¡Ya estamos en !
Descubre más
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
Cypress Funds
Los Angeles,
California
| USD 1094 M | +USD 172 M | +19% | 7.85% | 100% | 16 | 6.25% | 3.2 |
|
| 1977 |
1977
BTC Capital Management
Des Moines,
Iowa
| USD 1093 M | +USD 14.7 M | +1% | 2.04% | – | 209 | 8.13% | 5 |
|
| 1978 |
1978
E-L Financial Corp
Toronto,
Ontario, Canada
| USD 1093 M | -USD 189 M | -15% | 4.62% | 68.6% | 1 | 0% | 8.3 |
|
| 1979 |
1979
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| USD 1092 M | -USD 32.3 M | -3% | 0.2% | – | 189 | 0% | 7.1 |
|
| 1980 |
1980
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| USD 1090 M | -USD 60.1 M | -5% | 3.39% | 61.9% | 492 | 12.6% | 5 |
|
| 1981 |
1981
Silver Oak Securities
Jackson,
Tennessee
| USD 1090 M | +USD 13.6 M | +1% | 1.04% | 73.4% | 725 | 22.9% | 1.4 |
|
| 1982 |
1982
Charter Oak Capital Management
Portsmouth,
New Hampshire
| USD 1089 M | +USD 15.2 M | +1% | 0.86% | 39.2% | 197 | 10.66% | 3.1 |
|
| 1983 |
1983
Cardinal Point Capital Management
Toronto,
Ontario, Canada
| USD 1088 M | +USD 458 M | +73% | 0.25% | 65.8% | 183 | 56.28% | 0.7 |
|
| 1984 |
1984
First American Trust
Santa Ana,
California
| USD 1088 M | +USD 85.1 M | +8% | 0.41% | 84.6% | 253 | 15.02% | 3.6 |
|
| 1985 |
1985
Fusion Family Wealth
Woodbury,
New York
| USD 1088 M | -USD 3.12 M | -0.3% | 1.84% | 62.2% | 45 | 2.22% | 5.1 |
|
| 1986 |
1986
Edgemoor Investment Advisors
Bethesda,
Maryland
| USD 1087 M | -USD 47.7 M | -4% | 2.35% | 117% | 171 | 7.6% | 5.6 |
|
| 1987 |
1987
Quantitative Investment Management
Charlottesville,
Virginia
| USD 1087 M | -USD 247 M | -19% | 3.91% | 24.6% | 500 | 74.4% | 0.2 |
|
| 1988 |
1988
SG Capital Management
Chicago,
Illinois
| USD 1087 M | +USD 52.5 M | +5% | 2.77% | 250% | 78 | 55.13% | 0.3 |
|
| 1989 |
1989
Parkwood LLC
Cleveland,
Ohio
| USD 1086 M | +USD 206 M | +23% | 0.01% | 120% | 100 | 32% | 1.7 |
|
| 1990 |
1990
QVT Financial
New York
| USD 1086 M | -USD 36 M | -3% | 7.97% | 267% | 43 | 20.93% | 3 |
|
| 1991 |
1991
Lindbrook Capital
Calabasas,
California
| USD 1085 M | -USD 23.9 M | -2% | 2.72% | 35.8% | 2,978 | 13.43% | 3.6 |
|
| 1992 |
1992
Globeflex Capital
San Diego,
California
| USD 1083 M | -USD 96.8 M | -8% | 4.3% | 186% | 474 | 20.04% | 2.1 |
|
| 1993 |
1993
Nebula Research & Development
New York
| USD 1082 M | +USD 230 M | +27% | 4.48% | – | 1,185 | 48.52% | 0.4 |
|
| 1994 |
1994
Deer Management Company
Larchmont,
New York
| USD 1082 M | -USD 199 M | -16% | 11.8% | 154% | 10 | 10% | 2.7 |
|
| 1995 |
1995
Grassi Investment Management
Santa Clara,
California
| USD 1081 M | -USD 90.8 M | -8% | 6.6% | 170% | 131 | 7.63% | 6.8 |
|
| 1996 |
1996
Smith, Moore & Co
Clayton,
Missouri
| USD 1080 M | -USD 14.2 M | -1% | 1.68% | 67% | 515 | 13.4% | 4.6 |
|
| 1997 |
1997
TCV Trust & Wealth Management
Richmond,
Virginia
| USD 1079 M | -USD 3.24 M | -0.3% | 0.73% | 75.3% | 208 | 6.73% | 6.8 |
|
| 1998 |
MIM
1998
Marco Investment Management
Atlanta,
Georgia
| USD 1078 M | -USD 80.3 M | -7% | 1.81% | 127% | 231 | 10.82% | 7.3 |
|
| 1999 |
1999
United Asset Strategies
Garden City,
New York
| USD 1077 M | -USD 12.6 M | -1% | 2.33% | 111% | 249 | 13.25% | 3.9 |
|
| 2000 |
TA
2000
TCM Advisors
Martinsburg,
West Virginia
| USD 1077 M | +USD 65 M | +6% | 0.28% | 56.1% | 66 | 0% | 2.5 |
|