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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
Middleton & Co
Boston,
Massachusetts
| USD 422 M | -USD 39.7 M | -9% | 6.15% | 69.7% | 158 | 11.39% | 1.9 |
|
| 1927 |
1927
John G. Ullman & Associates
Corning,
New York
| USD 421 M | -USD 110 M | -21% | 8.14% | 156% | 151 | 24.5% | 1.7 |
|
| 1928 |
1928
Permian Investment Partners
Dallas,
Texas
| USD 421 M | -USD 73.4 M | -15% | 7.32% | 78.6% | 21 | 52.38% | 0.5 |
|
| 1929 |
1929
Efficient Market Advisors
San Diego,
California
| USD 421 M | -USD 10.7 M | -2% | 7.01% | 5.97% | 198 | 32.83% | 1.4 |
|
| 1930 |
1930
Integre Asset Management
New York
| USD 421 M | -USD 56.4 M | -12% | 8.68% | 74.1% | 179 | 34.64% | 1.2 |
|
| 1931 |
CCC
1931
Chelsea Counsel Company
Los Angeles,
California
| USD 420 M | -USD 26.8 M | -6% | 8.68% | 106% | 170 | 11.18% | 1.5 |
|
| 1932 |
1932
Altarock Partners
West Palm Beach,
Florida
| USD 420 M | +USD 106 M | +34% | 5.19% | 58.1% | 8 | 12.5% | 0.6 |
|
| 1933 |
1933
Capital Investment Services of America
Milwaukee,
Wisconsin
| USD 418 M | -USD 19.4 M | -4% | 2.86% | 50.7% | 64 | 12.5% | 1.8 |
|
| 1934 |
1934
PT Asset Management
Chicago,
Illinois
| USD 418 M | +USD 65.5 M | +19% | 8.71% | 7.94% | 289 | 49.83% | 0.4 |
|
| 1935 |
1935
Patriot Financial Partners
Radnor,
Pennsylvania
| USD 418 M | -USD 10.2 M | -2% | 0.68% | 16.6% | 19 | 31.58% | 1.5 |
|
| 1936 |
1936
Bragg Financial Advisors
Charlotte,
North Carolina
| USD 418 M | -USD 19 M | -4% | 5.54% | 101% | 236 | 7.63% | 2.1 |
|
| 1937 |
1937
Norris Perne & French
Grand Rapids,
Michigan
| USD 418 M | -USD 105 M | -20% | 6.08% | 79.9% | 163 | 12.88% | 1.8 |
|
| 1938 |
1938
BTR Capital Management
Oakland,
California
| USD 418 M | -USD 7.11 M | -2% | 8.96% | 35% | 180 | 22.22% | 1.5 |
|
| 1939 |
1939
Randolph Company
Cincinnati,
Ohio
| USD 418 M | -USD 25 M | -6% | 5.05% | 120% | 61 | 54.1% | 1 |
|
| 1940 |
1940
Jay A. Fishman Ltd
Troy,
Michigan
| USD 417 M | -USD 64 M | -13% | 9.58% | 105% | 99 | 13.13% | 1.8 |
|
| 1941 |
1941
Strategy Asset Managers
Pasadena,
California
| USD 417 M | -USD 31.7 M | -7% | 5.85% | 115% | 158 | 32.28% | 1.5 |
|
| 1942 |
1942
Calamos Wealth Management
Naperville,
Illinois
| USD 417 M | -USD 6.75 M | -2% | 4.74% | 102% | 278 | 23.38% | 0.9 |
|
| 1943 |
1943
B. Riley Wealth Advisors
Boca Raton,
Florida
| USD 416 M | +USD 13.8 M | +3% | 6.68% | 118% | 642 | 29.28% | 1.3 |
|
| 1944 |
1944
Alphabet Inc
Mountain View,
California
| USD 416 M | -USD 66.2 M | -14% | 13.7% | 327% | 5 | 0% | 1 |
|
| 1945 |
1945
First Fiduciary Investment Counsel
Cleveland,
Ohio
| USD 416 M | -USD 46.1 M | -10% | 6.51% | 48.1% | 45 | 24.44% | 1.8 |
|
| 1946 |
1946
BTC Capital Management
Des Moines,
Iowa
| USD 415 M | -USD 14.9 M | -3% | 8.4% | – | 190 | 28.95% | 0.7 |
|
| 1947 |
1947
MIG Capital
Newport Beach,
California
| USD 415 M | -USD 115 M | -22% | 4.45% | 118% | 39 | 43.59% | 1 |
|
| 1948 |
1948
Aegon USA Investment Management
Cedar Rapids,
Iowa
| USD 415 M | -USD 13 mil M | -97% | 5.57% | 39.9% | 57 | 54.39% | 1.4 |
|
| 1949 |
1949
Harvey Investment Company
Louisville,
Kentucky
| USD 415 M | -USD 15.7 M | -4% | 3.25% | 56.4% | 87 | 12.64% | 2.1 |
|
| 1950 |
PGCM
1950
Prescott Group Capital Management
Tulsa,
Oklahoma
| USD 415 M | -USD 88 M | -18% | 13.5% | 148% | 199 | 25.63% | 1.4 |
|