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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
O'Shares Investment Advisers
Boston,
Massachusetts
| USD 625 M | +USD 35.7 M | +6% | 2.7% | 71.8% | 344 | 3.78% | 0.5 |
|
| 1927 |
CMG
1927
Cavalry Management Group
San Francisco,
California
| USD 624 M | +USD 284 M | +84% | 6.2% | 59.6% | 31 | 61.29% | 0.4 |
|
| 1928 |
1928
Dynamic Advisor Solutions
Phoenix,
Arizona
| USD 623 M | +USD 92.5 M | +17% | 2.95% | 70.9% | 559 | 29.34% | 1.6 |
|
| 1929 |
1929
GenTrust
Miami,
Florida
| USD 622 M | +USD 10 M | +2% | 2.08% | 53% | 101 | 15.84% | 1.6 |
|
| 1930 |
CPP
1930
Crow Point Partners
Boston,
Massachusetts
| USD 622 M | +USD 32 M | +5% | 4.31% | 56.9% | 135 | 22.22% | 1.7 |
|
| 1931 |
1931
Sector Gamma AS
Oslo,
Norway
| USD 622 M | -USD 1.43 M | -0.2% | 1.07% | 35.3% | 37 | 18.92% | 1.8 |
|
| 1932 |
1932
First Reserve GP XI
Stamford,
Connecticut
| USD 622 M | +USD 10.1 M | +2% | 1.65% | 26.4% | 1 | 0% | 5.5 |
|
| 1933 |
1933
Blackhill Capital
Morristown,
New Jersey
| USD 621 M | +USD 38.3 M | +7% | 8.79% | 212% | 69 | 2.9% | 4.7 |
|
| 1934 |
1934
BRR OpCo
Columbus,
Ohio
| USD 620 M | +USD 36.6 M | +6% | 3.45% | 23.6% | 212 | 28.3% | 2.1 |
|
| 1935 |
1935
Jacobs & Co
San Francisco,
California
| USD 620 M | +USD 32.4 M | +6% | 3.49% | 105% | 140 | 7.86% | 4.1 |
|
| 1936 |
1936
Dubuque Bank & Trust
Dubuque,
Iowa
| USD 620 M | -USD 333 k | -0.1% | 4.01% | 24% | 698 | 76.65% | 3.9 |
|
| 1937 |
1937
Capstone Financial Advisors
Downers Grove,
Illinois
| USD 618 M | +USD 33 M | +6% | 3.67% | 54.5% | 101 | 9.9% | 2.6 |
|
| 1938 |
1938
BTC Capital Management
Des Moines,
Iowa
| USD 618 M | -USD 8.68 M | -1% | 3.96% | – | 198 | 11.11% | 2.1 |
|
| 1939 |
MGM
1939
Miura Global Management
New York
| USD 618 M | +USD 34 M | +6% | 13.2% | 375% | 32 | 59.38% | 0.4 |
|
| 1940 |
1940
Olstein Capital Management
Purchase,
New York
| USD 617 M | +USD 11.3 M | +2% | 4.27% | 16.6% | 116 | 9.48% | 3.1 |
|
| 1941 |
1941
Bell Asset Management
Melbourne,
Australia
| USD 617 M | +USD 35 M | +6% | 5.25% | 45.3% | 63 | 3.17% | 1.3 |
|
| 1942 |
VS
1942
VK Services
Menlo Park,
California
| USD 617 M | +USD 68.8 M | +13% | 12.6% | 1,605% | 1 | 0% | 0.5 |
|
| 1943 |
1943
Guinness Asset Management
London,
United Kingdom
| USD 616 M | +USD 28.8 M | +5% | 3.22% | 73.9% | 110 | 10.91% | 3.3 |
|
| 1944 |
1944
Astor Investment Management
Chicago,
Illinois
| USD 616 M | +USD 10.8 M | +2% | 2.17% | 23.3% | 61 | 22.95% | 1.6 |
|
| 1945 |
1945
Washington Trust Bank
Spokane,
Washington
| USD 615 M | -USD 12.6 M | -2% | 4.43% | 80.5% | 603 | 68.49% | 4.7 |
|
| 1946 |
1946
Gratus Capital
Atlanta,
Georgia
| USD 613 M | +USD 16.7 M | +3% | 3.61% | 51.4% | 182 | 8.79% | 2.6 |
|
| 1947 |
1947
Indus Capital Partners
New York
| USD 612 M | -USD 154 M | -20% | 2.57% | 117% | 45 | 42.22% | 1.2 |
|
| 1948 |
1948
Ironvine Capital Partners
Omaha,
Nebraska
| USD 612 M | +USD 82.6 M | +16% | 7.19% | 58.8% | 62 | 6.45% | 1.3 |
|
| 1949 |
BPM
1949
Bowling Portfolio Management
Cincinnati,
Ohio
| USD 611 M | -USD 18.5 M | -3% | 2.82% | 45.7% | 440 | 49.77% | 1.8 |
|
| 1950 |
1950
Garde Capital
Seattle,
Washington
| USD 611 M | +USD 31.9 M | +6% | 2.68% | 57.6% | 150 | 13.33% | 3 |
|