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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
FNY Partners Fund
New York
| USD 602 M | +USD 13.9 M | +2% | 3.34% | – | 779 | 73.94% | 0.3 |
|
| 1902 |
1902
Efficient Advisors
Mason,
Ohio
| USD 600 M | +USD 18.4 M | +3% | 2.57% | 30.6% | 45 | 0% | 3.2 |
|
| 1903 |
1903
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| USD 599 M | +USD 34.7 M | +6% | 7.02% | 115% | 469 | 2.13% | 3.6 |
|
| 1904 |
1904
Financial Architects (New Jersey)
Marlton,
New Jersey
| USD 599 M | +USD 37.3 M | +7% | 5.95% | 31.3% | 1,696 | 21.76% | 1.5 |
|
| 1905 |
1905
RTW Investments
New York
| USD 599 M | +USD 24.9 M | +4% | 4.78% | 467% | 34 | 26.47% | 1.3 |
|
| 1906 |
1906
Greenwich Wealth Management
Greenwich,
Connecticut
| USD 598 M | +USD 17 M | +3% | 8.02% | 198% | 198 | 9.09% | 2.7 |
|
| 1907 |
1907
Algebris (UK)
London,
United Kingdom
| USD 598 M | -USD 135 M | -18% | 6.35% | 24.5% | 75 | 52% | 0.3 |
|
| 1908 |
1908
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| USD 598 M | +USD 27.6 M | +5% | 5.07% | 34% | 100 | 8% | 3 |
|
| 1909 |
1909
Fulton Breakefield Broenniman
Bethesda,
Maryland
| USD 596 M | +USD 22.5 M | +4% | 5.55% | 68% | 114 | 11.4% | 3.2 |
|
| 1910 |
1910
Middleton & Co
Boston,
Massachusetts
| USD 596 M | +USD 42.4 M | +8% | 7.64% | 69.7% | 170 | 8.82% | 3.1 |
|
| 1911 |
1911
BB&T Investment Services
Charlotte,
North Carolina
| USD 595 M | +USD 93.8 M | +19% | 4.59% | – | 1,532 | 19.06% | 0.7 |
|
| 1912 |
1912
Sector Gamma AS
Oslo,
Norway
| USD 595 M | -USD 61.1 M | -9% | 0.77% | 35.3% | 38 | 31.58% | 1.6 |
|
| 1913 |
DP
1913
DSAM Partners
London,
United Kingdom
| USD 595 M | -USD 124 M | -17% | 13.9% | 343% | 74 | 67.57% | 0.3 |
|
| 1914 |
1914
Gillson Capital
Chicago,
Illinois
| USD 594 M | +USD 85 M | +17% | 9.32% | 84.9% | 57 | 59.65% | 0.3 |
|
| 1915 |
1915
Abner Herrman & Brock
Jersey City,
New Jersey
| USD 594 M | +USD 29.6 M | +5% | 7.36% | 156% | 140 | 12.86% | 2.6 |
|
| 1916 |
1916
Godsey & Gibb Inc
Richmond,
Virginia
| USD 594 M | +USD 9.04 M | +2% | 7.14% | 87.5% | 56 | 3.57% | 3.6 |
|
| 1917 |
1917
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| USD 594 M | +USD 37.9 M | +7% | 7.87% | 70% | 54 | 5.56% | 3.2 |
|
| 1918 |
1918
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| USD 593 M | +USD 34.4 M | +6% | 8.77% | 108% | 132 | 5.3% | 2.3 |
|
| 1919 |
1919
Falcon Point Capital
San Francisco,
California
| USD 593 M | -USD 95.5 M | -14% | 1.75% | 119% | 128 | 14.84% | 1.7 |
|
| 1920 |
1920
Electron Capital Partners
New York
| USD 593 M | +USD 55.7 M | +10% | 7.35% | 333% | 32 | 40.63% | 0.8 |
|
| 1921 |
1921
Rehmann Capital Advisory Group
Lansing,
Michigan
| USD 593 M | +USD 38.2 M | +7% | 4.83% | 64.6% | 409 | 13.45% | 2.7 |
|
| 1922 |
1922
J.V. Bruni & Co
Colorado Springs,
Colorado
| USD 592 M | +USD 67.8 M | +13% | 6.3% | 97.9% | 26 | 11.54% | 2.7 |
|
| 1923 |
1923
Doyle Wealth Management
St. Petersburg,
Florida
| USD 592 M | +USD 20.6 M | +4% | 5.76% | 32.3% | 172 | 13.37% | 0.6 |
|
| 1924 |
1924
North Point Portfolio Managers
Orange Village,
Ohio
| USD 591 M | -USD 1.22 M | -0.2% | 6.54% | 72.8% | 89 | 8.99% | 3.1 |
|
| 1925 |
1925
S&T Bank
Indiana,
Pennsylvania
| USD 590 M | +USD 30 M | +5% | 6.72% | 193% | 96 | 8.33% | 2.9 |
|