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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
1901
Accuvest Global Advisors
Provo,
Utah
| USD 467 M | +USD 163 M | +54% | 0.09% | 130% | 111 | 63.06% | 0.5 |
|
| 1902 |
1902
ProVise Management Group
Clearwater,
Florida
| USD 466 M | +USD 5.7 M | +1% | 4.11% | 66.8% | 329 | 19.15% | 1.2 |
|
| 1903 |
1903
Woodford Investment Management
London,
United Kingdom
| USD 466 M | – | – | 11.2% | 27.1% | 4 | – | 0 |
|
| 1904 |
1904
Planning Alternatives
Birmingham,
Michigan
| USD 466 M | +USD 59.2 M | +15% | 2.35% | 69.6% | 50 | 12% | 1.1 |
|
| 1905 |
1905
Steinberg Global Asset Management
Boca Raton,
Florida
| USD 464 M | +USD 26.1 M | +6% | 3.66% | 32.8% | 209 | 22.49% | 1.2 |
|
| 1906 |
1906
Investment Centers of America
Bismarck,
North Dakota
| USD 463 M | -USD 101 M | -18% | 3% | 23.2% | 462 | 21% | 1 |
|
| 1907 |
1907
Paradice Investment Management
Denver,
Colorado
| USD 462 M | +USD 78 M | +20% | 7.95% | 72.2% | 29 | 13.79% | 0.9 |
|
| 1908 |
1908
White Mountains Insurance Group
Hanover,
New Hampshire
| USD 462 M | -USD 5.61 M | -1% | 1.2% | 105% | 1 | 0% | 1.5 |
|
| 1909 |
1909
Bulldog Investors
Saddle Brook,
New Jersey
| USD 462 M | -USD 17 M | -4% | 0.38% | 22.5% | 97 | 42.27% | 0.8 |
|
| 1910 |
1910
Bank of Kentucky
Crestview Hills,,
Kentucky
| USD 462 M | +USD 8.69 M | +2% | 4.4% | – | 297 | 6.4% | 1.3 |
|
| 1911 |
1911
Central Securities
New York
| USD 462 M | +USD 2.6 M | +0.6% | 3.58% | 90.2% | 38 | 15.79% | 1.2 |
|
| 1912 |
1912
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| USD 462 M | +USD 25 M | +6% | 7.01% | 70% | 41 | 12.2% | 1.3 |
|
| 1913 |
1913
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| USD 462 M | -USD 6.1 M | -1% | 1.13% | 45.9% | 81 | 14.81% | 1.1 |
|
| 1914 |
1914
Peconic Partners
New York
| USD 460 M | -USD 267 M | -37% | 3.24% | 300% | 57 | 49.12% | 1 |
|
| 1915 |
AAM
1915
Ardevora Asset Management
London,
United Kingdom
| USD 460 M | – | – | 8.44% | 39.4% | 74 | – | 0 |
|
| 1916 |
1916
Bernzott Capital Advisors
Camarillo,
California
| USD 460 M | +USD 34.4 M | +8% | 7.4% | 46.6% | 54 | 5.56% | 1.1 |
|
| 1917 |
1917
Provident Investment Management
Novi,
Michigan
| USD 459 M | +USD 30 M | +7% | 9.61% | 69.5% | 55 | 9.09% | 1.3 |
|
| 1918 |
MPAM
1918
Monarch Partners Asset Management
Boston,
Massachusetts
| USD 459 M | +USD 79.1 M | +21% | 11% | 136% | 166 | 43.37% | 0.6 |
|
| 1919 |
MHP
1919
Manatuck Hill Partners
Westport,
Connecticut
| USD 458 M | +USD 22.7 M | +5% | 13.5% | 556% | 124 | 52.42% | 0.7 |
|
| 1920 |
1920
L. Roy Papp & Associates
Phoenix,
Arizona
| USD 458 M | +USD 25.9 M | +6% | 7.01% | 80.1% | 146 | 8.9% | 1.3 |
|
| 1921 |
1921
Lombard Odier Asset Management (Europe)
London,
United Kingdom
| USD 457 M | -USD 957 M | -68% | 4.44% | 79.7% | 203 | 88.18% | 0.1 |
|
| 1922 |
1922
Segantii Capital Management
Hong Kong
| USD 457 M | -USD 143 M | -24% | 4.62% | 33.1% | 24 | 37.5% | 0.5 |
|
| 1923 |
1923
Jay A. Fishman Ltd
Troy,
Michigan
| USD 457 M | +USD 3.13 M | +0.7% | 2.94% | 105% | 94 | 8.51% | 1.3 |
|
| 1924 |
1924
Fulton Breakefield Broenniman
Bethesda,
Maryland
| USD 457 M | +USD 29.5 M | +7% | 5.14% | 68% | 140 | 10.71% | 1.3 |
|
| 1925 |
1925
Penn Davis McFarland
Dallas,
Texas
| USD 456 M | -USD 3.57 M | -0.8% | 3.65% | 86.8% | 31 | 3.23% | 1.3 |
|