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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
Godsey & Gibb Inc
Richmond,
Virginia
| USD 625 M | +USD 100 M | +19% | 15.9% | 87.5% | 86 | 9.3% | 3.7 |
|
| 1927 |
1927
Griffin Asset Management
New York
| USD 625 M | +USD 97 M | +18% | 24.4% | 88.9% | 220 | 19.09% | 3.4 |
|
| 1928 |
1928
Pier Capital
Stamford,
Connecticut
| USD 625 M | +USD 173 M | +38% | 44.4% | 223% | 123 | 24.39% | 1.1 |
|
| 1929 |
1929
American Financial Advisors
Marietta,
Georgia
| USD 625 M | +USD 66.7 M | +12% | 17.1% | 52.7% | 110 | 13.64% | 1.1 |
|
| 1930 |
1930
Cardano Risk Management
Rotterdam,
Netherlands
| USD 625 M | +USD 202 M | +48% | 34.6% | 200% | 5 | 0% | 1.3 |
|
| 1931 |
1931
Teton Advisors
Rye,
New York
| USD 624 M | +USD 9.05 M | +1% | 23.7% | 139% | 428 | 10.28% | 4.5 |
|
| 1932 |
1932
WBI Investments
Red Bank,
New Jersey
| USD 624 M | +USD 95.2 M | +18% | 17.9% | 97.3% | 142 | 70.42% | 0.8 |
|
| 1933 |
1933
Wellington Shields Capital Management
New York
| USD 623 M | +USD 93.3 M | +18% | 22% | 137% | 258 | 18.22% | 4 |
|
| 1934 |
1934
Kintegral Advisory
New York
| USD 622 M | +USD 108 M | +21% | 22.9% | 143% | 269 | 4.09% | 1.4 |
|
| 1935 |
1935
Hahn Capital Management
Walnut Creek,
California
| USD 620 M | +USD 79.7 M | +15% | 19.8% | 53.6% | 31 | 0% | 5.2 |
|
| 1936 |
1936
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| USD 620 M | -USD 21.1 M | -3% | 22% | 115% | 457 | 9.41% | 5.1 |
|
| 1937 |
1937
Strategy Capital
Los Altos,
California
| USD 620 M | +USD 210 M | +51% | 70.9% | 316% | 8 | 25% | 1 |
|
| 1938 |
1938
Engle Capital Management
Greenwich,
Connecticut
| USD 620 M | +USD 319 M | +106% | 70.7% | 398% | 28 | 64.29% | 0.6 |
|
| 1939 |
1939
Dorsey Asset Management
Chicago,
Illinois
| USD 619 M | +USD 223 M | +56% | 63.2% | 122% | 10 | 20% | 1.4 |
|
| 1940 |
1940
Cornercap Investment Counsel
Atlanta,
Georgia
| USD 619 M | +USD 107 M | +21% | 21.8% | 55.4% | 493 | 33.87% | 1.2 |
|
| 1941 |
1941
AdamCapital Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 618 M | +USD 46.7 M | +8% | 16.5% | 10.7% | 14 | 50% | 1.1 |
|
| 1942 |
1942
Bangor Savings Bank
Bangor,
Maine
| USD 618 M | +USD 79.4 M | +15% | 14.6% | 54.6% | 173 | 6.94% | 4.3 |
|
| 1943 |
CWM
1943
Cornerstone Wealth Management
St. Peters,
Missouri
| USD 618 M | +USD 100 M | +19% | 17.9% | 69.8% | 415 | 25.78% | 2.3 |
|
| 1944 |
1944
Koshinski Asset Management
Decatur,
Illinois
| USD 617 M | +USD 141 M | +30% | 19.2% | 76.5% | 518 | 17.37% | 1.2 |
|
| 1945 |
1945
Optimal Asset Management
Los Altos,
California
| USD 617 M | -USD 451 M | -42% | 19.9% | – | 437 | 18.99% | 0.4 |
|
| 1946 |
1946
Carret Asset Management
New York
| USD 616 M | +USD 95.5 M | +18% | 17.9% | 94.4% | 254 | 8.66% | 5 |
|
| 1947 |
1947
Blueshift Asset Management
Red Bank,
New Jersey
| USD 616 M | +USD 510 M | +478% | 30.3% | 38.8% | 591 | 86.8% | 0.1 |
|
| 1948 |
1948
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| USD 615 M | +USD 115 M | +23% | 21.3% | 77.5% | 158 | 15.19% | 5.8 |
|
| 1949 |
NAM
1949
North American Management
Boston,
Massachusetts
| USD 615 M | +USD 63.5 M | +12% | 15.7% | 61.7% | 112 | 9.82% | 4.8 |
|
| 1950 |
1950
KG Funds Management
New York
| USD 615 M | +USD 179 M | +41% | 21% | 45.8% | 13 | 38.46% | 1.5 |
|