¡Ya estamos en !
Descubre más
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
LGT Capital Partners
Pfaeffikon,
Switzerland
| USD 444 M | +USD 102 M | +30% | 2.83% | 67.2% | 62 | 37.1% | 0.8 |
|
| 1927 |
1927
Tenor Capital Management
New York
| USD 444 M | +USD 44.7 M | +11% | 0.05% | 4.73% | 52 | 13.46% | 0.6 |
|
| 1928 |
1928
Freshford Capital Management
Rye Brook,
New York
| USD 444 M | -USD 20.4 M | -4% | 9.08% | 97.3% | 34 | 50% | 0.7 |
|
| 1929 |
1929
Pine Brook Road Advisors
Bedford,
New York
| USD 443 M | -USD 33.5 M | -7% | 6.71% | – | 3 | 0% | 1.8 |
|
| 1930 |
CC
1930
Cornerstone Capital
Palo Alto,
California
| USD 443 M | +USD 41.2 M | +10% | 10.5% | 91.2% | 79 | 8.86% | 1.9 |
|
| 1931 |
1931
First Fiduciary Investment Counsel
Cleveland,
Ohio
| USD 442 M | +USD 26.7 M | +6% | 7.72% | 48.1% | 38 | 7.89% | 2 |
|
| 1932 |
1932
Kelly Lawrence W & Associates
Pasadens,
California
| USD 442 M | +USD 11.3 M | +3% | 8.16% | 123% | 174 | 20.11% | 1.3 |
|
| 1933 |
1933
Meiji Yasuda Asset Management
Tokyo,
Japan
| USD 441 M | +USD 33.1 M | +8% | 7.6% | 93.9% | 380 | 19.21% | 1.7 |
|
| 1934 |
1934
Academy Capital Management
Waco,
Texas
| USD 441 M | -USD 64.1 M | -13% | 4.88% | 71.2% | 51 | 25.49% | 1.5 |
|
| 1935 |
1935
Arbor Capital Management (Minnesota)
Minneapolis,
Minnesota
| USD 441 M | -USD 9.06 M | -2% | 8.09% | 97.7% | 185 | 11.35% | 1.3 |
|
| 1936 |
1936
Auxier Asset Management
Aurora,
Oregon
| USD 441 M | +USD 13 M | +3% | 8.29% | 71.7% | 148 | 8.78% | 2.1 |
|
| 1937 |
1937
YHB Investment Advisors
West Hartford,
Connecticut
| USD 441 M | +USD 17.7 M | +4% | 7.04% | 96.2% | 169 | 11.24% | 2 |
|
| 1938 |
1938
Regis Management Company
Menlo Park,
California
| USD 441 M | +USD 99.2 M | +29% | 2.24% | 5.33% | 99 | 55.56% | 0.9 |
|
| 1939 |
1939
Pacific Global Investment Management
Glendale,
California
| USD 441 M | -USD 8.74 M | -2% | 2.57% | 48% | 218 | 6.42% | 2.1 |
|
| 1940 |
BC
1940
BHR Capital
New York
| USD 441 M | -USD 245 M | -36% | 4.55% | 5.89% | 45 | 37.78% | 1.1 |
|
| 1941 |
1941
Pekin Hardy Strauss
Chicago,
Illinois
| USD 440 M | +USD 2.22 M | +0.5% | 0.78% | 102% | 174 | 10.92% | 1.8 |
|
| 1942 |
1942
Clear Harbor Asset Management
Stamford,
Connecticut
| USD 440 M | +USD 3.12 M | +0.7% | 6.48% | 98.6% | 313 | 23.96% | 1.5 |
|
| 1943 |
1943
BTR Capital Management
Oakland,
California
| USD 440 M | +USD 22.1 M | +5% | 5.86% | 35% | 180 | 13.33% | 1.7 |
|
| 1944 |
1944
Gratus Capital
Atlanta,
Georgia
| USD 440 M | +USD 25.5 M | +6% | 6.52% | 51.4% | 109 | 27.52% | 0.7 |
|
| 1945 |
1945
Bank Hapoalim BM
Tel Aviv,
Israel
| USD 440 M | +USD 9.9 M | +2% | 4.41% | 76.6% | 173 | 14.45% | 1.3 |
|
| 1946 |
1946
Strategy Asset Managers
Pasadena,
California
| USD 440 M | +USD 22.9 M | +5% | 6.85% | 115% | 137 | 5.11% | 1.6 |
|
| 1947 |
1947
Richard C. Young & Co
Newport,
Rhode Island
| USD 439 M | +USD 35.2 M | +9% | 4.39% | 137% | 85 | 27.06% | 1.5 |
|
| 1948 |
1948
SFMG Wealth Advisors
Plano,
Texas
| USD 439 M | +USD 25.3 M | +6% | 5.27% | 76.1% | 128 | 25% | 1.4 |
|
| 1949 |
KFS
1949
Kurt F. Somerville
| USD 438 M | +USD 45.5 M | +12% | 5.88% | 92.9% | 132 | 9.85% | 2 |
|
| 1950 |
1950
Harvey Investment Company
Louisville,
Kentucky
| USD 437 M | +USD 22.6 M | +5% | 5.94% | 56.4% | 79 | 2.53% | 2.3 |
|