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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
Efficient Advisors
Mason,
Ohio
| USD 588 M | -USD 4.94 M | -0.8% | 0.5% | 30.6% | 53 | 1.89% | 3.1 |
|
| 1952 |
1952
Annex Advisory Services
Brookfield,
Wisconsin
| USD 587 M | +USD 37 M | +7% | 3.38% | 85.8% | 135 | 8.89% | 2.7 |
|
| 1953 |
1953
KLS Professional Advisors Group
New York
| USD 587 M | -USD 31.9 M | -5% | 3.02% | 38% | 29 | 27.59% | 0.9 |
|
| 1954 |
1954
Trinity Street Asset Management
London,
United Kingdom
| USD 587 M | +USD 51.4 M | +10% | 2.01% | 76.9% | 18 | 22.22% | 1.6 |
|
| 1955 |
1955
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| USD 586 M | -USD 16.5 M | -3% | 0.42% | 70% | 54 | 5.56% | 3.5 |
|
| 1956 |
WDA
1956
Wendell David Associates
Portsmouth,
New Hampshire
| USD 586 M | +USD 30.7 M | +6% | 5.16% | 46% | 153 | 2.61% | 4.1 |
|
| 1957 |
1957
MAK Capital One
New York
| USD 586 M | +USD 506 M | +635% | 52.7% | 200% | 4 | 25% | 1.4 |
|
| 1958 |
1958
ORIX Corp
Tokyo,
Japan
| USD 584 M | -USD 35.1 M | -6% | 5.66% | 11.7% | 1 | 0% | 0.5 |
|
| 1959 |
1959
Middleton & Co
Boston,
Massachusetts
| USD 584 M | +USD 25.7 M | +5% | 4.84% | 69.7% | 152 | 3.95% | 3.6 |
|
| 1960 |
1960
Smith Salley Wealth Management
Greensboro,
North Carolina
| USD 584 M | +USD 26.2 M | +5% | 3.06% | 106% | 185 | 7.57% | 2.9 |
|
| 1961 |
1961
Jag Capital Management
St Louis,
Missouri
| USD 583 M | +USD 42 M | +8% | 11% | 230% | 111 | 21.62% | 2.6 |
|
| 1962 |
1962
Thomasville National Bank
Thomasville,
Georgia
| USD 581 M | +USD 18.1 M | +3% | 2.96% | – | 200 | 7% | 2 |
|
| 1963 |
1963
Ensemble Capital Management
San Francisco,
California
| USD 580 M | +USD 45.2 M | +8% | 5.44% | 36.2% | 38 | 31.58% | 2.8 |
|
| 1964 |
1964
North Point Portfolio Managers
Orange Village,
Ohio
| USD 579 M | -USD 3.91 M | -0.7% | 2.38% | 72.8% | 85 | 10.59% | 3.4 |
|
| 1965 |
1965
Sound Point Capital Management
New York
| USD 579 M | +USD 26.8 M | +5% | 15.1% | 61.5% | 37 | 35.14% | 0.8 |
|
| 1966 |
1966
Godsey & Gibb Inc
Richmond,
Virginia
| USD 578 M | +USD 10.7 M | +2% | 3.45% | 87.5% | 74 | 18.92% | 3.2 |
|
| 1967 |
1967
Garde Capital
Seattle,
Washington
| USD 578 M | +USD 27.2 M | +5% | 1.12% | 57.6% | 174 | 7.47% | 2.1 |
|
| 1968 |
1968
Brown Advisory Securities
Baltimore,
Maryland
| USD 577 M | +USD 39.3 M | +7% | 4.65% | 51% | 435 | 12.18% | 2.7 |
|
| 1969 |
MG
1969
Mitchell Group
Houston,
Texas
| USD 577 M | +USD 59.4 M | +11% | 15.7% | 0.96% | 34 | 23.53% | 2.7 |
|
| 1970 |
1970
IberiaBank
Lafayette,
Louisiana
| USD 577 M | +USD 74.3 M | +15% | 2.44% | 39.6% | 222 | 11.71% | 2.3 |
|
| 1971 |
LCM
1971
Lomas Capital Management
New York
| USD 576 M | -USD 40.9 M | -7% | 6.38% | 66.3% | 36 | 52.78% | 0.9 |
|
| 1972 |
1972
Hunting Hill Global Capital
New York
| USD 576 M | -USD 32.6 M | -5% | 0.69% | 132% | 34 | 58.82% | 0.5 |
|
| 1973 |
1973
J.V. Bruni & Co
Colorado Springs,
Colorado
| USD 576 M | -USD 3.82 M | -0.7% | 2.52% | 97.9% | 26 | 3.85% | 3.1 |
|
| 1974 |
1974
Wintrust Investments
Chicago,
Illinois
| USD 576 M | +USD 182 M | +46% | 1.38% | 27.5% | 365 | 35.07% | 1 |
|
| 1975 |
1975
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| USD 575 M | +USD 31.5 M | +6% | 2.35% | 86% | 410 | 14.15% | 2.5 |
|