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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
Richard C. Young & Co
Newport,
Rhode Island
| USD 475 M | +USD 12.3 M | +3% | 2.62% | 137% | 67 | 8.96% | 2.4 |
|
| 1927 |
1927
Harvey Investment Company
Louisville,
Kentucky
| USD 475 M | +USD 4.25 M | +0.9% | 1.76% | 56.4% | 83 | 4.82% | 3 |
|
| 1928 |
1928
Clear Harbor Asset Management
Stamford,
Connecticut
| USD 475 M | +USD 16.7 M | +4% | 4.36% | 98.6% | 286 | 22.73% | 2 |
|
| 1929 |
GA
1929
GFS Advisors
Houston,
Texas
| USD 475 M | +USD 24.5 M | +5% | 5.55% | 97.9% | 147 | 16.33% | 2 |
|
| 1930 |
1930
CCM Investment Advisers
Columbia,
South Carolina
| USD 474 M | +USD 636 k | +0.1% | 5.42% | 170% | 102 | 13.73% | 2.3 |
|
| 1931 |
1931
Amtrust Financial Services
New York
| USD 474 M | – | – | 10.1% | 61.9% | 97 | – | 0 |
|
| 1932 |
1932
Hilton Capital Management
Garden City,
New York
| USD 473 M | +USD 68.3 M | +17% | 7.83% | 58.2% | 148 | 38.51% | 1.3 |
|
| 1933 |
1933
ACG Wealth
Atlanta,
Georgia
| USD 473 M | +USD 2.83 M | +0.6% | 3.83% | 45.5% | 284 | 20.42% | 1.8 |
|
| 1934 |
1934
American Assets Investment Management
San Diego,
California
| USD 473 M | +USD 37.4 M | +9% | 6.83% | 507% | 149 | 11.41% | 2.1 |
|
| 1935 |
1935
Jacobs Asset Management
New York
| USD 473 M | +USD 94.8 M | +25% | 28.7% | 114% | 59 | 37.29% | 1.2 |
|
| 1936 |
1936
Makena Capital Management
Menlo Park,
California
| USD 471 M | -USD 596 M | -56% | 0.28% | 78.7% | 23 | 13.04% | 1.7 |
|
| 1937 |
1937
Kanaly Trust
Houston,
Texas
| USD 471 M | -USD 1.05 M | -0.2% | 3.38% | 11.6% | 987 | 12.46% | 2 |
|
| 1938 |
1938
Dudley & Shanley
Palm Beach,
Florida
| USD 470 M | +USD 34.3 M | +8% | 8.14% | 67.9% | 33 | 0% | 2.1 |
|
| 1939 |
1939
Summit Partners Public Asset Management
Boston,
Massachusetts
| USD 469 M | -USD 141 M | -23% | 5.35% | 1,167% | 136 | 69.85% | 0.3 |
|
| 1940 |
1940
SFMG Wealth Advisors
Plano,
Texas
| USD 469 M | +USD 13.4 M | +3% | 3.58% | 76.1% | 124 | 16.13% | 1.8 |
|
| 1941 |
1941
Serengeti Asset Management
New York
| USD 468 M | +USD 74.1 M | +19% | 1.56% | 14.9% | 30 | 43.33% | 1.2 |
|
| 1942 |
1942
InterOcean Capital
Chicago,
Illinois
| USD 468 M | +USD 39.2 M | +9% | 4.87% | 32.1% | 185 | 26.49% | 2 |
|
| 1943 |
CC
1943
Cornerstone Capital
Palo Alto,
California
| USD 468 M | +USD 4.9 M | +1% | 2.21% | 91.2% | 80 | 10% | 2.6 |
|
| 1944 |
1944
Essex Financial Services
Essex,
Connecticut
| USD 466 M | +USD 46.1 M | +11% | 3.56% | 87.7% | 336 | 12.8% | 2.4 |
|
| 1945 |
1945
Elm Ridge Management
Briarcliff Manor,
New York
| USD 466 M | +USD 42 M | +10% | 14.3% | 93.6% | 35 | 22.86% | 1.5 |
|
| 1946 |
1946
Gillson Capital
Chicago,
Illinois
| USD 465 M | – | – | 23.1% | 84.9% | 33 | – | 0 |
|
| 1947 |
GWI
1947
Grace & White Inc
Ny,
New York
| USD 465 M | +USD 15.9 M | +4% | 10.8% | 61.5% | 144 | 5.56% | 2.9 |
|
| 1948 |
1948
Clearfield Capital Management
New York
| USD 465 M | +USD 24 M | +5% | 2.36% | 421% | 16 | 43.75% | 0.5 |
|
| 1949 |
AR
1949
Argyll Research
Wilmington,
Delaware
| USD 463 M | -USD 4.46 M | -1% | 0.95% | 0.8% | 5 | 0% | 2.2 |
|
| 1950 |
1950
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| USD 463 M | +USD 18.2 M | +4% | 5.09% | 86% | 302 | 28.15% | 2.2 |
|