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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
Charles-Lim Capital
Central,
Hong Kong
| USD 875 M | -USD 34.3 M | -4% | 5.45% | 4.44% | 8 | 50% | 1.8 |
|
| 1952 |
1952
Merriman Wealth Management
Seattle,
Washington
| USD 874 M | -USD 57.6 M | -6% | 10% | 18.3% | 217 | 25.81% | 1.8 |
|
| 1953 |
1953
First Mercantile Trust
Cordova,
Tennessee
| USD 873 M | -USD 8.82 M | -1% | 4.54% | 51.2% | 913 | 15.12% | 2.6 |
|
| 1954 |
1954
Vector Capital Management
San Francisco,
California
| USD 873 M | +USD 332 M | +62% | 78% | 42.7% | 6 | 33.33% | 0.5 |
|
| 1955 |
1955
Lingotto Investment Management
London,
United Kingdom
| USD 872 M | +USD 44.9 M | +5% | 15.3% | 362% | 11 | 18.18% | 1.8 |
|
| 1956 |
1956
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| USD 871 M | +USD 36.8 M | +4% | 4.8% | 66.1% | 80 | 8.75% | 2.9 |
|
| 1957 |
1957
Ion Asset Management
Herzliya,
Israel
| USD 869 M | -USD 6.05 M | -0.7% | 3.83% | 125% | 54 | 62.96% | 0.6 |
|
| 1958 |
1958
W.R. Berkley Corp
Greenwich,
Connecticut
| USD 868 M | +USD 265 M | +44% | 4.28% | 38.7% | 435 | 83.22% | 0.1 |
|
| 1959 |
1959
Taurus Asset Management
New York
| USD 866 M | +USD 29.8 M | +4% | 4.23% | 26.9% | 85 | 5.88% | 5.6 |
|
| 1960 |
1960
Garde Capital
Seattle,
Washington
| USD 865 M | +USD 44 M | +5% | 5.28% | 67.6% | 278 | 16.19% | 2 |
|
| 1961 |
1961
Providence Equity Partners
Providence,
Rhode Island
| USD 865 M | +USD 721 M | +504% | 11% | 12.4% | 7 | 28.57% | 0.2 |
|
| 1962 |
1962
HighPoint Advisor Group
Downers Grove,
Illinois
| USD 864 M | +USD 43 M | +5% | 7.36% | 110% | 550 | 14.18% | 2.2 |
|
| 1963 |
1963
TCV Trust & Wealth Management
Richmond,
Virginia
| USD 863 M | +USD 38.6 M | +5% | 5.25% | 75.3% | 202 | 18.32% | 4.8 |
|
| 1964 |
1964
TrustCore Financial Services
Brentwood,
Tennessee
| USD 863 M | +USD 79.7 M | +10% | 6.94% | 28.3% | 1,033 | 20.33% | 1.7 |
|
| 1965 |
1965
ORIX Corp
Tokyo,
Japan
| USD 863 M | -USD 129 M | -13% | 13% | 11.7% | 1 | 0% | 3.3 |
|
| 1966 |
1966
SFMG Wealth Advisors
Plano,
Texas
| USD 862 M | +USD 73.9 M | +9% | 4.97% | 76.1% | 257 | 17.51% | 2.2 |
|
| 1967 |
1967
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| USD 862 M | +USD 115 M | +15% | 18.2% | 26.9% | 152 | 26.97% | 1 |
|
| 1968 |
1968
ARS Investment Partners
New York
| USD 861 M | +USD 48.5 M | +6% | 7.21% | 266% | 153 | 30.72% | 1.8 |
|
| 1969 |
1969
KG Funds Management
New York
| USD 860 M | +USD 26.3 M | +3% | 2.79% | 45.8% | 15 | 33.33% | 1.8 |
|
| 1970 |
1970
Ironvine Capital Partners
Omaha,
Nebraska
| USD 859 M | +USD 58.5 M | +7% | 4.96% | 58.8% | 64 | 9.38% | 2.5 |
|
| 1971 |
SFG
1971
Sather Financial Group
Victoria,
Texas
| USD 859 M | +USD 84.9 M | +11% | 6.29% | 82.3% | 49 | 10.2% | 3 |
|
| 1972 |
1972
Money Design
Tokyo,
Japan
| USD 858 M | -USD 16 M | -2% | 1.15% | 26.4% | 66 | 27.27% | 1.6 |
|
| 1973 |
1973
Shenkman Capital Management
New York
| USD 858 M | -USD 101 M | -11% | 0.21% | 3.15% | 85 | 2.35% | 1.4 |
|
| 1974 |
HAM
1974
Hillcrest Asset Management
Plano,
Texas
| USD 857 M | +USD 121 M | +17% | 17.9% | 97.2% | 65 | 16.92% | 1.8 |
|
| 1975 |
1975
Asset Advisors Investment Management
Augusta,
Georgia
| USD 856 M | +USD 84.2 M | +11% | 5.77% | 67.5% | 93 | 6.45% | 2.1 |
|