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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
Provident Investment Management
Novi,
Michigan
| USD 1122 M | +USD 23.4 M | +2% | 6.35% | 90.8% | 83 | 16.87% | 4.1 |
|
| 1952 |
1952
Galvin Gaustad & Stein
Scottsdale,
Arizona
| USD 1122 M | +USD 47.3 M | +4% | 6.39% | 60.7% | 192 | 8.85% | 2.7 |
|
| 1953 |
1953
Tradition Wealth Management
Edina,
Minnesota
| USD 1122 M | +USD 87.1 M | +8% | 6.24% | 69.6% | 427 | 9.6% | 2.7 |
|
| 1954 |
1954
Sax Wealth Advisors
Parsippany,
New Jersey
| USD 1121 M | +USD 71.7 M | +7% | 5.64% | 64.3% | 315 | 21.9% | 1.6 |
|
| 1955 |
1955
Arax Advisory Partners
Denver,
Colorado
| USD 1120 M | +USD 94.2 M | +9% | 6.62% | 64.7% | 2,679 | 7.65% | 1.9 |
|
| 1956 |
1956
Bouchey Financial Group
Troy,
New York
| USD 1119 M | +USD 66 M | +6% | 5.07% | 66.7% | 159 | 10.69% | 3.2 |
|
| 1957 |
1957
Cardiff Park Advisors
Carlsbad,
California
| USD 1117 M | +USD 72.4 M | +7% | 7.42% | 88.6% | 354 | 10.45% | 2.1 |
|
| 1958 |
1958
Hardy Reed
Tupelo,
Mississippi
| USD 1116 M | +USD 121 M | +12% | 6.21% | 69.7% | 252 | 13.1% | 1.6 |
|
| 1959 |
1959
TCV Trust & Wealth Management
Richmond,
Virginia
| USD 1116 M | +USD 67.5 M | +6% | 7.87% | 75.3% | 211 | 11.85% | 6.6 |
|
| 1960 |
1960
PDS Planning
Dublin,
Ohio
| USD 1116 M | +USD 125 M | +13% | 6.72% | 62.7% | 447 | 12.3% | 2.5 |
|
| 1961 |
1961
ARS Investment Partners
New York
| USD 1116 M | +USD 70.1 M | +7% | 7.41% | 260% | 182 | 17.03% | 3.3 |
|
| 1962 |
1962
Seven Eight Capital
New York
| USD 1114 M | +USD 157 M | +16% | 9.65% | 13.6% | 994 | 64.39% | 0.3 |
|
| 1963 |
1963
Helikon Investments
London,
United Kingdom
| USD 1114 M | +USD 29.8 M | +3% | 13.5% | 282% | 22 | 31.82% | 1.3 |
|
| 1964 |
1964
Stack Financial Management
Whitefish,
Montana
| USD 1114 M | +USD 34 M | +3% | 8.62% | 58.4% | 50 | 6% | 4.8 |
|
| 1965 |
1965
Penobscot Investment Management
Boston,
Massachusetts
| USD 1113 M | +USD 75.4 M | +7% | 7.32% | 114% | 317 | 5.05% | 5.4 |
|
| 1966 |
1966
AltraVue Capital
Bellevue,
Washington
| USD 1112 M | +USD 105 M | +10% | 17.2% | 221% | 28 | 3.57% | 3.6 |
|
| 1967 |
1967
Narwhal Capital Management
Marietta,
Georgia
| USD 1112 M | +USD 54.5 M | +5% | 5.56% | 93.8% | 167 | 7.78% | 5.6 |
|
| 1968 |
1968
Condor Capital Management
Martinsville,
New Jersey
| USD 1111 M | +USD 65.6 M | +6% | 5.76% | 58.2% | 208 | 17.31% | 4.9 |
|
| 1969 |
1969
SlateStone Wealth
Jupiter,
Florida
| USD 1111 M | +USD 188 M | +20% | 6.99% | 79.1% | 309 | 11.33% | 2.5 |
|
| 1970 |
1970
Marathon Trading Investment Management
Radnor,
Pennsylvania
| USD 1107 M | -USD 213 M | -16% | 3.6% | 143% | 359 | 42.9% | 1.3 |
|
| 1971 |
1971
Melqart Asset Management
London,
United Kingdom
| USD 1106 M | -USD 129 M | -10% | 2.37% | 250% | 68 | 45.59% | 0.6 |
|
| 1972 |
1972
RKL Wealth Management
Lancaster,
Pennsylvania
| USD 1105 M | +USD 67.6 M | +7% | 5.96% | 76.8% | 165 | 14.55% | 5 |
|
| 1973 |
1973
Gillson Capital
Chicago,
Illinois
| USD 1100 M | +USD 63.6 M | +6% | 16.6% | 84.9% | 92 | 69.57% | 0.3 |
|
| 1974 |
1974
Boussard & Gavaudan Investment Management
London,
United Kingdom
| USD 1100 M | +USD 472 M | +75% | 1.49% | 25.8% | 114 | 67.54% | 0.3 |
|
| 1975 |
1975
Lyell Wealth Management
Menlo Park,
California
| USD 1100 M | +USD 52.4 M | +5% | 5.53% | 128% | 208 | 4.81% | 3.9 |
|