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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2001 |
PCM
2001
Panning Capital Management
New York
| USD 322 M | -USD 313 k | -0.1% | 6.26% | 349% | 34 | 61.76% | 0.2 |
|
| 2002 |
2002
Signia Capital Management
Spokane,
Washington
| USD 322 M | -USD 46.8 M | -13% | 9.17% | 27% | 87 | 6.9% | 0.2 |
|
| 2003 |
2003
Polaris Wealth Advisory Group
San Rafael,
California
| USD 322 M | +USD 72.8 M | +29% | 6.52% | 64% | 190 | 36.84% | 0.2 |
|
| 2004 |
2004
Novare Capital Management
Charlotte,
North Carolina
| USD 321 M | +USD 23.6 M | +8% | 4.13% | 76.5% | 116 | 7.76% | 0.2 |
|
| 2005 |
2005
Gagnon Securities
New York
| USD 321 M | +USD 44.6 M | +16% | 18.7% | 129% | 105 | 33.33% | 0.2 |
|
| 2006 |
2006
Laird Norton Wetherby Wealth Management
San Francisco,
California
| USD 321 M | +USD 33.6 M | +12% | 6.6% | – | 427 | 14.75% | 0.2 |
|
| 2007 |
2007
William Harris Investors
Chicago,
Illinois
| USD 320 M | -USD 8.91 M | -3% | 11.4% | 3.28% | 103 | 20.39% | 0.2 |
|
| 2008 |
2008
Empirical Wealth Management
Seattle,
Washington
| USD 320 M | +USD 19.8 M | +7% | 1.91% | 78.8% | 90 | 11.11% | 0.2 |
|
| 2009 |
2009
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 319 M | +USD 101 M | +46% | 6.72% | 98.1% | 68 | 36.76% | 0.2 |
|
| 2010 |
2010
Parus Finance (UK)
London,
United Kingdom
| USD 319 M | +USD 131 M | +70% | 25.3% | 199% | 25 | 0% | 0.3 |
|
| 2011 |
2011
BTR Capital Management
Oakland,
California
| USD 319 M | -USD 2.9 M | -0.9% | 4.54% | 35% | 144 | 6.94% | 0.2 |
|
| 2012 |
2012
EP Wealth Advisors
Torrance,
California
| USD 318 M | +USD 41.1 M | +15% | 5.18% | – | 109 | 29.36% | 0.2 |
|
| 2013 |
2013
Essex Financial Services
Essex,
Connecticut
| USD 318 M | +USD 32.3 M | +11% | 3.5% | 87.7% | 284 | 14.08% | 0.2 |
|
| 2014 |
2014
Solus Alternative Asset Management
Summit,
New Jersey
| USD 318 M | +USD 34.1 M | +12% | 13.6% | 79.3% | 11 | 36.36% | 0.2 |
|
| 2015 |
TCOTO
2015
Trust Company of the Ozarks
Springfield,
Missouri
| USD 318 M | +USD 16.7 M | +6% | 7.92% | – | 155 | 5.16% | 0.2 |
|
| 2016 |
2016
Gradient Investments
Arden Hills,
Minnesota
| USD 317 M | +USD 51 M | +19% | 3.4% | 67.6% | 658 | 36.78% | 0.2 |
|
| 2017 |
2017
Light Street Capital Management
Palo Alto,
California
| USD 317 M | +USD 83.3 M | +36% | 50.3% | 377% | 52 | 50% | 0.2 |
|
| 2018 |
2018
Vantage Investment Partners
Kansas City,
Missouri
| USD 317 M | +USD 25.7 M | +9% | 6.59% | 66.8% | 49 | 2.04% | 0.2 |
|
| 2019 |
PH
2019
Pinnacle Holdings
Tulsa,
Oklahoma
| USD 316 M | -USD 3.27 M | -1% | 2.14% | 79.6% | 207 | 16.43% | 0.2 |
|
| 2020 |
2020
Red Mountain Capital Partners
Los Angeles,
California
| USD 315 M | +USD 45.8 M | +17% | 14.8% | 37.4% | 13 | 30.77% | 0.2 |
|
| 2021 |
2021
Mark Asset Management
New York
| USD 315 M | – | – | 19.5% | 325% | 120 | – | 0 |
|
| 2022 |
SCM
2022
Stonehill Capital Management
New York
| USD 314 M | +USD 144 M | +84% | 9.69% | 117% | 10 | 40% | 0.2 |
|
| 2023 |
MAM
2023
Mercator Asset Management
Boca Raton,
Florida
| USD 314 M | -USD 50 M | -14% | 5.82% | – | 6 | 0% | 0.3 |
|
| 2024 |
VAM
2024
Visionary Asset Management
Houston,
Texas
| USD 313 M | +USD 46 M | +17% | 7.88% | 31.9% | 125 | 80.8% | 0.1 |
|
| 2025 |
CCMD
2025
Cypress Capital Management (Delaware)
Greenville,
Delaware
| USD 313 M | +USD 25.7 M | +9% | 4.09% | 25.6% | 50 | 18% | 0.2 |
|