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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
Alaska Permanent Capital Management
Anchorage,
Alaska
| USD 597 M | -USD 70.9 M | -11% | 2.1% | 42.8% | 38 | 42.11% | 2.5 |
|
| 1952 |
CCP
1952
Caymus Capital Partners
The Woodlands,
Texas
| USD 596 M | -USD 29.1 M | -5% | 1.84% | 57.3% | 26 | 61.54% | 1.3 |
|
| 1953 |
1953
Atlantic Investment Management
New York
| USD 596 M | -USD 49.1 M | -8% | 1.22% | 28.8% | 22 | 36.36% | 1.3 |
|
| 1954 |
GPCM
1954
Greenbrier Partners Capital Management
Dallas,
Texas
| USD 595 M | +USD 36.1 M | +6% | 9.35% | 96.1% | 16 | 0% | 3.9 |
|
| 1955 |
1955
Garde Capital
Seattle,
Washington
| USD 595 M | +USD 17 M | +3% | 3.63% | 57.6% | 175 | 5.71% | 2.3 |
|
| 1956 |
1956
ORIX Corp
Tokyo,
Japan
| USD 595 M | +USD 10.1 M | +2% | 1.73% | 11.7% | 1 | 0% | 0.8 |
|
| 1957 |
1957
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| USD 594 M | +USD 51.8 M | +10% | 9.7% | 87.2% | 136 | 8.82% | 3.5 |
|
| 1958 |
BPIH
1958
Broad Peak Investment Holdings
Singapore
| USD 593 M | -USD 199 M | -25% | 3.7% | 52.2% | 23 | 56.52% | 0.5 |
|
| 1959 |
1959
McDaniel Terry & Co
Austin,
Texas
| USD 593 M | +USD 48.5 M | +9% | 10.6% | 57.9% | 70 | 14.29% | 3.7 |
|
| 1960 |
1960
Beacon Financial Group
Dallas,
Texas
| USD 593 M | +USD 882 k | +0.1% | 4.61% | 66.6% | 195 | 12.31% | 2.9 |
|
| 1961 |
1961
Yiheng Capital Management
San Francisco,
California
| USD 592 M | -USD 7.23 M | -1% | 17.2% | 82% | 16 | 6.25% | 1.9 |
|
| 1962 |
1962
Woodstock Corp
Boston,
Massachusetts
| USD 592 M | +USD 48.5 M | +9% | 11.9% | 115% | 166 | 4.22% | 4 |
|
| 1963 |
1963
Jacobs & Co
San Francisco,
California
| USD 591 M | +USD 39.2 M | +7% | 7.41% | 105% | 126 | 4.76% | 4.2 |
|
| 1964 |
1964
SeaCrest Wealth Management
Purchase,
New York
| USD 591 M | +USD 35.9 M | +6% | 6.05% | 153% | 2,418 | 8.52% | 0.7 |
|
| 1965 |
1965
First Nebraska Trust
Lincoln,
Nebraska
| USD 591 M | +USD 124 M | +27% | 8.1% | 67.9% | 142 | 2.11% | 3.5 |
|
| 1966 |
1966
Forward Management
San Francisco,
California
| USD 591 M | -USD 17 M | -3% | 5.05% | 36.9% | 178 | 18.54% | 3.2 |
|
| 1967 |
1967
Parkwood LLC
Cleveland,
Ohio
| USD 590 M | -USD 45.7 M | -7% | 4.88% | 120% | 153 | 70.59% | 1.3 |
|
| 1968 |
1968
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
| USD 589 M | -USD 84.9 M | -13% | 3.82% | – | 450 | 39.78% | 0.3 |
|
| 1969 |
1969
North Point Portfolio Managers
Orange Village,
Ohio
| USD 588 M | +USD 8.39 M | +1% | 5.08% | 72.8% | 90 | 16.67% | 3.3 |
|
| 1970 |
1970
Edgestream Partners
Princeton,
New Jersey
| USD 587 M | +USD 96.4 M | +20% | 2.02% | 41.7% | 361 | 59.83% | 0.4 |
|
| 1971 |
1971
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| USD 587 M | +USD 27 M | +5% | 6.93% | 127% | 551 | 15.97% | 2.8 |
|
| 1972 |
BA
1972
Broadview Advisors
Milwaukee,
Wisconsin
| USD 587 M | -USD 39.9 M | -6% | 6% | 65.3% | 99 | 20.2% | 2 |
|
| 1973 |
PFMOSF
1973
Philadelphia Financial Management of San Francisco
San Francisco,
California
| USD 586 M | -USD 30.8 M | -5% | 6.1% | 209% | 49 | 46.94% | 0.9 |
|
| 1974 |
1974
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| USD 586 M | +USD 43.7 M | +8% | 10.6% | 57.2% | 63 | 7.94% | 3.5 |
|
| 1975 |
1975
BTC Capital Management
Des Moines,
Iowa
| USD 586 M | +USD 163 M | +39% | 5.88% | – | 189 | 33.86% | 1.9 |
|