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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1951 |
BIM
1951
Bridgecreek Investment Management
Tulsa,
Oklahoma
| USD 340 M | +USD 45 M | +15% | 5.92% | 48.4% | 207 | 15.94% | 0.2 |
|
| 1952 |
1952
KERN Cobalt Co-Invest Partners
Calgary,
Alberta, Canada
| USD 340 M | -USD 23.4 M | -6% | 6.44% | – | 1 | 0% | 0.3 |
|
| 1953 |
FOAM
1953
Five Oceans Asset Management
Sydney,
Australia
| USD 339 M | +USD 6.32 M | +2% | 7.83% | – | 50 | 14% | 0.2 |
|
| 1954 |
1954
Gavea Investimentos
Rj,
Brazil
| USD 339 M | – | – | 4.84% | 60.3% | 2 | – | 0 |
|
| 1955 |
1955
Neuberger Berman Canada
Toronto,
Ontario, Canada
| USD 339 M | -USD 183 M | -35% | 6.27% | 15.7% | 360 | 60.56% | 0.2 |
|
| 1956 |
1956
Richard Bernstein Advisors
New York
| USD 339 M | +USD 35.7 M | +12% | 5.51% | 33.9% | 243 | 2.47% | 0.2 |
|
| 1957 |
1957
LBMC Investment Advisors
Brentwood,
Tennessee
| USD 339 M | +USD 50.4 M | +17% | 6.53% | 52.8% | 51 | 9.8% | 0.2 |
|
| 1958 |
1958
YHB Investment Advisors
West Hartford,
Connecticut
| USD 338 M | +USD 17 M | +5% | 6.73% | 96.2% | 147 | 7.48% | 0.2 |
|
| 1959 |
PWM
1959
Patriot Wealth Management
Houston,
Texas
| USD 338 M | +USD 21.1 M | +7% | 7.06% | 24.3% | 55 | 74.55% | 0.2 |
|
| 1960 |
1960
Telemus Capital
Southfield,
Michigan
| USD 338 M | – | – | 3.69% | 27.9% | 174 | – | 0 |
|
| 1961 |
RCM
1961
Ratan Capital Management
Miami Beach,
Florida
| USD 337 M | +USD 136 M | +68% | 8.43% | 616% | 38 | 52.63% | 0.2 |
|
| 1962 |
1962
Glazer Capital LLC
New York
| USD 337 M | +USD 91.3 M | +37% | 28.3% | 323% | 69 | 73.91% | 0.1 |
|
| 1963 |
IMS
1963
Index Management Solutions
Philadelphia,
Pennsylvania
| USD 336 M | – | – | 1.43% | – | 686 | – | 0 |
|
| 1964 |
TAM
1964
Telemark Asset Management
Boston,
Massachusetts
| USD 336 M | +USD 72.9 M | +28% | 15.6% | 329% | 58 | 46.55% | 0.2 |
|
| 1965 |
1965
Hillsdale Investment Management
Toronto,
Ontario, Canada
| USD 336 M | +USD 30.4 M | +10% | 13.4% | 271% | 619 | 33.28% | 0.2 |
|
| 1966 |
1966
Motley Fool Asset Management
Alexandria,
Virginia
| USD 336 M | +USD 60.6 M | +22% | 8.92% | 117% | 85 | 14.12% | 0.2 |
|
| 1967 |
1967
Beddow Capital Management
Jackson,
Wyoming
| USD 336 M | +USD 27.4 M | +9% | 11% | 50.7% | 50 | 14% | 0.2 |
|
| 1968 |
1968
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| USD 335 M | +USD 33.6 M | +11% | 5.44% | 86% | 281 | 22.42% | 0.2 |
|
| 1969 |
1969
Sentinel Trust
Houston,
Texas
| USD 335 M | +USD 1.87 M | +0.6% | 4.43% | 79.2% | 213 | 20.66% | 0.2 |
|
| 1970 |
1970
Sageview Capital
Greenwich,
Connecticut
| USD 334 M | -USD 33.8 M | -9% | 0.96% | 335% | 9 | 22.22% | 0.2 |
|
| 1971 |
1971
Capital Analysts LLC
Fort Washington,
Pennsylvania
| USD 334 M | +USD 17.3 M | +5% | 5.01% | 51.3% | 323 | 15.17% | 0.2 |
|
| 1972 |
1972
Northstar Investment Advisors
Denver,
Colorado
| USD 334 M | +USD 14.4 M | +4% | 2.95% | 85.8% | 108 | 10.19% | 0.2 |
|
| 1973 |
1973
Cabot Wealth Management
Salem,
Massachusetts
| USD 334 M | +USD 43.1 M | +15% | 11.6% | 69.3% | 191 | 30.89% | 0.2 |
|
| 1974 |
LCM
1974
Lomas Capital Management
New York
| USD 334 M | +USD 32.3 M | +11% | 8.76% | 66.3% | 40 | 27.5% | 0.2 |
|
| 1975 |
CCM
1975
Calypso Capital Management
New York
| USD 333 M | +USD 126 M | +61% | 9.53% | – | 33 | 48.48% | 0.1 |
|