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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
LGT Fund Management
Vaduz,
Liechtenstein
| USD 1143 M | +USD 179 M | +19% | 2.58% | 121% | 268 | 26.12% | 1 |
|
| 1977 |
1977
General Catalyst Group Management
Cambridge,
Massachusetts
| USD 1141 M | -USD 290 M | -20% | 0.73% | 161% | 12 | 16.67% | 2.6 |
|
| 1978 |
1978
Koss-Olinger Consulting
Gainesville,
Florida
| USD 1141 M | -USD 11.1 M | -1% | 0.55% | 57.9% | 302 | 47.35% | 0.5 |
|
| 1979 |
1979
Shenkman Capital Management
New York
| USD 1139 M | -USD 150 M | -12% | 0.4% | 3.15% | 100 | 1% | 1.5 |
|
| 1980 |
1980
Nicholas Investment Partners
Rancho Santa Fe,
California
| USD 1137 M | +USD 47.3 M | +4% | 10.8% | 397% | 253 | 25.69% | 1.2 |
|
| 1981 |
1981
Meridiem Capital Partners
Dallas,
Texas
| USD 1137 M | – | – | 2.38% | – | 69 | – | 0 |
|
| 1982 |
1982
Edgemoor Investment Advisors
Bethesda,
Maryland
| USD 1135 M | -USD 15 M | -1% | 1.44% | 109% | 171 | 5.26% | 5.3 |
|
| 1983 |
1983
Tradition Wealth Management
Edina,
Minnesota
| USD 1135 M | +USD 13.1 M | +1% | 1.06% | 69.6% | 447 | 13.87% | 2.7 |
|
| 1984 |
1984
Sunbelt Securities
Houston,
Texas
| USD 1135 M | +USD 115 M | +11% | 2.36% | 83.5% | 1,957 | 12.88% | 2.1 |
|
| 1985 |
1985
Hardy Reed
Tupelo,
Mississippi
| USD 1135 M | +USD 18.4 M | +2% | 0.99% | 69.7% | 264 | 14.77% | 1.7 |
|
| 1986 |
1986
Condor Capital Management
Martinsville,
New Jersey
| USD 1135 M | +USD 23.4 M | +2% | 1.38% | 58.2% | 201 | 10.95% | 5.1 |
|
| 1987 |
1987
Narwhal Capital Management
Marietta,
Georgia
| USD 1131 M | +USD 19.9 M | +2% | 1.98% | 93.8% | 170 | 11.18% | 5.7 |
|
| 1988 |
1988
PDT Partners
New York
| USD 1129 M | +USD 687 k | +0.1% | 11% | 211% | 867 | 37.37% | 0.8 |
|
| 1989 |
1989
Colonial Trust Advisors
Spartanburg,
South Carolina
| USD 1128 M | -USD 28 M | -2% | 0.68% | 80% | 802 | 22.19% | 3.1 |
|
| 1990 |
TC
1990
Torno Capital
Cohasset,
Massachusetts
| USD 1128 M | +USD 472 M | +72% | 3.6% | – | 271 | 70.85% | 0.2 |
|
| 1991 |
1991
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| USD 1127 M | -USD 78.6 M | -7% | 7.19% | 96% | 146 | 22.6% | 2.5 |
|
| 1992 |
1992
Weatherly Asset Management
Del Mar,
California
| USD 1127 M | -USD 13.9 M | -1% | 0.18% | 116% | 190 | 10.53% | 7.3 |
|
| 1993 |
1993
Eversept Partners
New York
| USD 1126 M | -USD 333 M | -23% | 2.95% | 321% | 82 | 39.02% | 1.7 |
|
| 1994 |
1994
Vicus Capital
State College,
Pennsylvania
| USD 1126 M | -USD 3.72 M | -0.3% | 1.01% | 59.6% | 257 | 23.35% | 3.6 |
|
| 1995 |
1995
PDS Planning
Dublin,
Ohio
| USD 1126 M | +USD 9.9 M | +0.9% | 0.94% | 62.7% | 469 | 10.87% | 2.7 |
|
| 1996 |
1996
Pine Ridge Advisers
New York
| USD 1124 M | +USD 120 M | +12% | 9.88% | 90.1% | 35 | 0% | 2.6 |
|
| 1997 |
1997
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| USD 1124 M | +USD 32.3 M | +3% | 1.92% | – | 189 | 0% | 6.9 |
|
| 1998 |
1998
RKL Wealth Management
Lancaster,
Pennsylvania
| USD 1124 M | +USD 18.5 M | +2% | 0.05% | 76.8% | 182 | 17.03% | 4.8 |
|
| 1999 |
1999
QVT Financial
New York
| USD 1122 M | -USD 39.9 M | -3% | 1.81% | 267% | 37 | 16.22% | 3.6 |
|
| 2000 |
2000
Delta Asset Management
Memphis,
Tennessee
| USD 1118 M | -USD 42.9 M | -4% | 0.1% | 53.8% | 628 | 2.55% | 3.5 |
|