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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1926 |
1926
Alaska Permanent Capital Management
Anchorage,
Alaska
| USD 400 M | +USD 19.3 M | +5% | 4.62% | 42.8% | 27 | 3.7% | 0.5 |
|
| 1927 |
1927
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| USD 399 M | +USD 30.8 M | +8% | 5.49% | 45.9% | 85 | 22.35% | 0.3 |
|
| 1928 |
1928
Barometer Capital Management
Toronto,
Ontario, Canada
| USD 399 M | – | – | 18.5% | 339% | 82 | – | 0 |
|
| 1929 |
SC
1929
Selz Capital
New York
| USD 399 M | +USD 56.2 M | +16% | 12.8% | 10.2% | 60 | 31.67% | 0.3 |
|
| 1930 |
1930
Parkwood LLC
Cleveland,
Ohio
| USD 399 M | – | – | 7.89% | 120% | 605 | – | 0 |
|
| 1931 |
IMS
1931
Index Management Solutions
Philadelphia,
Pennsylvania
| USD 398 M | +USD 62.1 M | +18% | 6.13% | – | 716 | 11.87% | 0.2 |
|
| 1932 |
CC
1932
Cambrian Capital
San Francisco,
California
| USD 398 M | -USD 61.1 M | -13% | 3.81% | 17.3% | 62 | 22.58% | 0.4 |
|
| 1933 |
1933
Clear Harbor Asset Management
Stamford,
Connecticut
| USD 398 M | +USD 29.6 M | +8% | 5.81% | 98.6% | 241 | 33.2% | 0.4 |
|
| 1934 |
SCI
1934
Seneca Capital Investments
New York
| USD 398 M | +USD 164 M | +70% | 14% | – | 55 | 56.36% | 0.2 |
|
| 1935 |
1935
Motley Fool Asset Management
Alexandria,
Virginia
| USD 398 M | +USD 61.8 M | +18% | 9.16% | 117% | 88 | 18.18% | 0.4 |
|
| 1936 |
1936
Ecofin Advisors
London,
United Kingdom
| USD 397 M | +USD 388 M | +4,084% | 6.88% | 77% | 58 | 25.86% | 0.4 |
|
| 1937 |
1937
Howe & Rusling
Rochester,
New York
| USD 397 M | +USD 123 M | +45% | 10.9% | 82% | 962 | 24.74% | 0.4 |
|
| 1938 |
AGCJ
1938
Alden Global Capital (Jersey)
St. Helier,
Jersey
| USD 397 M | +USD 122 M | +44% | 7% | – | 38 | 73.68% | 0.1 |
|
| 1939 |
1939
CapWealth Advisors
Franklin,
Tennessee
| USD 397 M | +USD 37.2 M | +10% | 8.59% | 152% | 475 | 20.21% | 0.5 |
|
| 1940 |
1940
Foster & Motley
Cincinnati,
Ohio
| USD 396 M | +USD 21.6 M | +6% | 7.16% | 68.8% | 166 | 13.25% | 0.4 |
|
| 1941 |
1941
Capital Investment Services of America
Milwaukee,
Wisconsin
| USD 396 M | +USD 20.1 M | +5% | 9.34% | 50.7% | 58 | 3.45% | 0.5 |
|
| 1942 |
1942
McDaniel Terry & Co
Austin,
Texas
| USD 396 M | +USD 31.2 M | +9% | 8.35% | 57.9% | 51 | 5.88% | 0.5 |
|
| 1943 |
1943
Steel Grove Capital Advisors
Memphis,
Tennessee
| USD 396 M | +USD 40.9 M | +12% | 4.84% | 106% | 141 | 14.18% | 0.4 |
|
| 1944 |
1944
First Long Island Investors
Jericho,
New York
| USD 395 M | +USD 38.9 M | +11% | 11.4% | 85.5% | 56 | 12.5% | 0.4 |
|
| 1945 |
1945
J.M. Forbes & Co
Boston,
Massachusetts
| USD 395 M | +USD 42.1 M | +12% | 9.21% | 112% | 91 | 8.79% | 0.5 |
|
| 1946 |
1946
Provident Investment Management
Novi,
Michigan
| USD 394 M | +USD 27.4 M | +7% | 9.64% | 90.8% | 49 | 6.12% | 0.5 |
|
| 1947 |
1947
Davidson & Garrard
Lynchburg,
Virginia
| USD 394 M | +USD 39.2 M | +11% | 8.72% | 25.2% | 203 | 10.34% | 0.4 |
|
| 1948 |
1948
Constellation Investments
Montgomery,
Ohio
| USD 393 M | +USD 67.6 M | +21% | 11.2% | – | 387 | 10.59% | 0.4 |
|
| 1949 |
1949
RRJ Capital
Grand Cayman,
Cayman Islands
| USD 393 M | – | – | 10.7% | – | 4 | – | 0 |
|
| 1950 |
ACM
1950
Acertus Capital Management
Morristown,
New Jersey
| USD 392 M | – | – | 9.85% | 23.5% | 4 | – | 0 |
|