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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
Denali Advisors
San Diego,
California
| USD 460 M | +USD 23.2 M | +5% | 0.33% | 106% | 319 | 26.02% | 1 |
|
| 1927 |
1927
Contravisory Investment Management
Norwell,
Massachusetts
| USD 460 M | -USD 38.6 M | -8% | 0.89% | 135% | 204 | 38.24% | 0.7 |
|
| 1928 |
1928
Cisco Systems
San Jose,
California
| USD 459 M | -USD 334 M | -42% | 4.36% | 210% | 3 | 33.33% | 1.5 |
|
| 1929 |
1929
Hikari Tsushin Inc
Tokyo,
Japan
| USD 459 M | -USD 40.2 M | -8% | 1.72% | 59.5% | 38 | 10.53% | 2 |
|
| 1930 |
1930
Howe & Rusling
Rochester,
New York
| USD 459 M | +USD 12.6 M | +3% | 0.04% | 82% | 1,156 | 24.91% | 1.1 |
|
| 1931 |
1931
YHB Investment Advisors
West Hartford,
Connecticut
| USD 458 M | +USD 12.7 M | +3% | 0.26% | 96.2% | 172 | 4.65% | 1.6 |
|
| 1932 |
1932
Cooper Investors
Melbourne, Victoria,
Australia
| USD 458 M | -USD 151 M | -25% | 0.48% | 57.5% | 30 | 20% | 1.3 |
|
| 1933 |
1933
Corbyn Investment Management
Lutherville,
Maryland
| USD 458 M | +USD 10.5 M | +2% | 0.3% | 71.9% | 56 | 16.07% | 1.4 |
|
| 1934 |
1934
Susquehanna Trust & Investment
Lititz,
Pennsylvania
| USD 457 M | -USD 15.8 M | -3% | 1.37% | – | 116 | 12.93% | 1.5 |
|
| 1935 |
1935
Fulton Breakefield Broenniman
Bethesda,
Maryland
| USD 457 M | +USD 7.93 M | +2% | 1.7% | 68% | 135 | 15.56% | 1.7 |
|
| 1936 |
1936
Chemung Canal Trust
Elmira,
New York
| USD 456 M | -USD 31.5 M | -6% | 1.98% | 80.9% | 143 | 11.89% | 1.7 |
|
| 1937 |
1937
Foster & Motley
Cincinnati,
Ohio
| USD 456 M | +USD 180 k | +0% | 1.28% | 68.8% | 190 | 15.79% | 1.5 |
|
| 1938 |
1938
Deltec Asset Management
New York
| USD 455 M | -USD 4.06 M | -0.9% | 3.82% | 128% | 158 | 17.09% | 1.2 |
|
| 1939 |
1939
Ashford Capital Management
Wilmington,
Delaware
| USD 453 M | -USD 37.3 M | -8% | 4.68% | 150% | 134 | 16.42% | 1.4 |
|
| 1940 |
1940
KSL Advisors
Denver,
Colorado
| USD 453 M | -USD 319 M | -41% | 23.3% | – | 2 | 50% | 0.5 |
|
| 1941 |
VCM
1941
V3 Capital Management
Dallas,
Texas
| USD 453 M | -USD 91.8 M | -17% | 9.52% | 20.5% | 27 | 66.67% | 0.4 |
|
| 1942 |
1942
Incline Global Management
New York
| USD 451 M | +USD 48.6 M | +12% | 0.58% | 40.1% | 31 | 35.48% | 0.8 |
|
| 1943 |
1943
Alexandria Capital
Arlington,
Virginia
| USD 450 M | +USD 172 M | +62% | 0.93% | 66.8% | 680 | 15.59% | 1.5 |
|
| 1944 |
1944
Steel Grove Capital Advisors
Memphis,
Tennessee
| USD 450 M | +USD 5.28 M | +1% | 2.47% | 106% | 213 | 29.58% | 1 |
|
| 1945 |
1945
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| USD 450 M | +USD 83.8 M | +23% | 0.88% | 133% | 698 | 70.92% | 0.2 |
|
| 1946 |
PWM
1946
Patriot Wealth Management
Houston,
Texas
| USD 449 M | -USD 1.02 M | -0.2% | 0.45% | 24.3% | 68 | 17.65% | 1.5 |
|
| 1947 |
1947
Strategy Asset Managers
Pasadena,
California
| USD 448 M | -USD 9.6 M | -2% | 0.1% | 115% | 138 | 5.8% | 1.4 |
|
| 1948 |
ACM
1948
Anandar Capital Management
New York
| USD 448 M | +USD 51.1 M | +13% | 0.08% | – | 85 | 64.71% | 0.2 |
|
| 1949 |
CA
1949
Cornerstone Advisors
Asheville,
North Carolina
| USD 448 M | -USD 36 M | -7% | 2.36% | 108% | 254 | 22.44% | 1.4 |
|
| 1950 |
1950
Halsey Associates
New Haven,
Connecticut
| USD 448 M | -USD 10.5 M | -2% | 0.83% | 63.8% | 106 | 5.66% | 1.8 |
|