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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
Vestor Capital
Chicago,
Illinois
| USD 953 M | +USD 77.3 M | +9% | 9.28% | 188% | 224 | 10.71% | 2.5 |
|
| 1952 |
SFG
1952
Sather Financial Group
Victoria,
Texas
| USD 952 M | +USD 93.3 M | +11% | 10% | 70% | 52 | 9.62% | 3.1 |
|
| 1953 |
1953
TrustCore Financial Services
Brentwood,
Tennessee
| USD 951 M | +USD 88.2 M | +10% | 6.96% | 28.3% | 1,140 | 22.98% | 1.6 |
|
| 1954 |
1954
Bloom Tree Partners
New York
| USD 951 M | -USD 271 M | -22% | 6.95% | 20.4% | 266 | 76.69% | 0.2 |
|
| 1955 |
1955
Crescent Grove Advisors
Lake Forest,
Illinois
| USD 951 M | +USD 97.6 M | +11% | 5.37% | 64.1% | 271 | 25.83% | 1.7 |
|
| 1956 |
1956
Dymon Asia Capital (Singapore)
Singapore
| USD 951 M | -USD 497 M | -34% | 6.08% | 268% | 157 | 72.61% | 0.2 |
|
| 1957 |
1957
First Interstate Bank
Billings,
Montana
| USD 951 M | – | – | 4.76% | 49.7% | 110 | – | 4.5 |
|
| 1958 |
CWM
1958
Cornerstone Wealth Management
St. Peters,
Missouri
| USD 950 M | +USD 105 M | +12% | 6.26% | 69.8% | 501 | 14.57% | 2.4 |
|
| 1959 |
1959
Adell Harriman & Carpenter
Houston,
Texas
| USD 950 M | +USD 126 M | +15% | 10.9% | 176% | 177 | 11.3% | 4 |
|
| 1960 |
1960
Keeley-Teton Advisors
Chicago,
Illinois
| USD 949 M | -USD 4.77 M | -0.5% | 4.04% | 28.6% | 333 | 28.83% | 2.3 |
|
| 1961 |
1961
Amica Mutual Insurance
Providence,
Rhode Island
| USD 948 M | +USD 71.1 M | +8% | 10.2% | 80.4% | 158 | 36.71% | 4.1 |
|
| 1962 |
1962
Petrus Trust Company
Dallas,
Texas
| USD 947 M | -USD 96.2 M | -9% | 9.22% | 36.9% | 93 | 48.39% | 2.3 |
|
| 1963 |
1963
Hilton Capital Management
Garden City,
New York
| USD 946 M | +USD 22.3 M | +2% | 6.6% | 58.2% | 157 | 34.39% | 1.3 |
|
| 1964 |
SCM
1964
Soros Capital Management
New York
| USD 946 M | +USD 326 M | +53% | 11.9% | 732% | 85 | 50.59% | 0.5 |
|
| 1965 |
MAM
1965
Mastrapasqua Asset Management
Nashville,
Tennessee
| USD 946 M | +USD 90.3 M | +11% | 10.8% | 54.9% | 147 | 8.16% | 3.5 |
|
| 1966 |
1966
Thomasville National Bank
Thomasville,
Georgia
| USD 944 M | +USD 407 M | +76% | 7.12% | – | 234 | 28.63% | 3.7 |
|
| 1967 |
1967
Independent Financial Group
San Diego,
California
| USD 943 M | +USD 170 M | +22% | 10.3% | 149% | 748 | 21.52% | 0.8 |
|
| 1968 |
1968
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| USD 943 M | +USD 9.18 M | +1% | 9.01% | 115% | 495 | 2.22% | 5.4 |
|
| 1969 |
1969
Charles-Lim Capital
Central,
Hong Kong
| USD 942 M | +USD 67.2 M | +8% | 17.6% | 4.44% | 9 | 55.56% | 1.7 |
|
| 1970 |
1970
Verde Servicos Internacionais
Sao Paulo,
Brazil
| USD 940 M | +USD 319 M | +51% | 7.75% | 120% | 55 | 58.18% | 0.2 |
|
| 1971 |
1971
Harvest Fund Management
Beijing,
China
| USD 939 M | -USD 92.4 M | -9% | 1.56% | 327% | 863 | 18.66% | 0.9 |
|
| 1972 |
1972
Salesforce Inc
San Francisco,
California
| USD 934 M | -USD 707 M | -43% | 4.75% | 33.9% | 4 | 50% | 0.4 |
|
| 1973 |
OCM
1973
Opti Capital Management
New York
| USD 933 M | +USD 114 M | +14% | 0% | 0.01% | 38 | 10.53% | 0.4 |
|
| 1974 |
1974
Flagship Harbor Advisors
Boston,
Massachusetts
| USD 932 M | +USD 51.4 M | +6% | 7.39% | 68.3% | 700 | 19.57% | 2.7 |
|
| 1975 |
1975
Icon Wealth Partners
Houston,
Texas
| USD 932 M | +USD 134 M | +17% | 7.33% | – | 355 | 8.45% | 1.5 |
|