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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 |
KC
2001
KCL Capital
New York
| USD 985 M | -USD 1181 M | -55% | 12.9% | 106% | 81 | 64.2% | 0.3 |
|
| 2002 |
HI
2002
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| USD 985 M | +USD 68 M | +7% | 6.08% | 37.9% | 123 | 11.38% | 3 |
|
| 2003 |
2003
Nexus Investment Management
Toronto,
Ontario, Canada
| USD 983 M | +USD 57.3 M | +6% | 9.6% | 93.5% | 66 | 3.03% | 6.3 |
|
| 2004 |
2004
CapWealth Advisors
Franklin,
Tennessee
| USD 983 M | +USD 69.9 M | +8% | 7.03% | 152% | 123 | 11.38% | 4.1 |
|
| 2005 |
KL
2005
KGH Ltd
Nassau,
Bahamas
| USD 982 M | -USD 51.1 M | -5% | 8.83% | 139% | 50 | 52% | 0.6 |
|
| 2006 |
2006
Caxton Associates (New York)
New York
| USD 982 M | +USD 77.1 M | +9% | 11.7% | 73.9% | 710 | 62.54% | 0.3 |
|
| 2007 |
2007
Northcape Capital
Sydney,
Australia
| USD 982 M | +USD 39.1 M | +4% | 3.48% | – | 26 | 3.85% | 2.7 |
|
| 2008 |
2008
Vicus Capital
State College,
Pennsylvania
| USD 982 M | +USD 368 M | +60% | 6.17% | 67% | 245 | 49.8% | 2.1 |
|
| 2009 |
2009
Virtu Financial
New York
| USD 978 M | -USD 158 M | -14% | 1.76% | 160% | 2,492 | 76.12% | 0.2 |
|
| 2010 |
2010
Inclusive Capital Partners
San Francisco,
California
| USD 977 M | +USD 61.6 M | +7% | 9.65% | 14.3% | 9 | 11.11% | 0.9 |
|
| 2011 |
2011
Mill Capital Management
Concord,
North Carolina
| USD 977 M | – | – | 11.2% | 119% | 124 | – | 0 |
|
| 2012 |
2012
Dymon Asia Capital (Singapore)
Singapore
| USD 975 M | +USD 67.9 M | +7% | 3.64% | 291% | 148 | 63.51% | 0.2 |
|
| 2013 |
2013
Ironvine Capital Partners
Omaha,
Nebraska
| USD 975 M | +USD 32.9 M | +3% | 8.36% | 58.8% | 55 | 1.82% | 3 |
|
| 2014 |
2014
Edgemoor Investment Advisors
Bethesda,
Maryland
| USD 975 M | +USD 96.1 M | +11% | 11.3% | 117% | 147 | 8.84% | 4.5 |
|
| 2015 |
2015
Chai Trust Company
Chicago,
Illinois
| USD 971 M | -USD 209 M | -18% | 7.15% | 12.7% | 36 | 16.67% | 2.8 |
|
| 2016 |
2016
Berry Street Capital Management
London,
United Kingdom
| USD 970 M | +USD 310 M | +47% | 18.2% | 331% | 119 | 69.75% | 0.2 |
|
| 2017 |
2017
Resource Management
Metairie,
Louisiana
| USD 970 M | +USD 94.1 M | +11% | 9.54% | 82.7% | 201 | 14.93% | 2.4 |
|
| 2018 |
2018
Logos Global Management
San Francisco,
California
| USD 970 M | -USD 417 M | -30% | 0.32% | 1,585% | 83 | 51.81% | 0.4 |
|
| 2019 |
2019
Grosvenor Holdings
Chicago,
Illinois
| USD 967 M | +USD 151 M | +19% | 2.65% | 54.3% | 22 | 22.73% | 1 |
|
| 2020 |
2020
Kintegral Advisory
New York
| USD 966 M | +USD 113 M | +13% | 14.5% | 143% | 270 | 4.44% | 2.8 |
|
| 2021 |
2021
Webster Bank
Waterbury,
Connecticut
| USD 966 M | +USD 70.3 M | +8% | 8.91% | 77.5% | 566 | 7.24% | 4.4 |
|
| 2022 |
2022
Jacobs & Co
San Francisco,
California
| USD 964 M | +USD 95 M | +11% | 11.2% | 105% | 126 | 9.52% | 5.7 |
|
| 2023 |
2023
MGO One Seven
Beachwood,
Ohio
| USD 964 M | +USD 176 M | +22% | 9.6% | 98.8% | 697 | 17.93% | 1.9 |
|
| 2024 |
2024
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 963 M | -USD 37.7 M | -4% | 7.91% | 34.1% | 23 | 13.04% | 1.6 |
|
| 2025 |
NTCM
2025
Nine Ten Capital Management
Chicago,
Illinois
| USD 962 M | +USD 27.1 M | +3% | 11.8% | 166% | 12 | 8.33% | 2.6 |
|