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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
Greenwood Gearhart
Fayetteville,
Arkansas
| USD 845 M | -USD 13.9 M | -2% | 4.12% | 70.6% | 103 | 10.68% | 4.3 |
|
| 2002 |
2002
Zweig-DiMenna Associates
New York
| USD 844 M | +USD 43.7 M | +5% | 3.25% | 561% | 124 | 19.35% | 1.4 |
|
| 2003 |
2003
Hodges Capital Management
Dallas,
Texas
| USD 843 M | -USD 873 M | -51% | 0.42% | 200% | 228 | 46.49% | 2.4 |
|
| 2004 |
SCM
2004
SIR Capital Management
New York
| USD 843 M | -USD 70.2 M | -8% | 9.38% | 71.1% | 75 | 29.33% | 0.9 |
|
| 2005 |
2005
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| USD 842 M | -USD 117 M | -12% | 5.62% | 61.4% | 141 | 7.8% | 5.4 |
|
| 2006 |
2006
Keystone Investors
Singapore
| USD 840 M | +USD 264 M | +46% | 12.1% | – | 53 | 60.38% | 0.3 |
|
| 2007 |
2007
Tradition Wealth Management
Edina,
Minnesota
| USD 840 M | -USD 16.5 M | -2% | 3.28% | 69.6% | 1,426 | 8.06% | 1.8 |
|
| 2008 |
2008
Levin Capital Strategies
New York
| USD 840 M | -USD 41.1 M | -5% | 2.39% | 88.6% | 334 | 38.32% | 3.1 |
|
| 2009 |
2009
AltraVue Capital
Bellevue,
Washington
| USD 840 M | -USD 10 M | -1% | 3.36% | 221% | 33 | 15.15% | 3.1 |
|
| 2010 |
2010
Bangor Savings Bank
Bangor,
Maine
| USD 840 M | -USD 42 M | -5% | 3.47% | 54.6% | 564 | 10.64% | 2.9 |
|
| 2011 |
2011
Blue Chip Partners
Farmington Hills,
Michigan
| USD 839 M | -USD 40.8 M | -5% | 3.62% | 81.2% | 193 | 12.95% | 4.4 |
|
| 2012 |
AL
2012
Arnhold LLC
New York
| USD 839 M | -USD 43.5 M | -5% | 2.95% | 164% | 131 | 6.87% | 3.6 |
|
| 2013 |
2013
Weatherly Asset Management
Del Mar,
California
| USD 837 M | -USD 19.7 M | -2% | 0.85% | 116% | 182 | 7.14% | 7 |
|
| 2014 |
2014
No Street GP LP
San Francisco,
California
| USD 836 M | -USD 180 M | -18% | 2.63% | 246% | 40 | 55% | 0.9 |
|
| 2015 |
2015
Campbell & Co Investment Adviser
Baltimore,
Maryland
| USD 836 M | +USD 275 M | +49% | 5.91% | 31% | 1,244 | 59.16% | 0.3 |
|
| 2016 |
2016
Sixth Street Partners
Dallas,
Texas
| USD 836 M | -USD 263 M | -24% | 1.54% | 5.31% | 20 | 20% | 1.4 |
|
| 2017 |
2017
Styrax Capital
New York
| USD 836 M | -USD 19.2 M | -2% | 1.92% | 310% | 19 | 36.84% | 0.6 |
|
| 2018 |
2018
Beaird Harris Wealth Management
Dallas,
Texas
| USD 835 M | -USD 112 k | -0% | 2.27% | 41.3% | 496 | 14.72% | 1.3 |
|
| 2019 |
2019
XML Financial
Bethesda,
Maryland
| USD 834 M | -USD 30.1 M | -3% | 3.88% | 69.5% | 348 | 11.21% | 2.3 |
|
| 2020 |
2020
True Link Financial Advisors
San Francisco,
California
| USD 834 M | +USD 6.08 M | +0.7% | 2.22% | 26.8% | 114 | 10.53% | 2.2 |
|
| 2021 |
2021
Front Barnett Associates
Chicago,
Illinois
| USD 833 M | -USD 52.8 M | -6% | 2.31% | 40.5% | 120 | 5.83% | 7.3 |
|
| 2022 |
2022
Plante Moran Financial Advisors
Southfield,
Michigan
| USD 833 M | -USD 12.5 M | -1% | 4.45% | 62.8% | 874 | 22.65% | 4.9 |
|
| 2023 |
2023
Marcum Wealth
Cleveland,
Ohio
| USD 832 M | -USD 20.1 M | -2% | 4.2% | 20% | 401 | 9.23% | 2.1 |
|
| 2024 |
2024
Ikarian Capital
Dallas,
Texas
| USD 831 M | +USD 203 M | +32% | 39.2% | 5,184% | 181 | 55.25% | 0.5 |
|
| 2025 |
2025
Longbow Finance
Lutry,
Switzerland
| USD 831 M | -USD 27.5 M | -3% | 2.18% | 162% | 67 | 22.39% | 0.6 |
|