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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
Bridges Investment Counsel
Omaha,
Nebraska
| USD 455 M | -USD 8.84 M | -2% | 1.59% | 33.7% | 147 | 5.44% | 2.2 |
|
| 1902 |
1902
YHB Investment Advisors
West Hartford,
Connecticut
| USD 455 M | +USD 84.3 M | +23% | 3.04% | 96.2% | 169 | 13.02% | 2.2 |
|
| 1903 |
1903
Howe & Rusling
Rochester,
New York
| USD 454 M | +USD 10.8 M | +2% | 3.93% | 82% | 1,121 | 18.91% | 1.7 |
|
| 1904 |
1904
Evensky & Katz
Coral Gables,
Florida
| USD 452 M | +USD 24.4 M | +6% | 2.83% | 57.1% | 50 | 0% | 2.5 |
|
| 1905 |
SAM
1905
Sandell Asset Management
New York
| USD 451 M | +USD 30.2 M | +7% | 20.7% | 322% | 38 | 65.79% | 0.4 |
|
| 1906 |
1906
Richard C. Young & Co
Newport,
Rhode Island
| USD 451 M | +USD 6.85 M | +2% | 5.36% | 137% | 67 | 5.97% | 2 |
|
| 1907 |
1907
Laird Norton Wetherby Wealth Management
San Francisco,
California
| USD 451 M | +USD 26.8 M | +6% | 2.66% | – | 530 | 12.64% | 2.2 |
|
| 1908 |
1908
Solus Alternative Asset Management
Summit,
New Jersey
| USD 450 M | +USD 74 M | +20% | 4.69% | 79.3% | 15 | 46.67% | 1.1 |
|
| 1909 |
1909
Opus Capital Group
Cincinnati,
Ohio
| USD 450 M | -USD 3.21 M | -0.7% | 5.12% | 49.7% | 214 | 25.7% | 1.5 |
|
| 1910 |
1910
Avoro Capital Advisors
New York
| USD 450 M | +USD 163 M | +57% | 30.6% | 512% | 49 | 36.73% | 0.6 |
|
| 1911 |
1911
Halsey Associates
New Haven,
Connecticut
| USD 449 M | +USD 4.31 M | +1% | 2.05% | 63.8% | 105 | 5.71% | 2.4 |
|
| 1912 |
1912
ACG Wealth
Atlanta,
Georgia
| USD 449 M | +USD 5.72 M | +1% | 1.24% | 45.5% | 243 | 10.29% | 1.7 |
|
| 1913 |
MCTIC
1913
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| USD 449 M | +USD 19.3 M | +4% | 1.67% | 38.8% | 94 | 9.57% | 2.4 |
|
| 1914 |
1914
CPWM LLC
Seattle,
Washington
| USD 448 M | -USD 8.69 M | -2% | 0.7% | 36.6% | 301 | 14.29% | 1.6 |
|
| 1915 |
1915
SFMG Wealth Advisors
Plano,
Texas
| USD 448 M | -USD 6.29 M | -1% | 4% | 76.1% | 114 | 19.3% | 1.6 |
|
| 1916 |
1916
Ashford Capital Management
Wilmington,
Delaware
| USD 447 M | +USD 26.2 M | +6% | 9.69% | 150% | 107 | 10.28% | 2.1 |
|
| 1917 |
1917
Schonfeld Strategic Advisors
New York
| USD 447 M | +USD 202 M | +82% | 3.27% | 146% | 592 | 79.22% | 0.1 |
|
| 1918 |
1918
Winslow Asset Management
Beachwood,
Ohio
| USD 447 M | -USD 697 k | -0.2% | 3.79% | 89.9% | 95 | 6.32% | 2.6 |
|
| 1919 |
1919
ARS Investment Partners
New York
| USD 446 M | +USD 19.7 M | +5% | 4.27% | 260% | 91 | 5.49% | 1.8 |
|
| 1920 |
1920
First Fiduciary Investment Counsel
Cleveland,
Ohio
| USD 446 M | -USD 9.7 M | -2% | 4.98% | 48.1% | 39 | 20.51% | 2.5 |
|
| 1921 |
1921
McDaniel Terry & Co
Austin,
Texas
| USD 445 M | +USD 20.2 M | +5% | 2.95% | 57.9% | 68 | 30.88% | 1.8 |
|
| 1922 |
KFS
1922
Kurt F. Somerville
| USD 445 M | +USD 6.84 M | +2% | 1.34% | 92.9% | 114 | 5.26% | 2.5 |
|
| 1923 |
CL
1923
Croft-Leominster
Baltimore,
Maryland
| USD 445 M | +USD 4.27 M | +1% | 1.51% | 38% | 176 | 16.48% | 1.8 |
|
| 1924 |
1924
Baystate Wealth Management
Boston,
Massachusetts
| USD 443 M | -USD 17.8 M | -4% | 2.34% | 14.6% | 66 | 16.67% | 1.7 |
|
| 1925 |
GWI
1925
Grace & White Inc
Ny,
New York
| USD 443 M | +USD 1.87 M | +0.4% | 6.37% | 61.5% | 143 | 6.99% | 2.6 |
|