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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
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| USD 472 M | -USD 265 M | -36% | 1.07% | 70.9% | 191 | 31.94% | 0.9 |
|
| 1902 |
1902
LBMC Investment Advisors
Brentwood,
Tennessee
| USD 471 M | +USD 23.8 M | +5% | 1.36% | 52.8% | 60 | 6.67% | 1.6 |
|
| 1903 |
PCM
1903
Prime Capital Management
Hong Kong
| USD 471 M | +USD 32.2 M | +7% | 31.8% | 579% | 13 | 30.77% | 0.9 |
|
| 1904 |
WFI
1904
West Family Investments
Carlsbad,
California
| USD 471 M | -USD 16.6 M | -3% | 3.72% | 116% | 118 | 9.32% | 1.5 |
|
| 1905 |
1905
Neumeier Poma Investment Counsel
Carmel,
California
| USD 470 M | +USD 13.9 M | +3% | 3.56% | 229% | 45 | 20% | 1.3 |
|
| 1906 |
1906
ProVise Management Group
Clearwater,
Florida
| USD 470 M | -USD 2.69 M | -0.6% | 1.45% | 66.8% | 317 | 11.67% | 1.6 |
|
| 1907 |
SC
1907
Seawolf Capital
New York
| USD 470 M | -USD 44.2 M | -9% | 5.49% | 25.7% | 74 | 67.57% | 0.5 |
|
| 1908 |
JMH
1908
J.M. Hartwell
New York
| USD 468 M | +USD 2.83 M | +0.6% | 3.69% | 72.2% | 118 | 25.42% | 1.3 |
|
| 1909 |
1909
Red Mountain Capital Partners
Los Angeles,
California
| USD 466 M | +USD 77.3 M | +20% | 0.86% | 37.4% | 14 | 50% | 1.2 |
|
| 1910 |
AH
1910
Allen Holding
New York
| USD 466 M | +USD 985 k | +0.2% | 0.94% | 135% | 11 | 0% | 1.9 |
|
| 1911 |
1911
Bernzott Capital Advisors
Camarillo,
California
| USD 466 M | +USD 15.1 M | +3% | 1.29% | 46.6% | 53 | 11.32% | 1.4 |
|
| 1912 |
1912
First Financial Bank - Trust Division
Hamilton,
Ohio
| USD 465 M | -USD 20.5 M | -4% | 0.99% | 68.6% | 178 | 3.37% | 1.8 |
|
| 1913 |
MCG
1913
Meru Capital Group
New York
| USD 464 M | +USD 25 M | +6% | 1.98% | – | 69 | 47.83% | 0.7 |
|
| 1914 |
BPM
1914
Bowling Portfolio Management
Cincinnati,
Ohio
| USD 462 M | +USD 7.43 M | +2% | 1.51% | 45.7% | 176 | 28.98% | 1.1 |
|
| 1915 |
ASA
1915
Armstrong Shaw Associates
New Canaan,
Connecticut
| USD 462 M | -USD 4.06 M | -0.9% | 0.2% | 51.2% | 42 | 4.76% | 1.7 |
|
| 1916 |
1916
Muhlenkamp & Co
Wexford,
Pennsylvania
| USD 462 M | -USD 12.7 M | -3% | 3.11% | 107% | 82 | 30.49% | 1.1 |
|
| 1917 |
1917
First Fiduciary Investment Counsel
Cleveland,
Ohio
| USD 462 M | -USD 1.98 M | -0.4% | 1.17% | 48.1% | 43 | 11.63% | 1.6 |
|
| 1918 |
BRCA
1918
Birch Run Capital Advisors
Dallas,
Texas
| USD 462 M | +USD 39.1 M | +9% | 12.2% | 8.22% | 19 | 0% | 1.8 |
|
| 1919 |
1919
Monarch Alternative Capital
New York
| USD 461 M | +USD 45.5 M | +11% | 3.86% | 497% | 8 | 25% | 1.5 |
|
| 1920 |
1920
Middleton & Co
Boston,
Massachusetts
| USD 461 M | +USD 3.89 M | +0.9% | 1.5% | 69.7% | 157 | 3.18% | 1.7 |
|
| 1921 |
1921
Needham Investment Management
New York
| USD 461 M | -USD 8.28 M | -2% | 0.41% | 424% | 119 | 17.65% | 1.5 |
|
| 1922 |
1922
SignatureFD
Atlanta,
Georgia
| USD 461 M | +USD 48.8 M | +12% | 0.31% | 73.6% | 1,205 | 22.9% | 1 |
|
| 1923 |
1923
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| USD 461 M | +USD 278 M | +152% | 0.79% | 79.2% | 25 | 36% | 0.4 |
|
| 1924 |
1924
State of Alaska Department of Revenue
Juneau,
Alaska
| USD 461 M | -USD 37.6 M | -8% | 7.48% | 131% | 231 | 3.46% | 1.5 |
|
| 1925 |
1925
Beacon Financial Group
Dallas,
Texas
| USD 461 M | +USD 10.1 M | +2% | 1.64% | 66.6% | 182 | 17.03% | 1.2 |
|