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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
Central Securities
New York
| USD 944 M | -USD 27.1 M | -3% | 0.03% | 90.2% | 34 | 11.76% | 5.4 |
|
| 1952 |
1952
Northcape Capital
Sydney,
Australia
| USD 943 M | -USD 18.5 M | -2% | 2.85% | – | 26 | 7.69% | 2.4 |
|
| 1953 |
1953
Ironvine Capital Partners
Omaha,
Nebraska
| USD 942 M | +USD 28.7 M | +3% | 2.68% | 58.8% | 55 | 1.82% | 2.8 |
|
| 1954 |
1954
MHR Fund Management
New York
| USD 941 M | -USD 162 M | -15% | 12.1% | 332% | 36 | 22.22% | 1.5 |
|
| 1955 |
1955
Crescent Grove Advisors
Lake Forest,
Illinois
| USD 941 M | -USD 9.8 M | -1% | 3.52% | 64.1% | 298 | 22.15% | 1.8 |
|
| 1956 |
1956
Carlson Capital Management
Northfield,
Minnesota
| USD 940 M | +USD 231 M | +33% | 0.86% | 9.85% | 170 | 9.41% | 3.4 |
|
| 1957 |
1957
Jaffetilchin Investment Partners
Tampa,
Florida
| USD 940 M | -USD 508 M | -35% | 0.34% | 88.1% | 414 | 23.19% | 1.5 |
|
| 1958 |
CWM
1958
Cornerstone Wealth Management
St. Peters,
Missouri
| USD 940 M | -USD 10.2 M | -1% | 0.42% | 69.8% | 498 | 13.86% | 2.7 |
|
| 1959 |
1959
Condor Capital Management
Martinsville,
New Jersey
| USD 939 M | +USD 33.5 M | +4% | 0.71% | 58.2% | 355 | 14.93% | 2.7 |
|
| 1960 |
1960
Forward Management
San Francisco,
California
| USD 936 M | +USD 28.5 M | +3% | 0.11% | 36.9% | 28 | 50% | 2 |
|
| 1961 |
1961
Accenture
Dublin,
Ireland
| USD 936 M | +USD 19.4 M | +2% | 1.7% | – | 2 | 50% | 0.4 |
|
| 1962 |
NTCM
1962
Nine Ten Capital Management
Chicago,
Illinois
| USD 935 M | +USD 5.28 M | +0.6% | 5.85% | 166% | 11 | 9.09% | 2.6 |
|
| 1963 |
1963
Alpine Woods Capital Investors
Purchase,
New York
| USD 935 M | -USD 30.2 M | -3% | 1.91% | 105% | 236 | 11.44% | 3.6 |
|
| 1964 |
1964
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| USD 935 M | -USD 216 M | -19% | 1.2% | 25.1% | 7 | 14.29% | 4.2 |
|
| 1965 |
1965
Middleton & Co
Boston,
Massachusetts
| USD 934 M | +USD 11.6 M | +1% | 1.72% | 81.8% | 164 | 9.15% | 5.3 |
|
| 1966 |
1966
Lake Street Advisors Group
Portsmouth,
New Hampshire
| USD 934 M | -USD 420 M | -31% | 1.51% | 16% | 442 | 73.98% | 1.3 |
|
| 1967 |
1967
Oldfield Partners
London,
United Kingdom
| USD 934 M | -USD 45.7 M | -5% | 2.86% | 90.3% | 22 | 0% | 5.1 |
|
| 1968 |
1968
Cassaday & Co
Mclean,
Virginia
| USD 933 M | +USD 59.2 M | +7% | 0.04% | 62.7% | 35 | 0% | 4.9 |
|
| 1969 |
1969
Gratus Capital
Atlanta,
Georgia
| USD 931 M | +USD 30.1 M | +3% | 0.89% | 51.4% | 195 | 8.21% | 3.4 |
|
| 1970 |
1970
Bowie Capital Management
Richardson,
Texas
| USD 931 M | +USD 129 M | +16% | 2.18% | 31.6% | 45 | 24.44% | 2.1 |
|
| 1971 |
1971
Flagship Harbor Advisors
Boston,
Massachusetts
| USD 931 M | -USD 1.52 M | -0.2% | 1.63% | 75.7% | 633 | 1.58% | 3 |
|
| 1972 |
1972
Main Management
San Francisco,
California
| USD 930 M | -USD 1.24 M | -0.1% | 1.71% | 64.1% | 138 | 5.8% | 2.9 |
|
| 1973 |
1973
Great Mountain Partners
New Haven,
Connecticut
| USD 929 M | -USD 339 M | -27% | 26.7% | 95.3% | 1 | 0% | 1.3 |
|
| 1974 |
1974
IFG Advisory
Atlanta,
Georgia
| USD 928 M | +USD 28.9 M | +3% | 1% | 70.1% | 492 | 6.91% | 2.1 |
|
| 1975 |
1975
Mark Asset Management
New York
| USD 927 M | +USD 114 M | +14% | 6.75% | 325% | 60 | 35% | 1.9 |
|