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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
Howe & Rusling
Rochester,
New York
| USD 429 M | -USD 16.6 M | -4% | 0.32% | 82% | 999 | 27.63% | 0.8 |
|
| 1927 |
1927
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| USD 428 M | +USD 11 M | +3% | 4.99% | 307% | 160 | 49.38% | 0.4 |
|
| 1928 |
MCTIC
1928
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| USD 428 M | -USD 2.04 M | -0.5% | 0.07% | 38.8% | 96 | 6.25% | 1 |
|
| 1929 |
1929
Appleton Partners
Boston,
Massachusetts
| USD 428 M | +USD 600 k | +0.1% | 1.48% | 101% | 198 | 17.17% | 1 |
|
| 1930 |
1930
Smith Hayes Advisers
Lincoln,
Nebraska
| USD 427 M | +USD 949 k | +0.2% | 0.11% | 35.2% | 311 | 15.11% | 1 |
|
| 1931 |
1931
Sector Gamma AS
Oslo,
Norway
| USD 427 M | +USD 4.69 M | +1% | 1.53% | 35.3% | 37 | 27.03% | 0.7 |
|
| 1932 |
1932
Fulton Breakefield Broenniman
Bethesda,
Maryland
| USD 427 M | +USD 14.4 M | +3% | 0.62% | 68% | 134 | 4.48% | 1.1 |
|
| 1933 |
1933
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| USD 427 M | -USD 13.5 M | -3% | 0.19% | 69.3% | 719 | 14.88% | 1 |
|
| 1934 |
JMH
1934
J.M. Hartwell
New York
| USD 427 M | -USD 68.3 M | -14% | 0.32% | 72.2% | 114 | 27.19% | 0.9 |
|
| 1935 |
1935
Steel Grove Capital Advisors
Memphis,
Tennessee
| USD 427 M | +USD 3.27 M | +0.8% | 1.09% | 106% | 148 | 16.22% | 0.9 |
|
| 1936 |
1936
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| USD 427 M | -USD 24.5 M | -5% | 8.58% | 52.1% | 178 | 11.24% | 1.1 |
|
| 1937 |
1937
Stratos Wealth Partners
Beachwood,
Ohio
| USD 426 M | +USD 127 M | +42% | 1.15% | 83.3% | 368 | 28.53% | 0.2 |
|
| 1938 |
BPM
1938
Bowling Portfolio Management
Cincinnati,
Ohio
| USD 426 M | +USD 3.96 M | +0.9% | 2.61% | 45.7% | 108 | 0.93% | 0.9 |
|
| 1939 |
1939
Capital Analysts LLC
Fort Washington,
Pennsylvania
| USD 426 M | +USD 15.7 M | +4% | 1.98% | 51.3% | 409 | 12.71% | 0.9 |
|
| 1940 |
MC
1940
MSF Capital
New York
| USD 426 M | -USD 16.8 M | -4% | 1.11% | – | 75 | 40% | 0.7 |
|
| 1941 |
1941
Dialectic Capital Management
Norwalk,
Connecticut
| USD 426 M | +USD 109 M | +34% | 0.32% | 91.5% | 239 | 67.78% | 0.2 |
|
| 1942 |
1942
StepStone Group
La Jolla,
California
| USD 426 M | +USD 298 M | +232% | 20.5% | 107% | 15 | 13.33% | 0.7 |
|
| 1943 |
SIG
1943
Schooner Investment Group
Wayne,
Pennsylvania
| USD 426 M | -USD 16.7 M | -4% | 1.92% | 24.3% | 156 | 20.51% | 0.8 |
|
| 1944 |
1944
Middleton & Co
Boston,
Massachusetts
| USD 426 M | -USD 14.2 M | -3% | 0.37% | 69.7% | 163 | 9.2% | 1 |
|
| 1945 |
1945
Pictet North America Advisors
Geneva 73,
Switzerland
| USD 425 M | +USD 37.2 M | +10% | 0.31% | 67.7% | 55 | 20% | 0.6 |
|
| 1946 |
1946
Bernzott Capital Advisors
Camarillo,
California
| USD 425 M | -USD 11.8 M | -3% | 2.46% | 46.6% | 57 | 19.3% | 0.9 |
|
| 1947 |
1947
Meiji Yasuda Asset Management
Tokyo,
Japan
| USD 425 M | -USD 61.2 M | -13% | 1.08% | 93.9% | 380 | 15% | 1 |
|
| 1948 |
1948
Aston Asset Management
Chicago,
Illinois
| USD 424 M | -USD 12.7 M | -3% | 1.67% | 26.1% | 146 | 13.7% | 1 |
|
| 1949 |
1949
C.M. Bidwell & Associates
Honolulu,
Hawaii
| USD 424 M | -USD 14.7 M | -3% | 1.98% | 70.6% | 336 | 64.29% | 0.3 |
|
| 1950 |
1950
Alaska Permanent Capital Management
Anchorage,
Alaska
| USD 423 M | -USD 9.24 M | -2% | 2.93% | 42.8% | 32 | 18.75% | 1 |
|