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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 |
MRCM
2001
M&R Capital Management
Summit,
New Jersey
| USD 421 M | -USD 735 k | -0.2% | 4.4% | 52.6% | 219 | 7.76% | 1.3 |
|
| 2002 |
MC
2002
MSF Capital
New York
| USD 421 M | -USD 4.78 M | -1% | 10.1% | – | 72 | 41.67% | 1.3 |
|
| 2003 |
SCM
2003
Symons Capital Management
Pittsburgh,
Pennsylvania
| USD 421 M | -USD 52.8 M | -11% | 6.42% | 25.4% | 93 | 23.66% | 0.9 |
|
| 2004 |
AL
2004
Agran Libbie
Santa Monica,
California
| USD 420 M | +USD 11.2 M | +3% | 3.66% | 27.5% | 131 | 6.11% | 1.2 |
|
| 2005 |
2005
PVG Asset Management
Golden,
Colorado
| USD 420 M | – | – | 5.6% | – | 78 | – | 0 |
|
| 2006 |
2006
E. Ohman J:or Asset Management
Stockholm,
Sweden
| USD 420 M | +USD 10.9 M | +3% | 5% | 132% | 534 | 5.24% | 1.4 |
|
| 2007 |
2007
Beach Point Capital Management
Santa Monica,
California
| USD 419 M | -USD 14 M | -3% | 4.87% | 84.1% | 24 | 29.17% | 0.8 |
|
| 2008 |
2008
Nine Masts Capital
Central,
Hong Kong
| USD 419 M | – | – | 3.3% | 88.1% | 38 | – | 0 |
|
| 2009 |
ABI
2009
Adamant Biomedical Investments
Zurich,
Switzerland
| USD 418 M | +USD 17.7 M | +4% | 10.9% | – | 108 | 17.59% | 0.2 |
|
| 2010 |
HC
2010
HHG & Company
Darien,
Connecticut
| USD 418 M | +USD 112 M | +37% | 2.94% | 22% | 222 | 30.63% | 1 |
|
| 2011 |
2011
SC XII Management
Menlo Park,
California
| USD 418 M | +USD 6.12 M | +1% | 2.01% | 73.4% | 2 | 0% | 0.8 |
|
| 2012 |
2012
Foundation Asset Management
White Plains,
New York
| USD 418 M | +USD 53.1 M | +15% | 6.52% | 126% | 35 | 74.29% | 0.4 |
|
| 2013 |
2013
Reilly Financial Advisors
La Mesa,
California
| USD 418 M | +USD 3.12 M | +0.8% | 5.46% | 99% | 912 | 20.5% | 1.1 |
|
| 2014 |
2014
Howe & Rusling
Rochester,
New York
| USD 417 M | -USD 11.8 M | -3% | 5.6% | 82% | 999 | 14.01% | 0.9 |
|
| 2015 |
2015
Telemus Capital
Southfield,
Michigan
| USD 416 M | +USD 47.8 M | +13% | 2.74% | 27.9% | 151 | 17.22% | 1 |
|
| 2016 |
2016
Grace Capital
Quincy,
Massachusetts
| USD 416 M | +USD 63.6 M | +18% | 3.78% | 127% | 101 | 10.89% | 1.2 |
|
| 2017 |
MAM
2017
Mastrapasqua Asset Management
Nashville,
Tennessee
| USD 416 M | – | – | 5.2% | 54.9% | 140 | – | 1.2 |
|
| 2018 |
2018
Meiji Yasuda Asset Management
Tokyo,
Japan
| USD 415 M | -USD 9.7 M | -2% | 6.04% | 93.9% | 383 | 19.84% | 1.2 |
|
| 2019 |
AGCJ
2019
Alden Global Capital (Jersey)
St. Helier,
Jersey
| USD 415 M | +USD 298 M | +253% | 23.7% | – | 64 | 79.69% | 0.1 |
|
| 2020 |
2020
PM Capital
Sydney,
Australia
| USD 415 M | – | – | 7.81% | 105% | 22 | – | 0 |
|
| 2021 |
2021
Proprium Capital Partners
Stamford,
Connecticut
| USD 415 M | -USD 47.6 M | -10% | 5.69% | 6.09% | 2 | 0% | 0.8 |
|
| 2022 |
2022
CCMP Capital
New York
| USD 414 M | – | – | 18.4% | 12.3% | 2 | – | 0 |
|
| 2023 |
2023
West Face Capital
Toronto,
Ontario, Canada
| USD 413 M | +USD 37.1 M | +10% | 2.66% | 10.9% | 11 | 45.45% | 0.6 |
|
| 2024 |
KCA
2024
KR Capital Advisors
New York
| USD 413 M | -USD 4.85 M | -1% | 7.39% | – | 49 | 12.24% | 1.3 |
|
| 2025 |
PCM
2025
Prime Capital Management
Hong Kong
| USD 413 M | -USD 146 M | -26% | 16.9% | 579% | 13 | 23.08% | 0.6 |
|