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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
Hikari Tsushin Inc
Tokyo,
Japan
| USD 426 M | +USD 37.2 M | +10% | 3.13% | 59.5% | 36 | 11.11% | 2.1 |
|
| 1952 |
1952
McDaniel Terry & Co
Austin,
Texas
| USD 425 M | +USD 41.4 M | +11% | 6.33% | 57.9% | 50 | 12% | 2.2 |
|
| 1953 |
1953
HBK Sorce Advisory
Erie,
Pennsylvania
| USD 425 M | +USD 41.7 M | +11% | 0.61% | 58.2% | 262 | 23.28% | 1.5 |
|
| 1954 |
1954
Laird Norton Wetherby Wealth Management
San Francisco,
California
| USD 424 M | +USD 7.22 M | +2% | 1.89% | – | 510 | 14.12% | 2.1 |
|
| 1955 |
1955
Comerica Securities
Detroit,
Michigan
| USD 424 M | +USD 24.2 M | +6% | 1.65% | 25.6% | 383 | 25.59% | 1.1 |
|
| 1956 |
1956
Professional Advisory Services
Vero Beach,
Florida
| USD 423 M | +USD 3.79 M | +0.9% | 2.8% | 69.3% | 60 | 8.33% | 2 |
|
| 1957 |
1957
Auxier Asset Management
Aurora,
Oregon
| USD 422 M | -USD 18.9 M | -4% | 0.81% | 71.7% | 149 | 7.38% | 2.4 |
|
| 1958 |
1958
L. Roy Papp & Associates
Phoenix,
Arizona
| USD 422 M | +USD 13.4 M | +3% | 2.59% | 80.1% | 155 | 14.84% | 2 |
|
| 1959 |
1959
Caprock Group
Boise,
Idaho
| USD 422 M | +USD 247 M | +141% | 0.96% | – | 358 | 80.45% | 0.2 |
|
| 1960 |
1960
Bank Hapoalim BM
Tel Aviv,
Israel
| USD 422 M | -USD 17.8 M | -4% | 0.28% | 76.6% | 180 | 18.89% | 1.5 |
|
| 1961 |
DLG
1961
Daniel L. Goodwin
| USD 421 M | +USD 4.23 M | +1% | 3.21% | 72.6% | 120 | 13.33% | 1.8 |
|
| 1962 |
SAM
1962
Sandell Asset Management
New York
| USD 421 M | +USD 58.4 M | +16% | 7.59% | 322% | 32 | 53.13% | 0.5 |
|
| 1963 |
1963
Ashford Capital Management
Wilmington,
Delaware
| USD 421 M | -USD 4.4 M | -1% | 0.18% | 150% | 113 | 17.7% | 2 |
|
| 1964 |
PGCM
1964
Prescott Group Capital Management
Tulsa,
Oklahoma
| USD 420 M | -USD 15.7 M | -4% | 5.68% | 148% | 165 | 19.39% | 1.9 |
|
| 1965 |
AR
1965
Argyll Research
Wilmington,
Delaware
| USD 420 M | -USD 64 M | -13% | 3.55% | 0.8% | 6 | 0% | 1.6 |
|
| 1966 |
1966
Formula Growth
Montreal,
Quebec, Canada
| USD 419 M | -USD 10.6 M | -2% | 5.41% | 118% | 194 | 34.02% | 0.2 |
|
| 1967 |
1967
Private Wealth Partners
Mill Valley,
California
| USD 416 M | -USD 11.7 M | -3% | 0.13% | 112% | 143 | 20.98% | 1.9 |
|
| 1968 |
1968
CNO Financial Group
Carmel,
Indiana
| USD 416 M | +USD 147 M | +54% | 2.64% | – | 19 | 5.26% | 1.1 |
|
| 1969 |
1969
Pine Brook Road Advisors
Bedford,
New York
| USD 416 M | -USD 26.8 M | -6% | 10.9% | – | 3 | 0% | 2 |
|
| 1970 |
1970
Oak Hill Advisors
New York
| USD 416 M | -USD 248 M | -37% | 4.48% | 42.4% | 24 | 16.67% | 1.9 |
|
| 1971 |
1971
Sonora Investment Management
Tucson,
Arizona
| USD 416 M | +USD 31.7 M | +8% | 0.85% | 32.8% | 1,092 | 26.92% | 0.3 |
|
| 1972 |
1972
Jacobs & Co
San Francisco,
California
| USD 416 M | +USD 29.5 M | +8% | 2.39% | 105% | 128 | 7.03% | 2.3 |
|
| 1973 |
1973
Sageworth Trust
Lancaster,
Pennsylvania
| USD 414 M | +USD 943 k | +0.2% | 0.26% | 64.5% | 38 | 5.26% | 1.7 |
|
| 1974 |
1974
Community Bank
Dewitt,
New York
| USD 414 M | +USD 737 k | +0.2% | 3.45% | 73.5% | 491 | 12.63% | 1 |
|
| 1975 |
JMH
1975
J.M. Hartwell
New York
| USD 414 M | -USD 16.3 M | -4% | 1.84% | 72.2% | 90 | 18.89% | 2 |
|