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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
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| USD 453 M | -USD 8.86 M | -2% | 1.83% | 70% | 39 | 5.13% | 1.5 |
|
| 1952 |
1952
C.M. Bidwell & Associates
Honolulu,
Hawaii
| USD 452 M | +USD 14.4 M | +3% | 4.7% | 70.6% | 283 | 54.42% | 0.5 |
|
| 1953 |
1953
Beacon Financial Group
Dallas,
Texas
| USD 451 M | -USD 31.5 M | -7% | 0.48% | 66.6% | 196 | 21.43% | 1.1 |
|
| 1954 |
1954
Bernzott Capital Advisors
Camarillo,
California
| USD 451 M | -USD 9.05 M | -2% | 3.08% | 46.6% | 56 | 19.64% | 1.2 |
|
| 1955 |
PWM
1955
Patriot Wealth Management
Houston,
Texas
| USD 450 M | +USD 22.1 M | +5% | 1.56% | 24.3% | 65 | 10.77% | 1.3 |
|
| 1956 |
SCM
1956
SeaStone Capital Management
New York
| USD 449 M | -USD 194 M | -30% | 6.7% | 17.6% | 46 | 52.17% | 0.6 |
|
| 1957 |
1957
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| USD 449 M | -USD 12.5 M | -3% | 1.37% | 45.9% | 86 | 11.63% | 1.2 |
|
| 1958 |
1958
Fulton Breakefield Broenniman
Bethesda,
Maryland
| USD 449 M | -USD 7.6 M | -2% | 0.04% | 68% | 135 | 7.41% | 1.5 |
|
| 1959 |
1959
Prospera Financial Services
Dallas,
Texas
| USD 449 M | +USD 47.8 M | +12% | 2.23% | 97.4% | 363 | 31.4% | 0.9 |
|
| 1960 |
1960
Gratus Capital
Atlanta,
Georgia
| USD 449 M | +USD 26.2 M | +6% | 0.35% | 51.4% | 105 | 34.29% | 0.2 |
|
| 1961 |
1961
Cobiz Wealth
Denver,
Colorado
| USD 448 M | +USD 10.8 M | +2% | 3.88% | 54% | 136 | 10.29% | 1.4 |
|
| 1962 |
1962
Bulldog Investors
Saddle Brook,
New Jersey
| USD 448 M | -USD 14.2 M | -3% | 0.47% | 22.5% | 85 | 32.94% | 0.8 |
|
| 1963 |
1963
LBMC Investment Advisors
Brentwood,
Tennessee
| USD 447 M | +USD 16.8 M | +4% | 1.53% | 52.8% | 63 | 12.7% | 1.3 |
|
| 1964 |
1964
Corbyn Investment Management
Lutherville,
Maryland
| USD 447 M | -USD 76 M | -15% | 2.53% | 71.9% | 52 | 17.31% | 1.3 |
|
| 1965 |
1965
LS Power Partners II
New York
| USD 447 M | +USD 3.95 M | +0.9% | 3.34% | 27.3% | 1 | 0% | 1.8 |
|
| 1966 |
1966
Howe & Rusling
Rochester,
New York
| USD 446 M | +USD 29.1 M | +7% | 3.88% | 82% | 1,034 | 18.28% | 1.1 |
|
| 1967 |
1967
NBW Capital
Boston,
Massachusetts
| USD 446 M | +USD 10.2 M | +2% | 2.33% | 86% | 83 | 16.87% | 1.3 |
|
| 1968 |
1968
YHB Investment Advisors
West Hartford,
Connecticut
| USD 446 M | +USD 9.1 M | +2% | 1.93% | 96.2% | 172 | 8.72% | 1.4 |
|
| 1969 |
1969
Asset Advisors Corp
Augusta,
Georgia
| USD 446 M | -USD 7.08 M | -2% | 0.39% | 41.4% | 168 | 11.31% | 1.4 |
|
| 1970 |
1970
Grace Capital
Quincy,
Massachusetts
| USD 445 M | +USD 29.3 M | +7% | 2.06% | 127% | 107 | 17.76% | 1.3 |
|
| 1971 |
1971
Steel Grove Capital Advisors
Memphis,
Tennessee
| USD 445 M | – | – | 0.85% | 106% | 171 | – | 1 |
|
| 1972 |
ACM
1972
Astenbeck Capital Management
Southport,
Connecticut
| USD 445 M | +USD 341 M | +329% | 1.27% | 12.4% | 21 | 42.86% | 0.3 |
|
| 1973 |
1973
Bainco International Investors
Boston,
Massachusetts
| USD 444 M | +USD 21.8 M | +5% | 2.27% | 69.4% | 93 | 15.05% | 1.4 |
|
| 1974 |
1974
Appleton Partners
Boston,
Massachusetts
| USD 443 M | +USD 6.59 M | +2% | 3.74% | 101% | 197 | 14.72% | 1.3 |
|
| 1975 |
MCTIC
1975
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| USD 443 M | -USD 3.21 M | -0.7% | 2.79% | 38.8% | 100 | 5% | 1.4 |
|