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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
Nicholas Investment Partners
Rancho Santa Fe,
California
| USD 1308 M | +USD 185 M | +16% | 23.9% | 397% | 244 | 26.23% | 1.4 |
|
| 1952 |
1952
a16z Perennial Management
Menlo Park,
California
| USD 1307 M | +USD 1.53 M | +0.1% | 8.68% | – | 170 | 86.47% | 0.2 |
|
| 1953 |
1953
Governors Lane
New York
| USD 1307 M | +USD 200 M | +18% | 9.71% | 133% | 180 | 56.67% | 0.3 |
|
| 1954 |
1954
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| USD 1307 M | +USD 14.2 M | +1% | 6.22% | 87.2% | 130 | 6.15% | 6.6 |
|
| 1955 |
1955
Smith, Moore & Co
Clayton,
Missouri
| USD 1306 M | +USD 114 M | +10% | 8.01% | 67% | 549 | 11.48% | 4.5 |
|
| 1956 |
MIM
1956
Marco Investment Management
Atlanta,
Georgia
| USD 1306 M | +USD 107 M | +9% | 10.2% | 127% | 229 | 6.99% | 7.4 |
|
| 1957 |
1957
Cardiff Park Advisors
Carlsbad,
California
| USD 1305 M | +USD 144 M | +12% | 9.09% | 88.6% | 395 | 14.18% | 2.7 |
|
| 1958 |
1958
Recurrent Investment Advisors
Houston,
Texas
| USD 1304 M | +USD 68.3 M | +6% | 5.83% | 99.7% | 65 | 3.08% | 3.5 |
|
| 1959 |
1959
Keywise Capital Management (HK)
Hong Kong
| USD 1303 M | +USD 115 M | +10% | 25.7% | 684% | 29 | 62.07% | 1.1 |
|
| 1960 |
1960
Penn Capital Management
Philadelphia,
Pennsylvania
| USD 1302 M | +USD 145 M | +13% | 17.5% | 181% | 196 | 33.16% | 1.4 |
|
| 1961 |
1961
PFM Health Sciences
San Francisco,
California
| USD 1301 M | +USD 126 M | +11% | 12.5% | 241% | 85 | 48.24% | 1.3 |
|
| 1962 |
1962
NBC Securities
Birmingham,
Alabama
| USD 1300 M | +USD 74.9 M | +6% | 8.5% | 93.1% | 2,901 | 20.3% | 0.9 |
|
| 1963 |
1963
Penobscot Investment Management
Boston,
Massachusetts
| USD 1299 M | +USD 129 M | +11% | 9.21% | 114% | 323 | 6.19% | 5.8 |
|
| 1964 |
1964
Colonial Trust Advisors
Spartanburg,
South Carolina
| USD 1298 M | +USD 88 M | +7% | 7.15% | 80% | 746 | 15.01% | 3.5 |
|
| 1965 |
1965
Bouchey Financial Group
Troy,
New York
| USD 1297 M | +USD 94.7 M | +8% | 7.1% | 66.7% | 157 | 12.74% | 3.9 |
|
| 1966 |
1966
Edgemoor Investment Advisors
Bethesda,
Maryland
| USD 1296 M | +USD 138 M | +12% | 11.3% | 109% | 194 | 14.43% | 5 |
|
| 1967 |
1967
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| USD 1295 M | +USD 366 M | +39% | 9.11% | 85.4% | 2,832 | 7.91% | 4.2 |
|
| 1968 |
1968
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| USD 1294 M | +USD 448 M | +53% | 75.2% | 1,119% | 61 | 32.79% | 1.4 |
|
| 1969 |
1969
Heck Capital Advisors
Rhinelander,
Wisconsin
| USD 1293 M | +USD 130 M | +11% | 7.04% | 67% | 200 | 13.5% | 3.2 |
|
| 1970 |
OHIF
1970
Oriental Harbor Investment Fund
Hong Kong
| USD 1292 M | +USD 165 M | +15% | 22.5% | – | 18 | 33.33% | 0.5 |
|
| 1971 |
1971
Verus Capital Partners
Scottsdale,
Arizona
| USD 1289 M | +USD 166 M | +15% | 10.9% | 139% | 437 | 18.54% | 2.7 |
|
| 1972 |
1972
Harbor Capital Advisors
Chicago,
Illinois
| USD 1287 M | -USD 1094 M | -46% | 10.4% | 128% | 1,509 | 19.35% | 1.1 |
|
| 1973 |
1973
Teewinot Capital Advisers
New York
| USD 1286 M | +USD 69.7 M | +6% | 13.6% | 149% | 41 | 24.39% | 2.8 |
|
| 1974 |
1974
Nicolet Advisory Services
Green Bay,
Wisconsin
| USD 1285 M | +USD 110 M | +9% | 6.82% | 62.7% | 453 | 18.76% | 2.9 |
|
| 1975 |
1975
Naples Global Advisors
Naples,
Florida
| USD 1284 M | +USD 122 M | +10% | 9% | 103% | 445 | 8.09% | 5.9 |
|