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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
Nixon Peabody Trust
Boston,
Massachusetts
| USD 1321 M | -USD 45 M | -3% | 4.52% | 101% | 167 | 13.17% | 3.2 |
|
| 2002 |
2002
Alaska Permanent Capital Management
Anchorage,
Alaska
| USD 1320 M | -USD 39.2 M | -3% | 0.57% | 42.8% | 46 | 17.39% | 4 |
|
| 2003 |
2003
Fusion Family Wealth
Woodbury,
New York
| USD 1319 M | -USD 15.4 M | -1% | 2.04% | 58.2% | 47 | 2.13% | 5.3 |
|
| 2004 |
2004
First Heartland Consultants
Lake St. Louis,
Missouri
| USD 1319 M | +USD 79.8 M | +6% | 1.83% | 59.2% | 571 | 15.06% | 3.3 |
|
| 2005 |
2005
Ardmore Road Asset Management
New York
| USD 1319 M | -USD 229 M | -15% | 5.66% | 245% | 103 | 59.22% | 0.3 |
|
| 2006 |
AL
2006
Arnhold LLC
New York
| USD 1318 M | +USD 123 M | +10% | 12.9% | 164% | 119 | 6.72% | 4.8 |
|
| 2007 |
2007
Edgar Lomax Company
Kingstowne,
Virginia
| USD 1316 M | +USD 39.5 M | +3% | 4.92% | 66.2% | 64 | 9.38% | 5.4 |
|
| 2008 |
OHIF
2008
Oriental Harbor Investment Fund
Hong Kong
| USD 1316 M | +USD 23.8 M | +2% | 8.85% | – | 17 | 41.18% | 1 |
|
| 2009 |
2009
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
| USD 1314 M | +USD 159 M | +14% | 5.31% | 151% | 374 | 20.05% | 1.3 |
|
| 2010 |
2010
Fairmount Funds Management
West Conshohocken,
Pennsylvania
| USD 1314 M | +USD 202 M | +18% | 73.9% | 2,136% | 17 | 23.53% | 2.4 |
|
| 2011 |
2011
Seven Grand Managers
Bronxville,
New York
| USD 1313 M | +USD 81.9 M | +7% | 7.79% | 281% | 168 | 58.93% | 0.3 |
|
| 2012 |
2012
Stack Financial Management
Whitefish,
Montana
| USD 1311 M | +USD 106 M | +9% | 1.46% | 58.4% | 59 | 13.56% | 4.8 |
|
| 2013 |
2013
Charter Oak Capital Management
Portsmouth,
New Hampshire
| USD 1311 M | +USD 36.6 M | +3% | 1.76% | 39.2% | 212 | 6.6% | 3.5 |
|
| 2014 |
2014
DigitalBridge Group
Boca Raton,
Florida
| USD 1311 M | +USD 56.4 M | +4% | 5.86% | 161% | 79 | 20.25% | 1.4 |
|
| 2015 |
TA
2015
TCM Advisors
Martinsburg,
West Virginia
| USD 1311 M | +USD 356 M | +37% | 1.79% | 56.1% | 65 | 0% | 3.1 |
|
| 2016 |
2016
Magnus Financial Group
New York
| USD 1310 M | +USD 42.6 M | +3% | 2.27% | 78.2% | 443 | 13.32% | 3.1 |
|
| 2017 |
2017
RVW Wealth
Los Angeles,
California
| USD 1309 M | +USD 28.4 M | +2% | 2.04% | 65.8% | 190 | 12.11% | 3.2 |
|
| 2018 |
2018
Washington Trust Advisors
Wellesley,
Massachusetts
| USD 1309 M | -USD 5.39 M | -0.4% | 3.74% | 106% | 710 | 20.56% | 3 |
|
| 2019 |
2019
First Light Asset Management
Edina,
Minnesota
| USD 1308 M | +USD 247 M | +23% | 43% | 364% | 47 | 42.55% | 2.1 |
|
| 2020 |
2020
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| USD 1307 M | +USD 498 k | +0% | 4.82% | 87.2% | 130 | 6.15% | 6.7 |
|
| 2021 |
2021
Luxor Capital Group
New York
| USD 1306 M | -USD 819 M | -39% | 5.01% | 131% | 63 | 33.33% | 1.4 |
|
| 2022 |
2022
American Securities
New York
| USD 1306 M | +USD 227 M | +21% | 21.1% | – | 1 | 0% | 1 |
|
| 2023 |
2023
Bain Capital Life Sciences Investors
Boston,
Massachusetts
| USD 1306 M | -USD 201 M | -13% | 38.2% | 507% | 21 | 9.52% | 3.8 |
|
| 2024 |
2024
Mainstay Capital Management
Grand Blanc,
Michigan
| USD 1305 M | +USD 308 M | +31% | 9.05% | 131% | 130 | 10.77% | 2.7 |
|
| 2025 |
2025
Styrax Capital
New York
| USD 1305 M | -USD 54.6 M | -4% | 10.9% | 310% | 18 | 55.56% | 0.9 |
|