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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
CFS Investment Advisory Services
Totowa,
New Jersey
| USD 1124 M | +USD 8.6 M | +0.8% | 0.62% | 59.7% | 320 | 12.19% | 1.4 |
|
| 1952 |
1952
Landscape Capital Management
Englewood,
New Jersey
| USD 1123 M | +USD 180 M | +19% | 3.58% | 92.5% | 919 | 56.04% | 0.6 |
|
| 1953 |
1953
Narwhal Capital Management
Marietta,
Georgia
| USD 1122 M | -USD 9.14 M | -0.8% | 3.46% | 109% | 166 | 6.02% | 5.8 |
|
| 1954 |
SA
1954
SoftVest Advisors
Abilene,
Texas
| USD 1121 M | +USD 128 M | +13% | 17.4% | 178% | 10 | 40% | 2 |
|
| 1955 |
1955
Deer Park Road Corp
Steamboat Springs,
Colorado
| USD 1121 M | +USD 523 M | +87% | 4.44% | 55.9% | 5 | 40% | 3.1 |
|
| 1956 |
1956
Tetrad Corporation
Omaha,
Nebraska
| USD 1121 M | +USD 148 M | +15% | 15.7% | 45.6% | 3 | 0% | 11.8 |
|
| 1957 |
1957
Sunbelt Securities
Houston,
Texas
| USD 1120 M | -USD 15.2 M | -1% | 0.47% | 83.5% | 1,928 | 12.97% | 2.3 |
|
| 1958 |
1958
Soltis Investment Advisors
St. George,
Utah
| USD 1119 M | +USD 39.5 M | +4% | 1.96% | 95.1% | 403 | 16.63% | 2.6 |
|
| 1959 |
1959
Galvin Gaustad & Stein
Scottsdale,
Arizona
| USD 1119 M | +USD 1.88 M | +0.2% | 1.92% | 60.7% | 191 | 9.95% | 2.9 |
|
| 1960 |
ACM
1960
Ashe Capital Management
Englewood Cliffs,
New Jersey
| USD 1118 M | -USD 97.4 M | -8% | 7.79% | 70.7% | 7 | 0% | 6 |
|
| 1961 |
1961
Austin Private Wealth
Austin,
Texas
| USD 1118 M | +USD 38.3 M | +4% | 1.49% | 62.3% | 321 | 16.51% | 2 |
|
| 1962 |
1962
Capital Investment Advisory Services
Raleigh,
North Carolina
| USD 1118 M | +USD 78.9 M | +8% | 1.07% | 75.7% | 1,047 | 15.38% | 3.6 |
|
| 1963 |
1963
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| USD 1116 M | -USD 118 M | -10% | 5.86% | 90.5% | 11 | 0% | 3.8 |
|
| 1964 |
1964
Weatherly Asset Management
Del Mar,
California
| USD 1116 M | -USD 11.6 M | -1% | 0.07% | 116% | 186 | 6.45% | 7.6 |
|
| 1965 |
1965
FJ Investments
Salt Lake City,
Utah
| USD 1114 M | +USD 63.7 M | +6% | 5.14% | – | 4 | 0% | 1.3 |
|
| 1966 |
1966
LGT Fund Management
Vaduz,
Liechtenstein
| USD 1109 M | -USD 34 M | -3% | 0.25% | 121% | 268 | 19.4% | 1.2 |
|
| 1967 |
1967
Bouchey Financial Group
Troy,
New York
| USD 1109 M | -USD 35.7 M | -3% | 3.53% | 66.7% | 153 | 13.07% | 3.9 |
|
| 1968 |
1968
Hartford Funds Management
Wayne,
Pennsylvania
| USD 1108 M | +USD 15.1 M | +1% | 0.73% | 26.8% | 104 | 15.38% | 1.8 |
|
| 1969 |
1969
NAYA Capital Management (UK)
London,
United Kingdom
| USD 1106 M | +USD 162 M | +17% | 2.92% | 121% | 6 | 50% | 1.3 |
|
| 1970 |
1970
GSA Capital Partners
London,
United Kingdom
| USD 1106 M | -USD 244 M | -18% | 6.95% | 94.7% | 2,176 | 55.06% | 0.5 |
|
| 1971 |
1971
ARS Investment Partners
New York
| USD 1105 M | -USD 4.75 M | -0.4% | 5.36% | 266% | 175 | 0.57% | 3.7 |
|
| 1972 |
1972
Coastal Bridge Advisors
Westport,
Connecticut
| USD 1105 M | +USD 708 M | +178% | 1.42% | 88.1% | 425 | 62.35% | 1.8 |
|
| 1973 |
1973
Trust Point Inc
La Crosse,
Wisconsin
| USD 1096 M | -USD 346 M | -24% | 3.01% | 82.6% | 572 | 22.2% | 1.1 |
|
| 1974 |
1974
Van Hulzen Asset Management
El Dorado Hills,
California
| USD 1096 M | -USD 273 M | -20% | 0.86% | 86.3% | 1,171 | 73.44% | 3.7 |
|
| 1975 |
1975
Kingswood Wealth Advisors
San Diego,
California
| USD 1095 M | -USD 237 M | -18% | 3.05% | 134% | 855 | 22.34% | 0.9 |
|