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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
Kimelman & Baird
New York
| USD 1228 M | +USD 51.2 M | +4% | 6.49% | – | 357 | 6.16% | 3.2 |
|
| 1952 |
1952
Zazove Associates
Incline Village,
Nevada
| USD 1228 M | +USD 59.7 M | +5% | 0.84% | 11% | 181 | 22.1% | 1.2 |
|
| 1953 |
1953
Financial Advocates Investment Management
Olympia,
Washington
| USD 1228 M | -USD 199 M | -14% | 10.5% | 89.9% | 794 | 30.1% | 3.5 |
|
| 1954 |
1954
Blue Chip Partners
Farmington Hills,
Michigan
| USD 1227 M | +USD 67.8 M | +6% | 8.68% | 81.2% | 172 | 12.79% | 5.1 |
|
| 1955 |
1955
Fairholme Capital Management
South Miami,
Florida
| USD 1227 M | +USD 11.8 M | +1% | 0.11% | 36.2% | 12 | 0% | 3.1 |
|
| 1956 |
1956
NBC Securities
Birmingham,
Alabama
| USD 1226 M | +USD 53 M | +5% | 10.1% | 86.6% | 2,586 | 23.59% | 0.9 |
|
| 1957 |
1957
HS Management Partners
New York
| USD 1225 M | -USD 11.1 M | -0.9% | 10.7% | 27.7% | 25 | 8% | 3.3 |
|
| 1958 |
1958
BTC Capital Management
Des Moines,
Iowa
| USD 1225 M | +USD 132 M | +12% | 12.9% | – | 218 | 15.14% | 4.9 |
|
| 1959 |
1959
GC Wealth Management RIA
Cambridge,
Massachusetts
| USD 1224 M | +USD 679 M | +125% | 14% | – | 536 | 44.96% | 0.7 |
|
| 1960 |
1960
CFS Investment Advisory Services
Totowa,
New Jersey
| USD 1222 M | +USD 98.3 M | +9% | 7.15% | 59.7% | 341 | 14.96% | 1.5 |
|
| 1961 |
1961
Capital Investment Advisory Services
Raleigh,
North Carolina
| USD 1221 M | +USD 103 M | +9% | 8.25% | 69.3% | 1,092 | 9.98% | 3.6 |
|
| 1962 |
1962
McDaniel Terry & Co
Austin,
Texas
| USD 1221 M | +USD 78.5 M | +7% | 10.4% | 57.9% | 102 | 13.73% | 6.2 |
|
| 1963 |
1963
Koss-Olinger Consulting
Gainesville,
Florida
| USD 1219 M | +USD 31.9 M | +3% | 7.78% | 57.9% | 329 | 11.25% | 0.6 |
|
| 1964 |
1964
Stadion Money Management
Watkinsville,
Georgia
| USD 1218 M | +USD 215 M | +21% | 8.15% | 55.3% | 26 | 15.38% | 2.6 |
|
| 1965 |
1965
Teewinot Capital Advisers
New York
| USD 1217 M | +USD 238 M | +24% | 18.2% | 149% | 45 | 24.44% | 3.7 |
|
| 1966 |
1966
Generali Investments CEE
Prague,
Czech Republic
| USD 1216 M | +USD 144 M | +13% | 8.38% | – | 390 | 3.59% | 0.5 |
|
| 1967 |
1967
Coastal Bridge Advisors
Westport,
Connecticut
| USD 1214 M | +USD 109 M | +10% | 9.23% | 88.1% | 465 | 13.55% | 1.9 |
|
| 1968 |
1968
SP Asset Management
Cupertino,
California
| USD 1212 M | +USD 77.6 M | +7% | 11.3% | 92.4% | 132 | 9.09% | 4.1 |
|
| 1969 |
1969
RWWM Inc
Rocklin,
California
| USD 1211 M | -USD 31.3 M | -3% | 3.74% | 40.6% | 23 | 21.74% | 4.9 |
|
| 1970 |
1970
DLD Asset Management
New York
| USD 1210 M | -USD 91.8 M | -7% | 1.82% | 10.3% | 318 | 73.58% | 0.1 |
|
| 1971 |
1971
Colonial Trust Advisors
Spartanburg,
South Carolina
| USD 1210 M | +USD 86.1 M | +8% | 9.6% | 80% | 739 | 14.75% | 3.3 |
|
| 1972 |
1972
Ardmore Road Asset Management
New York
| USD 1208 M | +USD 233 M | +24% | 27.6% | 245% | 60 | 71.67% | 0.4 |
|
| 1973 |
1973
Globeflex Capital
San Diego,
California
| USD 1208 M | +USD 125 M | +12% | 11.8% | 186% | 466 | 19.31% | 2.2 |
|
| 1974 |
1974
Payden & Rygel
Los Angeles,
California
| USD 1208 M | +USD 44 M | +4% | 9.32% | 103% | 134 | 22.39% | 4.5 |
|
| 1975 |
PWMAG
1975
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| USD 1205 M | +USD 133 M | +12% | 9.61% | 90.7% | 394 | 11.93% | 4.2 |
|