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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
Summit Creek Advisors
Minneapolis,
Minnesota
| USD 550 M | +USD 17.3 M | +3% | 6.38% | 68.8% | 59 | 11.86% | 2.3 |
|
| 2002 |
2002
Annex Advisory Services
Brookfield,
Wisconsin
| USD 550 M | +USD 20.8 M | +4% | 0.19% | 85.8% | 140 | 20.71% | 2.5 |
|
| 2003 |
AB
2003
Atlas Brown
Louisville,
Kentucky
| USD 550 M | -USD 10.5 M | -2% | 4.69% | 115% | 147 | 6.8% | 3.3 |
|
| 2004 |
2004
Griffin Asset Management
New York
| USD 549 M | -USD 12.5 M | -2% | 3.04% | 88.9% | 214 | 6.54% | 2 |
|
| 2005 |
2005
Elephas Investment Management
Hong Kong
| USD 549 M | +USD 171 M | +45% | 1.41% | 422% | 29 | 68.97% | 0.1 |
|
| 2006 |
2006
Alpha Wave Global
New York
| USD 547 M | +USD 111 M | +25% | 9.6% | 226% | 26 | 46.15% | 1 |
|
| 2007 |
2007
McDaniel Terry & Co
Austin,
Texas
| USD 547 M | -USD 18.1 M | -3% | 2.28% | 57.9% | 63 | 4.76% | 3.4 |
|
| 2008 |
SC
2008
Serenity Capital
Palo Alto,
California
| USD 547 M | +USD 155 M | +40% | 10.4% | – | 8 | 25% | 0.5 |
|
| 2009 |
2009
SeaCrest Wealth Management
Purchase,
New York
| USD 545 M | -USD 1.65 M | -0.3% | 0.85% | 153% | 2,379 | 7.9% | 0.2 |
|
| 2010 |
2010
Granite Investment Advisors
Concord,
New Hampshire
| USD 545 M | -USD 23.3 M | -4% | 2.19% | 55.6% | 192 | 18.23% | 2.1 |
|
| 2011 |
OIM
2011
Opus Investment Management
Worcester,
Massachusetts
| USD 545 M | -USD 16.6 M | -3% | 3.8% | 52.8% | 96 | 9.38% | 3 |
|
| 2012 |
CPP
2012
Crow Point Partners
Boston,
Massachusetts
| USD 544 M | -USD 91.1 M | -14% | 1.36% | 56.9% | 338 | 45.86% | 0.8 |
|
| 2013 |
2013
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| USD 544 M | +USD 1.65 M | +0.3% | 2.17% | 86% | 400 | 17.5% | 2.4 |
|
| 2014 |
2014
Barton Investment Management
West Conshohocken,
Pennsylvania
| USD 542 M | +USD 86.7 M | +19% | 27.3% | 80.3% | 41 | 2.44% | 4 |
|
| 2015 |
2015
Corient Capital Partners
Newport Beach,
California
| USD 542 M | -USD 45.6 M | -8% | 2.08% | 39.2% | 291 | 18.21% | 1.3 |
|
| 2016 |
2016
Guardian Life Insurance
New York
| USD 542 M | +USD 84.6 M | +19% | 0.16% | – | 529 | 1.51% | 4 |
|
| 2017 |
2017
Harvey Investment Company
Louisville,
Kentucky
| USD 542 M | -USD 7.98 M | -1% | 0.01% | 56.4% | 89 | 8.99% | 3.7 |
|
| 2018 |
2018
Jacobs & Co
San Francisco,
California
| USD 541 M | -USD 11.9 M | -2% | 0.8% | 105% | 126 | 7.14% | 4 |
|
| 2019 |
2019
Jag Capital Management
St Louis,
Missouri
| USD 541 M | +USD 7.87 M | +1% | 10.2% | 230% | 110 | 23.64% | 2.5 |
|
| 2020 |
2020
Basso Capital Management
Stamford,
Connecticut
| USD 541 M | -USD 71.6 M | -12% | 0.77% | 85.5% | 212 | 32.55% | 0.5 |
|
| 2021 |
2021
IBM Retirement Fund
Armonk,
New York
| USD 541 M | -USD 49.4 M | -8% | 0% | 54.4% | 528 | 28.6% | 2.8 |
|
| 2022 |
2022
Advisor Partners
Walnut Creek,
California
| USD 540 M | -USD 19.5 M | -3% | 0.35% | 63.8% | 614 | 16.61% | 2.2 |
|
| 2023 |
2023
Jacobs Asset Management
New York
| USD 540 M | +USD 11.6 M | +2% | 2.06% | 114% | 55 | 23.64% | 1.9 |
|
| 2024 |
2024
Estate Counselors
Thiensville,
Wisconsin
| USD 539 M | +USD 38.7 M | +8% | 1.03% | 60% | 76 | 28.95% | 1.9 |
|
| 2025 |
2025
Corsair Capital Management
New York
| USD 539 M | -USD 21.5 M | -4% | 1.99% | 435% | 61 | 8.2% | 2 |
|