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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
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| USD 471 M | – | – | 5.14% | 58.6% | 84 | – | 0 |
|
| 2002 |
2002
Alaska Permanent Capital Management
Anchorage,
Alaska
| USD 471 M | +USD 52.6 M | +13% | 4.23% | 42.8% | 27 | 25.93% | 2.1 |
|
| 2003 |
2003
XL Group Investments
Hamilton,
Bermuda
| USD 471 M | +USD 34.7 M | +8% | 4.15% | – | 29 | 13.79% | 0.2 |
|
| 2004 |
2004
Perigon Wealth Management
San Francisco,
California
| USD 471 M | +USD 13.2 M | +3% | 6.55% | 104% | 757 | 25.89% | 1 |
|
| 2005 |
2005
NatWest Group
Edinburgh, Scotland,
United Kingdom
| USD 471 M | +USD 90.7 M | +24% | 6.63% | 207% | 119 | 22.69% | 2.5 |
|
| 2006 |
2006
InterWest Venture Management
San Francisco,
California
| USD 470 M | +USD 51 M | +12% | 15.9% | 57.6% | 14 | 14.29% | 0.3 |
|
| 2007 |
2007
G.F.W. Energy X
Dallas,
Texas
| USD 470 M | +USD 145 M | +44% | 11.3% | 71.3% | 4 | 50% | 0.2 |
|
| 2008 |
2008
Jacobs Asset Management
New York
| USD 469 M | -USD 3.9 M | -0.8% | 0.57% | 114% | 58 | 29.31% | 1.6 |
|
| 2009 |
3C
2009
361 Capital
Denver,
Colorado
| USD 467 M | +USD 46.3 M | +11% | 8.63% | 118% | 212 | 66.98% | 0.1 |
|
| 2010 |
OH
2010
Overlook Holdings
Tortola,
British Virgin Islands
| USD 466 M | +USD 63.9 M | +16% | 23.3% | – | 2 | 0% | 2.3 |
|
| 2011 |
AR
2011
Argyll Research
Wilmington,
Delaware
| USD 465 M | +USD 2.35 M | +0.5% | 2.23% | 0.8% | 5 | 0% | 2.4 |
|
| 2012 |
2012
Condor Capital Management
Martinsville,
New Jersey
| USD 465 M | +USD 15.7 M | +3% | 6.24% | 58.2% | 187 | 9.09% | 2.6 |
|
| 2013 |
2013
JHL Capital Group
Chicago,
Illinois
| USD 464 M | -USD 825 M | -64% | 15.1% | – | 20 | 60% | 0.8 |
|
| 2014 |
2014
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| USD 464 M | +USD 42.7 M | +10% | 6.36% | 57.2% | 73 | 8.22% | 2.3 |
|
| 2015 |
2015
Vicus Capital
State College,
Pennsylvania
| USD 463 M | +USD 14.7 M | +3% | 3.68% | 59.6% | 245 | 15.92% | 1.8 |
|
| 2016 |
2016
Washington Trust Bank
Spokane,
Washington
| USD 463 M | +USD 19.7 M | +4% | 5.53% | 80.5% | 1,098 | 42.44% | 2.2 |
|
| 2017 |
2017
Motley Fool Asset Management
Alexandria,
Virginia
| USD 463 M | +USD 12.8 M | +3% | 8.81% | 117% | 83 | 26.51% | 2.1 |
|
| 2018 |
2018
TA Associates
Boston,
Massachusetts
| USD 463 M | -USD 194 M | -30% | 1.06% | – | 4 | 75% | 0.8 |
|
| 2019 |
2019
Windham Capital Management
Boston,
Massachusetts
| USD 462 M | +USD 21.7 M | +5% | 4.9% | 8.3% | 34 | 26.47% | 1.7 |
|
| 2020 |
2020
BBR Partners
New York
| USD 462 M | -USD 117 M | -20% | 5.85% | 63.4% | 87 | 31.03% | 1.7 |
|
| 2021 |
GWI
2021
Grace & White Inc
Ny,
New York
| USD 462 M | -USD 2.82 M | -0.6% | 2.91% | 61.5% | 142 | 4.23% | 3.2 |
|
| 2022 |
2022
De Burlo Group
Boston,
Massachusetts
| USD 461 M | +USD 50 M | +12% | 11.8% | 147% | 112 | 24.11% | 1.8 |
|
| 2023 |
2023
Strategy Asset Managers
Pasadena,
California
| USD 461 M | +USD 3.48 M | +0.8% | 6.15% | 115% | 124 | 2.42% | 2.3 |
|
| 2024 |
2024
Vestor Capital
Chicago,
Illinois
| USD 460 M | +USD 83.9 M | +22% | 5.26% | 188% | 162 | 46.3% | 1.5 |
|
| 2025 |
2025
Signet Financial Management
Parsippany,
New Jersey
| USD 460 M | +USD 41.8 M | +10% | 4.68% | 65.2% | 214 | 22.9% | 1.3 |
|