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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
SKBA Capital Management
San Francisco,
California
| USD 622 M | +USD 6.24 M | +1% | 11.4% | 53.9% | 73 | 4.11% | 3.3 |
|
| 1877 |
1877
Smith Salley Wealth Management
Greensboro,
North Carolina
| USD 621 M | +USD 78 M | +14% | 13.1% | 106% | 183 | 12.57% | 3.3 |
|
| 1878 |
1878
Arden Trust
Wilmington,
Delaware
| USD 621 M | +USD 64 M | +11% | 12.3% | 22.5% | 383 | 19.06% | 3.1 |
|
| 1879 |
1879
Front Barnett Associates
Chicago,
Illinois
| USD 621 M | +USD 72.7 M | +13% | 15.1% | 40.5% | 124 | 4.03% | 4.7 |
|
| 1880 |
1880
Voleon Capital Management
Berkeley,
California
| USD 621 M | -USD 428 M | -41% | 14.7% | – | 68 | 83.82% | 0.1 |
|
| 1881 |
1881
Stephens Group Asset Management
Little Rock,
Arkansas
| USD 620 M | +USD 103 M | +20% | 12.9% | 51.4% | 24 | 41.67% | 1.1 |
|
| 1882 |
1882
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| USD 620 M | +USD 131 M | +27% | 15.2% | 87.2% | 130 | 9.23% | 3.8 |
|
| 1883 |
MP
1883
MFN Partners
Boston,
Massachusetts
| USD 620 M | +USD 30.6 M | +5% | 7.77% | 172% | 20 | 45% | 0.2 |
|
| 1884 |
1884
Dubuque Bank & Trust
Dubuque,
Iowa
| USD 620 M | +USD 64 M | +12% | 10.8% | 24% | 752 | 20.74% | 2.6 |
|
| 1885 |
1885
First Merchants Corp
Muncie,
Indiana
| USD 619 M | +USD 98.3 M | +19% | 13.9% | 55.6% | 204 | 6.86% | 3.5 |
|
| 1886 |
1886
Zions Bancorporation
Salt Lake City,
Utah
| USD 619 M | +USD 482 M | +353% | 13% | 22.9% | 1,012 | 57.51% | 0.6 |
|
| 1887 |
1887
Dividend Assets Capital
Ridgeland,
South Carolina
| USD 619 M | +USD 45 M | +8% | 15.7% | 67.4% | 171 | 12.87% | 3.4 |
|
| 1888 |
1888
Cortland Associates
St Louis,
Missouri
| USD 619 M | +USD 68 M | +12% | 11.9% | 58.4% | 58 | 15.52% | 3.2 |
|
| 1889 |
1889
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| USD 619 M | +USD 65.5 M | +12% | 11% | 34% | 99 | 8.08% | 3.9 |
|
| 1890 |
1890
Cardan Capital Partners
Denver,
Colorado
| USD 618 M | +USD 49.2 M | +9% | 11% | 64% | 189 | 23.81% | 1.4 |
|
| 1891 |
1891
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| USD 618 M | +USD 83.5 M | +16% | 18.4% | 125% | 58 | 25.86% | 1 |
|
| 1892 |
1892
Alaska Permanent Capital Management
Anchorage,
Alaska
| USD 617 M | +USD 101 M | +20% | 9.7% | 42.8% | 36 | 36.11% | 1.8 |
|
| 1893 |
1893
American Assets Investment Management
San Diego,
California
| USD 616 M | +USD 61.6 M | +11% | 11.2% | 507% | 188 | 8.51% | 3.1 |
|
| 1894 |
1894
Fulton Breakefield Broenniman
Bethesda,
Maryland
| USD 616 M | +USD 50.4 M | +9% | 12.9% | 68% | 112 | 12.5% | 3.4 |
|
| 1895 |
1895
Wintrust Investments
Chicago,
Illinois
| USD 616 M | +USD 81 M | +15% | 11.4% | 27.5% | 361 | 13.3% | 1.5 |
|
| 1896 |
1896
Corient Capital Partners
Newport Beach,
California
| USD 616 M | +USD 54.2 M | +10% | 13.2% | 39.2% | 390 | 32.31% | 1.4 |
|
| 1897 |
1897
Bainco International Investors
Boston,
Massachusetts
| USD 615 M | +USD 36.8 M | +6% | 13% | 69.4% | 103 | 24.27% | 3.3 |
|
| 1898 |
1898
Condor Capital Management
Martinsville,
New Jersey
| USD 614 M | +USD 65.6 M | +12% | 11.7% | 58.2% | 191 | 7.85% | 3.7 |
|
| 1899 |
1899
Carret Asset Management
New York
| USD 613 M | +USD 57.8 M | +10% | 12.4% | 94.4% | 273 | 8.42% | 4.2 |
|
| 1900 |
1900
Jag Capital Management
St Louis,
Missouri
| USD 613 M | +USD 122 M | +25% | 22.3% | 230% | 113 | 27.43% | 2.7 |
|