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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
Parus Finance (UK)
London,
United Kingdom
| USD 553 M | -USD 17 M | -3% | 5.52% | 199% | 18 | 11.11% | 2 |
|
| 2002 |
2002
Nationwide Fund Advisors
Columbus,
Ohio
| USD 552 M | -USD 24.9 mil M | -98% | 4.47% | 28.3% | 3,198 | 99.87% | 0.7 |
|
| 2003 |
2003
Alaska Permanent Capital Management
Anchorage,
Alaska
| USD 552 M | +USD 22.9 M | +4% | 3.56% | 42.8% | 26 | 7.69% | 2.3 |
|
| 2004 |
2004
Highland Associates
Birmingham,
Alabama
| USD 551 M | – | – | 3.87% | – | 2 | – | 0 |
|
| 2005 |
HAM
2005
Hillcrest Asset Management
Plano,
Texas
| USD 551 M | -USD 1.01 M | -0.2% | 0.06% | 97.2% | 64 | 17.19% | 1.4 |
|
| 2006 |
2006
Ensemble Capital Management
San Francisco,
California
| USD 550 M | +USD 73.3 M | +15% | 8.33% | 36.2% | 40 | 25% | 2.7 |
|
| 2007 |
2007
Howe & Rusling
Rochester,
New York
| USD 550 M | +USD 9.6 M | +2% | 6.78% | 82% | 927 | 14.13% | 2.6 |
|
| 2008 |
2008
Harvey Investment Company
Louisville,
Kentucky
| USD 550 M | +USD 43.1 M | +9% | 8.16% | 56.4% | 87 | 8.05% | 3.5 |
|
| 2009 |
MCTIC
2009
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| USD 550 M | +USD 40.6 M | +8% | 7.4% | 38.8% | 98 | 5.1% | 3.3 |
|
| 2010 |
2010
First Fiduciary Investment Counsel
Cleveland,
Ohio
| USD 549 M | +USD 2.68 M | +0.5% | 7.65% | 48.1% | 47 | 14.89% | 2.5 |
|
| 2011 |
2011
Cortland Associates
St Louis,
Missouri
| USD 549 M | +USD 12.7 M | +2% | 5.41% | 57.1% | 55 | 18.18% | 2.7 |
|
| 2012 |
2012
Seminole Management
New York
| USD 549 M | +USD 82.3 M | +18% | 7.45% | 95.4% | 34 | 58.82% | 0.8 |
|
| 2013 |
AAM
2013
Autus Asset Management
Scottsdale,
Arizona
| USD 548 M | +USD 27.8 M | +5% | 6.12% | 26.3% | 155 | 7.74% | 3.3 |
|
| 2014 |
2014
Pekin Hardy Strauss
Chicago,
Illinois
| USD 548 M | +USD 13 M | +2% | 6.6% | 102% | 201 | 10.95% | 2.8 |
|
| 2015 |
2015
Boxer Capital
San Diego,
California
| USD 547 M | +USD 108 M | +25% | 14.5% | 262% | 36 | 44.44% | 0.9 |
|
| 2016 |
2016
SeaCrest Wealth Management
Purchase,
New York
| USD 547 M | – | – | 4.91% | 153% | 2,284 | – | 0 |
|
| 2017 |
2017
Goodnow Investment Group
Darien,
Connecticut
| USD 546 M | +USD 61 M | +13% | 12.3% | 131% | 26 | 11.54% | 2.2 |
|
| 2018 |
2018
First Business Financial Services
Madison,
Wisconsin
| USD 545 M | +USD 42.5 M | +8% | 4.59% | 74% | 88 | 20.45% | 1.9 |
|
| 2019 |
2019
Cetera Investment Advisers
Schaumburg,
Illinois
| USD 545 M | +USD 93 M | +21% | 4.83% | 73.4% | 424 | 11.32% | 1.3 |
|
| 2020 |
2020
Kelly Lawrence W & Associates
Pasadens,
California
| USD 544 M | +USD 18.9 M | +4% | 5.47% | 123% | 160 | 15.63% | 2.4 |
|
| 2021 |
2021
EnCap Energy Capital Fund VIII
Houston,
Texas
| USD 543 M | +USD 394 M | +264% | 6.56% | 6.16% | 3 | 66.67% | 0.3 |
|
| 2022 |
2022
Winslow Asset Management
Beachwood,
Ohio
| USD 543 M | +USD 27 M | +5% | 7.53% | 89.9% | 96 | 4.17% | 3.7 |
|
| 2023 |
2023
Graticule Asia Macro Advisors
New York
| USD 543 M | -USD 1639 M | -75% | 7.35% | – | 104 | 75% | 0.4 |
|
| 2024 |
2024
Finepoint Capital
Boston,
Massachusetts
| USD 543 M | +USD 93.9 M | +21% | 7.84% | 27.4% | 11 | 27.27% | 1.6 |
|
| 2025 |
2025
Transform Wealth
Greenwood Village,
Colorado
| USD 543 M | +USD 256 M | +89% | 7.54% | 48.4% | 259 | 22.78% | 0.5 |
|