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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
Nicolet Advisory Services
Green Bay,
Wisconsin
| USD 911 M | +USD 43.5 M | +5% | 5.56% | 62.7% | 318 | 12.89% | 2.1 |
|
| 1927 |
CM
1927
Conifer Management
New York
| USD 911 M | +USD 78 M | +9% | 10.8% | 22.7% | 11 | 9.09% | 2.3 |
|
| 1928 |
1928
Grassi Investment Management
Santa Clara,
California
| USD 909 M | +USD 103 M | +13% | 16.3% | 170% | 129 | 5.43% | 5.6 |
|
| 1929 |
1929
Ascent Group
Virginia Beach,
Virginia
| USD 908 M | -USD 32.2 M | -3% | 5.56% | 83.3% | 509 | 19.45% | 1.2 |
|
| 1930 |
1930
Gladstone Capital Management
London,
United Kingdom
| USD 907 M | +USD 121 M | +15% | 22.1% | 304% | 23 | 60.87% | 1.1 |
|
| 1931 |
1931
EverSource Wealth Advisors
Birmingham,
Alabama
| USD 907 M | +USD 104 M | +13% | 5.42% | 89.7% | 2,650 | 16.08% | 1 |
|
| 1932 |
1932
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| USD 905 M | +USD 84.1 M | +10% | 11.5% | 70% | 59 | 3.39% | 6.8 |
|
| 1933 |
1933
Exor N.V.
Amsterdam,
Netherlands
| USD 905 M | +USD 600 M | +197% | 0.51% | 8.34% | 2 | 50% | 0.3 |
|
| 1934 |
1934
Bridgeworth
Birmingham,
Alabama
| USD 905 M | +USD 112 M | +14% | 4.93% | 19.3% | 176 | 9.09% | 3 |
|
| 1935 |
1935
Daido Life Insurance Company
Osaka,
Japan
| USD 904 M | -USD 98.3 M | -10% | 7.79% | 68.7% | 11 | 0% | 5.1 |
|
| 1936 |
1936
Callan Capital
La Jolla,
California
| USD 904 M | +USD 40.3 M | +5% | 4.96% | 20.1% | 194 | 10.31% | 2.7 |
|
| 1937 |
1937
BBR Partners
New York
| USD 904 M | +USD 35.9 M | +4% | 5.96% | 63.4% | 175 | 14.86% | 2.9 |
|
| 1938 |
1938
Lansdowne Partners (UK)
London,
United Kingdom
| USD 902 M | +USD 254 M | +39% | 12.6% | 293% | 24 | 33.33% | 1.9 |
|
| 1939 |
1939
Trinity Street Asset Management
London,
United Kingdom
| USD 902 M | +USD 9.01 M | +1% | 8.04% | 76.9% | 22 | 4.55% | 2.3 |
|
| 1940 |
1940
Unison Advisors
Washington,
District of Columbia
| USD 901 M | +USD 595 k | +0.1% | 2.52% | 54.6% | 206 | 26.7% | 2.6 |
|
| 1941 |
1941
Maple-Brown Abbott
Barangaroo,
Australia
| USD 900 M | +USD 21 M | +2% | 5.91% | 7.92% | 15 | 0% | 5.4 |
|
| 1942 |
1942
Foster Victor Wealth Advisors
Greenville,
South Carolina
| USD 900 M | +USD 75.1 M | +9% | 5.95% | 78.2% | 173 | 13.87% | 2.6 |
|
| 1943 |
1943
Colonial Trust Advisors
Spartanburg,
South Carolina
| USD 900 M | +USD 48.6 M | +6% | 8.45% | 80% | 940 | 6.06% | 1.6 |
|
| 1944 |
1944
Soleus Capital Management
Greenwich,
Connecticut
| USD 900 M | -USD 66.1 M | -7% | 11.2% | 508% | 115 | 45.22% | 0.6 |
|
| 1945 |
1945
American Assets Investment Management
San Diego,
California
| USD 899 M | +USD 31.9 M | +4% | 3.64% | 507% | 176 | 3.41% | 4.8 |
|
| 1946 |
1946
First Trust Direct Indexing
Boston,
Massachusetts
| USD 898 M | +USD 55.8 M | +7% | 8.96% | 69% | 751 | 12.65% | 1.8 |
|
| 1947 |
1947
SP Asset Management
Cupertino,
California
| USD 896 M | +USD 80.9 M | +10% | 11.8% | 92.4% | 118 | 7.63% | 3.3 |
|
| 1948 |
1948
Globeflex Capital
San Diego,
California
| USD 896 M | +USD 77 M | +9% | 11% | 186% | 526 | 22.05% | 2.1 |
|
| 1949 |
1949
Jacobi Capital Management
Pittston,
Pennsylvania
| USD 894 M | +USD 51.3 M | +6% | 6.11% | 76.6% | 451 | 9.53% | 4.7 |
|
| 1950 |
1950
Stack Financial Management
Whitefish,
Montana
| USD 894 M | +USD 71.6 M | +9% | 4.54% | 58.4% | 40 | 12.5% | 5 |
|