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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
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
| USD 1038 M | -USD 241 M | -19% | 7.55% | 165% | 44 | 27.27% | 2.1 |
|
| 1977 |
1977
Nexus Investment Management
Toronto,
Ontario, Canada
| USD 1038 M | +USD 79.1 M | +8% | 7.07% | 93.5% | 77 | 5.19% | 6.8 |
|
| 1978 |
1978
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| USD 1038 M | +USD 54.2 M | +6% | 6.69% | – | 196 | 5.61% | 6.3 |
|
| 1979 |
8KM
1979
8 Knots Management
Dallas,
Texas
| USD 1036 M | +USD 500 M | +93% | 20.3% | – | 21 | 38.1% | 0.2 |
|
| 1980 |
1980
MHR Fund Management
New York
| USD 1035 M | +USD 120 M | +13% | 22.6% | 332% | 10 | 0% | 4.8 |
|
| 1981 |
1981
Weatherly Asset Management
Del Mar,
California
| USD 1034 M | +USD 106 M | +11% | 14.2% | 116% | 174 | 3.45% | 7.4 |
|
| 1982 |
1982
Ledyard National Bank
| USD 1033 M | +USD 61.6 M | +6% | 8.25% | 80.7% | 220 | 6.82% | 6.5 |
|
| 1983 |
1983
TIG Advisors LLC
New York
| USD 1032 M | +USD 231 M | +29% | 9.1% | 379% | 77 | 75.32% | 0.1 |
|
| 1984 |
1984
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| USD 1032 M | +USD 78.9 M | +8% | 4.55% | 56.1% | 128 | 22.66% | 2.1 |
|
| 1985 |
1985
Trigran Investments
Northbrook,
Illinois
| USD 1032 M | -USD 7.04 M | -0.7% | 2.57% | 30.2% | 22 | 22.73% | 3.4 |
|
| 1986 |
1986
Fifth Third Securities
Cincinnati,
Ohio
| USD 1030 M | +USD 64.3 M | +7% | 7.28% | 62.7% | 239 | 7.11% | 1.6 |
|
| 1987 |
1987
Armstrong Advisory Group
Needham,
Massachusetts
| USD 1030 M | USD 0 | 0% | 5.61% | 55.6% | 769 | 0% | 1.2 |
|
| 1988 |
1988
Blue Chip Partners
Farmington Hills,
Michigan
| USD 1030 M | +USD 71.1 M | +7% | 6.57% | 81.2% | 200 | 18% | 4.3 |
|
| 1989 |
C
1989
Chescapmanager
Baltimore,
Maryland
| USD 1029 M | +USD 3.12 M | +0.3% | 31% | 202% | 47 | 23.4% | 2.3 |
|
| 1990 |
1990
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| USD 1029 M | +USD 115 M | +13% | 8.16% | 52.3% | 64 | 10.94% | 2.8 |
|
| 1991 |
1991
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| USD 1028 M | +USD 86.7 M | +9% | 11.1% | 70% | 60 | 10% | 7.1 |
|
| 1992 |
1992
Palisade Asset Management
Minneapolis,
Minnesota
| USD 1027 M | +USD 114 M | +13% | 7.95% | 72.9% | 415 | 54.22% | 3.3 |
|
| 1993 |
1993
Globeflex Capital
San Diego,
California
| USD 1027 M | +USD 47 M | +5% | 11.1% | 186% | 515 | 15.73% | 2.2 |
|
| 1994 |
1994
Beaird Harris Wealth Management
Dallas,
Texas
| USD 1026 M | +USD 72.7 M | +8% | 3.7% | 41.3% | 661 | 15.13% | 1.3 |
|
| 1995 |
1995
Greenwood Gearhart
Fayetteville,
Arkansas
| USD 1025 M | +USD 87.6 M | +9% | 9.18% | 79% | 304 | 66.78% | 4.2 |
|
| 1996 |
1996
Stratos Investment Management
Beachwood,
Ohio
| USD 1025 M | +USD 180 M | +21% | 7.05% | 58.2% | 226 | 29.2% | 2.3 |
|
| 1997 |
1997
Condor Capital Management
Martinsville,
New Jersey
| USD 1022 M | +USD 89.3 M | +10% | 7.57% | 58.2% | 207 | 16.43% | 4.9 |
|
| 1998 |
1998
Narwhal Capital Management
Marietta,
Georgia
| USD 1021 M | +USD 106 M | +12% | 13.3% | 109% | 172 | 9.3% | 5.4 |
|
| 1999 |
1999
Pacific Life Fund Advisors
Newport Beach,
California
| USD 1019 M | +USD 19.8 M | +2% | 5.48% | 47.6% | 20 | 5% | 0.8 |
|
| 2000 |
2000
Ilex Capital Partners
London,
United Kingdom
| USD 1019 M | +USD 303 M | +42% | 4.78% | – | 28 | 75% | 0.1 |
|