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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
Caxton Associates (New York)
New York
| USD 912 M | -USD 191 M | -17% | 5.98% | 73.9% | 671 | 69.75% | 0.1 |
|
| 2002 |
2002
Capital Asset Advisory Services
Williamston,
Michigan
| USD 912 M | +USD 241 M | +36% | 5.98% | 51% | 772 | 15.41% | 1.2 |
|
| 2003 |
C
2003
Chescapmanager
Baltimore,
Maryland
| USD 911 M | -USD 26.5 M | -3% | 1.42% | 202% | 90 | 44.44% | 0.9 |
|
| 2004 |
2004
Mudrick Capital Management
New York
| USD 911 M | +USD 28.7 M | +3% | 31.3% | 212% | 14 | 42.86% | 0.7 |
|
| 2005 |
2005
Simcoe Capital Management
New York
| USD 910 M | +USD 125 M | +16% | 16.1% | 48.7% | 18 | 44.44% | 0.9 |
|
| 2006 |
2006
SP Asset Management
Cupertino,
California
| USD 910 M | +USD 105 M | +13% | 10.9% | 92.4% | 121 | 11.57% | 1.8 |
|
| 2007 |
MFP
2007
Michael F. Price
| USD 910 M | +USD 75.5 M | +9% | 4.45% | 42.6% | 151 | 14.57% | 2.7 |
|
| 2008 |
2008
BRR OpCo
Columbus,
Ohio
| USD 909 M | +USD 74.6 M | +9% | 7.38% | 23.6% | 240 | 12.5% | 2.8 |
|
| 2009 |
2009
Forward Management
San Francisco,
California
| USD 908 M | +USD 413 M | +84% | 4.53% | 36.9% | 29 | 51.72% | 2.6 |
|
| 2010 |
2010
Trigran Investments
Northbrook,
Illinois
| USD 907 M | +USD 97.6 M | +12% | 5.51% | 30.2% | 21 | 14.29% | 2.9 |
|
| 2011 |
2011
Greenvale Capital
London,
United Kingdom
| USD 907 M | -USD 12 M | -1% | 10.4% | 101% | 18 | 55.56% | 0.8 |
|
| 2012 |
2012
Condor Capital Management
Martinsville,
New Jersey
| USD 906 M | +USD 63.2 M | +8% | 6.25% | 58.2% | 340 | 25% | 2.7 |
|
| 2013 |
2013
Cornercap Investment Counsel
Atlanta,
Georgia
| USD 905 M | +USD 10.8 M | +1% | 4.84% | 55.4% | 631 | 31.22% | 1 |
|
| 2014 |
2014
B. Riley Wealth Management
Memphis,
Tennessee
| USD 904 M | +USD 48.2 M | +6% | 7.86% | 32.2% | 486 | 24.28% | 1.6 |
|
| 2015 |
2015
Asset Advisors Investment Management
Augusta,
Georgia
| USD 904 M | +USD 47.8 M | +6% | 7.3% | 67.5% | 94 | 3.19% | 2.4 |
|
| 2016 |
2016
BDO Wealth Advisors
Jacksonville,
Florida
| USD 903 M | +USD 54.7 M | +6% | 5.08% | 38.3% | 1,247 | 13.23% | 1.6 |
|
| 2017 |
2017
Endurance Wealth Management
Providence,
Rhode Island
| USD 902 M | +USD 52 M | +6% | 6.42% | 59% | 667 | 5.1% | 4 |
|
| 2018 |
2018
Gratus Capital
Atlanta,
Georgia
| USD 901 M | +USD 69 M | +8% | 8.05% | 51.4% | 191 | 8.38% | 3.3 |
|
| 2019 |
2019
Blue Whale Capital
London,
United Kingdom
| USD 901 M | +USD 143 M | +19% | 15.8% | 409% | 19 | 10.53% | 1.2 |
|
| 2020 |
2020
SFMG Wealth Advisors
Plano,
Texas
| USD 900 M | +USD 37.8 M | +4% | 6.32% | 76.1% | 279 | 19% | 2.2 |
|
| 2021 |
2021
Dubuque Bank & Trust
Dubuque,
Iowa
| USD 900 M | +USD 21.7 M | +2% | 5.35% | 24% | 292 | 13.36% | 3.2 |
|
| 2022 |
HI
2022
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| USD 899 M | +USD 78.8 M | +10% | 6.3% | 37.9% | 131 | 10.69% | 2.7 |
|
| 2023 |
2023
IFG Advisory
Atlanta,
Georgia
| USD 899 M | +USD 96.4 M | +12% | 5.62% | 70.1% | 525 | 20.57% | 1.9 |
|
| 2024 |
2024
Cardan Capital Partners
Denver,
Colorado
| USD 899 M | +USD 66 M | +8% | 8.99% | 64% | 288 | 30.56% | 1.7 |
|
| 2025 |
2025
Keel Point
Huntsville,
Alabama
| USD 898 M | -USD 128 M | -12% | 7.05% | 76.4% | 315 | 22.22% | 1.9 |
|