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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
CWA Asset Management Group
Naples,
Florida
| USD 620 M | -USD 3.2 M | -0.5% | 6.08% | – | 259 | 20.08% | 1.9 |
|
| 2002 |
2002
Governors Lane
New York
| USD 620 M | -USD 131 M | -17% | 19.3% | 133% | 70 | 51.43% | 0.6 |
|
| 2003 |
2003
Third Security
Radford,
Virginia
| USD 620 M | -USD 47.4 M | -7% | 0.03% | 28.2% | 12 | 16.67% | 4.6 |
|
| 2004 |
2004
Shaolin Capital Management
Miami,
Florida
| USD 619 M | -USD 30.8 M | -5% | 1.25% | 86.1% | 171 | 42.11% | 0.4 |
|
| 2005 |
2005
Thompson Investment Management
Madison,
Wisconsin
| USD 618 M | +USD 107 M | +21% | 8.4% | 100% | 196 | 9.18% | 4 |
|
| 2006 |
SAM
2006
Sandell Asset Management
New York
| USD 618 M | +USD 321 M | +108% | 24.1% | 322% | 64 | 59.38% | 0.6 |
|
| 2007 |
2007
Centerbridge Partners
New York
| USD 618 M | +USD 67.4 M | +12% | 26.7% | 15.9% | 12 | 33.33% | 1.4 |
|
| 2008 |
CWM
2008
Cornerstone Wealth Management
St. Peters,
Missouri
| USD 617 M | +USD 50.4 M | +9% | 7.1% | 69.8% | 374 | 14.44% | 2.3 |
|
| 2009 |
2009
Ikarian Capital
Dallas,
Texas
| USD 617 M | – | – | 69.5% | 5,184% | 114 | – | 0 |
|
| 2010 |
2010
First Nebraska Trust
Lincoln,
Nebraska
| USD 616 M | +USD 15 M | +2% | 8.8% | 67.9% | 149 | 3.36% | 4.3 |
|
| 2011 |
2011
Kemper
Chicago,
Illinois
| USD 616 M | -USD 69.7 M | -10% | 4.38% | 28.6% | 51 | 0% | 1.9 |
|
| 2012 |
2012
Hawk Ridge Capital Management
Los Angeles,
California
| USD 615 M | +USD 116 M | +23% | 6.45% | 84.9% | 53 | 49.06% | 0.9 |
|
| 2013 |
2013
Woodstock Corp
Boston,
Massachusetts
| USD 614 M | +USD 40 M | +7% | 10.1% | 115% | 164 | 6.71% | 5 |
|
| 2014 |
PAM
2014
Private Asset Management
San Diego,
California
| USD 614 M | +USD 35.5 M | +6% | 10.1% | 38.2% | 145 | 12.41% | 4.2 |
|
| 2015 |
AH
2015
Aviva Holdings
New Providence,
Bahamas
| USD 613 M | +USD 188 M | +44% | 52.6% | 36.5% | 6 | 16.67% | 1.7 |
|
| 2016 |
2016
Matrix Asset Advisors
White Plains,
New York
| USD 613 M | +USD 47.2 M | +8% | 8.37% | 84.9% | 79 | 8.86% | 4.1 |
|
| 2017 |
2017
Pensionfund DSM Netherlands
Sittard,
Netherlands
| USD 613 M | +USD 54.1 M | +10% | 5.37% | 36.9% | 223 | 18.39% | 2.8 |
|
| 2018 |
2018
Stonebridge Capital Advisors
St Paul,
Minnesota
| USD 613 M | +USD 32.8 M | +6% | 7.91% | 80.1% | 967 | 15.41% | 1.1 |
|
| 2019 |
2019
TD Capital Management
Memphis,
Tennessee
| USD 613 M | +USD 53.6 M | +10% | 4.82% | 40.5% | 289 | 10.38% | 3.1 |
|
| 2020 |
2020
Fund Evaluation Group
Cincinnati,
Ohio
| USD 612 M | +USD 75 M | +14% | 6.03% | 51.6% | 40 | 55% | 1.3 |
|
| 2021 |
2021
Pier Capital
Stamford,
Connecticut
| USD 612 M | +USD 21.2 M | +4% | 11.7% | 223% | 123 | 26.83% | 1.1 |
|
| 2022 |
2022
Virtus ETF Advisers
New York
| USD 612 M | +USD 115 M | +23% | 9.34% | 177% | 532 | 33.27% | 0.9 |
|
| 2023 |
2023
J.M. Forbes & Co
Boston,
Massachusetts
| USD 611 M | +USD 91.3 M | +18% | 8.51% | 112% | 108 | 5.56% | 4.6 |
|
| 2024 |
OIM
2024
Opus Investment Management
Worcester,
Massachusetts
| USD 611 M | +USD 35.9 M | +6% | 5.85% | 52.8% | 113 | 15.04% | 3.3 |
|
| 2025 |
2025
Klingman & Associates
New York
| USD 611 M | +USD 52.6 M | +9% | 6.18% | 64.9% | 138 | 14.49% | 2.9 |
|