¡Ya estamos en !
Descubre más
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
First Heartland Consultants
Lake St. Louis,
Missouri
| USD 1305 M | -USD 14.1 M | -1% | 1.27% | 59.2% | 579 | 17.62% | 3.5 |
|
| 2002 |
2002
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| USD 1305 M | -USD 33.1 M | -2% | 1.48% | 85.4% | 2,800 | 8.25% | 4.6 |
|
| 2003 |
2003
Clear Creek Financial Management
Silverdale,
Washington
| USD 1305 M | +USD 79.3 M | +6% | 0.87% | 86.1% | 658 | 19.3% | 2 |
|
| 2004 |
2004
Sherman Porfolios
Coeur D'alene,
Idaho
| USD 1304 M | -USD 163 M | -11% | 3.36% | – | 175 | 54.86% | 0.4 |
|
| 2005 |
2005
Himension Capital (Singapore)
Singapore
| USD 1302 M | -USD 318 M | -20% | 5.9% | 492% | 155 | 51.61% | 0.6 |
|
| 2006 |
2006
Silver Point Capital
Greenwich,
Connecticut
| USD 1301 M | -USD 918 M | -41% | 3.61% | 108% | 22 | 31.82% | 1.6 |
|
| 2007 |
2007
Payden & Rygel
Los Angeles,
California
| USD 1299 M | -USD 147 M | -10% | 2.89% | 113% | 129 | 22.48% | 4.6 |
|
| 2008 |
GPCM
2008
Greenbrier Partners Capital Management
Dallas,
Texas
| USD 1298 M | -USD 193 M | -13% | 5.56% | 96.1% | 12 | 8.33% | 10.2 |
|
| 2009 |
2009
Private Wealth Partners
Mill Valley,
California
| USD 1298 M | -USD 113 M | -8% | 3.42% | 132% | 181 | 12.15% | 4.6 |
|
| 2010 |
2010
Mainstay Capital Management
Grand Blanc,
Michigan
| USD 1297 M | -USD 8.26 M | -0.6% | 2.59% | 131% | 155 | 25.81% | 2.5 |
|
| 2011 |
2011
MPM BioImpact
Boston,
Massachusetts
| USD 1295 M | +USD 421 M | +48% | 20.4% | 550% | 49 | 38.78% | 0.9 |
|
| 2012 |
2012
Alta Capital Management
Salt Lake City,
Utah
| USD 1291 M | -USD 210 M | -14% | 6.77% | 89.2% | 115 | 29.57% | 4.6 |
|
| 2013 |
2013
AH Capital Management
Menlo Park,
California
| USD 1291 M | -USD 289 M | -18% | 1.11% | – | 17 | 29.41% | 1 |
|
| 2014 |
2014
Penn Capital Management
Philadelphia,
Pennsylvania
| USD 1290 M | +USD 35.6 M | +3% | 8.89% | 170% | 202 | 33.66% | 1.5 |
|
| 2015 |
2015
Charter Oak Capital Management
Portsmouth,
New Hampshire
| USD 1290 M | -USD 21.4 M | -2% | 1.51% | 39.2% | 218 | 9.17% | 3.6 |
|
| 2016 |
2016
MONECO Advisors
Fairfield,
Connecticut
| USD 1289 M | +USD 29.7 M | +2% | 0.23% | 77.7% | 551 | 14.52% | 2.9 |
|
| 2017 |
2017
Colonial Trust Advisors
Spartanburg,
South Carolina
| USD 1287 M | -USD 42.2 M | -3% | 0.56% | 80% | 761 | 12.61% | 3.7 |
|
| 2018 |
2018
Crédit Industriel et Commercial
Paris France,
France
| USD 1284 M | -USD 17.4 M | -1% | 2.77% | – | 453 | 44.81% | 0.6 |
|
| 2019 |
2019
RVW Wealth
Los Angeles,
California
| USD 1284 M | -USD 25.6 M | -2% | 2.08% | 65.8% | 193 | 15.03% | 3.4 |
|
| 2020 |
2020
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
| USD 1280 M | -USD 174 M | -12% | 1.75% | 155% | 574 | 51.39% | 1.2 |
|
| 2021 |
2021
Nilsine Partners
Greenwood Village,
Colorado
| USD 1280 M | +USD 125 M | +11% | 3.77% | 128% | 470 | 26.38% | 1.8 |
|
| 2022 |
2022
Penobscot Investment Management
Boston,
Massachusetts
| USD 1279 M | -USD 49.4 M | -4% | 1.1% | 114% | 325 | 7.38% | 6.2 |
|
| 2023 |
2023
Sovran Advisors
San Diego,
California
| USD 1275 M | +USD 97.5 M | +8% | 1.69% | – | 618 | 17.31% | 0.9 |
|
| 2024 |
2024
Fort Baker Capital Management
Larkspur,
California
| USD 1274 M | +USD 358 M | +39% | 4.15% | 46.3% | 166 | 59.04% | 0.2 |
|
| 2025 |
2025
Cozad Asset Management
Champaign,
Illinois
| USD 1273 M | -USD 16.9 M | -1% | 0.54% | 132% | 441 | 8.84% | 4.2 |
|