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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 |
2001
Destrier Capital Management
New York
| USD 398 M | +USD 96.5 M | +32% | 4.04% | 5.28% | 48 | 47.92% | 0.3 |
|
| 2002 |
2002
Standard General
New York
| USD 397 M | -USD 186 M | -32% | 31.8% | 259% | 9 | 22.22% | 0.4 |
|
| 2003 |
2003
Delphi Financial Group
Wilmington,
Delaware
| USD 396 M | +USD 124 M | +46% | 4.11% | 66.3% | 19 | 31.58% | 0.7 |
|
| 2004 |
2004
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| USD 396 M | -USD 15.5 M | -4% | 2.62% | 26.9% | 194 | 18.04% | 0.9 |
|
| 2005 |
2005
Harvey Investment Company
Louisville,
Kentucky
| USD 396 M | -USD 5.95 M | -1% | 0.44% | 56.4% | 90 | 6.67% | 1.1 |
|
| 2006 |
2006
Bragg Financial Advisors
Charlotte,
North Carolina
| USD 396 M | -USD 21.3 M | -5% | 0.98% | 101% | 233 | 6.01% | 1.2 |
|
| 2007 |
2007
J.M. Forbes & Co
Boston,
Massachusetts
| USD 396 M | -USD 6.32 M | -2% | 0.38% | 112% | 97 | 13.4% | 1.1 |
|
| 2008 |
2008
BTC Capital Management
Des Moines,
Iowa
| USD 395 M | – | – | 0.28% | – | 143 | – | 0 |
|
| 2009 |
2009
Chou Associates Management
Toronto,
Ontario, Canada
| USD 395 M | +USD 30 M | +8% | 0.05% | 66.4% | 25 | 8% | 1 |
|
| 2010 |
2010
Vestar Capital Partners
New York
| USD 394 M | – | – | 5.96% | – | 1 | – | 0 |
|
| 2011 |
2011
Capital Investment Services of America
Milwaukee,
Wisconsin
| USD 394 M | -USD 10.6 M | -3% | 0.06% | 50.7% | 57 | 3.51% | 1.1 |
|
| 2012 |
BRCA
2012
Birch Run Capital Advisors
Dallas,
Texas
| USD 394 M | +USD 22.2 M | +6% | 2.27% | 8.22% | 25 | 8% | 1.1 |
|
| 2013 |
2013
Mazama Capital Management
Portland,
Oregon
| USD 393 M | +USD 18.9 M | +5% | 1.65% | – | 325 | 34.46% | 0.7 |
|
| 2014 |
AA
2014
Ancient Art
Austin,
Texas
| USD 392 M | -USD 331 k | -0.1% | 4.08% | 168% | 21 | 28.57% | 0.7 |
|
| 2015 |
DCM
2015
Dynamic Capital Management
St. Helier,
Jersey
| USD 391 M | +USD 36 M | +10% | 13.7% | 49.7% | 528 | 68.37% | 0.2 |
|
| 2016 |
2016
Speece Thorson Capital Group
Minnetonka,
Minnesota
| USD 391 M | -USD 1.52 M | -0.4% | 3.05% | 34.2% | 40 | 5% | 1.2 |
|
| 2017 |
2017
Cipher Capital
New York
| USD 391 M | +USD 81.1 M | +26% | 3.14% | – | 568 | 65.14% | 0.3 |
|
| 2018 |
PAM
2018
Premier Asset Management
Chicago,
Illinois
| USD 391 M | -USD 3.91 M | -1% | 2.17% | 104% | 100 | 13% | 0.8 |
|
| 2019 |
2019
Brookmont Capital Management
Dallas,
Texas
| USD 391 M | -USD 24.1 M | -6% | 2.97% | 32.2% | 45 | 4.44% | 1.2 |
|
| 2020 |
2020
Cabot Wealth Management
Salem,
Massachusetts
| USD 391 M | -USD 7.31 M | -2% | 0.65% | 69.3% | 154 | 13.64% | 0.9 |
|
| 2021 |
2021
Lexington Partners VI Holdings Sub
New York
| USD 390 M | -USD 84.2 M | -18% | 8.34% | – | 1 | 0% | 1.3 |
|
| 2022 |
GPCM
2022
Greenbrier Partners Capital Management
Dallas,
Texas
| USD 389 M | -USD 10.1 M | -3% | 6.53% | 96.1% | 21 | 4.76% | 1.2 |
|
| 2023 |
2023
Philadelphia International Advisors
Philadelphia,
Pennsylvania
| USD 388 M | -USD 57.8 M | -13% | 1.25% | – | 85 | 15.29% | 0.9 |
|
| 2024 |
2024
Sentinel Trust
Houston,
Texas
| USD 388 M | +USD 2.45 M | +0.6% | 0.66% | 79.2% | 159 | 15.09% | 1 |
|
| 2025 |
2025
MKP Capital Management
New York
| USD 388 M | +USD 2.06 M | +0.5% | 4.29% | 69.8% | 12 | 66.67% | 0.1 |
|