¡Ya estamos en !
Descubre más
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
ThornTree Capital Partners
Boston,
Massachusetts
| USD 801 M | +USD 95.8 M | +14% | 28.9% | 217% | 32 | 37.5% | 1 |
|
| 1952 |
1952
Mirabella Financial Services
London,
United Kingdom
| USD 801 M | +USD 71.8 M | +10% | 29.4% | 86.2% | 540 | 79.26% | 0.2 |
|
| 1953 |
1953
Ironvine Capital Partners
Omaha,
Nebraska
| USD 801 M | +USD 2.52 M | +0.3% | 12% | 58.8% | 70 | 14.29% | 2.4 |
|
| 1954 |
1954
InterWest Venture Management
San Francisco,
California
| USD 801 M | +USD 454 M | +131% | 60.5% | 57.6% | 13 | 7.69% | 2.8 |
|
| 1955 |
1955
Global Retirement Partners
San Rafael,
California
| USD 798 M | +USD 115 M | +17% | 13.3% | – | 1,855 | 14.61% | 2.4 |
|
| 1956 |
1956
Oracle Investment Management
Greenwich,
Connecticut
| USD 798 M | +USD 39.2 M | +5% | 23.7% | 865% | 24 | 25% | 3.5 |
|
| 1957 |
1957
Kayak Investment Partners
San Francisco,
California
| USD 798 M | +USD 65.7 M | +9% | 14.8% | 27% | 35 | 31.43% | 0.9 |
|
| 1958 |
CWM
1958
Cornerstone Wealth Management
St. Peters,
Missouri
| USD 797 M | +USD 122 M | +18% | 11.5% | 77.5% | 440 | 15.68% | 2.4 |
|
| 1959 |
1959
Wildcat Capital Management
New York
| USD 796 M | +USD 483 M | +154% | 39.3% | 77.7% | 31 | 38.71% | 1.2 |
|
| 1960 |
1960
Baldwin Wealth Partners
Marion,
Massachusetts
| USD 795 M | +USD 64.2 M | +9% | 11.8% | 94.5% | 579 | 9.84% | 3.5 |
|
| 1961 |
1961
Horan Capital Management
Hunt Valley,
Maryland
| USD 794 M | +USD 115 M | +17% | 13.3% | 69.2% | 37 | 10.81% | 2.7 |
|
| 1962 |
1962
Zions Bancorporation
Salt Lake City,
Utah
| USD 794 M | +USD 89.8 M | +13% | 13.6% | 22.9% | 1,069 | 11.88% | 1.9 |
|
| 1963 |
1963
Granger Management
New York
| USD 794 M | – | – | 13.3% | 69.9% | 39 | – | 0 |
|
| 1964 |
SCP
1964
Syntal Capital Partners
Midland,
Texas
| USD 793 M | +USD 571 M | +257% | 95% | 102% | 137 | 40.15% | 1.7 |
|
| 1965 |
1965
Summit Trail Advisors
New York
| USD 793 M | +USD 276 M | +53% | 17.1% | 74.8% | 259 | 46.33% | 0.7 |
|
| 1966 |
1966
Endurance Wealth Management
Providence,
Rhode Island
| USD 792 M | +USD 112 M | +17% | 15.8% | 59% | 658 | 5.62% | 3.8 |
|
| 1967 |
1967
Fidelity National Financial
Jacksonville,
Florida
| USD 791 M | +USD 104 M | +15% | 16.3% | 21.4% | 32 | 6.25% | 2.8 |
|
| 1968 |
1968
Eagle Ridge Investment Management
Stamford,
Connecticut
| USD 791 M | +USD 76 M | +11% | 13.1% | 28.2% | 150 | 14.67% | 3.8 |
|
| 1969 |
1969
III Capital Management
Boca Raton,
Florida
| USD 791 M | +USD 237 M | +43% | 2.77% | 28.7% | 108 | 31.48% | 0.3 |
|
| 1970 |
1970
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| USD 791 M | +USD 133 M | +20% | 23.2% | 138% | 31 | 6.45% | 3.1 |
|
| 1971 |
1971
Penn Capital Management
Philadelphia,
Pennsylvania
| USD 791 M | -USD 605 k | -0.1% | 39.2% | 170% | 229 | 33.19% | 1.6 |
|
| 1972 |
1972
Scopia Capital Management
New York
| USD 791 M | -USD 55.8 M | -7% | 51.6% | 58.7% | 22 | 50% | 1.4 |
|
| 1973 |
PCR
1973
Potrero Capital Research
San Francisco,
California
| USD 790 M | +USD 484 M | +158% | 25.2% | 226% | 85 | 50.59% | 0.6 |
|
| 1974 |
1974
Condor Capital Management
Martinsville,
New Jersey
| USD 790 M | +USD 103 M | +15% | 12.8% | 64.8% | 198 | 13.13% | 4.1 |
|
| 1975 |
1975
Koshinski Asset Management
Decatur,
Illinois
| USD 789 M | +USD 45 M | +6% | 13.3% | 82.9% | 591 | 22% | 1.4 |
|