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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
Tenor Capital Management
New York
| USD 411 M | +USD 43.2 M | +12% | 0.04% | 4.73% | 41 | 7.32% | 0.7 |
|
| 2002 |
2002
Tensile Capital Management
Larkspur,
California
| USD 411 M | +USD 62.3 M | +18% | 2.25% | 47.7% | 18 | 11.11% | 1.5 |
|
| 2003 |
2003
Sageworth Trust
Lancaster,
Pennsylvania
| USD 411 M | -USD 3.06 M | -0.7% | 0.48% | 64.5% | 38 | 2.63% | 2 |
|
| 2004 |
2004
American Assets Investment Management
San Diego,
California
| USD 411 M | +USD 43.2 M | +12% | 3.34% | 507% | 132 | 15.15% | 2 |
|
| 2005 |
2005
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| USD 411 M | -USD 134 M | -25% | 0.02% | 4.8% | 32 | 6.25% | 0.8 |
|
| 2006 |
2006
Formula Growth
Montreal,
Quebec, Canada
| USD 411 M | -USD 7.88 M | -2% | 1.44% | 118% | 178 | 28.65% | 0.4 |
|
| 2007 |
2007
Caprock Group
Boise,
Idaho
| USD 410 M | -USD 11.6 M | -3% | 2.87% | – | 379 | 36.94% | 0.4 |
|
| 2008 |
2008
Ativo Capital Management
Chicago,
Illinois
| USD 410 M | +USD 41.5 M | +11% | 3.11% | 63.8% | 225 | 21.78% | 1.4 |
|
| 2009 |
2009
CapWealth Advisors
Franklin,
Tennessee
| USD 409 M | +USD 16.1 M | +4% | 2.76% | 152% | 346 | 16.47% | 1.5 |
|
| 2010 |
HSC
2010
Harbor Spring Capital
New York
| USD 409 M | +USD 2.54 M | +0.6% | 0.65% | – | 12 | 0% | 0.5 |
|
| 2011 |
2011
MCF Advisors
Covington,
Kentucky
| USD 408 M | +USD 25.5 M | +7% | 2.07% | 50.2% | 576 | 25.69% | 1.6 |
|
| 2012 |
2012
SG Capital Management
Chicago,
Illinois
| USD 407 M | +USD 49.6 M | +14% | 3.99% | 250% | 86 | 61.63% | 0.3 |
|
| 2013 |
2013
Hikari Tsushin Inc
Tokyo,
Japan
| USD 407 M | -USD 19.1 M | -4% | 1.22% | 59.5% | 40 | 15% | 2.1 |
|
| 2014 |
2014
Bangor Savings Bank
Bangor,
Maine
| USD 406 M | +USD 4.69 M | +1% | 1.89% | 54.6% | 141 | 7.8% | 2.3 |
|
| 2015 |
2015
Cardan Capital Partners
Denver,
Colorado
| USD 406 M | +USD 5.32 M | +1% | 3.28% | 64% | 112 | 25.89% | 0.3 |
|
| 2016 |
2016
Davidson & Garrard
Lynchburg,
Virginia
| USD 406 M | +USD 15.2 M | +4% | 3.88% | 25.2% | 193 | 7.25% | 2.4 |
|
| 2017 |
2017
Steel Grove Capital Advisors
Memphis,
Tennessee
| USD 406 M | +USD 12.4 M | +3% | 4.72% | 106% | 212 | 18.87% | 1.4 |
|
| 2018 |
2018
George Kaiser Family Foundation
Tulsa,
Oklahoma
| USD 406 M | +USD 47.5 M | +13% | 13.5% | 106% | 19 | 31.58% | 1.1 |
|
| 2019 |
2019
Electron Capital Partners
New York
| USD 405 M | +USD 121 M | +43% | 9% | 333% | 60 | 58.33% | 0.8 |
|
| 2020 |
2020
EastBay Asset Management
New York
| USD 405 M | +USD 112 M | +38% | 9.89% | 84.9% | 28 | 71.43% | 0.1 |
|
| 2021 |
2021
Hourglass Capital
Houston,
Texas
| USD 404 M | +USD 12.4 M | +3% | 0.44% | 89.6% | 111 | 8.11% | 2.2 |
|
| 2022 |
CA
2022
Cornerstone Advisors
Asheville,
North Carolina
| USD 404 M | -USD 8.62 M | -2% | 3.37% | 108% | 241 | 28.63% | 1.4 |
|
| 2023 |
2023
C.M. Bidwell & Associates
Honolulu,
Hawaii
| USD 403 M | +USD 1.46 M | +0.4% | 7.6% | 70.6% | 368 | 69.02% | 0.3 |
|
| 2024 |
2024
Bardin Hill Management Partners
New York
| USD 403 M | +USD 61.2 M | +18% | 12.9% | 214% | 42 | 78.57% | 0.2 |
|
| 2025 |
2025
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| USD 402 M | +USD 80.2 M | +25% | 24.9% | 38.5% | 388 | 36.6% | 1.2 |
|