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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
JMG Financial Group
Downers Grove,
Illinois
| USD 433 M | +USD 4.54 M | +1% | 1.33% | 58.7% | 58 | 5.17% | 1.8 |
|
| 2002 |
CWA
2002
Convergent Wealth Advisors
Potomac,
Maryland
| USD 433 M | -USD 234 M | -35% | 0.73% | – | 48 | 29.17% | 1.1 |
|
| 2003 |
2003
Burnham Asset Management
New York
| USD 432 M | -USD 3.71 M | -0.9% | 0.88% | 39.5% | 238 | 6.72% | 1.8 |
|
| 2004 |
2004
Junto Capital Management
New York
| USD 432 M | +USD 79.8 M | +23% | 4.98% | 122% | 28 | 67.86% | 0.2 |
|
| 2005 |
KFS
2005
Kurt F. Somerville
| USD 432 M | -USD 7.3 M | -2% | 0.64% | 92.9% | 139 | 8.63% | 1.5 |
|
| 2006 |
2006
Efficient Market Advisors
San Diego,
California
| USD 431 M | -USD 3.26 M | -0.8% | 0.71% | 5.97% | 153 | 6.54% | 1.7 |
|
| 2007 |
2007
Corsair Capital
New York
| USD 431 M | +USD 22.9 M | +6% | 6.12% | 17.1% | 3 | 0% | 1.3 |
|
| 2008 |
2008
Davidson & Garrard
Lynchburg,
Virginia
| USD 431 M | -USD 7.78 M | -2% | 0.98% | 25.2% | 196 | 4.59% | 1.7 |
|
| 2009 |
2009
Harvey Investment Company
Louisville,
Kentucky
| USD 431 M | +USD 10.1 M | +2% | 0.03% | 56.4% | 88 | 6.82% | 1.8 |
|
| 2010 |
2010
Empirical Wealth Management
Seattle,
Washington
| USD 430 M | +USD 13.3 M | +3% | 0.88% | 78.8% | 115 | 15.65% | 1.5 |
|
| 2011 |
2011
BTC Capital Management
Des Moines,
Iowa
| USD 430 M | -USD 4.44 M | -1% | 0.94% | – | 176 | 22.16% | 0.6 |
|
| 2012 |
2012
Penn Davis McFarland
Dallas,
Texas
| USD 429 M | -USD 43.5 M | -9% | 2.96% | 86.8% | 35 | 14.29% | 1.5 |
|
| 2013 |
JC
2013
Joho Capital
New York
| USD 429 M | -USD 8.49 M | -2% | 1.92% | 80.2% | 14 | 57.14% | 0.9 |
|
| 2014 |
2014
Gratus Capital
Atlanta,
Georgia
| USD 429 M | -USD 19.7 M | -4% | 1.7% | 51.4% | 102 | 15.69% | 0.4 |
|
| 2015 |
2015
RIT Capital Partners
London,
United Kingdom
| USD 429 M | +USD 221 M | +106% | 0.17% | 71.4% | 13 | 61.54% | 0.4 |
|
| 2016 |
PFMOSF
2016
Philadelphia Financial Management of San Francisco
San Francisco,
California
| USD 429 M | +USD 22.1 M | +5% | 2.73% | 209% | 45 | 57.78% | 0.5 |
|
| 2017 |
2017
Delphi Financial Group
Wilmington,
Delaware
| USD 428 M | -USD 6.76 M | -2% | 8.9% | 66.3% | 21 | 23.81% | 1.1 |
|
| 2018 |
2018
Patriot Financial Partners
Radnor,
Pennsylvania
| USD 428 M | +USD 13.4 M | +3% | 2.52% | 16.6% | 17 | 5.88% | 1.5 |
|
| 2019 |
2019
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 428 M | +USD 159 M | +59% | 3.9% | 261% | 31 | 38.71% | 0.4 |
|
| 2020 |
2020
Mizuho Asset Management
Tokyo,
Japan
| USD 428 M | +USD 48.5 M | +13% | 0.38% | 41.7% | 692 | 8.24% | 1.7 |
|
| 2021 |
2021
E. Ohman J:or Asset Management
Stockholm,
Sweden
| USD 427 M | -USD 4.11 M | -1% | 2.03% | 132% | 557 | 10.23% | 1.8 |
|
| 2022 |
EOCM
2022
Energy Opportunities Capital Management
Austin,
Texas
| USD 427 M | +USD 2.48 M | +0.6% | 0.5% | 211% | 52 | 3.85% | 1.2 |
|
| 2023 |
MRCP
2023
Manor Road Capital Partners
New York
| USD 426 M | +USD 26.5 M | +7% | 2.35% | 78.3% | 12 | 8.33% | 1.1 |
|
| 2024 |
2024
Meiji Yasuda Asset Management
Tokyo,
Japan
| USD 425 M | +USD 11.5 M | +3% | 0.35% | 93.9% | 382 | 18.32% | 1.4 |
|
| 2025 |
2025
Bridges Investment Counsel
Omaha,
Nebraska
| USD 425 M | -USD 13 M | -3% | 0.17% | 33.7% | 159 | 6.92% | 1.9 |
|