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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
Vicus Capital
State College,
Pennsylvania
| USD 1549 M | +USD 189 M | +14% | 12.7% | 59.6% | 278 | 13.67% | 4 |
|
| 1952 |
1952
Cozad Asset Management
Champaign,
Illinois
| USD 1548 M | +USD 275 M | +22% | 30.1% | 132% | 462 | 10.82% | 4.1 |
|
| 1953 |
1953
Bouchey Financial Group
Troy,
New York
| USD 1548 M | +USD 185 M | +14% | 21.7% | 66.7% | 203 | 20.69% | 3.5 |
|
| 1954 |
1954
First Heartland Consultants
Lake St. Louis,
Missouri
| USD 1545 M | +USD 240 M | +18% | 12.8% | 59.2% | 609 | 17.41% | 3.3 |
|
| 1955 |
1955
Neville Rodie & Shaw
New York
| USD 1545 M | +USD 169 M | +12% | 22.4% | 125% | 254 | 7.48% | 8.5 |
|
| 1956 |
1956
Cumberland Partners
Toronto,
Ontario, Canada
| USD 1545 M | +USD 227 M | +17% | 15.1% | 101% | 173 | 20.81% | 2.7 |
|
| 1957 |
1957
Bank of Finland
Helsinki,
Finland
| USD 1543 M | +USD 177 M | +13% | 12.5% | 66.7% | 4 | 0% | 4.1 |
|
| 1958 |
1958
Landscape Capital Management
Englewood,
New Jersey
| USD 1542 M | -USD 34.8 M | -2% | 17.5% | 92.5% | 970 | 63.09% | 0.5 |
|
| 1959 |
1959
Smith, Moore & Co
Clayton,
Missouri
| USD 1540 M | +USD 165 M | +12% | 12.6% | 67% | 608 | 11.84% | 4.4 |
|
| 1960 |
1960
Flagship Pioneering
Cambridge,
Massachusetts
| USD 1540 M | +USD 378 M | +33% | 33.2% | 13.3% | 5 | 0% | 5.7 |
|
| 1961 |
SPC
1961
Stony Point Capital
New York
| USD 1540 M | +USD 296 M | +24% | 45.5% | 208% | 35 | 22.86% | 1.8 |
|
| 1962 |
1962
Kanawha Capital Management
Richmond,
Virginia
| USD 1536 M | +USD 117 M | +8% | 11.1% | 74.5% | 232 | 6.47% | 7.9 |
|
| 1963 |
1963
Hollencrest Capital Management
Newport Beach,
California
| USD 1535 M | -USD 1167 M | -43% | 14.5% | 85.6% | 1,399 | 24.8% | 3.2 |
|
| 1964 |
1964
UNICOM Systems
Las Vegas,
Nevada
| USD 1533 M | +USD 557 M | +57% | 77.8% | – | 39 | 17.95% | 0.7 |
|
| 1965 |
1965
Callodine Capital Management
Boston,
Massachusetts
| USD 1532 M | +USD 102 M | +7% | 11.3% | 53.8% | 70 | 30% | 1.5 |
|
| 1966 |
1966
Alaska Permanent Capital Management
Anchorage,
Alaska
| USD 1530 M | +USD 103 M | +7% | 10.7% | 42.8% | 44 | 18.18% | 4.3 |
|
| 1967 |
1967
M.D. Sass LLC
New York
| USD 1530 M | +USD 211 M | +16% | 26.8% | 80.1% | 46 | 36.96% | 1.7 |
|
| 1968 |
1968
Baldwin Wealth Partners
Marion,
Massachusetts
| USD 1529 M | +USD 153 M | +11% | 15.2% | 94.5% | 244 | 13.11% | 6.3 |
|
| 1969 |
1969
Kontiki Capital Management (HK)
Hong Kong
| USD 1525 M | +USD 98.8 M | +7% | 0.74% | 90.6% | 7 | 0% | 2.8 |
|
| 1970 |
1970
Mangrove Partners
Greenwich,
Connecticut
| USD 1522 M | +USD 287 M | +23% | 8.88% | 185% | 626 | 63.74% | 0.3 |
|
| 1971 |
1971
Atika Capital Management
New York
| USD 1521 M | +USD 725 M | +91% | 67.3% | 811% | 104 | 64.42% | 0.6 |
|
| 1972 |
1972
Adelante Capital Management
Alameda,
California
| USD 1521 M | +USD 58.5 M | +4% | 11.6% | 43.2% | 47 | 21.28% | 4.7 |
|
| 1973 |
1973
Willow Creek Wealth Management
Sebastopol,
California
| USD 1521 M | – | – | 7.23% | – | 203 | – | 4 |
|
| 1974 |
MIM
1974
Marco Investment Management
Atlanta,
Georgia
| USD 1520 M | +USD 195 M | +15% | 26.3% | 127% | 250 | 9.2% | 7.2 |
|
| 1975 |
1975
RVW Wealth
Los Angeles,
California
| USD 1519 M | +USD 235 M | +18% | 15.3% | 65.8% | 187 | 8.02% | 3.5 |
|