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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 |
JDR
1901
Jay D. Rosenbaum
| USD 453 M | +USD 95.2 M | +27% | 26% | 12.9% | 45 | 17.78% | 1 |
|
| 1902 |
1902
Planning Alternatives
Birmingham,
Michigan
| USD 453 M | +USD 22.5 M | +5% | 1.12% | 69.6% | 56 | 12.5% | 2 |
|
| 1903 |
1903
Harvey Investment Company
Louisville,
Kentucky
| USD 450 M | +USD 13 M | +3% | 3.9% | 56.4% | 80 | 7.5% | 2.5 |
|
| 1904 |
1904
Moneta Group Investment Advisors
St Louis,
Missouri
| USD 450 M | +USD 43.3 M | +11% | 1.62% | 64% | 176 | 28.41% | 1.3 |
|
| 1905 |
NAM
1905
Netols Asset Management
Mequon,
Wisconsin
| USD 450 M | -USD 2.59 M | -0.6% | 3.19% | 41.7% | 72 | 8.33% | 2.1 |
|
| 1906 |
1906
Checchi Capital Advisers
Beverly Hills,
California
| USD 450 M | +USD 53.5 M | +14% | 2.73% | 68% | 1,659 | 78.42% | 0.4 |
|
| 1907 |
1907
Prospera Financial Services
Dallas,
Texas
| USD 449 M | -USD 6.69 M | -1% | 2.28% | 97.4% | 382 | 33.25% | 1.3 |
|
| 1908 |
1908
Randolph Company
Cincinnati,
Ohio
| USD 449 M | +USD 55.9 M | +14% | 2.26% | 120% | 42 | 45.24% | 1.1 |
|
| 1909 |
1909
Mizuho Securities USA
New York
| USD 448 M | -USD 359 M | -44% | 3.22% | 99% | 209 | 76.08% | 0.3 |
|
| 1910 |
1910
Raytheon Master Pension Trust
Waltham,
Massachusetts
| USD 448 M | -USD 110 M | -20% | 0.75% | 36.3% | 13 | 38.46% | 0.8 |
|
| 1911 |
1911
NatWest Group
Edinburgh, Scotland,
United Kingdom
| USD 447 M | -USD 49.8 M | -10% | 0.69% | 207% | 139 | 23.02% | 2.1 |
|
| 1912 |
1912
Winslow Asset Management
Beachwood,
Ohio
| USD 447 M | -USD 58.6 M | -12% | 3.7% | 89.9% | 94 | 7.45% | 2.4 |
|
| 1913 |
1913
Pacific Global Investment Management
Glendale,
California
| USD 446 M | +USD 5.07 M | +1% | 2.85% | 48% | 222 | 10.36% | 2.2 |
|
| 1914 |
1914
Speece Thorson Capital Group
Minnetonka,
Minnesota
| USD 445 M | +USD 34.6 M | +8% | 5.76% | 34.2% | 44 | 2.27% | 2.3 |
|
| 1915 |
1915
Halsey Associates
New Haven,
Connecticut
| USD 445 M | +USD 12.6 M | +3% | 2.83% | 63.8% | 109 | 11.93% | 2.2 |
|
| 1916 |
1916
Richard C. Young & Co
Newport,
Rhode Island
| USD 444 M | +USD 4.97 M | +1% | 4.35% | 137% | 79 | 18.99% | 1.7 |
|
| 1917 |
1917
Howe & Rusling
Rochester,
New York
| USD 444 M | +USD 7.9 M | +2% | 1.84% | 82% | 1,114 | 15.71% | 1.6 |
|
| 1918 |
1918
Vicus Capital
State College,
Pennsylvania
| USD 443 M | +USD 49.7 M | +13% | 1.36% | 59.6% | 225 | 22.22% | 1.5 |
|
| 1919 |
1919
ACG Wealth
Atlanta,
Georgia
| USD 443 M | -USD 4.28 M | -1% | 1.08% | 45.5% | 250 | 20.4% | 1.5 |
|
| 1920 |
1920
Meiji Yasuda Asset Management
Tokyo,
Japan
| USD 442 M | +USD 395 k | +0.1% | 1.7% | 93.9% | 382 | 20.94% | 1.8 |
|
| 1921 |
1921
GHP Investment Advisors
Denver,
Colorado
| USD 442 M | +USD 27.7 M | +7% | 2.97% | 81.4% | 296 | 10.81% | 2.2 |
|
| 1922 |
GWI
1922
Grace & White Inc
Ny,
New York
| USD 441 M | +USD 10.6 M | +2% | 4.96% | 61.5% | 145 | 5.52% | 2.4 |
|
| 1923 |
1923
Pacer Advisors
Malvern,
Pennsylvania
| USD 441 M | +USD 15.1 M | +4% | 1.55% | 58.4% | 893 | 14.56% | 0.4 |
|
| 1924 |
CL
1924
Croft-Leominster
Baltimore,
Maryland
| USD 441 M | -USD 23.8 M | -5% | 0.72% | 38% | 199 | 29.65% | 1.6 |
|
| 1925 |
1925
Strategy Asset Managers
Pasadena,
California
| USD 440 M | +USD 315 k | +0.1% | 1.42% | 115% | 166 | 36.14% | 1.6 |
|