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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
Auxier Asset Management
Aurora,
Oregon
| USD 447 M | +USD 10.1 M | +2% | 2.09% | 71.7% | 153 | 5.23% | 2.6 |
|
| 1952 |
1952
Brandywine Managers
Hockessin,
Delaware
| USD 447 M | -USD 56.6 M | -11% | 5.38% | 96.3% | 3 | 0% | 1.5 |
|
| 1953 |
1953
Middleton & Co
Boston,
Massachusetts
| USD 446 M | +USD 11.3 M | +3% | 3.79% | 69.7% | 166 | 12.05% | 2.4 |
|
| 1954 |
MCTIC
1954
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| USD 446 M | -USD 2.72 M | -0.6% | 3.35% | 38.8% | 92 | 9.78% | 2.6 |
|
| 1955 |
1955
Strategy Asset Managers
Pasadena,
California
| USD 446 M | +USD 6.08 M | +1% | 1.74% | 115% | 152 | 32.24% | 2 |
|
| 1956 |
AAM
1956
Autus Asset Management
Scottsdale,
Arizona
| USD 446 M | +USD 7.09 M | +2% | 2.71% | 26.3% | 159 | 5.03% | 2.3 |
|
| 1957 |
1957
BTR Capital Management
Oakland,
California
| USD 446 M | +USD 10.1 M | +2% | 3.6% | 35% | 172 | 13.95% | 2.3 |
|
| 1958 |
OFM
1958
Okumus Fund Management
Grand Cayman,
Cayman Islands
| USD 445 M | -USD 132 M | -23% | 5.35% | 8.26% | 13 | 30.77% | 1 |
|
| 1959 |
1959
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| USD 444 M | +USD 9.2 M | +2% | 3.02% | 86% | 290 | 4.14% | 1.8 |
|
| 1960 |
1960
Bulldog Investors
Saddle Brook,
New Jersey
| USD 444 M | +USD 54.7 M | +14% | 2.55% | 22.5% | 100 | 31% | 1.1 |
|
| 1961 |
1961
Tensile Capital Management
Larkspur,
California
| USD 444 M | +USD 32.2 M | +8% | 11.8% | 47.7% | 19 | 5.26% | 1.6 |
|
| 1962 |
1962
Dragoneer Investment Group
San Francisco,
California
| USD 443 M | +USD 48.1 M | +12% | 20.1% | 77.3% | 22 | 45.45% | 0.7 |
|
| 1963 |
1963
Colrain Capital
Boston,
Massachusetts
| USD 443 M | -USD 58.9 M | -12% | 4.13% | – | 91 | 13.19% | 2.2 |
|
| 1964 |
1964
Steel Grove Capital Advisors
Memphis,
Tennessee
| USD 443 M | +USD 36.7 M | +9% | 3.12% | 106% | 222 | 21.62% | 1.5 |
|
| 1965 |
1965
Formula Growth
Montreal,
Quebec, Canada
| USD 442 M | +USD 31.4 M | +8% | 10.9% | 118% | 183 | 34.97% | 0.5 |
|
| 1966 |
HAM
1966
Hillcrest Asset Management
Plano,
Texas
| USD 442 M | +USD 45.1 M | +11% | 9.16% | 97.2% | 55 | 18.18% | 1.3 |
|
| 1967 |
1967
Deltec Asset Management
New York
| USD 442 M | +USD 44 M | +11% | 11.3% | 128% | 180 | 28.89% | 1.4 |
|
| 1968 |
1968
Caprock Group
Boise,
Idaho
| USD 441 M | +USD 30.6 M | +7% | 4.79% | – | 393 | 36.9% | 0.5 |
|
| 1969 |
1969
Clearfield Capital Management
New York
| USD 441 M | +USD 111 M | +34% | 4.26% | 421% | 13 | 30.77% | 0.5 |
|
| 1970 |
1970
Moneta Group Investment Advisors
St Louis,
Missouri
| USD 441 M | -USD 16.5 M | -4% | 4.67% | 64% | 165 | 20% | 1.9 |
|
| 1971 |
1971
Abner Herrman & Brock
Jersey City,
New Jersey
| USD 440 M | +USD 10.6 M | +2% | 3.24% | 156% | 127 | 7.09% | 1.8 |
|
| 1972 |
1972
SkyBridge Capital II
New York
| USD 440 M | +USD 61.5 M | +16% | 6.84% | – | 30 | 0% | 0.5 |
|
| 1973 |
1973
Vicus Capital
State College,
Pennsylvania
| USD 440 M | +USD 27.3 M | +7% | 2.01% | 59.6% | 234 | 26.07% | 1.6 |
|
| 1974 |
1974
Professional Advisory Services
Vero Beach,
Florida
| USD 439 M | +USD 1.66 M | +0.4% | 2.61% | 69.3% | 60 | 8.33% | 2.3 |
|
| 1975 |
1975
Petrus Trust Company
Dallas,
Texas
| USD 438 M | -USD 4.52 M | -1% | 5.95% | 36.9% | 227 | 47.58% | 0.9 |
|