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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 |
1951
Steel Grove Capital Advisors
Memphis,
Tennessee
| USD 403 M | +USD 7.28 M | +2% | 1.89% | 106% | 149 | 20.13% | 0.6 |
|
| 1952 |
1952
Meritech Capital Associates III
Palo Alto,
California
| USD 403 M | -USD 165 M | -29% | 5.67% | 135% | 7 | 0% | 0.6 |
|
| 1953 |
1953
Davidson & Garrard
Lynchburg,
Virginia
| USD 402 M | +USD 7.78 M | +2% | 2.51% | 25.2% | 202 | 9.41% | 0.7 |
|
| 1954 |
1954
Professional Advisory Services
Vero Beach,
Florida
| USD 401 M | +USD 16.1 M | +4% | 0.74% | 69.3% | 53 | 16.98% | 0.6 |
|
| 1955 |
1955
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| USD 401 M | +USD 24.3 M | +6% | 4.1% | 34% | 93 | 10.75% | 0.7 |
|
| 1956 |
1956
Steinberg Global Asset Management
Boca Raton,
Florida
| USD 401 M | -USD 70.2 M | -15% | 1.19% | 32.8% | 231 | 22.51% | 0.7 |
|
| 1957 |
TCM
1957
Tamarack Capital Management
Carlsbad,
California
| USD 401 M | -USD 21.7 M | -5% | 7.12% | – | 31 | 29.03% | 0.5 |
|
| 1958 |
1958
Obermeyer Wealth Partners
Aspen,
Colorado
| USD 400 M | +USD 8.59 M | +2% | 5.48% | 91.3% | 71 | 25.35% | 0.6 |
|
| 1959 |
1959
Schonfeld Group Holdings
Jericho,
New York
| USD 400 M | +USD 135 M | +51% | 6.94% | – | 709 | 74.75% | 0.1 |
|
| 1960 |
JA
1960
JVL Advisors
Houston,
Texas
| USD 400 M | +USD 160 M | +67% | 27.2% | 89.4% | 25 | 44% | 0.2 |
|
| 1961 |
1961
Segantii Capital Management
Hong Kong
| USD 399 M | -USD 147 M | -27% | 11.5% | 33.1% | 22 | 54.55% | 0.1 |
|
| 1962 |
1962
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| USD 399 M | +USD 22 M | +6% | 7.78% | 307% | 161 | 35.4% | 0.4 |
|
| 1963 |
1963
Old Mutual Customised Solutions
Pinelands,
South Africa
| USD 399 M | +USD 15.9 M | +4% | 3.62% | 49.7% | 777 | 2.45% | 0.7 |
|
| 1964 |
SIG
1964
Schooner Investment Group
Wayne,
Pennsylvania
| USD 399 M | +USD 74.8 M | +23% | 0.73% | 24.3% | 142 | 19.01% | 0.5 |
|
| 1965 |
TP
1965
TB Partners
Shanghai,
China
| USD 398 M | +USD 35.1 M | +10% | 17.7% | – | 3 | 0% | 0.8 |
|
| 1966 |
SC
1966
Selz Capital
New York
| USD 398 M | -USD 463 k | -0.1% | 6.46% | 10.2% | 60 | 18.33% | 0.5 |
|
| 1967 |
1967
White Mountains Insurance Group
Hanover,
New Hampshire
| USD 398 M | +USD 17.2 M | +5% | 4.53% | 105% | 2 | 0% | 0.8 |
|
| 1968 |
1968
Capital Investment Services of America
Milwaukee,
Wisconsin
| USD 397 M | +USD 1.51 M | +0.4% | 2.37% | 50.7% | 57 | 5.26% | 0.7 |
|
| 1969 |
1969
LBMC Investment Advisors
Brentwood,
Tennessee
| USD 397 M | +USD 15.4 M | +4% | 1.44% | 52.8% | 53 | 13.21% | 0.7 |
|
| 1970 |
TAM
1970
Telemark Asset Management
Boston,
Massachusetts
| USD 397 M | -USD 7.12 M | -2% | 9.68% | 329% | 68 | 51.47% | 0.4 |
|
| 1971 |
1971
Moors & Cabot
Boston,
Massachusetts
| USD 395 M | – | – | 1.84% | 124% | 382 | – | 0 |
|
| 1972 |
1972
Tompkins Financial
Ithaca,
New York
| USD 395 M | +USD 8.99 M | +2% | 1.15% | 84.4% | 569 | 16.52% | 0.6 |
|
| 1973 |
CC
1973
Cambrian Capital
San Francisco,
California
| USD 395 M | -USD 3.26 M | -0.8% | 2.6% | 17.3% | 63 | 33.33% | 0.5 |
|
| 1974 |
1974
Brookstone Capital Management
Wheaton,
Illinois
| USD 394 M | +USD 46.7 M | +13% | 2.15% | 72.1% | 124 | 20.97% | 0.2 |
|
| 1975 |
1975
McDaniel Terry & Co
Austin,
Texas
| USD 394 M | -USD 2.05 M | -0.5% | 0.11% | 57.9% | 50 | 6% | 0.7 |
|