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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
GAM Systematic
Cambridge,
United Kingdom
| USD 432 M | -USD 358 M | -45% | 4.5% | 67.3% | 670 | 54.33% | 0.3 |
|
| 1902 |
1902
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| USD 432 M | +USD 331 M | +327% | 5.94% | 119% | 161 | 55.28% | 0.6 |
|
| 1903 |
1903
ProVise Management Group
Clearwater,
Florida
| USD 431 M | -USD 38.6 M | -8% | 6.02% | 66.8% | 312 | 17.31% | 1.7 |
|
| 1904 |
1904
Cortland Associates
St Louis,
Missouri
| USD 431 M | -USD 43.5 M | -9% | 4.71% | 57.1% | 48 | 22.92% | 1.6 |
|
| 1905 |
1905
Kelly Lawrence W & Associates
Pasadens,
California
| USD 431 M | -USD 71.2 M | -14% | 9.05% | 123% | 155 | 10.97% | 1.3 |
|
| 1906 |
1906
TMFS Holdings
Overland Park,
Kansas
| USD 430 M | – | – | 8.45% | – | 5 | – | 0 |
|
| 1907 |
1907
SeaBridge Investment Advisors
Summit,
New Jersey
| USD 430 M | -USD 58.9 M | -12% | 9.89% | 128% | 243 | 14.4% | 1.5 |
|
| 1908 |
1908
Bank Hapoalim BM
Tel Aviv,
Israel
| USD 430 M | -USD 80.4 M | -16% | 7.69% | 76.6% | 182 | 23.08% | 1.3 |
|
| 1909 |
1909
Cooper Investors
Melbourne, Victoria,
Australia
| USD 430 M | -USD 28.7 M | -6% | 5.26% | 57.5% | 31 | 16.13% | 1.4 |
|
| 1910 |
1910
RIT Capital Partners
London,
United Kingdom
| USD 428 M | -USD 547 k | -0.1% | 14.4% | 71.4% | 14 | 35.71% | 0.4 |
|
| 1911 |
1911
Auxier Asset Management
Aurora,
Oregon
| USD 428 M | -USD 52.2 M | -11% | 5.71% | 71.7% | 146 | 8.22% | 2 |
|
| 1912 |
1912
Main Street Research
Lakeville,
Connecticut
| USD 426 M | -USD 62 M | -13% | 3.91% | 232% | 148 | 30.41% | 1.7 |
|
| 1913 |
1913
Ashford Capital Management
Wilmington,
Delaware
| USD 426 M | -USD 26.8 M | -6% | 6.92% | 150% | 125 | 15.2% | 1.7 |
|
| 1914 |
1914
De Burlo Group
Boston,
Massachusetts
| USD 426 M | -USD 51.7 M | -11% | 4.81% | 147% | 112 | 18.75% | 1.5 |
|
| 1915 |
1915
Zuckerman Investment Group
Chicago,
Illinois
| USD 426 M | -USD 21.4 M | -5% | 9.21% | 111% | 53 | 32.08% | 1.2 |
|
| 1916 |
1916
Halsey Associates
New Haven,
Connecticut
| USD 426 M | -USD 22.2 M | -5% | 5.75% | 63.8% | 110 | 10.91% | 1.9 |
|
| 1917 |
1917
Contravisory Investment Management
Norwell,
Massachusetts
| USD 425 M | -USD 34.2 M | -7% | 5.29% | 135% | 202 | 37.13% | 0.8 |
|
| 1918 |
CA
1918
Cornerstone Advisors
Asheville,
North Carolina
| USD 425 M | -USD 23.1 M | -5% | 9.07% | 108% | 263 | 29.66% | 1.3 |
|
| 1919 |
1919
Park Presidio Capital
San Francisco,
California
| USD 424 M | +USD 45.6 M | +12% | 3.78% | 94.1% | 16 | 25% | 0.5 |
|
| 1920 |
1920
Fulton Breakefield Broenniman
Bethesda,
Maryland
| USD 424 M | -USD 33 M | -7% | 3.84% | 68% | 128 | 11.72% | 1.8 |
|
| 1921 |
1921
Empirical Wealth Management
Seattle,
Washington
| USD 424 M | -USD 6.64 M | -2% | 3.65% | 78.8% | 120 | 12.5% | 1.7 |
|
| 1922 |
1922
YHB Investment Advisors
West Hartford,
Connecticut
| USD 423 M | -USD 35.1 M | -8% | 5.61% | 96.2% | 175 | 12% | 1.8 |
|
| 1923 |
PAI
1923
ProQuest Associates IV
Naples,
Florida
| USD 423 M | -USD 64.4 M | -13% | 11.9% | 113% | 6 | 0% | 0.7 |
|
| 1924 |
1924
Cisco Systems
San Jose,
California
| USD 422 M | -USD 36.6 M | -8% | 7.92% | 210% | 2 | 0% | 1.8 |
|
| 1925 |
1925
Tygh Capital Management
Portland,
Oregon
| USD 422 M | -USD 136 M | -24% | 9.16% | 251% | 125 | 44.8% | 0.8 |
|