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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
Rehmann Capital Advisory Group
Lansing,
Michigan
| USD 422 M | +USD 3.46 M | +0.8% | 0.8% | 64.6% | 355 | 13.24% | 0.9 |
|
| 1952 |
MRCM
1952
M&R Capital Management
Summit,
New Jersey
| USD 422 M | -USD 3.92 M | -0.9% | 0.36% | 52.6% | 215 | 5.58% | 1.1 |
|
| 1953 |
1953
Cypress Capital Group
Palm Beach,
Florida
| USD 421 M | -USD 5.77 M | -1% | 1.61% | 97.8% | 215 | 9.77% | 1.1 |
|
| 1954 |
1954
Cortland Associates
St Louis,
Missouri
| USD 420 M | -USD 81.2 M | -16% | 0.87% | 57.1% | 42 | 9.52% | 1 |
|
| 1955 |
GIM
1955
Greylin Investment Management
Orange,
Virginia
| USD 419 M | +USD 4.02 M | +1% | 1.17% | 52.1% | 73 | 17.81% | 0.9 |
|
| 1956 |
1956
McDaniel Terry & Co
Austin,
Texas
| USD 418 M | -USD 1.8 M | -0.4% | 1.82% | 57.9% | 50 | 6% | 1.1 |
|
| 1957 |
KCA
1957
KR Capital Advisors
New York
| USD 418 M | -USD 23.1 M | -5% | 3.06% | – | 47 | 8.51% | 1.1 |
|
| 1958 |
1958
Covalent Partners
Concord,
Massachusetts
| USD 417 M | +USD 24.7 M | +6% | 9.08% | 36.6% | 37 | 24.32% | 0.7 |
|
| 1959 |
1959
Encompass Capital Advisors
New York
| USD 417 M | +USD 68.4 M | +20% | 11% | 364% | 39 | 76.92% | 0.1 |
|
| 1960 |
1960
YHB Investment Advisors
West Hartford,
Connecticut
| USD 417 M | +USD 2.05 M | +0.5% | 1.12% | 96.2% | 154 | 2.6% | 1.1 |
|
| 1961 |
SC
1961
Salzman & Co
Pittsford,
New York
| USD 416 M | +USD 108 M | +35% | 7.12% | 15.7% | 22 | 50% | 0.2 |
|
| 1962 |
1962
Trinity Street Asset Management
London,
United Kingdom
| USD 416 M | +USD 70 M | +20% | 2.06% | 76.9% | 17 | 17.65% | 0.6 |
|
| 1963 |
1963
Summit Partners
Boston,
Massachusetts
| USD 416 M | -USD 7.74 M | -2% | 2.45% | 13.7% | 6 | 16.67% | 0.7 |
|
| 1964 |
1964
Blum Capital Partners
San Francisco,
California
| USD 415 M | -USD 177 M | -30% | 7.8% | 47.9% | 5 | 20% | 1.3 |
|
| 1965 |
1965
Reilly Financial Advisors
La Mesa,
California
| USD 414 M | -USD 7.08 M | -2% | 0.9% | 99% | 893 | 15.01% | 0.9 |
|
| 1966 |
DS
1966
Dalal Street
West Lake Hills,
Texas
| USD 414 M | -USD 66.8 M | -14% | 2.83% | 92.7% | 11 | 36.36% | 0.7 |
|
| 1967 |
1967
Marble Harbor Investment Counsel
Boston,
Massachusetts
| USD 414 M | -USD 8.79 M | -2% | 0.03% | 66.7% | 145 | 4.14% | 1.2 |
|
| 1968 |
1968
Professional Advisory Services
Vero Beach,
Florida
| USD 414 M | +USD 1.58 M | +0.4% | 0.66% | 69.3% | 63 | 11.11% | 0.9 |
|
| 1969 |
1969
Empirical Wealth Management
Seattle,
Washington
| USD 413 M | +USD 10.1 M | +3% | 1.63% | 78.8% | 110 | 13.64% | 1 |
|
| 1970 |
1970
Tegean Capital Management
New York
| USD 413 M | +USD 9.36 M | +2% | 0.85% | – | 20 | 45% | 0.6 |
|
| 1971 |
1971
LBMC Investment Advisors
Brentwood,
Tennessee
| USD 412 M | +USD 42.3 M | +11% | 2.97% | 52.8% | 56 | 21.43% | 1 |
|
| 1972 |
1972
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| USD 412 M | -USD 6.26 M | -1% | 0.12% | 34% | 93 | 7.53% | 1.1 |
|
| 1973 |
1973
Connors Investor Services
Wyomissing,
Pennsylvania
| USD 412 M | -USD 7.38 M | -2% | 1% | 125% | 164 | 18.29% | 1 |
|
| 1974 |
1974
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| USD 412 M | -USD 52.2 M | -11% | 7.44% | 96% | 127 | 28.35% | 0.8 |
|
| 1975 |
1975
SC XII Management
Menlo Park,
California
| USD 412 M | -USD 53.7 M | -12% | 6.78% | 73.4% | 4 | 50% | 0.5 |
|