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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
Tran Capital Management
San Rafael,
California
| USD 791 M | +USD 9.24 M | +1% | 6.74% | 173% | 40 | 10% | 2.5 |
|
| 1952 |
1952
Criteria Caixa
Barcelona,
Spain
| USD 790 M | +USD 88.6 M | +13% | 13% | 35.5% | 57 | 42.11% | 1.6 |
|
| 1953 |
1953
Globeflex Capital
San Diego,
California
| USD 790 M | +USD 208 M | +36% | 14.9% | 186% | 546 | 22.89% | 1.9 |
|
| 1954 |
1954
Salomon & Ludwin
Richmond,
Virginia
| USD 789 M | +USD 122 M | +18% | 8.28% | 52.6% | 167 | 15.57% | 1.8 |
|
| 1955 |
1955
First Command Bank
Fort Worth,
Texas
| USD 788 M | +USD 100 M | +15% | 10.2% | 34.1% | 425 | 16.71% | 3.7 |
|
| 1956 |
1956
First Command Financial Services
Fort Worth,
Texas
| USD 788 M | +USD 100 M | +15% | 10.2% | 34.4% | 425 | 16.71% | 3.7 |
|
| 1957 |
1957
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| USD 788 M | +USD 77.4 M | +11% | 9.25% | 58.6% | 91 | 98.9% | 0 |
|
| 1958 |
1958
Security Benefit Life Insurance Company
Topeka,
Kansas
| USD 787 M | -USD 277 M | -26% | 0.8% | 60.6% | 109 | 22.02% | 0.8 |
|
| 1959 |
1959
Petrus Trust Company
Dallas,
Texas
| USD 787 M | +USD 84.3 M | +12% | 5.4% | 36.9% | 570 | 76.32% | 0.3 |
|
| 1960 |
1960
Taurus Asset Management
New York
| USD 787 M | +USD 39.9 M | +5% | 8.98% | 26.9% | 90 | 3.33% | 6.2 |
|
| 1961 |
1961
Harvey Partners
Tarrytown,
New York
| USD 787 M | +USD 104 M | +15% | 22.2% | 174% | 44 | 36.36% | 1.7 |
|
| 1962 |
1962
Naples Global Advisors
Naples,
Florida
| USD 787 M | +USD 60.3 M | +8% | 9.51% | 103% | 392 | 7.4% | 4.9 |
|
| 1963 |
SC
1963
Sasco Capital
Fairfield,
Connecticut
| USD 786 M | +USD 114 M | +17% | 17.5% | 15.5% | 52 | 11.54% | 3.5 |
|
| 1964 |
1964
Core Alternative Capital
Peachtree Corners,
Georgia
| USD 786 M | +USD 159 M | +25% | 10.9% | 74.5% | 450 | 14% | 1.2 |
|
| 1965 |
1965
E-L Financial Corp
Toronto,
Ontario, Canada
| USD 786 M | +USD 37.7 M | +5% | 7.02% | 68.6% | 1 | 0% | 6 |
|
| 1966 |
1966
Foster Victor Wealth Advisors
Greenville,
South Carolina
| USD 786 M | +USD 100 M | +15% | 10.3% | 78.2% | 172 | 23.84% | 2.1 |
|
| 1967 |
1967
RVW Wealth
Los Angeles,
California
| USD 785 M | +USD 72.5 M | +10% | 8.75% | 65.8% | 156 | 23.72% | 1.8 |
|
| 1968 |
1968
Sound Income Strategies
Ft Lauderdale,
Florida
| USD 785 M | +USD 97.1 M | +14% | 9.82% | 31.4% | 1,036 | 12.64% | 2.9 |
|
| 1969 |
1969
CVI Holdings
Wilmington,
Delaware
| USD 784 M | -USD 507 M | -39% | 0.67% | 25.8% | 914 | 36.21% | 1.1 |
|
| 1970 |
1970
Zhang Financial
Portage,
Michigan
| USD 784 M | +USD 121 M | +18% | 8.3% | 67.9% | 240 | 15% | 3.1 |
|
| 1971 |
1971
Ninepoint Partners
Toronto,
Ontario, Canada
| USD 783 M | -USD 18.9 M | -2% | 9.55% | 82.6% | 98 | 37.76% | 1.2 |
|
| 1972 |
1972
Bowie Capital Management
Richardson,
Texas
| USD 782 M | -USD 168 M | -18% | 10.1% | 31.6% | 44 | 18.18% | 3 |
|
| 1973 |
1973
Wealthcare Capital Management
Richmond,
Virginia
| USD 782 M | -USD 9.36 M | -1% | 4.33% | 46.2% | 73 | 15.07% | 4.7 |
|
| 1974 |
CC
1974
Cornerstone Capital
Palo Alto,
California
| USD 781 M | +USD 69 M | +10% | 8.6% | 91.2% | 96 | 16.67% | 5.2 |
|
| 1975 |
1975
Hilltop Holdings
Dallas,
Texas
| USD 780 M | +USD 41.3 M | +6% | 7.81% | 96.7% | 566 | 16.43% | 3.3 |
|