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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 |
MCTIC
1926
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| USD 413 M | -USD 2.02 M | -0.5% | 2.06% | 38.8% | 97 | 7.22% | 0.6 |
|
| 1927 |
GIM
1927
Greylin Investment Management
Orange,
Virginia
| USD 412 M | +USD 8.05 M | +2% | 3.91% | 52.1% | 74 | 12.16% | 0.5 |
|
| 1928 |
1928
Alaska Permanent Capital Management
Anchorage,
Alaska
| USD 412 M | +USD 12.4 M | +3% | 1.65% | 42.8% | 26 | 3.85% | 0.7 |
|
| 1929 |
1929
Main Street Research
Lakeville,
Connecticut
| USD 412 M | +USD 11.2 M | +3% | 1.91% | 232% | 149 | 10.74% | 0.7 |
|
| 1930 |
ACM
1930
Argentus Capital Management
Dallas,
Texas
| USD 411 M | -USD 58.9 M | -13% | 1.87% | 30.8% | 247 | 35.63% | 0.5 |
|
| 1931 |
1931
Constellation Investments
Montgomery,
Ohio
| USD 411 M | +USD 18 M | +5% | 1.68% | – | 392 | 3.06% | 0.7 |
|
| 1932 |
1932
Jacobus Wealth Management
Milwaukee,
Wisconsin
| USD 411 M | +USD 66.5 M | +19% | 1.38% | 17.2% | 338 | 19.23% | 0.6 |
|
| 1933 |
1933
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| USD 410 M | +USD 7.49 M | +2% | 1.37% | 69.3% | 704 | 16.9% | 0.6 |
|
| 1934 |
RCM
1934
Ratan Capital Management
Miami Beach,
Florida
| USD 410 M | -USD 1.43 M | -0.3% | 11.7% | 616% | 23 | 43.48% | 0.5 |
|
| 1935 |
1935
RBF Capital
San Francisco,
California
| USD 410 M | -USD 13.1 M | -3% | 2.01% | 147% | 299 | 9.03% | 0.7 |
|
| 1936 |
1936
Bragg Financial Advisors
Charlotte,
North Carolina
| USD 409 M | -USD 3.08 M | -0.7% | 2.34% | 101% | 239 | 4.6% | 0.7 |
|
| 1937 |
1937
Howe & Rusling
Rochester,
New York
| USD 408 M | +USD 10.7 M | +3% | 0.71% | 82% | 987 | 31.41% | 0.5 |
|
| 1938 |
1938
Cypress Capital Group
Palm Beach,
Florida
| USD 408 M | +USD 479 k | +0.1% | 0.58% | 97.8% | 225 | 16.44% | 0.6 |
|
| 1939 |
1939
Foster & Motley
Cincinnati,
Ohio
| USD 407 M | +USD 10.5 M | +3% | 2.4% | 68.8% | 171 | 11.7% | 0.6 |
|
| 1940 |
1940
Corda Investment Management
Houston,
Texas
| USD 407 M | -USD 9.24 M | -2% | 3.17% | 85% | 53 | 13.21% | 0.6 |
|
| 1941 |
1941
Kelso & Company
New York
| USD 406 M | -USD 77.4 M | -16% | 15.3% | – | 2 | 0% | 0.3 |
|
| 1942 |
1942
RRJ Capital II
Grand Cayman,
Cayman Islands
| USD 405 M | +USD 75.6 M | +23% | 3.19% | – | 1 | 0% | 0.3 |
|
| 1943 |
1943
Partners Group Holding
Baar-Zug,
Switzerland
| USD 405 M | +USD 15 M | +4% | 4.24% | 23.3% | 43 | 27.91% | 0.6 |
|
| 1944 |
CC
1944
ClearArc Capital
Cincinnati,
Ohio
| USD 405 M | +USD 18.9 M | +5% | 2.21% | 63.4% | 394 | 8.88% | 0.7 |
|
| 1945 |
1945
First Long Island Investors
Jericho,
New York
| USD 405 M | +USD 9.13 M | +2% | 0.14% | 85.5% | 56 | 8.93% | 0.7 |
|
| 1946 |
1946
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| USD 404 M | -USD 79.2 M | -16% | 4.62% | 70% | 40 | 10% | 0.7 |
|
| 1947 |
1947
Smith Hayes Advisers
Lincoln,
Nebraska
| USD 404 M | +USD 100 M | +33% | 1.76% | 35.2% | 292 | 17.81% | 0.6 |
|
| 1948 |
1948
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| USD 404 M | +USD 82.6 M | +26% | 2.47% | 52.1% | 180 | 10.56% | 0.7 |
|
| 1949 |
1949
Provident Investment Management
Novi,
Michigan
| USD 403 M | +USD 8.98 M | +2% | 1.81% | 69.5% | 51 | 9.8% | 0.7 |
|
| 1950 |
1950
E. Ohman J:or Asset Management
Stockholm,
Sweden
| USD 403 M | -USD 21.1 M | -5% | 1.7% | 132% | 506 | 0.79% | 0.7 |
|