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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
Van Hulzen Asset Management
El Dorado Hills,
California
| USD 1362 M | +USD 17 M | +1% | 2.2% | 86.3% | 360 | 12.22% | 3.9 |
|
| 1952 |
1952
Teewinot Capital Advisers
New York
| USD 1362 M | +USD 75.7 M | +6% | 8.53% | 149% | 37 | 24.32% | 3.1 |
|
| 1953 |
1953
ADAR1 Capital Management
Austin,
Texas
| USD 1362 M | +USD 297 M | +28% | 43.3% | – | 305 | 40.98% | 0.7 |
|
| 1954 |
1954
Prelude Capital Management
New York
| USD 1359 M | +USD 77.6 M | +6% | 9.53% | 198% | 1,633 | 54.32% | 0.7 |
|
| 1955 |
1955
Redmile Group
San Francisco,
California
| USD 1358 M | +USD 330 M | +32% | 50.7% | 777% | 43 | 27.91% | 4.6 |
|
| 1956 |
1956
Paradigm Operations
San Francisco,
California
| USD 1357 M | -USD 508 M | -27% | 29.3% | 230% | 3 | 33.33% | 1.5 |
|
| 1957 |
1957
Strategy Capital
Los Altos,
California
| USD 1356 M | -USD 156 M | -10% | 3.3% | 316% | 11 | 9.09% | 3.6 |
|
| 1958 |
1958
Steelhead Partners
Seattle,
Washington
| USD 1354 M | -USD 312 M | -19% | 0.01% | 0.4% | 25 | 8% | 1.2 |
|
| 1959 |
1959
Ethos Financial Group
King Of Prussia,
Pennsylvania
| USD 1354 M | +USD 79.3 M | +6% | 2.37% | 63% | 587 | 22.32% | 1.2 |
|
| 1960 |
1SP
1960
140 Summer Partners
New York
| USD 1353 M | +USD 202 M | +18% | 7.18% | 202% | 27 | 40.74% | 0.9 |
|
| 1961 |
1961
DLD Asset Management
New York
| USD 1352 M | -USD 31.9 M | -2% | 1.27% | 10.3% | 568 | 72.54% | 0.2 |
|
| 1962 |
1962
Recurrent Investment Advisors
Houston,
Texas
| USD 1352 M | +USD 48.2 M | +4% | 0.77% | 99.7% | 73 | 15.07% | 3.3 |
|
| 1963 |
NEWAS
1963
N.E.W. Advisory Services
De Pere,
Wisconsin
| USD 1352 M | +USD 233 M | +21% | 1.72% | 51.1% | 933 | 14.36% | 1.3 |
|
| 1964 |
1964
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| USD 1352 M | +USD 43.3 M | +3% | 2.89% | 116% | 488 | 20.08% | 2.2 |
|
| 1965 |
1965
WBH Advisory
Baltimore,
Maryland
| USD 1350 M | +USD 40.8 M | +3% | 1.92% | 57.6% | 352 | 5.11% | 6.4 |
|
| 1966 |
1966
Cantor Fitzgerald Investment Advisors
New York
| USD 1350 M | -USD 121 M | -8% | 2.07% | 73.4% | 199 | 10.55% | 3.8 |
|
| 1967 |
1967
Counterpoint Mutual Funds
San Diego,
California
| USD 1350 M | +USD 83.6 M | +7% | 0.99% | 74.3% | 533 | 76.74% | 0.2 |
|
| 1968 |
1968
Alua Capital Management
New York
| USD 1349 M | -USD 99.4 M | -7% | 0.29% | 99.4% | 23 | 34.78% | 1.4 |
|
| 1969 |
1969
Abrams Bison Investments
Bethesda,
Maryland
| USD 1349 M | +USD 73.2 M | +6% | 4.48% | 170% | 10 | 10% | 2.7 |
|
| 1970 |
1970
Austin Private Wealth
Austin,
Texas
| USD 1346 M | +USD 27.1 M | +2% | 2.01% | 62.3% | 331 | 15.11% | 2.6 |
|
| 1971 |
1971
Liberty 77 Capital
Washington,
District of Columbia
| USD 1346 M | +USD 128 M | +11% | 13% | – | 4 | 0% | 0.8 |
|
| 1972 |
1972
Elequin Capital
New York
| USD 1345 M | -USD 500 M | -27% | 4.02% | 52.4% | 450 | 76.22% | 0.2 |
|
| 1973 |
1973
Heck Capital Advisors
Rhinelander,
Wisconsin
| USD 1342 M | +USD 48.9 M | +4% | 1.57% | 67% | 223 | 17.49% | 3.1 |
|
| 1974 |
1974
Coastal Bridge Advisors
Westport,
Connecticut
| USD 1342 M | +USD 21.2 M | +2% | 4.05% | 88.1% | 490 | 12.45% | 2.2 |
|
| 1975 |
1975
Rockwood Wealth Management
New Hope,
Pennsylvania
| USD 1341 M | +USD 89.8 M | +7% | 2.25% | 52.6% | 122 | 13.93% | 2.2 |
|