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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
Tandem Investment Advisors
Charleston,
South Carolina
| USD 1493 M | -USD 547 M | -27% | 2.06% | 10.4% | 87 | 28.74% | 4.9 |
|
| 2002 |
2002
ProVise Management Group
Clearwater,
Florida
| USD 1492 M | +USD 101 M | +7% | 10.9% | 66.8% | 286 | 10.14% | 6.9 |
|
| 2003 |
2003
Mosaic Family Wealth Partners
St. Louis,
Missouri
| USD 1491 M | +USD 514 M | +53% | 14.8% | 67.5% | 434 | 34.79% | 1.5 |
|
| 2004 |
2004
Levin Capital Strategies
New York
| USD 1491 M | +USD 172 M | +13% | 12.7% | 88.6% | 301 | 35.88% | 3.5 |
|
| 2005 |
2005
Aristotle Capital Boston
Boston,
Massachusetts
| USD 1491 M | -USD 120 M | -7% | 17.6% | 72.2% | 124 | 5.65% | 6.5 |
|
| 2006 |
2006
Fairholme Capital Management
South Miami,
Florida
| USD 1490 M | -USD 24.3 M | -2% | 0.17% | 36.2% | 13 | 23.08% | 3.4 |
|
| 2007 |
2007
Redmile Group
San Francisco,
California
| USD 1490 M | -USD 20.6 M | -1% | 39.8% | 777% | 39 | 10.26% | 3.9 |
|
| 2008 |
2008
Main Management
San Francisco,
California
| USD 1488 M | +USD 114 M | +8% | 15.4% | 64.1% | 107 | 15.89% | 5.4 |
|
| 2009 |
2009
WBH Advisory
Baltimore,
Maryland
| USD 1488 M | +USD 153 M | +11% | 13.3% | 57.6% | 372 | 8.33% | 6.3 |
|
| 2010 |
2010
Gemmer Asset Management
Walnut Creek,
California
| USD 1488 M | +USD 223 M | +18% | 29.5% | 96.8% | 198 | 18.69% | 5 |
|
| 2011 |
2011
Mark Asset Management
New York
| USD 1486 M | +USD 389 M | +35% | 51% | 325% | 49 | 38.78% | 2.7 |
|
| 2012 |
2012
Titleist Asset Management
San Antonio,
Texas
| USD 1485 M | +USD 161 M | +12% | 12.9% | 101% | 434 | 13.82% | 1.7 |
|
| 2013 |
2013
Petredis Investment Advisors
Warrendale,
Pennsylvania
| USD 1485 M | +USD 262 M | +21% | 33.9% | 158% | 116 | 7.76% | 2.6 |
|
| 2014 |
2014
Winthrop Advisory Group
Boston,
Massachusetts
| USD 1485 M | +USD 261 M | +21% | 14.9% | 78.3% | 235 | 20.85% | 3.3 |
|
| 2015 |
2015
Cantor Fitzgerald Investment Advisors
New York
| USD 1483 M | +USD 127 M | +9% | 11.3% | 73.4% | 185 | 4.32% | 4.2 |
|
| 2016 |
2016
Transcend Capital Advisors
Madison,
New Jersey
| USD 1482 M | +USD 232 M | +19% | 15% | 71.6% | 865 | 22.43% | 2.2 |
|
| 2017 |
2017
American Express
New York
| USD 1482 M | +USD 601 M | +68% | 68.3% | – | 1 | 0% | 2.5 |
|
| 2018 |
2018
Hackensack Meridian Health
Edison,
New Jersey
| USD 1481 M | +USD 421 M | +40% | 10.5% | 53.4% | 7 | 0% | 2.4 |
|
| 2019 |
2019
Fiduciary Alliance
Greenville,
South Carolina
| USD 1479 M | -USD 178 M | -11% | 13.6% | 104% | 593 | 17.54% | 1.5 |
|
| 2020 |
2020
Symmetry Investments
St Helier,
Jersey
| USD 1479 M | +USD 566 M | +62% | 14.4% | 148% | 215 | 72.56% | 0.3 |
|
| 2021 |
2021
NBC Securities
Birmingham,
Alabama
| USD 1476 M | +USD 144 M | +11% | 16.4% | 93.1% | 2,756 | 19.81% | 1.6 |
|
| 2022 |
2022
Hilton Capital Management
Garden City,
New York
| USD 1469 M | +USD 146 M | +11% | 9.43% | 58.2% | 146 | 19.18% | 2.5 |
|
| 2023 |
2023
Park West Asset Management
San Francisco,
California
| USD 1468 M | +USD 290 M | +25% | 44.1% | 181% | 65 | 47.69% | 0.9 |
|
| 2024 |
2024
Partners Group Holding
Baar-Zug,
Switzerland
| USD 1467 M | +USD 116 M | +9% | 23.5% | 23.3% | 52 | 3.85% | 4.2 |
|
| 2025 |
2025
Harbor Capital Advisors
Chicago,
Illinois
| USD 1467 M | +USD 232 M | +19% | 24.7% | 128% | 1,266 | 8.53% | 1.5 |
|