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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
Burnham Asset Management
New York
| USD 441 M | -USD 13.6 M | -3% | 1.46% | 39.5% | 249 | 9.24% | 1.3 |
|
| 1952 |
1952
Callan Capital
La Jolla,
California
| USD 441 M | +USD 79.3 M | +22% | 23.2% | 20.1% | 76 | 19.74% | 0.9 |
|
| 1953 |
1953
Rafferty Asset Management
New York
| USD 441 M | -USD 489 M | -53% | 0.37% | 238% | 410 | 27.8% | 0.7 |
|
| 1954 |
1954
Trinity Street Asset Management
London,
United Kingdom
| USD 440 M | +USD 23.7 M | +6% | 5.94% | 76.9% | 15 | 6.67% | 0.8 |
|
| 1955 |
1955
StepStone Group
La Jolla,
California
| USD 439 M | +USD 13.3 M | +3% | 7.39% | 107% | 17 | 17.65% | 0.9 |
|
| 1956 |
QCMC
1956
Quantum Capital Management (California)
San Francisco,
California
| USD 439 M | -USD 68.3 M | -13% | 6.83% | 53.7% | 196 | 21.94% | 1.1 |
|
| 1957 |
1957
Connors Investor Services
Wyomissing,
Pennsylvania
| USD 439 M | +USD 27.1 M | +7% | 6.64% | 125% | 174 | 19.54% | 1.1 |
|
| 1958 |
1958
Marble Harbor Investment Counsel
Boston,
Massachusetts
| USD 439 M | +USD 25.3 M | +6% | 6.37% | 66.7% | 151 | 9.27% | 1.3 |
|
| 1959 |
1959
C.M. Bidwell & Associates
Honolulu,
Hawaii
| USD 438 M | +USD 13.7 M | +3% | 7.25% | 70.6% | 291 | 53.26% | 0.5 |
|
| 1960 |
1960
Bridges Investment Counsel
Omaha,
Nebraska
| USD 437 M | +USD 3.31 M | +0.8% | 4.16% | 33.7% | 160 | 3.75% | 1.4 |
|
| 1961 |
1961
Cobiz Wealth
Denver,
Colorado
| USD 437 M | +USD 7.53 M | +2% | 5.38% | 54% | 136 | 11.03% | 1.3 |
|
| 1962 |
1962
Efficient Advisors
Mason,
Ohio
| USD 437 M | +USD 4.6 M | +1% | 0.27% | 30.6% | 29 | 0% | 1.2 |
|
| 1963 |
1963
Partners Group Holding
Baar-Zug,
Switzerland
| USD 437 M | -USD 20.8 M | -5% | 3.75% | 23.3% | 54 | 29.63% | 1 |
|
| 1964 |
1964
TD Capital Management
Memphis,
Tennessee
| USD 437 M | -USD 2.99 M | -0.7% | 1.37% | 40.5% | 169 | 10.06% | 1.2 |
|
| 1965 |
1965
Appleton Partners
Boston,
Massachusetts
| USD 437 M | +USD 8.54 M | +2% | 4.87% | 101% | 198 | 13.13% | 1.2 |
|
| 1966 |
1966
Brighton Jones LLC
Seattle,
Washington
| USD 437 M | -USD 8.54 M | -2% | 2.09% | 97.9% | 222 | 17.57% | 1.2 |
|
| 1967 |
1967
YHB Investment Advisors
West Hartford,
Connecticut
| USD 437 M | +USD 20.1 M | +5% | 5.02% | 96.2% | 165 | 9.7% | 1.3 |
|
| 1968 |
1968
NBW Capital
Boston,
Massachusetts
| USD 436 M | -USD 29.7 M | -6% | 2.44% | 86% | 87 | 14.94% | 1.2 |
|
| 1969 |
1969
Mazama Capital Management
Portland,
Oregon
| USD 435 M | +USD 42.3 M | +11% | 7.4% | – | 338 | 36.69% | 0.7 |
|
| 1970 |
1970
Rehmann Capital Advisory Group
Lansing,
Michigan
| USD 434 M | +USD 12.2 M | +3% | 2.52% | 64.6% | 368 | 18.21% | 1.1 |
|
| 1971 |
1971
300 North Capital
Pasadena,
California
| USD 434 M | +USD 57.5 M | +15% | 9.48% | – | 129 | 22.48% | 0.8 |
|
| 1972 |
1972
Catawba Capital Management
Roanoke,
Virginia
| USD 433 M | +USD 3.57 M | +0.8% | 4.99% | 33.1% | 267 | 14.61% | 1.3 |
|
| 1973 |
1973
Dean Investment Associates
Beavercreek,
Ohio
| USD 432 M | +USD 21 M | +5% | 5.72% | 63.5% | 259 | 29.34% | 1 |
|
| 1974 |
1974
Davidson & Garrard
Lynchburg,
Virginia
| USD 432 M | +USD 20.3 M | +5% | 2.31% | 25.2% | 197 | 11.68% | 1.3 |
|
| 1975 |
1975
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| USD 432 M | -USD 172 M | -28% | 4.74% | 58.1% | 678 | 32.74% | 0.9 |
|