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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 |
GPCM
2001
Greenbrier Partners Capital Management
Dallas,
Texas
| USD 559 M | +USD 30.7 M | +6% | 7.39% | 96.1% | 17 | 11.76% | 3.6 |
|
| 2002 |
2002
CapWealth Advisors
Franklin,
Tennessee
| USD 558 M | +USD 41.1 M | +8% | 2.56% | 152% | 111 | 10.81% | 3.3 |
|
| 2003 |
2003
First Business Financial Services
Madison,
Wisconsin
| USD 558 M | +USD 19.8 M | +4% | 1.58% | 74% | 89 | 11.24% | 1.9 |
|
| 2004 |
2004
Legato Capital Management
San Francisco,
California
| USD 558 M | -USD 29.3 M | -5% | 0.77% | 243% | 130 | 11.54% | 0.8 |
|
| 2005 |
2005
Merit Financial Group
Alpharetta,
Georgia
| USD 558 M | +USD 49.2 M | +10% | 1.56% | 67.3% | 122 | 17.21% | 0.4 |
|
| 2006 |
2006
Summit Creek Advisors
Minneapolis,
Minnesota
| USD 557 M | +USD 6.99 M | +1% | 12.7% | 68.8% | 58 | 8.62% | 2.5 |
|
| 2007 |
2007
Newport Asia
San Francisco,
California
| USD 557 M | -USD 89.9 M | -14% | 2.79% | – | 6 | 16.67% | 3 |
|
| 2008 |
2008
Jacobs Asset Management
New York
| USD 557 M | +USD 16.8 M | +3% | 3.2% | 114% | 61 | 27.87% | 1.8 |
|
| 2009 |
2009
SeaCrest Wealth Management
Purchase,
New York
| USD 555 M | +USD 9.8 M | +2% | 3.58% | 153% | 2,389 | 8.87% | 0.5 |
|
| 2010 |
2010
Transform Wealth
Greenwood Village,
Colorado
| USD 553 M | +USD 26.7 M | +5% | 4.54% | 48.4% | 243 | 14.4% | 0.9 |
|
| 2011 |
JMH
2011
J.M. Hartwell
New York
| USD 553 M | +USD 19.1 M | +4% | 8.91% | 72.2% | 91 | 19.78% | 2.9 |
|
| 2012 |
2012
Howe & Rusling
Rochester,
New York
| USD 552 M | +USD 77 k | +0% | 1.49% | 82% | 1,017 | 25.66% | 2.5 |
|
| 2013 |
2013
Jacobs & Co
San Francisco,
California
| USD 552 M | +USD 10.8 M | +2% | 3.78% | 105% | 126 | 6.35% | 4 |
|
| 2014 |
2014
First Reserve GP XI
Stamford,
Connecticut
| USD 552 M | +USD 107 M | +24% | 24% | 26.4% | 1 | 0% | 4.5 |
|
| 2015 |
OIM
2015
Opus Investment Management
Worcester,
Massachusetts
| USD 552 M | +USD 7.19 M | +1% | 1.11% | 52.8% | 95 | 5.26% | 3.2 |
|
| 2016 |
2016
Griffin Asset Management
New York
| USD 551 M | +USD 1.67 M | +0.3% | 2.95% | 88.9% | 213 | 7.51% | 2.3 |
|
| 2017 |
2017
PM Capital
Sydney,
Australia
| USD 551 M | -USD 3.69 M | -0.7% | 2.02% | 105% | 25 | 4% | 2.7 |
|
| 2018 |
AH
2018
Allen Holding
New York
| USD 551 M | -USD 3.42 M | -0.6% | 0.42% | 135% | 10 | 0% | 3.7 |
|
| 2019 |
2019
Granite Investment Advisors
Concord,
New Hampshire
| USD 549 M | +USD 3.96 M | +0.7% | 1.48% | 55.6% | 175 | 9.14% | 2.4 |
|
| 2020 |
2020
Thompson Investment Management
Madison,
Wisconsin
| USD 548 M | +USD 11.1 M | +2% | 3.29% | 100% | 192 | 11.98% | 3.5 |
|
| 2021 |
2021
Tokio Marine Asset Management
Tokyo,
Japan
| USD 546 M | -USD 21.2 M | -4% | 6.95% | 129% | 278 | 28.42% | 3.1 |
|
| 2022 |
2022
Cadinha & Co
Honolulu,
Hawaii
| USD 546 M | +USD 50.8 M | +10% | 1.33% | 132% | 136 | 12.5% | 3.2 |
|
| 2023 |
2023
Peconic Partners
New York
| USD 545 M | +USD 27.7 M | +5% | 3.32% | 300% | 55 | 34.55% | 1.5 |
|
| 2024 |
2024
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| USD 545 M | +USD 74.3 M | +16% | 4.28% | 133% | 883 | 62.17% | 0.4 |
|
| 2025 |
MCTIC
2025
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| USD 545 M | +USD 8.06 M | +2% | 5.24% | 38.8% | 99 | 6.06% | 3.7 |
|