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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
City of London Investment Management
London,
United Kingdom
| USD 1152 M | -USD 17.7 M | -2% | 5.91% | 102% | 102 | 24.51% | 3.4 |
|
| 1927 |
1927
Blue Chip Partners
Farmington Hills,
Michigan
| USD 1151 M | +USD 68.8 M | +6% | 5.87% | 81.2% | 205 | 11.71% | 4.4 |
|
| 1928 |
1928
Edgemoor Investment Advisors
Bethesda,
Maryland
| USD 1150 M | +USD 75.4 M | +7% | 8.34% | 109% | 167 | 4.79% | 5.2 |
|
| 1929 |
1929
Oak Ridge Investments
Chicago,
Illinois
| USD 1147 M | +USD 97.2 M | +9% | 5.74% | 208% | 166 | 20.48% | 3.7 |
|
| 1930 |
1930
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| USD 1146 M | +USD 46.3 M | +4% | 13.2% | 70.5% | 127 | 14.96% | 2.8 |
|
| 1931 |
1931
Beaird Harris Wealth Management
Dallas,
Texas
| USD 1145 M | +USD 82.4 M | +8% | 5.58% | 41.3% | 729 | 34.57% | 1.7 |
|
| 1932 |
1932
American Assets Investment Management
San Diego,
California
| USD 1143 M | +USD 74 M | +7% | 7.79% | 507% | 163 | 3.07% | 6 |
|
| 1933 |
1933
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| USD 1143 M | +USD 64.8 M | +6% | 7.59% | 61.9% | 484 | 11.98% | 5 |
|
| 1934 |
1934
Weatherly Asset Management
Del Mar,
California
| USD 1141 M | +USD 49 M | +4% | 3.61% | 116% | 187 | 13.9% | 7.2 |
|
| 1935 |
1935
Eagle Ridge Investment Management
Stamford,
Connecticut
| USD 1140 M | +USD 59.4 M | +5% | 7.52% | 28.2% | 149 | 11.41% | 5.2 |
|
| 1936 |
1936
Irenic Capital Management
New York
| USD 1139 M | +USD 321 M | +39% | 9.01% | 93.6% | 25 | 36% | 0.7 |
|
| 1937 |
1937
AH Capital Management
Menlo Park,
California
| USD 1138 M | -USD 34.5 M | -3% | 16.3% | – | 14 | 14.29% | 0.7 |
|
| 1938 |
1938
SPC Financial Inc
Rockville,
Maryland
| USD 1135 M | +USD 54.8 M | +5% | 7.24% | 65.1% | 262 | 11.07% | 3.9 |
|
| 1939 |
1939
Wealthquest
Cincinnati,
Ohio
| USD 1135 M | +USD 197 M | +21% | 5.11% | 52.1% | 143 | 23.08% | 4.1 |
|
| 1940 |
1940
QV Investors
Calgary,
Alberta, Canada
| USD 1132 M | +USD 67.5 M | +6% | 9.81% | 68.3% | 65 | 1.54% | 4.3 |
|
| 1941 |
1941
Regal Partners
Sydney, NSW,
Australia
| USD 1131 M | +USD 166 M | +17% | 8.2% | 146% | 56 | 32.14% | 0.9 |
|
| 1942 |
1942
Syon Capital
San Francisco,
California
| USD 1130 M | +USD 42.9 M | +4% | 6.81% | 74% | 487 | 12.94% | 0.8 |
|
| 1943 |
1943
Vicus Capital
State College,
Pennsylvania
| USD 1130 M | +USD 24.2 M | +2% | 5.98% | 59.6% | 298 | 31.54% | 3.5 |
|
| 1944 |
1944
Lindbrook Capital
Calabasas,
California
| USD 1129 M | +USD 64.3 M | +6% | 5.57% | 35.8% | 2,955 | 10.96% | 3.2 |
|
| 1945 |
1945
PDT Partners
New York
| USD 1129 M | +USD 72.2 M | +7% | 9.85% | 211% | 858 | 41.03% | 0.7 |
|
| 1946 |
1946
Ally Invest Advisors
Charlotte,
North Carolina
| USD 1128 M | +USD 87.7 M | +8% | 5.86% | 41.1% | 67 | 1.49% | 2.3 |
|
| 1947 |
1947
Redwood Investment Management
Scottsdale,
Arizona
| USD 1127 M | -USD 29.7 M | -3% | 8.31% | 62.5% | 347 | 15.85% | 1.3 |
|
| 1948 |
1948
BTC Capital Management
Des Moines,
Iowa
| USD 1125 M | +USD 47.6 M | +4% | 6.06% | – | 220 | 9.09% | 4.7 |
|
| 1949 |
1949
AlphaQuest
New York
| USD 1124 M | +USD 387 M | +52% | 9.05% | – | 2,036 | 32.37% | 0.4 |
|
| 1950 |
1950
Campbell Wealth Management
Alexandria,
Virginia
| USD 1123 M | +USD 813 M | +262% | 5.04% | 11.2% | 86 | 60.47% | 1.3 |
|