¡Ya estamos en !
Descubre más
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
Howe & Rusling
Rochester,
New York
| USD 894 M | +USD 54.4 M | +6% | 5.63% | 82% | 350 | 18.57% | 4.4 |
|
| 1952 |
1952
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| USD 893 M | +USD 36.7 M | +4% | 4.1% | 62.2% | 254 | 6.69% | 3.3 |
|
| 1953 |
1953
Permian Investment Partners
Dallas,
Texas
| USD 892 M | +USD 132 M | +17% | 10.9% | 78.6% | 20 | 40% | 1.3 |
|
| 1954 |
1954
Freedom Investment Management
Hartford,
Connecticut
| USD 891 M | +USD 6.41 M | +0.7% | 4.4% | 68.5% | 799 | 25.28% | 3.3 |
|
| 1955 |
1955
E-L Financial Corp
Toronto,
Ontario, Canada
| USD 891 M | +USD 50 M | +6% | 8.3% | 68.6% | 1 | 0% | 6.5 |
|
| 1956 |
1956
Commodore Capital
New York
| USD 890 M | +USD 233 M | +35% | 36.3% | 2,121% | 34 | 29.41% | 1 |
|
| 1957 |
1957
Petrus Trust Company
Dallas,
Texas
| USD 890 M | +USD 64.8 M | +8% | 4.11% | 36.9% | 776 | 59.66% | 0.4 |
|
| 1958 |
MAM
1958
Mastrapasqua Asset Management
Nashville,
Tennessee
| USD 889 M | +USD 74.3 M | +9% | 13.7% | 54.9% | 161 | 13.66% | 3.9 |
|
| 1959 |
1959
Good Life Advisors
Reading,
Pennsylvania
| USD 889 M | +USD 106 M | +14% | 5.75% | 60% | 441 | 16.55% | 3 |
|
| 1960 |
1960
Primavera Capital Management
George Town,
Cayman Islands
| USD 888 M | -USD 137 M | -13% | 1.11% | 1.21% | 4 | 0% | 4.1 |
|
| 1961 |
1961
AlphaStar Capital Management
Cornelius,
North Carolina
| USD 886 M | -USD 291 M | -25% | 5.68% | 69.5% | 307 | 32.9% | 2.2 |
|
| 1962 |
1962
Front Barnett Associates
Chicago,
Illinois
| USD 886 M | +USD 35.7 M | +4% | 7.6% | 40.5% | 123 | 7.32% | 6.8 |
|
| 1963 |
1963
Edgemoor Investment Advisors
Bethesda,
Maryland
| USD 886 M | +USD 62.9 M | +8% | 8.98% | 109% | 160 | 4.38% | 4.8 |
|
| 1964 |
WDA
1964
Wendell David Associates
Portsmouth,
New Hampshire
| USD 885 M | +USD 41.9 M | +5% | 6.46% | 46% | 148 | 2.03% | 7.5 |
|
| 1965 |
1965
Amica Mutual Insurance
Providence,
Rhode Island
| USD 884 M | -USD 12.3 M | -1% | 7.57% | 80.4% | 106 | 15.09% | 4.8 |
|
| 1966 |
1966
Connors Investor Services
Wyomissing,
Pennsylvania
| USD 884 M | +USD 32.7 M | +4% | 9.69% | 125% | 166 | 8.43% | 4.6 |
|
| 1967 |
1967
Applied Finance Capital Management
San Juan,
Puerto Rico
| USD 883 M | +USD 78.6 M | +10% | 5.68% | 90.4% | 79 | 16.46% | 0.4 |
|
| 1968 |
AL
1968
Arnhold LLC
New York
| USD 882 M | +USD 2.03 M | +0.2% | 5.05% | 156% | 133 | 9.02% | 3.3 |
|
| 1969 |
1969
Bangor Savings Bank
Bangor,
Maine
| USD 882 M | +USD 35.4 M | +4% | 3.81% | 54.6% | 562 | 8.54% | 2.7 |
|
| 1970 |
1970
Advance Capital Management
Southfield,
Michigan
| USD 882 M | +USD 320 M | +57% | 5.66% | 54.4% | 128 | 24.22% | 1 |
|
| 1971 |
1971
Berger Financial Group
Plymouth,
Minnesota
| USD 882 M | +USD 50.6 M | +6% | 4.82% | 59.9% | 291 | 8.93% | 1.5 |
|
| 1972 |
1972
Godsey & Gibb Inc
Richmond,
Virginia
| USD 881 M | +USD 27.9 M | +3% | 3.52% | 87.5% | 389 | 19.28% | 0.4 |
|
| 1973 |
1973
Levin Capital Strategies
New York
| USD 881 M | +USD 74.2 M | +9% | 7.15% | 88.6% | 310 | 34.52% | 3.1 |
|
| 1974 |
VS
1974
VK Services
Menlo Park,
California
| USD 880 M | +USD 204 M | +30% | 36.4% | 1,605% | 10 | 0% | 1.4 |
|
| 1975 |
1975
Blue Chip Partners
Farmington Hills,
Michigan
| USD 880 M | +USD 36.9 M | +4% | 3.73% | 81.2% | 189 | 10.05% | 4.1 |
|