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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
Granite Point Capital Management
Boston,
Massachusetts
| USD 641 M | +USD 1.48 M | +0.2% | 28.6% | 125% | 104 | 50.96% | 0.8 |
|
| 1952 |
1952
Stieven Capital Advisors
St. Louis,
Missouri
| USD 640 M | +USD 90.2 M | +16% | 11.9% | 117% | 59 | 15.25% | 2.8 |
|
| 1953 |
1953
Cantor Fitzgerald Investment Advisors
New York
| USD 640 M | +USD 26.2 M | +4% | 5.32% | 73.4% | 58 | 13.79% | 1.9 |
|
| 1954 |
1954
Modera Wealth Management
Westwood,
New Jersey
| USD 640 M | +USD 38 M | +6% | 5.42% | 68.2% | 148 | 2.7% | 3.6 |
|
| 1955 |
1955
Summit Creek Advisors
Minneapolis,
Minnesota
| USD 640 M | +USD 43.6 M | +7% | 10.8% | 68.8% | 70 | 10% | 2.1 |
|
| 1956 |
1956
Endeavour Capital Advisors
Greenwich,
Connecticut
| USD 639 M | -USD 728 k | -0.1% | 10.3% | 105% | 60 | 28.33% | 1.7 |
|
| 1957 |
1957
Dean Investment Associates
Beavercreek,
Ohio
| USD 639 M | -USD 42 M | -6% | 5.28% | 63.5% | 232 | 18.1% | 2.6 |
|
| 1958 |
SFG
1958
Sather Financial Group
Victoria,
Texas
| USD 638 M | +USD 88 M | +16% | 7.97% | 70% | 86 | 32.56% | 2.3 |
|
| 1959 |
1959
Kelly Lawrence W & Associates
Pasadens,
California
| USD 638 M | +USD 38.4 M | +6% | 9.39% | 123% | 137 | 5.84% | 4.1 |
|
| 1960 |
KL
1960
KGH Ltd
Nassau,
Bahamas
| USD 638 M | +USD 83.1 M | +15% | 12.3% | 139% | 53 | 58.49% | 1.1 |
|
| 1961 |
1961
Investure LLC
Charlottesville,
Virginia
| USD 637 M | +USD 333 M | +109% | 8.85% | 55.4% | 15 | 20% | 1.5 |
|
| 1962 |
1962
Bangor Savings Bank
Bangor,
Maine
| USD 637 M | +USD 49.1 M | +8% | 5.69% | 54.6% | 190 | 10.53% | 3.8 |
|
| 1963 |
1963
Nicolet Advisory Services
Green Bay,
Wisconsin
| USD 636 M | -USD 22.8 M | -3% | 5.35% | 62.7% | 178 | 11.24% | 0.7 |
|
| 1964 |
1964
Arden Trust
Wilmington,
Delaware
| USD 636 M | +USD 22.9 M | +4% | 7.61% | 22.5% | 374 | 11.76% | 3.6 |
|
| 1965 |
1965
Northstar Investment Advisors
Denver,
Colorado
| USD 636 M | +USD 35.5 M | +6% | 6.18% | 85.8% | 142 | 7.75% | 3 |
|
| 1966 |
1966
NBT Bank
Norwich,
New York
| USD 635 M | +USD 64.2 M | +11% | 8.28% | 77% | 224 | 16.52% | 4.3 |
|
| 1967 |
1967
Main Street Research
Lakeville,
Connecticut
| USD 634 M | +USD 101 M | +19% | 9.7% | 232% | 110 | 18.18% | 3.3 |
|
| 1968 |
1968
Marble Harbor Investment Counsel
Boston,
Massachusetts
| USD 633 M | +USD 70.1 M | +12% | 7.14% | 66.7% | 163 | 12.27% | 4.4 |
|
| 1969 |
AL
1969
Arnhold LLC
New York
| USD 633 M | +USD 44.4 M | +8% | 7.84% | 164% | 136 | 13.24% | 1.5 |
|
| 1970 |
1970
Point Break Capital Management
Miami,
Florida
| USD 633 M | +USD 365 M | +136% | 38% | – | 21 | 57.14% | 0.3 |
|
| 1971 |
1971
SKBA Capital Management
San Francisco,
California
| USD 633 M | +USD 3.82 M | +0.6% | 7.64% | 53.9% | 75 | 9.33% | 3.3 |
|
| 1972 |
1972
Barometer Capital Management
Toronto,
Ontario, Canada
| USD 633 M | -USD 296 M | -32% | 13.1% | 339% | 193 | 64.77% | 0.5 |
|
| 1973 |
1973
First Business Financial Services
Madison,
Wisconsin
| USD 632 M | +USD 46.9 M | +8% | 6.81% | 74% | 141 | 28.37% | 2.1 |
|
| 1974 |
1974
Bleichroeder LP
New York
| USD 632 M | – | – | 44% | 202% | 44 | – | 0 |
|
| 1975 |
1975
Clarius Group LLC
Seattle,
Washington
| USD 631 M | +USD 86.3 M | +16% | 10% | 92.1% | 309 | 14.24% | 1.2 |
|