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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
Smith Hayes Advisers
Lincoln,
Nebraska
| USD 480 M | +USD 52.5 M | +12% | 5.32% | 35.2% | 326 | 16.26% | 1.1 |
|
| 1877 |
IMOV
1877
Investment Management of Virginia
Richmond,
Virginia
| USD 480 M | -USD 76.8 M | -14% | 1.46% | 93.4% | 164 | 15.85% | 1.3 |
|
| 1878 |
1878
Kelly Lawrence W & Associates
Pasadens,
California
| USD 480 M | +USD 9.8 M | +2% | 4.54% | 123% | 140 | 45% | 0.8 |
|
| 1879 |
OFM
1879
Okumus Fund Management
Grand Cayman,
Cayman Islands
| USD 480 M | -USD 52.6 M | -10% | 6.54% | 8.26% | 14 | 50% | 0.4 |
|
| 1880 |
1880
Coastline Trust
Providence,
Rhode Island
| USD 479 M | +USD 97.3 M | +25% | 4.57% | 106% | 273 | 22.34% | 1.1 |
|
| 1881 |
1881
Yorktown Management & Research Company
Forest,
Virginia
| USD 479 M | -USD 42.5 M | -8% | 0.56% | 223% | 519 | 28.9% | 1 |
|
| 1882 |
1882
First Fiduciary Investment Counsel
Cleveland,
Ohio
| USD 478 M | +USD 36.5 M | +8% | 3.13% | 48.1% | 44 | 13.64% | 1.2 |
|
| 1883 |
1883
SCGF III Management
Menlo Park,
California
| USD 477 M | +USD 98.8 M | +26% | 27.6% | – | 3 | 0% | 1.3 |
|
| 1884 |
1884
Ashmore Group
London,
United Kingdom
| USD 477 M | -USD 35.3 M | -7% | 5.93% | 103% | 69 | 34.78% | 0.8 |
|
| 1885 |
1885
Simon Property Group
Indianapolis,
Indiana
| USD 476 M | – | – | 30.7% | – | 1 | – | 0 |
|
| 1886 |
SCM
1886
SIR Capital Management
New York
| USD 476 M | -USD 85.1 M | -15% | 12.5% | 71.1% | 89 | 75.28% | 0.3 |
|
| 1887 |
1887
Anne Ray Charitable Trust
Eden Prairie,
Minnesota
| USD 476 M | -USD 48.2 M | -9% | 2.35% | 31% | 2 | 50% | 0.5 |
|
| 1888 |
1888
Strategy Asset Managers
Pasadena,
California
| USD 476 M | +USD 18 M | +4% | 5.36% | 115% | 138 | 6.52% | 1.1 |
|
| 1889 |
1889
Needham Investment Management
New York
| USD 475 M | +USD 23.1 M | +5% | 10.3% | 424% | 126 | 11.11% | 1.2 |
|
| 1890 |
1890
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| USD 474 M | +USD 46.5 M | +11% | 6.62% | 69.3% | 737 | 19% | 1.1 |
|
| 1891 |
1891
Zuckerman Investment Group
Chicago,
Illinois
| USD 473 M | -USD 7.05 M | -1% | 4.02% | 111% | 66 | 18.18% | 1 |
|
| 1892 |
1892
Richard C. Young & Co
Newport,
Rhode Island
| USD 473 M | +USD 5.83 M | +1% | 2.16% | 137% | 81 | 22.22% | 1 |
|
| 1893 |
1893
BLB&B Advisors
Montgomeryville,
Pennsylvania
| USD 473 M | +USD 10.6 M | +2% | 3.73% | 71.6% | 295 | 9.15% | 1.2 |
|
| 1894 |
1894
Clermont Group
Grand Cayman,
Cayman Islands
| USD 472 M | -USD 52.9 M | -10% | 10.1% | – | 1 | 0% | 1.5 |
|
| 1895 |
1895
Bank Hapoalim BM
Tel Aviv,
Israel
| USD 471 M | +USD 41 M | +10% | 4.17% | 76.6% | 174 | 13.79% | 0.8 |
|
| 1896 |
AH
1896
Allen Holding
New York
| USD 471 M | -USD 1.56 M | -0.3% | 0.29% | 135% | 13 | 15.38% | 1.4 |
|
| 1897 |
1897
Merion Investment Management
Bay Harbor Islands,
Florida
| USD 470 M | +USD 11.5 M | +3% | 2.1% | 27.6% | 19 | 36.84% | 0.5 |
|
| 1898 |
1898
First Niagara Bank
Lockport,
New York
| USD 468 M | -USD 6.35 M | -1% | 4.9% | 38.1% | 254 | 14.17% | 1.2 |
|
| 1899 |
1899
Compass Capital Management
Minneapolis,
Minnesota
| USD 468 M | -USD 51.4 M | -10% | 8.34% | 50.8% | 58 | 24.14% | 1.4 |
|
| 1900 |
1900
Main Street Research
Lakeville,
Connecticut
| USD 467 M | +USD 17.9 M | +4% | 7.79% | 232% | 152 | 25% | 1.2 |
|