¡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 |
MIM
1951
Marco Investment Management
Atlanta,
Georgia
| USD 1061 M | +USD 84.6 M | +9% | 10.3% | 127% | 214 | 6.54% | 6.8 |
|
| 1952 |
1952
PDT Partners
New York
| USD 1058 M | +USD 153 M | +17% | 11.6% | 211% | 708 | 38.28% | 0.7 |
|
| 1953 |
1953
Edgemoor Investment Advisors
Bethesda,
Maryland
| USD 1058 M | +USD 102 M | +11% | 11.5% | 117% | 170 | 8.82% | 4.9 |
|
| 1954 |
1954
Syon Capital
San Francisco,
California
| USD 1057 M | +USD 80.5 M | +8% | 6.51% | 74% | 481 | 13.31% | 0.4 |
|
| 1955 |
1955
Creative Financial Designs
Kokomo,
Indiana
| USD 1057 M | +USD 72.6 M | +7% | 6.44% | 58.8% | 1,750 | 13.54% | 2.7 |
|
| 1956 |
1956
Charles Schwab Trust
Henderson,
Nevada
| USD 1056 M | +USD 41.5 M | +4% | 5.48% | 52.7% | 178 | 21.91% | 2.9 |
|
| 1957 |
1957
Cardiff Park Advisors
Carlsbad,
California
| USD 1056 M | +USD 152 M | +17% | 12.6% | 88.6% | 365 | 13.42% | 1.7 |
|
| 1958 |
1958
Rhenman & Partners Asset Management
Stockholm,
Sweden
| USD 1055 M | +USD 54.1 M | +5% | 18.5% | 131% | 95 | 22.11% | 2.9 |
|
| 1959 |
1959
GE Investment Management
Norwalk,
Connecticut
| USD 1054 M | +USD 705 M | +202% | 8.31% | – | 5 | 40% | 0.2 |
|
| 1960 |
1960
Transform Wealth
Greenwood Village,
Colorado
| USD 1053 M | +USD 27.5 M | +3% | 11.2% | 48.4% | 258 | 22.48% | 3.1 |
|
| 1961 |
1961
Gillson Capital
Chicago,
Illinois
| USD 1053 M | +USD 103 M | +11% | 8.8% | 84.9% | 81 | 67.9% | 0.3 |
|
| 1962 |
1962
American Assets Investment Management
San Diego,
California
| USD 1051 M | +USD 81.6 M | +8% | 9.58% | 520% | 175 | 6.29% | 5.4 |
|
| 1963 |
1963
Redwood Investment Management
Scottsdale,
Arizona
| USD 1049 M | -USD 44.1 M | -4% | 8.95% | 62.5% | 416 | 44.23% | 1 |
|
| 1964 |
1964
Washington Trust Bank
Spokane,
Washington
| USD 1049 M | -USD 79.4 M | -7% | 12% | 89.9% | 238 | 13.45% | 5.3 |
|
| 1965 |
1965
Hartford Funds Management
Wayne,
Pennsylvania
| USD 1049 M | +USD 27.8 M | +3% | 2.82% | 26.8% | 95 | 9.47% | 1.3 |
|
| 1966 |
BCM
1966
Bayesian Capital Management
Brooklyn,
New York
| USD 1046 M | +USD 104 M | +11% | 10.9% | 107% | 1,199 | 78.98% | 0.2 |
|
| 1967 |
1967
Howe & Rusling
Rochester,
New York
| USD 1044 M | +USD 101 M | +11% | 9.02% | 82% | 425 | 21.65% | 4.2 |
|
| 1968 |
1968
TCV Trust & Wealth Management
Richmond,
Virginia
| USD 1044 M | +USD 52.2 M | +5% | 6.8% | 75.3% | 201 | 7.46% | 6.4 |
|
| 1969 |
1969
True Link Financial Advisors
San Francisco,
California
| USD 1043 M | +USD 119 M | +13% | 3.27% | 27.3% | 77 | 38.96% | 1.6 |
|
| 1970 |
1970
Permian Investment Partners
Dallas,
Texas
| USD 1042 M | +USD 155 M | +17% | 13.2% | 78.6% | 24 | 41.67% | 1.1 |
|
| 1971 |
1971
First Financial Bank - Trust Division
Hamilton,
Ohio
| USD 1041 M | +USD 59.1 M | +6% | 7.4% | 68.6% | 209 | 8.13% | 6.7 |
|
| 1972 |
1972
Advisornet Financial
Minnetonka,
Minnesota
| USD 1040 M | -USD 44.5 M | -4% | 7.97% | 71.2% | 2,572 | 26.28% | 3.2 |
|
| 1973 |
TFS
1973
Thoroughbred Financial Services
Brentwood,
Tennessee
| USD 1040 M | -USD 199 M | -16% | 16% | 166% | 623 | 30.5% | 2.5 |
|
| 1974 |
1974
Maren Capital
Chicago,
Illinois
| USD 1039 M | +USD 258 M | +33% | 11.6% | – | 27 | 0% | 0.3 |
|
| 1975 |
1975
Capital Investment Services of America
Milwaukee,
Wisconsin
| USD 1038 M | +USD 84.5 M | +9% | 10.5% | 74.2% | 74 | 2.7% | 6.8 |
|