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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
Randolph Company
Cincinnati,
Ohio
| USD 540 M | +USD 13.4 M | +3% | 4.79% | 120% | 43 | 27.91% | 1.3 |
|
| 1952 |
1952
Planning Alternatives
Birmingham,
Michigan
| USD 538 M | +USD 14.1 M | +3% | 3.76% | 69.6% | 55 | 9.09% | 3.2 |
|
| 1953 |
1953
Electron Capital Partners
New York
| USD 537 M | +USD 29.8 M | +6% | 10.3% | 333% | 37 | 48.65% | 0.7 |
|
| 1954 |
1954
Thompson Investment Management
Madison,
Wisconsin
| USD 536 M | +USD 4.11 M | +0.8% | 4.04% | 100% | 184 | 7.61% | 3.2 |
|
| 1955 |
1955
Cortland Associates
St Louis,
Missouri
| USD 536 M | +USD 14.7 M | +3% | 10.8% | 57.1% | 51 | 13.73% | 2.7 |
|
| 1956 |
1956
1834 Investment Advisors
Milwaukee,
Wisconsin
| USD 536 M | +USD 5.37 M | +1% | 4.49% | 68.7% | 179 | 6.7% | 2.7 |
|
| 1957 |
1957
Pekin Hardy Strauss
Chicago,
Illinois
| USD 535 M | -USD 100 M | -16% | 3.35% | 102% | 199 | 11.06% | 2.6 |
|
| 1958 |
1958
Exane Derivatives
Paris,
France
| USD 535 M | +USD 69.3 M | +15% | 4.21% | 42.7% | 688 | 26.02% | 1.3 |
|
| 1959 |
AA
1959
Ancient Art
Austin,
Texas
| USD 534 M | -USD 47.8 M | -8% | 9.8% | 168% | 16 | 50% | 1.9 |
|
| 1960 |
1960
Jag Capital Management
St Louis,
Missouri
| USD 533 M | +USD 33.1 M | +7% | 13.2% | 230% | 124 | 23.39% | 2.1 |
|
| 1961 |
1961
Blackhill Capital
Morristown,
New Jersey
| USD 533 M | +USD 10.7 M | +2% | 2.85% | 212% | 80 | 8.75% | 3.5 |
|
| 1962 |
1962
Clearfield Capital Management
New York
| USD 533 M | -USD 80.1 M | -13% | 0.49% | 421% | 33 | 60.61% | 0.4 |
|
| 1963 |
AC
1963
Apertura Capital
Dallas,
Texas
| USD 533 M | +USD 135 M | +34% | 1.61% | 41.5% | 48 | 79.17% | 0.2 |
|
| 1964 |
1964
Jacobs & Co
San Francisco,
California
| USD 532 M | +USD 24 M | +5% | 4.22% | 105% | 125 | 3.2% | 3.6 |
|
| 1965 |
1965
Sageworth Trust
Lancaster,
Pennsylvania
| USD 532 M | +USD 27.2 M | +5% | 5.15% | 64.5% | 121 | 42.98% | 1.8 |
|
| 1966 |
1966
BlueSpruce Investments
Chicago,
Illinois
| USD 531 M | +USD 148 M | +39% | 3.62% | 59.6% | 17 | 35.29% | 1.1 |
|
| 1967 |
1967
GenTrust
Miami,
Florida
| USD 529 M | +USD 44.2 M | +9% | 3.59% | 53% | 87 | 11.49% | 0.6 |
|
| 1968 |
1968
Corient Capital Partners
Newport Beach,
California
| USD 529 M | -USD 124 M | -19% | 3.48% | 39.2% | 315 | 19.05% | 0.9 |
|
| 1969 |
1969
Alaska Permanent Capital Management
Anchorage,
Alaska
| USD 529 M | +USD 38.7 M | +8% | 3.53% | 42.8% | 27 | 7.41% | 2.2 |
|
| 1970 |
1970
McDaniel Terry & Co
Austin,
Texas
| USD 529 M | +USD 13.1 M | +3% | 4.04% | 57.9% | 63 | 7.94% | 3.1 |
|
| 1971 |
1971
Richard C. Young & Co
Newport,
Rhode Island
| USD 528 M | +USD 17.8 M | +3% | 4.15% | 137% | 68 | 10.29% | 2.7 |
|
| 1972 |
1972
Stieven Capital Advisors
St. Louis,
Missouri
| USD 527 M | -USD 5.27 M | -1% | 5.7% | 117% | 68 | 16.18% | 2.2 |
|
| 1973 |
TC
1973
Tyvor Capital
Oak Brook,
Illinois
| USD 526 M | +USD 12.2 M | +2% | 4.59% | 20.6% | 56 | 53.57% | 0.5 |
|
| 1974 |
1974
Canandaigua National Bank & Trust
Canandaigua,
New York
| USD 526 M | +USD 38.2 M | +8% | 3.42% | – | 248 | 7.66% | 2.7 |
|
| 1975 |
1975
Tensile Capital Management
Larkspur,
California
| USD 526 M | +USD 30.1 M | +6% | 1.32% | 47.7% | 23 | 26.09% | 1.7 |
|