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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 |
KFS
1926
Kurt F. Somerville
| USD 438 M | +USD 232 k | +0.1% | 3.17% | 92.9% | 126 | 12.7% | 2.3 |
|
| 1927 |
AGM
1927
Alpine Global Management
New York
| USD 438 M | +USD 126 M | +40% | 5.55% | 149% | 237 | 81.86% | 0.2 |
|
| 1928 |
1928
1834 Investment Advisors
Milwaukee,
Wisconsin
| USD 438 M | +USD 12 M | +3% | 1.36% | 68.7% | 187 | 14.44% | 1.8 |
|
| 1929 |
1929
Evergreen Capital Management
Bellevue,
Washington
| USD 436 M | +USD 18.7 M | +4% | 1.48% | 77.2% | 95 | 14.74% | 1.8 |
|
| 1930 |
HEC
1930
Hudson Executive Capital
New York
| USD 434 M | +USD 117 M | +37% | 14.9% | 127% | 12 | 41.67% | 0.1 |
|
| 1931 |
1931
BTC Capital Management
Des Moines,
Iowa
| USD 434 M | +USD 6.4 M | +1% | 0.13% | – | 179 | 15.08% | 1.1 |
|
| 1932 |
1932
Chemung Canal Trust
Elmira,
New York
| USD 434 M | +USD 149 k | +0% | 2.84% | 80.9% | 133 | 14.29% | 2.3 |
|
| 1933 |
1933
Incline Global Management
New York
| USD 433 M | -USD 54.6 M | -11% | 2.22% | 40.1% | 27 | 33.33% | 0.6 |
|
| 1934 |
1934
B. Riley Wealth Advisors
Boca Raton,
Florida
| USD 432 M | -USD 61.5 M | -12% | 2.71% | 118% | 647 | 26.12% | 1.4 |
|
| 1935 |
NM
1935
Newtyn Management
New York
| USD 432 M | +USD 37.2 M | +9% | 5.3% | 52% | 20 | 35% | 0.4 |
|
| 1936 |
1936
Middleton & Co
Boston,
Massachusetts
| USD 431 M | -USD 16.9 M | -4% | 0.53% | 69.7% | 162 | 6.79% | 2.1 |
|
| 1937 |
1937
Strategic Financial Services
Utica,
New York
| USD 430 M | +USD 49.4 M | +13% | 2.38% | 58.7% | 98 | 7.14% | 2.3 |
|
| 1938 |
1938
BTR Capital Management
Oakland,
California
| USD 430 M | -USD 9.8 M | -2% | 1.5% | 35% | 173 | 11.56% | 2 |
|
| 1939 |
1939
MN Services Vermogensbeheer
The Hague,
Netherlands
| USD 430 M | – | – | 2% | 149% | 672 | – | 0 |
|
| 1940 |
1940
Pekin Hardy Strauss
Chicago,
Illinois
| USD 430 M | -USD 10.2 M | -2% | 6.82% | 102% | 175 | 12% | 2 |
|
| 1941 |
MCTIC
1941
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| USD 430 M | -USD 15.9 M | -4% | 0.29% | 38.8% | 93 | 7.53% | 2.2 |
|
| 1942 |
MAM
1942
Mastrapasqua Asset Management
Nashville,
Tennessee
| USD 428 M | +USD 21.1 M | +5% | 1.24% | 54.9% | 153 | 17.65% | 1 |
|
| 1943 |
1943
Evensky & Katz
Coral Gables,
Florida
| USD 428 M | +USD 10.3 M | +2% | 1.5% | 57.1% | 50 | 4% | 2.2 |
|
| 1944 |
1944
Eagle Ridge Investment Management
Stamford,
Connecticut
| USD 427 M | +USD 10 M | +2% | 3.31% | 28.2% | 136 | 22.06% | 1 |
|
| 1945 |
1945
Bulldog Investors
Saddle Brook,
New Jersey
| USD 427 M | -USD 47.4 M | -10% | 0.17% | 22.5% | 115 | 42.61% | 0.9 |
|
| 1946 |
ZBI
1946
Ziff Brothers Investments
New York
| USD 427 M | +USD 66.2 M | +18% | 4.86% | – | 22 | 59.09% | 0.4 |
|
| 1947 |
1947
Red Mountain Capital Partners
Los Angeles,
California
| USD 427 M | +USD 46.5 M | +12% | 22.5% | 37.4% | 8 | 0% | 2.2 |
|
| 1948 |
GWM
1948
Gupta Wealth Management
San Diego,
California
| USD 427 M | +USD 33.4 M | +8% | 2.68% | – | 1,384 | 25.87% | 0.8 |
|
| 1949 |
1949
ARS Investment Partners
New York
| USD 427 M | +USD 804 k | +0.2% | 2.18% | 260% | 93 | 16.13% | 1.7 |
|
| 1950 |
1950
John G. Ullman & Associates
Corning,
New York
| USD 426 M | -USD 26.3 M | -6% | 5.31% | 156% | 120 | 16.67% | 2.1 |
|