¡Ya estamos en !
Descubre más
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
Gratus Capital
Atlanta,
Georgia
| USD 414 M | -USD 14.7 M | -3% | 5.03% | 51.4% | 104 | 22.12% | 0.6 |
|
| 1952 |
1952
SFMG Wealth Advisors
Plano,
Texas
| USD 414 M | -USD 33.4 M | -7% | 2.55% | 76.1% | 135 | 26.67% | 1.3 |
|
| 1953 |
1953
Greenwich Wealth Management
Greenwich,
Connecticut
| USD 413 M | -USD 370 M | -47% | 11% | 198% | 185 | 15.68% | 1.8 |
|
| 1954 |
ASA
1954
Armstrong Shaw Associates
New Canaan,
Connecticut
| USD 412 M | -USD 49.7 M | -11% | 8.31% | 51.2% | 42 | 2.38% | 1.9 |
|
| 1955 |
1955
Ardsley Advisory Partners
Stamford,
Connecticut
| USD 412 M | -USD 384 M | -48% | 18.7% | 555% | 228 | 65.35% | 0.5 |
|
| 1956 |
1956
Cadinha & Co
Honolulu,
Hawaii
| USD 412 M | -USD 89.9 M | -18% | 5.02% | 132% | 117 | 15.38% | 1.8 |
|
| 1957 |
1957
Cobiz Wealth
Denver,
Colorado
| USD 412 M | -USD 36 M | -8% | 5.26% | 54% | 145 | 11.72% | 1.7 |
|
| 1958 |
1958
Alexandria Capital
Arlington,
Virginia
| USD 411 M | -USD 38.8 M | -9% | 8.02% | 66.8% | 658 | 13.68% | 1.7 |
|
| 1959 |
1959
Chemung Canal Trust
Elmira,
New York
| USD 411 M | -USD 45.4 M | -10% | 6.92% | 80.9% | 137 | 7.3% | 1.9 |
|
| 1960 |
1960
Providence Equity Partners
Providence,
Rhode Island
| USD 411 M | -USD 105 M | -20% | 18.7% | 12.4% | 3 | 0% | 2.3 |
|
| 1961 |
GWM
1961
Gupta Wealth Management
San Diego,
California
| USD 410 M | +USD 3.1 M | +0.8% | 5.39% | – | 1,427 | 24.81% | 0.4 |
|
| 1962 |
SA
1962
Smithwood Advisers
Los Angeles,
California
| USD 410 M | -USD 291 M | -41% | 20.9% | 23.3% | 23 | 60.87% | 0.5 |
|
| 1963 |
GII
1963
Gryphon International Investment
Toronto,
Ontario, Canada
| USD 410 M | -USD 37 M | -8% | 0.4% | 5.67% | 23 | 8.7% | 1.7 |
|
| 1964 |
1964
Aristotle Capital Boston
Boston,
Massachusetts
| USD 410 M | -USD 29.5 M | -7% | 4.93% | 72.2% | 107 | 8.41% | 0.7 |
|
| 1965 |
1965
Bainco International Investors
Boston,
Massachusetts
| USD 410 M | -USD 37.7 M | -8% | 4.67% | 69.4% | 90 | 20% | 1.9 |
|
| 1966 |
1966
Park Avenue Securities
New York
| USD 409 M | +USD 1.96 M | +0.5% | 6.06% | 71% | 38 | 42.11% | 0.4 |
|
| 1967 |
MCTIC
1967
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| USD 409 M | -USD 38.3 M | -9% | 7.57% | 38.8% | 93 | 6.45% | 1.8 |
|
| 1968 |
1968
Beacon Financial Group
Dallas,
Texas
| USD 409 M | -USD 52.1 M | -11% | 4.62% | 66.6% | 184 | 21.2% | 1.4 |
|
| 1969 |
1969
Meiji Yasuda Asset Management
Tokyo,
Japan
| USD 408 M | -USD 17.1 M | -4% | 5.2% | 93.9% | 389 | 22.37% | 1.5 |
|
| 1970 |
1970
Asset Advisors Corp
Augusta,
Georgia
| USD 408 M | -USD 40.1 M | -9% | 4.32% | 41.4% | 178 | 11.24% | 1.8 |
|
| 1971 |
1971
JMG Financial Group
Downers Grove,
Illinois
| USD 408 M | -USD 25.3 M | -6% | 9.62% | 58.7% | 56 | 1.79% | 2.1 |
|
| 1972 |
1972
Planning Alternatives
Birmingham,
Michigan
| USD 407 M | -USD 67.1 M | -14% | 7.48% | 69.6% | 47 | 6.38% | 1.7 |
|
| 1973 |
1973
JCIC Asset Management
Toronto,
Ontario, Canada
| USD 407 M | -USD 150 M | -27% | 8.69% | – | 111 | 17.12% | 1.3 |
|
| 1974 |
1974
Arrow Investment Advisors
Laurel,
Maryland
| USD 407 M | -USD 90.1 M | -18% | 6.16% | 36.3% | 89 | 25.84% | 1 |
|
| 1975 |
1975
C.M. Bidwell & Associates
Honolulu,
Hawaii
| USD 406 M | -USD 41.4 M | -9% | 3.13% | 70.6% | 311 | 60.77% | 0.5 |
|