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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
Moss Adams Wealth Advisors
Seattle,
Washington
| USD 1283 M | +USD 181 M | +16% | 7.77% | 71.9% | 280 | 18.21% | 1.4 |
|
| 1977 |
1977
Prelude Capital Management
New York
| USD 1282 M | +USD 253 M | +25% | 18.4% | 198% | 1,446 | 55.19% | 0.7 |
|
| 1978 |
1978
RVW Wealth
Los Angeles,
California
| USD 1281 M | +USD 103 M | +9% | 6.85% | 65.8% | 179 | 6.7% | 3.2 |
|
| 1979 |
1979
Kimelman & Baird
New York
| USD 1280 M | +USD 52.2 M | +4% | 5.53% | – | 349 | 14.04% | 3.6 |
|
| 1980 |
1980
Fidelis Capital Partners
Tampa,
Florida
| USD 1280 M | +USD 182 M | +17% | 10.6% | 115% | 496 | 11.69% | 1.6 |
|
| 1981 |
1981
SPC Financial Inc
Rockville,
Maryland
| USD 1280 M | +USD 86.1 M | +7% | 5.72% | 65.1% | 290 | 13.79% | 4.1 |
|
| 1982 |
1982
Edgar Lomax Company
Kingstowne,
Virginia
| USD 1277 M | -USD 304 M | -19% | 4.79% | 66.2% | 58 | 0% | 5.7 |
|
| 1983 |
1983
Abrams Bison Investments
Bethesda,
Maryland
| USD 1276 M | +USD 203 M | +19% | 11% | 170% | 9 | 11.11% | 2.7 |
|
| 1984 |
1984
American Express
New York
| USD 1275 M | +USD 281 M | +28% | 28.3% | – | 2 | 0% | 1.8 |
|
| 1985 |
1985
Charter Oak Capital Management
Portsmouth,
New Hampshire
| USD 1274 M | +USD 90.6 M | +8% | 5.82% | 39.2% | 208 | 8.65% | 3.4 |
|
| 1986 |
1986
Ethos Financial Group
King Of Prussia,
Pennsylvania
| USD 1274 M | +USD 111 M | +10% | 7.11% | 63% | 544 | 18.75% | 1.1 |
|
| 1987 |
1987
BSN Capital Partners
London,
United Kingdom
| USD 1274 M | USD 0 | 0% | 3.73% | 183% | 16 | 0% | 0.5 |
|
| 1988 |
1988
Greenvale Capital
London,
United Kingdom
| USD 1271 M | +USD 95.4 M | +8% | 28.5% | 101% | 21 | 42.86% | 0.9 |
|
| 1989 |
1989
Technology Crossover Management IX
Menlo Park,
California
| USD 1268 M | +USD 26.5 M | +2% | 3.01% | 13% | 6 | 0% | 5.9 |
|
| 1990 |
1990
Magnus Financial Group
New York
| USD 1267 M | +USD 127 M | +11% | 7.62% | 78.2% | 419 | 12.41% | 3.1 |
|
| 1991 |
1991
Pitcairn
Conshohocken,
Pennsylvania
| USD 1267 M | -USD 260 M | -17% | 8.55% | 111% | 725 | 17.93% | 5.4 |
|
| 1992 |
1992
Counterpoint Mutual Funds
San Diego,
California
| USD 1266 M | +USD 136 M | +12% | 6.04% | 74.3% | 493 | 74.85% | 0.2 |
|
| 1993 |
1993
Limestone Investment Advisors
New York
| USD 1263 M | +USD 115 M | +10% | 17.6% | – | 703 | 57.75% | 0.1 |
|
| 1994 |
1994
E-L Financial Corp
Toronto,
Ontario, Canada
| USD 1262 M | +USD 116 M | +10% | 7.81% | 68.6% | 1 | 0% | 8.8 |
|
| 1995 |
1995
PPSC Investment Service
Tokyo,
Japan
| USD 1261 M | +USD 189 M | +18% | 16.6% | 193% | 8 | 12.5% | 1.7 |
|
| 1996 |
1996
Capital Investment Advisory Services
Raleigh,
North Carolina
| USD 1261 M | +USD 39.2 M | +3% | 9.78% | 69.3% | 1,141 | 12.8% | 3.6 |
|
| 1997 |
1997
SP Asset Management
Cupertino,
California
| USD 1260 M | +USD 48.2 M | +4% | 7.6% | 92.4% | 144 | 11.81% | 4.1 |
|
| 1998 |
1998
Cozad Asset Management
Champaign,
Illinois
| USD 1257 M | +USD 113 M | +10% | 12% | 132% | 430 | 8.14% | 3.9 |
|
| 1999 |
1999
DigitalBridge Group
Boca Raton,
Florida
| USD 1255 M | +USD 239 M | +24% | 18.7% | 161% | 78 | 29.49% | 1.3 |
|
| 2000 |
2000
Windward Capital Management
Los Angeles,
California
| USD 1254 M | +USD 75.5 M | +6% | 10.4% | 78.5% | 71 | 0% | 8 |
|