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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 |
OFM
1926
Okumus Fund Management
Grand Cayman,
Cayman Islands
| USD 531 M | +USD 155 M | +41% | 26.4% | 8.26% | 14 | 71.43% | 0.4 |
|
| 1927 |
1927
Goodnow Investment Group
Darien,
Connecticut
| USD 530 M | -USD 156 M | -23% | 18.4% | 131% | 31 | 32.26% | 2.4 |
|
| 1928 |
1928
Halsey Associates
New Haven,
Connecticut
| USD 530 M | -USD 32.1 M | -6% | 11.7% | 63.8% | 112 | 21.43% | 3.6 |
|
| 1929 |
1929
Hoplite Capital Management
New York
| USD 530 M | -USD 152 M | -22% | 8.84% | 32.9% | 25 | 48% | 1 |
|
| 1930 |
1930
Wellington Shields Capital Management
New York
| USD 529 M | -USD 90.8 M | -15% | 10.7% | 137% | 322 | 16.77% | 3.5 |
|
| 1931 |
IR
1931
IAT Reinsurance
New York
| USD 526 M | -USD 160 M | -23% | 20.6% | 60.2% | 137 | 8.76% | 1.9 |
|
| 1932 |
1932
Index Venture Associates V
St. Helier, Channel Islands,
Jersey
| USD 526 M | -USD 285 M | -35% | 35.1% | 61.2% | 4 | 0% | 0.8 |
|
| 1933 |
1933
Gramercy Funds Management
Greenwich,
Connecticut
| USD 525 M | +USD 7.67 M | +1% | 6.68% | 87.6% | 19 | 15.79% | 0.7 |
|
| 1934 |
1934
Brown Advisory Securities
Baltimore,
Maryland
| USD 524 M | -USD 98.6 M | -16% | 12.2% | 51% | 439 | 14.58% | 3.1 |
|
| 1935 |
1935
MCF Advisors
Covington,
Kentucky
| USD 523 M | -USD 49.2 M | -9% | 10.7% | 50.2% | 526 | 16.54% | 2.8 |
|
| 1936 |
1936
Altium Wealth Management
Purchase,
New York
| USD 523 M | +USD 1.54 M | +0.3% | 11.6% | 24.9% | 313 | 17.25% | 0.7 |
|
| 1937 |
1937
O'Shares Investment Advisers
Boston,
Massachusetts
| USD 523 M | – | – | 9.28% | 71.8% | 329 | – | 0 |
|
| 1938 |
JC
1938
JBF Capital
Aspen,
Colorado
| USD 522 M | -USD 158 M | -23% | 15.5% | 93.6% | 188 | 68.09% | 0.8 |
|
| 1939 |
1939
Blackhill Capital
Morristown,
New Jersey
| USD 522 M | -USD 96.3 M | -16% | 13.5% | 212% | 74 | 12.16% | 4.4 |
|
| 1940 |
1940
Financial Architects (New Jersey)
Marlton,
New Jersey
| USD 522 M | -USD 91.9 M | -15% | 11.9% | 31.3% | 1,592 | 23.93% | 2.1 |
|
| 1941 |
1941
First Merchants Corp
Muncie,
Indiana
| USD 521 M | -USD 88.9 M | -15% | 12% | 55.6% | 207 | 6.76% | 3.4 |
|
| 1942 |
SCM
1942
Suffolk Capital Management
New York
| USD 521 M | -USD 182 M | -26% | 20% | 48.6% | 156 | 38.46% | 1.1 |
|
| 1943 |
AAM
1943
Autus Asset Management
Scottsdale,
Arizona
| USD 521 M | -USD 82.4 M | -14% | 10.9% | 26.3% | 157 | 10.19% | 4.1 |
|
| 1944 |
1944
Adams Natural Resources Fund
Baltimore,
Maryland
| USD 520 M | -USD 163 M | -24% | 21% | 50.6% | 62 | 9.68% | 2.2 |
|
| 1945 |
1945
Citizens Business Bank
Ontario,
California
| USD 520 M | -USD 95.1 M | -15% | 12.9% | 108% | 288 | 13.89% | 3.5 |
|
| 1946 |
1946
IHT Wealth Management
Chicago,
Illinois
| USD 520 M | +USD 57.1 M | +12% | 11.4% | 74.8% | 530 | 30.19% | 1.3 |
|
| 1947 |
1947
Trek Financial
Scottsdale,
Arizona
| USD 519 M | – | – | 1.43% | 144% | 91 | – | 0 |
|
| 1948 |
1948
Harvey Investment Company
Louisville,
Kentucky
| USD 518 M | -USD 58.9 M | -10% | 9.97% | 56.4% | 86 | 11.63% | 4.4 |
|
| 1949 |
1949
AJ Wealth Strategies
New York
| USD 518 M | -USD 22.2 M | -4% | 10.1% | 32.2% | 117 | 29.91% | 1.4 |
|
| 1950 |
1950
Bienville Capital Management
New York
| USD 518 M | -USD 775 M | -60% | 5.46% | 36.3% | 184 | 40.22% | 1.4 |
|