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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
Mantle Ridge LP
New York
| USD 1326 M | -USD 1178 M | -47% | 11% | 44.2% | 2 | 50% | 4.3 |
|
| 1977 |
MIM
1977
Marco Investment Management
Atlanta,
Georgia
| USD 1325 M | -USD 6.95 M | -0.5% | 2.04% | 127% | 238 | 6.72% | 7.4 |
|
| 1978 |
1978
Turtle Creek Wealth Advisors
Dallas,
Texas
| USD 1324 M | +USD 54.3 M | +4% | 1.17% | 112% | 514 | 31.71% | 0.7 |
|
| 1979 |
1979
Titleist Asset Management
San Antonio,
Texas
| USD 1324 M | +USD 84.2 M | +7% | 2.53% | 101% | 428 | 19.16% | 1.5 |
|
| 1980 |
1980
Hilton Capital Management
Garden City,
New York
| USD 1324 M | -USD 4.11 M | -0.3% | 0.11% | 58.2% | 179 | 34.64% | 2.6 |
|
| 1981 |
1981
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| USD 1322 M | -USD 61 M | -4% | 1.93% | 89.9% | 52 | 7.69% | 3.7 |
|
| 1982 |
1982
Golden State Equity Partners
South Coast Metro,
California
| USD 1322 M | +USD 702 M | +113% | 0.42% | – | 2,081 | 76.02% | 0.5 |
|
| 1983 |
1983
MBL Wealth
Charlotte,
North Carolina
| USD 1321 M | +USD 73.6 M | +6% | 0.43% | 52.7% | 353 | 20.68% | 1.9 |
|
| 1984 |
1984
China Universal Asset Management Company
Shanghai,
China
| USD 1321 M | +USD 18.4 M | +1% | 1.75% | 292% | 527 | 11.2% | 2.2 |
|
| 1985 |
1985
Casdin Capital
New York
| USD 1321 M | -USD 289 M | -18% | 6.36% | 370% | 47 | 34.04% | 2.4 |
|
| 1986 |
1986
M.D. Sass LLC
New York
| USD 1319 M | +USD 50.4 M | +4% | 1.22% | 80.1% | 41 | 26.83% | 1.9 |
|
| 1987 |
1987
Levin Capital Strategies
New York
| USD 1319 M | +USD 160 M | +14% | 0.71% | 91.9% | 279 | 39.78% | 3.9 |
|
| 1988 |
1988
Unison Advisors
Washington,
District of Columbia
| USD 1318 M | +USD 174 M | +15% | 3.37% | 57.8% | 177 | 1.13% | 3.6 |
|
| 1989 |
1989
Cumberland Partners
Toronto,
Ontario, Canada
| USD 1318 M | -USD 315 M | -19% | 0.08% | 101% | 194 | 30.41% | 2.6 |
|
| 1990 |
1990
IQ EQ Fund Management
Dublin 2,
Ireland
| USD 1317 M | -USD 132 M | -9% | 4.15% | 109% | 324 | 19.14% | 3.4 |
|
| 1991 |
1991
Mill Capital Management
Concord,
North Carolina
| USD 1315 M | -USD 70.8 M | -5% | 2.65% | 119% | 133 | 5.26% | 3.4 |
|
| 1992 |
1992
BloombergSen
Toronto,
Ontario, Canada
| USD 1314 M | -USD 56.4 M | -4% | 13.7% | 46.9% | 33 | 24.24% | 3.3 |
|
| 1993 |
1993
Wilkinson Global Asset Management
New York
| USD 1313 M | -USD 151 M | -10% | 0.44% | 86.5% | 63 | 4.76% | 4 |
|
| 1994 |
1994
Value Partners Investments
Winnipeg,
Manitoba, Canada
| USD 1311 M | +USD 6.86 M | +0.5% | 7.54% | 50.7% | 108 | 10.19% | 2.8 |
|
| 1995 |
1995
Clarkston Capital Partners
Rochester,
Michigan
| USD 1311 M | -USD 3010 M | -70% | 8.52% | 8.43% | 188 | 53.19% | 5.2 |
|
| 1996 |
QCM
1996
Qsemble Capital Management
New York
| USD 1309 M | +USD 100 M | +8% | 1.23% | 39.9% | 663 | 65.01% | 0.3 |
|
| 1997 |
1997
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| USD 1309 M | -USD 75.2 M | -5% | 4.29% | 94.2% | 162 | 7.41% | 6.9 |
|
| 1998 |
1998
Prelude Capital Management
New York
| USD 1308 M | -USD 51.4 M | -4% | 6.89% | 198% | 1,682 | 55.17% | 0.7 |
|
| 1999 |
1999
Easterly Investment Partners
Beverly,
Massachusetts
| USD 1307 M | -USD 322 M | -20% | 1.1% | 57.6% | 230 | 36.09% | 2.3 |
|
| 2000 |
2000
First Heartland Consultants
Lake St. Louis,
Missouri
| USD 1305 M | -USD 14.1 M | -1% | 1.27% | 59.2% | 579 | 17.62% | 3.5 |
|