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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
Goodnow Investment Group
Darien,
Connecticut
| USD 946 M | -USD 237 M | -20% | 18.1% | 131% | 22 | 13.64% | 3.5 |
|
| 1952 |
1952
American Assets Investment Management
San Diego,
California
| USD 945 M | +USD 16.6 M | +2% | 2.49% | 507% | 182 | 6.59% | 3.7 |
|
| 1953 |
1953
Baldwin Wealth Partners
Marion,
Massachusetts
| USD 944 M | -USD 56.2 M | -6% | 5.15% | 94.5% | 707 | 14.99% | 3.7 |
|
| 1954 |
1954
Van Hulzen Asset Management
El Dorado Hills,
California
| USD 943 M | +USD 28.5 M | +3% | 2.79% | 86.3% | 331 | 15.11% | 2.5 |
|
| 1955 |
1955
NewSquare Capital
Newtown Square,
Pennsylvania
| USD 943 M | -USD 898 k | -0.1% | 0.96% | 76.5% | 485 | 37.11% | 2.7 |
|
| 1956 |
SIMS
1956
SPT Invest Management Sarl
Contern,
Luxembourg
| USD 943 M | -USD 69.6 M | -7% | 6.66% | – | 2 | 0% | 1.1 |
|
| 1957 |
1957
Vitruvian Partners
London,
United Kingdom
| USD 942 M | -USD 979 M | -51% | 35.4% | 96.9% | 8 | 0% | 1 |
|
| 1958 |
1958
Central Securities
New York
| USD 942 M | -USD 65.2 M | -6% | 0.78% | 90.2% | 32 | 6.25% | 5.5 |
|
| 1959 |
1959
BRR OpCo
Columbus,
Ohio
| USD 941 M | +USD 17.6 M | +2% | 2.98% | 23.6% | 232 | 15.52% | 3.5 |
|
| 1960 |
1960
Capital Asset Advisory Services
Williamston,
Michigan
| USD 940 M | -USD 2.36 M | -0.3% | 3.76% | 51% | 648 | 20.52% | 1.9 |
|
| 1961 |
1961
First Financial Bank - Trust Division
Hamilton,
Ohio
| USD 940 M | -USD 49.3 M | -5% | 4.73% | 68.6% | 187 | 4.81% | 6.1 |
|
| 1962 |
1962
Atalaya Capital Management
New York
| USD 940 M | -USD 80.1 M | -8% | 2.87% | 7.46% | 444 | 12.61% | 0.6 |
|
| 1963 |
1963
Charles-Lim Capital
Central,
Hong Kong
| USD 939 M | -USD 359 M | -28% | 27.4% | 4.44% | 11 | 45.45% | 1.6 |
|
| 1964 |
1964
Eagle Ridge Investment Management
Stamford,
Connecticut
| USD 939 M | -USD 16.9 M | -2% | 4.02% | 28.2% | 164 | 9.76% | 4 |
|
| 1965 |
1965
TCV Trust & Wealth Management
Richmond,
Virginia
| USD 938 M | -USD 65.2 M | -7% | 4.95% | 75.3% | 232 | 22.41% | 5 |
|
| 1966 |
1966
Novare Capital Management
Charlotte,
North Carolina
| USD 938 M | -USD 48.3 M | -5% | 4.32% | 76.5% | 186 | 19.89% | 3.4 |
|
| 1967 |
1967
Middleton & Co
Boston,
Massachusetts
| USD 937 M | -USD 89.5 M | -9% | 6.82% | 81.8% | 168 | 8.33% | 5.5 |
|
| 1968 |
1968
BDO Wealth Advisors
Jacksonville,
Florida
| USD 937 M | -USD 8.34 M | -0.9% | 4.28% | 38.3% | 1,172 | 8.79% | 2.2 |
|
| 1969 |
1969
Invenomic Capital Management
Boston,
Massachusetts
| USD 937 M | +USD 469 M | +100% | 5.45% | 6.61% | 195 | 48.21% | 0.6 |
|
| 1970 |
1970
Hilton Capital Management
Garden City,
New York
| USD 935 M | -USD 152 M | -14% | 3.12% | 58.2% | 148 | 29.05% | 1.7 |
|
| 1971 |
1971
BerganKDV Wealth Management
Bloomington,
Minnesota
| USD 935 M | -USD 22.5 M | -2% | 4.34% | 27.9% | 1,137 | 12.66% | 2.7 |
|
| 1972 |
1972
WFM Asia
Road Town, Tortola,
British Virgin Islands
| USD 935 M | -USD 195 M | -17% | 30% | 89.9% | 10 | 20% | 1.9 |
|
| 1973 |
1973
EJF Capital
Arlington,
Virginia
| USD 935 M | -USD 188 M | -17% | 1.89% | 127% | 308 | 67.86% | 1.4 |
|
| 1974 |
1974
Himension Capital (Singapore)
Singapore
| USD 934 M | -USD 373 M | -29% | 29.3% | 492% | 16 | 25% | 0.8 |
|
| 1975 |
VC
1975
Vision Capital
Toronto,
Ontario, Canada
| USD 934 M | +USD 479 M | +105% | 8.34% | 19.8% | 18 | 55.56% | 0.7 |
|