David Associates
Portsmouth,
New Hampshire
| USD 850 M | -USD 35.4 M | -4% | 2.54% | 46% | 158 | 8.23% | 7.3 |
|
| 1996 |
1996
Certuity
North Palm Beach,
Florida
| USD 849 M | -USD 30.6 M | -3% | 2.35% | 190% | 292 | 17.47% | 1.9 |
|
| 1997 |
1997
Howe & Rusling
Rochester,
New York
| USD 847 M | -USD 46.4 M | -5% | 3.12% | 82% | 348 | 14.66% | 4.8 |
|
| 1998 |
HEC
1998
Hudson Executive Capital
New York
| USD 846 M | +USD 17.6 M | +2% | 3.11% | 127% | 5 | 20% | 3.5 |
|
| 1999 |
1999
Private Capital Management (Florida)
Naples,
Florida
| USD 846 M | +USD 4.65 M | +0.6% | 1.41% | 118% | 160 | 23.13% | 1.9 |
|
| 2000 |
2000
Edgemoor Investment Advisors
Bethesda,
Maryland
| USD 846 M | -USD 39.5 M | -4% | 3.24% | 109% | 162 | 6.17% | 5 |
|