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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
Signet Financial Management
Parsippany,
New Jersey
| USD 572 M | +USD 4.82 M | +0.8% | 3.93% | 65.2% | 1,093 | 16.56% | 0.8 |
|
| 2002 |
CCMD
2002
Cypress Capital Management (Delaware)
Greenville,
Delaware
| USD 571 M | +USD 46.2 M | +9% | 8.55% | 25.6% | 158 | 10.13% | 2 |
|
| 2003 |
2003
Tokio Marine Asset Management
Tokyo,
Japan
| USD 570 M | +USD 23.7 M | +4% | 8.51% | 129% | 257 | 28.4% | 3.1 |
|
| 2004 |
2004
Granite Investment Advisors
Concord,
New Hampshire
| USD 570 M | +USD 20.8 M | +4% | 7.46% | 55.6% | 169 | 8.28% | 2.6 |
|
| 2005 |
2005
Jay A. Fishman Ltd
Troy,
Michigan
| USD 569 M | +USD 34.6 M | +6% | 9.25% | 105% | 89 | 5.62% | 3.7 |
|
| 2006 |
2006
Pensionfund DSM Netherlands
Sittard,
Netherlands
| USD 568 M | +USD 144 k | +0% | 5.62% | 36.9% | 233 | 21.46% | 2.1 |
|
| 2007 |
2007
Baystate Wealth Management
Boston,
Massachusetts
| USD 566 M | -USD 108 M | -16% | 3.92% | 14.6% | 719 | 8.76% | 1.5 |
|
| 2008 |
SFM
2008
Signature Financial Management
Norfolk,
Virginia
| USD 566 M | +USD 93.1 M | +20% | 5.37% | 20.8% | 172 | 10.47% | 2.5 |
|
| 2009 |
2009
Silver Rock Financial
Los Angeles,
California
| USD 565 M | +USD 110 M | +24% | 4.26% | 2.58% | 34 | 17.65% | 1.1 |
|
| 2010 |
2010
Venturi Wealth Management
Austin,
Texas
| USD 565 M | +USD 28.6 M | +5% | 6.69% | 101% | 176 | 11.36% | 1.5 |
|
| 2011 |
2011
Empirical Wealth Management
Seattle,
Washington
| USD 564 M | +USD 30.1 M | +6% | 2.03% | 78.8% | 225 | 22.67% | 2.1 |
|
| 2012 |
2012
Raging Capital Management
Rocky Hill,
New Jersey
| USD 564 M | -USD 102 M | -15% | 4.07% | 6.41% | 31 | 32.26% | 1.3 |
|
| 2013 |
2013
Girard Partners
King Of Prussia,
Pennsylvania
| USD 564 M | +USD 34.2 M | +6% | 7.68% | 25.7% | 982 | 73.22% | 0.7 |
|
| 2014 |
2014
Brouwer & Janachowski
Mill Valley,
California
| USD 563 M | +USD 41.6 M | +8% | 4.34% | 41.8% | 53 | 9.43% | 2.8 |
|
| 2015 |
2015
Marble Harbor Investment Counsel
Boston,
Massachusetts
| USD 563 M | +USD 37.4 M | +7% | 8.21% | 66.7% | 155 | 5.81% | 3.9 |
|
| 2016 |
LCM
2016
Lonestar Capital Management
San Francisco,
California
| USD 563 M | +USD 261 M | +86% | 1.34% | 260% | 23 | 26.09% | 0.9 |
|
| 2017 |
2017
Halsey Associates
New Haven,
Connecticut
| USD 562 M | +USD 47.4 M | +9% | 9.21% | 63.8% | 97 | 9.28% | 3.9 |
|
| 2018 |
2018
Hudson Edge Investment Partners
Jersey City,
New Jersey
| USD 562 M | +USD 25.8 M | +5% | 5.6% | 68.6% | 158 | 8.23% | 3 |
|
| 2019 |
2019
Canandaigua National Bank & Trust
Canandaigua,
New York
| USD 562 M | +USD 40.9 M | +8% | 7.94% | – | 356 | 12.36% | 2.4 |
|
| 2020 |
2020
Thompson Investment Management
Madison,
Wisconsin
| USD 561 M | +USD 13.1 M | +2% | 4.35% | 100% | 186 | 9.14% | 3.7 |
|
| 2021 |
2021
L. Roy Papp & Associates
Phoenix,
Arizona
| USD 560 M | +USD 31.3 M | +6% | 8.27% | 80.1% | 163 | 6.13% | 3.4 |
|
| 2022 |
PCM
2022
Prime Capital Management
Hong Kong
| USD 559 M | -USD 45.3 M | -7% | 6.48% | 579% | 4 | 0% | 2.4 |
|
| 2023 |
2023
Investure LLC
Charlottesville,
Virginia
| USD 559 M | -USD 288 M | -34% | 2.15% | 55.4% | 15 | 0% | 2.2 |
|
| 2024 |
2024
Atika Capital Management
New York
| USD 558 M | +USD 37.6 M | +7% | 23.5% | 811% | 112 | 45.54% | 0.7 |
|
| 2025 |
2025
Savant Capital
Rockford,
Illinois
| USD 557 M | +USD 88.7 M | +19% | 5.43% | 61.2% | 308 | 8.77% | 3.3 |
|