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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
Royal Fund Management
Lady Lake,
Florida
| USD 1018 M | +USD 114 M | +13% | 8.54% | 103% | 344 | 16.86% | 2.6 |
|
| 2002 |
2002
Bouchey Financial Group
Troy,
New York
| USD 1016 M | +USD 82.6 M | +9% | 6.43% | 66.7% | 155 | 16.13% | 2.9 |
|
| 2003 |
2003
Atika Capital Management
New York
| USD 1015 M | +USD 268 M | +36% | 27.6% | 811% | 117 | 59.83% | 0.8 |
|
| 2004 |
2004
TCI Wealth Advisors
Tucson,
Arizona
| USD 1015 M | +USD 76.9 M | +8% | 7% | 68.2% | 225 | 12% | 7.1 |
|
| 2005 |
2005
Duality Advisers
Miami,
Florida
| USD 1013 M | +USD 67.6 M | +7% | 5.53% | 18.3% | 782 | 55.88% | 0.4 |
|
| 2006 |
2006
Unison Advisors
Washington,
District of Columbia
| USD 1013 M | +USD 69.7 M | +7% | 6.33% | 57.8% | 181 | 2.21% | 3 |
|
| 2007 |
2007
Colonial Trust Advisors
Spartanburg,
South Carolina
| USD 1011 M | +USD 68.8 M | +7% | 9.08% | 80% | 1,095 | 23.56% | 1.9 |
|
| 2008 |
2008
Gladstone Capital Management
London,
United Kingdom
| USD 1010 M | +USD 157 M | +18% | 17.8% | 327% | 24 | 62.5% | 0.9 |
|
| 2009 |
2009
RKL Wealth Management
Lancaster,
Pennsylvania
| USD 1009 M | +USD 84.4 M | +9% | 8.48% | 76.8% | 162 | 8.02% | 4.8 |
|
| 2010 |
2010
Ally Invest Advisors
Charlotte,
North Carolina
| USD 1008 M | +USD 68.8 M | +7% | 4.89% | 41.1% | 61 | 4.92% | 2.1 |
|
| 2011 |
2011
Arrow Financial
Glens Falls,
New York
| USD 1007 M | +USD 43.5 M | +5% | 7.05% | 71.1% | 352 | 6.53% | 7.2 |
|
| 2012 |
2012
Campbell Wealth Management
Alexandria,
Virginia
| USD 1006 M | +USD 164 M | +19% | 6.33% | 11.2% | 96 | 39.58% | 1.9 |
|
| 2013 |
SBCM
2013
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| USD 1005 M | +USD 111 M | +12% | 13.9% | 72.3% | 55 | 10.91% | 6 |
|
| 2014 |
2014
ARS Investment Partners
New York
| USD 1004 M | +USD 101 M | +11% | 15.2% | 266% | 174 | 17.24% | 3.2 |
|
| 2015 |
2015
Levin Capital Strategies
New York
| USD 1002 M | +USD 75.2 M | +8% | 7.56% | 91.9% | 305 | 41.97% | 3.4 |
|
| 2016 |
2016
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| USD 1002 M | +USD 200 M | +25% | 9.16% | 94.5% | 26 | 15.38% | 2.1 |
|
| 2017 |
2017
United Asset Strategies
Garden City,
New York
| USD 1001 M | +USD 111 M | +12% | 10.6% | 111% | 253 | 14.23% | 3.4 |
|
| 2018 |
2018
Onex Canada Asset Management
Toronto,
Ontario, Canada
| USD 1001 M | -USD 13.2 M | -1% | 10.1% | 87.8% | 125 | 10.4% | 4 |
|
| 2019 |
2019
Kintegral Advisory
New York
| USD 1000 M | +USD 97.1 M | +11% | 15.2% | 143% | 263 | 1.14% | 3.6 |
|
| 2020 |
2020
Power Corp of Canada
Montreal, Quebec,
Canada
| USD 1000 M | +USD 35.3 M | +4% | 7.24% | 14.4% | 164 | 98.17% | 1.1 |
|
| 2021 |
2021
Angeles Wealth Management
Santa Monica,
California
| USD 1000 M | +USD 179 M | +22% | 8.23% | 80.6% | 309 | 20.71% | 1.2 |
|
| 2022 |
2022
HITE Hedge Asset Management
Braintree,
Massachusetts
| USD 998 M | +USD 46.8 M | +5% | 8.58% | 54.4% | 107 | 40.19% | 1 |
|
| 2023 |
2023
SlateStone Wealth
Jupiter,
Florida
| USD 996 M | +USD 225 M | +29% | 9.36% | 79.1% | 293 | 21.16% | 2.2 |
|
| 2024 |
2024
Alta Park Capital
San Francisco,
California
| USD 995 M | +USD 22.7 M | +2% | 14% | 1,071% | 48 | 41.67% | 0.8 |
|
| 2025 |
2025
Regal Partners
Sydney, NSW,
Australia
| USD 995 M | +USD 54.6 M | +6% | 14.2% | 146% | 60 | 53.33% | 0.6 |
|