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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
Provident Investment Management
Novi,
Michigan
| USD 423 M | +USD 20 M | +5% | 6.79% | 69.5% | 54 | 12.96% | 0.8 |
|
| 1952 |
1952
Sector Gamma AS
Oslo,
Norway
| USD 423 M | +USD 5.68 M | +1% | 3.9% | 35.3% | 37 | 32.43% | 0.6 |
|
| 1953 |
1953
Marble Harbor Investment Counsel
Boston,
Massachusetts
| USD 422 M | +USD 36.3 M | +9% | 4.79% | 66.7% | 147 | 8.84% | 0.9 |
|
| 1954 |
BPM
1954
Bowling Portfolio Management
Cincinnati,
Ohio
| USD 422 M | +USD 2.86 M | +0.7% | 5.19% | 45.7% | 140 | 45.71% | 0.7 |
|
| 1955 |
1955
Reilly Financial Advisors
La Mesa,
California
| USD 422 M | +USD 2.24 M | +0.5% | 4.64% | 99% | 942 | 27.92% | 0.7 |
|
| 1956 |
1956
Foxhaven Asset Management
Charlottesville,
Virginia
| USD 421 M | +USD 54.1 M | +15% | 6.81% | 88.2% | 29 | 37.93% | 0.3 |
|
| 1957 |
PCM
1957
Panning Capital Management
New York
| USD 421 M | +USD 177 M | +73% | 17.4% | 349% | 16 | 56.25% | 0.4 |
|
| 1958 |
1958
Intrepid Capital Management
Jacksonville Beach,
Florida
| USD 421 M | -USD 50.3 M | -11% | 0.49% | 70.2% | 45 | 15.56% | 0.7 |
|
| 1959 |
1959
McDaniel Terry & Co
Austin,
Texas
| USD 420 M | +USD 26.4 M | +7% | 6.81% | 57.9% | 50 | 8% | 0.9 |
|
| 1960 |
1960
Neumeier Poma Investment Counsel
Carmel,
California
| USD 419 M | -USD 20.8 M | -5% | 2.71% | 229% | 40 | 7.5% | 0.9 |
|
| 1961 |
1961
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| USD 419 M | +USD 15.2 M | +4% | 4.23% | 70% | 39 | 0% | 0.9 |
|
| 1962 |
T
1962
Tahithromos
New York
| USD 419 M | +USD 3.33 M | +0.8% | 2.4% | 16.4% | 49 | 38.78% | 0.6 |
|
| 1963 |
1963
Connors Investor Services
Wyomissing,
Pennsylvania
| USD 419 M | +USD 5.94 M | +1% | 3.88% | 125% | 156 | 12.82% | 0.9 |
|
| 1964 |
1964
Rehmann Capital Advisory Group
Lansing,
Michigan
| USD 419 M | +USD 48.8 M | +13% | 4.1% | 64.6% | 353 | 16.15% | 0.8 |
|
| 1965 |
1965
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| USD 418 M | +USD 17.7 M | +4% | 4.15% | 34% | 91 | 9.89% | 0.9 |
|
| 1966 |
1966
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| USD 417 M | +USD 18.1 M | +5% | 8.2% | 307% | 180 | 54.44% | 0.4 |
|
| 1967 |
1967
Bragg Financial Advisors
Charlotte,
North Carolina
| USD 417 M | +USD 8.1 M | +2% | 3.87% | 101% | 232 | 1.72% | 0.9 |
|
| 1968 |
1968
Davidson & Garrard
Lynchburg,
Virginia
| USD 417 M | +USD 14.5 M | +4% | 4.22% | 25.2% | 196 | 8.67% | 0.9 |
|
| 1969 |
1969
Oceanic Investment Management
Douglas,
Isle Of Man
| USD 416 M | +USD 132 M | +47% | 7.73% | – | 25 | 64% | 0.3 |
|
| 1970 |
1970
Highmount Capital
New York
| USD 416 M | -USD 13.7 M | -3% | 4.47% | – | 149 | 8.05% | 0.9 |
|
| 1971 |
1971
RBF Capital
San Francisco,
California
| USD 416 M | +USD 6.23 M | +2% | 2.46% | 147% | 300 | 10.33% | 0.9 |
|
| 1972 |
1972
Brookmont Capital Management
Dallas,
Texas
| USD 415 M | +USD 51.1 M | +14% | 3.38% | 36.6% | 43 | 0% | 1 |
|
| 1973 |
1973
Strategic Investment Management
Arlington,
Virginia
| USD 415 M | -USD 231 M | -36% | 5.2% | 53.4% | 131 | 67.18% | 0.2 |
|
| 1974 |
GIM
1974
Greylin Investment Management
Orange,
Virginia
| USD 415 M | +USD 2.14 M | +0.5% | 0.8% | 52.1% | 75 | 20% | 0.7 |
|
| 1975 |
1975
YHB Investment Advisors
West Hartford,
Connecticut
| USD 414 M | +USD 20.8 M | +5% | 4.75% | 96.2% | 158 | 8.86% | 0.9 |
|