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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
Blue Chip Partners
Farmington Hills,
Michigan
| USD 784 M | -USD 20 M | -2% | 10.7% | 81.2% | 184 | 19.57% | 4.1 |
|
| 1952 |
1952
SP Asset Management
Cupertino,
California
| USD 784 M | -USD 145 M | -16% | 15.1% | 92.4% | 127 | 12.6% | 2.7 |
|
| 1953 |
1953
Girard Partners
King Of Prussia,
Pennsylvania
| USD 784 M | -USD 130 M | -14% | 13.5% | 25.7% | 255 | 17.65% | 4.6 |
|
| 1954 |
1954
Twin Capital Management
Mcmurray,
Pennsylvania
| USD 783 M | -USD 145 M | -16% | 13.9% | 132% | 314 | 21.02% | 3.1 |
|
| 1955 |
1955
Portfolio Solutions
Royal Oak,
Michigan
| USD 783 M | +USD 144 k | +0% | 13.2% | 11.6% | 57 | 19.3% | 3 |
|
| 1956 |
1956
Jetstream Capital
Brentwood,
Tennessee
| USD 783 M | +USD 380 M | +94% | 31.8% | – | 24 | 50% | 0.3 |
|
| 1957 |
1957
Technology Crossover Management VIII
Menlo Park,
California
| USD 783 M | -USD 476 M | -38% | 35.1% | 77.9% | 9 | 0% | 2.1 |
|
| 1958 |
1958
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| USD 782 M | -USD 121 M | -13% | 11.6% | 26.9% | 147 | 31.29% | 1.2 |
|
| 1959 |
1959
Fund Evaluation Group
Cincinnati,
Ohio
| USD 782 M | -USD 661 M | -46% | 13.7% | 51.6% | 42 | 52.38% | 2.7 |
|
| 1960 |
1960
Beese Fulmer Investment Management
Canton,
Ohio
| USD 782 M | -USD 141 M | -15% | 12.9% | 124% | 240 | 10% | 5.1 |
|
| 1961 |
1961
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| USD 782 M | -USD 92.9 M | -11% | 10.4% | 62.2% | 356 | 15.73% | 2.2 |
|
| 1962 |
1962
NewSquare Capital
Newtown Square,
Pennsylvania
| USD 781 M | -USD 162 M | -17% | 8.8% | 76.5% | 436 | 12.84% | 2.8 |
|
| 1963 |
1963
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| USD 781 M | -USD 174 M | -18% | 13.2% | 96.6% | 166 | 12.05% | 0.2 |
|
| 1964 |
1964
Middleton & Co
Boston,
Massachusetts
| USD 780 M | -USD 156 M | -17% | 14% | 81.8% | 164 | 9.15% | 6 |
|
| 1965 |
CC
1965
Cornerstone Capital
Palo Alto,
California
| USD 780 M | -USD 111 M | -12% | 10.8% | 91.2% | 95 | 10.53% | 5 |
|
| 1966 |
1966
Tiger Pacific Capital
New York
| USD 780 M | +USD 205 M | +36% | 15.1% | 84.5% | 16 | 18.75% | 1.3 |
|
| 1967 |
1967
Graypoint LLC
Albany,
New York
| USD 780 M | -USD 232 M | -23% | 14.8% | 72.8% | 329 | 14.29% | 1.6 |
|
| 1968 |
1968
Washington Trust Bank
Spokane,
Washington
| USD 779 M | -USD 85.8 M | -10% | 14.5% | 80.5% | 244 | 17.62% | 4.7 |
|
| 1969 |
1969
Palisade Asset Management
Minneapolis,
Minnesota
| USD 778 M | -USD 93.5 M | -11% | 10.4% | 61.8% | 183 | 3.83% | 6.3 |
|
| 1970 |
1970
Discovery Capital Management
South Norwalk,
Connecticut
| USD 776 M | -USD 389 M | -33% | 13.1% | 871% | 96 | 63.54% | 0.5 |
|
| 1971 |
1971
PSG Equity
Boston,
Massachusetts
| USD 776 M | -USD 352 M | -31% | 31.5% | 13.7% | 2 | 50% | 0.3 |
|
| 1972 |
1972
Empowered Funds
Havertown,
Pennsylvania
| USD 776 M | -USD 139 M | -15% | 9.55% | 127% | 349 | 54.15% | 0.5 |
|
| 1973 |
1973
EQT Fund Management
Luxembourg
| USD 775 M | – | – | 0.29% | – | 2 | – | 0 |
|
| 1974 |
1974
Main Street Financial Solutions
Newtown,
Pennsylvania
| USD 774 M | +USD 91.7 M | +13% | 12% | 75.4% | 506 | 23.52% | 1.1 |
|
| 1975 |
1975
Gabelli & Co Investment Advisers
Rye,
New York
| USD 774 M | +USD 5.79 M | +0.8% | 0.19% | 248% | 566 | 22.44% | 1.1 |
|