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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
Pier Capital
Stamford,
Connecticut
| USD 585 M | +USD 20 k | +0% | 7.34% | 223% | 135 | 37.04% | 0.7 |
|
| 1927 |
PAM
1927
Private Asset Management
San Diego,
California
| USD 585 M | -USD 43.8 M | -7% | 0.66% | 38.2% | 144 | 12.5% | 3.7 |
|
| 1928 |
1928
Three Peaks Capital Management
Castle Rock,
Colorado
| USD 584 M | -USD 87.5 M | -13% | 3.02% | 84.5% | 138 | 60.14% | 1 |
|
| 1929 |
1929
Knighthead Capital Management
New York
| USD 584 M | -USD 118 M | -17% | 4.37% | 74.1% | 14 | 42.86% | 1.5 |
|
| 1930 |
1930
Nottingham Advisors
Amherst,
New York
| USD 584 M | -USD 150 M | -20% | 0.83% | 44.3% | 110 | 26.36% | 2.8 |
|
| 1931 |
1931
Rheos Capital Works
Tokyo,
Japan
| USD 583 M | +USD 452 M | +344% | 12.2% | 220% | 8 | 75% | 0.1 |
|
| 1932 |
1932
North Point Portfolio Managers
Orange Village,
Ohio
| USD 583 M | -USD 7.97 M | -1% | 0.38% | 72.8% | 90 | 14.44% | 3.4 |
|
| 1933 |
1933
Chicago Partners Investment Group
Chicago,
Illinois
| USD 583 M | -USD 28.3 M | -5% | 4.05% | 75.8% | 967 | 13.24% | 1.2 |
|
| 1934 |
1934
McGowan Group Asset Management
Dallas,
Texas
| USD 583 M | -USD 37.9 M | -6% | 6.25% | 69.8% | 104 | 9.62% | 1.9 |
|
| 1935 |
1935
Twin Securities
New York
| USD 583 M | -USD 97.1 M | -14% | 5.09% | 506% | 22 | 50% | 0.5 |
|
| 1936 |
1936
TRUE Private Wealth Advisors
Salem,
Oregon
| USD 582 M | +USD 5.41 M | +0.9% | 0.22% | 89.2% | 236 | 11.44% | 1.2 |
|
| 1937 |
LM
1937
Lasry Marc
| USD 582 M | +USD 61.1 M | +12% | 0.87% | 14.8% | 13 | 15.38% | 1.2 |
|
| 1938 |
1938
Sofinnova Investments
Menlo Park,
California
| USD 582 M | – | – | 35.6% | 450% | 54 | – | 0 |
|
| 1939 |
AAM
1939
AO Asset Management
New York
| USD 582 M | +USD 198 M | +52% | 14.1% | 127% | 41 | 48.78% | 0.6 |
|
| 1940 |
1940
Hengistbury Investment Partners
London,
United Kingdom
| USD 580 M | +USD 135 M | +30% | 3.22% | 108% | 5 | 40% | 1.5 |
|
| 1941 |
1941
Evensky & Katz
Coral Gables,
Florida
| USD 580 M | -USD 28.8 M | -5% | 1.6% | 57.1% | 64 | 21.88% | 3.2 |
|
| 1942 |
1942
J.V. Bruni & Co
Colorado Springs,
Colorado
| USD 580 M | -USD 12.7 M | -2% | 4.94% | 97.9% | 25 | 0% | 3 |
|
| 1943 |
PFMOSF
1943
Philadelphia Financial Management of San Francisco
San Francisco,
California
| USD 579 M | -USD 98.4 M | -15% | 0.37% | 209% | 56 | 57.14% | 0.7 |
|
| 1944 |
1944
AdvicePeriod
Los Angeles,
California
| USD 578 M | +USD 52.5 M | +10% | 1.25% | 31.5% | 70 | 5.71% | 0.2 |
|
| 1945 |
1945
Vicus Capital
State College,
Pennsylvania
| USD 578 M | +USD 4.84 M | +0.8% | 1.25% | 59.6% | 246 | 13.82% | 2.4 |
|
| 1946 |
1946
Osborn Williams & Donohoe
Cincinnati,
Ohio
| USD 578 M | -USD 5.65 M | -1% | 1.36% | 23.7% | 240 | 9.17% | 3.4 |
|
| 1947 |
1947
GenTrust
Miami,
Florida
| USD 578 M | +USD 19.4 M | +3% | 1.2% | 53% | 88 | 6.82% | 1.1 |
|
| 1948 |
1948
LBMC Investment Advisors
Brentwood,
Tennessee
| USD 578 M | -USD 35.5 M | -6% | 1.49% | 52.8% | 90 | 8.89% | 3 |
|
| 1949 |
1949
Fulton Breakefield Broenniman
Bethesda,
Maryland
| USD 577 M | -USD 19.5 M | -3% | 0.46% | 68% | 112 | 11.61% | 3.2 |
|
| 1950 |
1950
Summit Equities
Parsippany,
New Jersey
| USD 575 M | -USD 11.4 M | -2% | 1.42% | 40.7% | 42 | 23.81% | 1.9 |
|