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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1976 |
1976
Duality Advisers
Miami,
Florida
| USD 932 M | +USD 8.16 M | +0.9% | 7.72% | 18.3% | 879 | 77.93% | 0.2 |
|
| 1977 |
1977
MGO One Seven
Beachwood,
Ohio
| USD 930 M | -USD 33.7 M | -3% | 3.56% | 98.8% | 737 | 18.32% | 2 |
|
| 1978 |
1978
First Trust Capital Management
Chicago,
Illinois
| USD 930 M | +USD 360 M | +63% | 5.92% | 214% | 320 | 44.06% | 0.5 |
|
| 1979 |
1979
SP Asset Management
Cupertino,
California
| USD 929 M | -USD 70.8 M | -7% | 8.82% | 92.4% | 128 | 3.91% | 2.4 |
|
| 1980 |
1980
Ashford Capital Management
Wilmington,
Delaware
| USD 928 M | -USD 74.3 M | -7% | 7.49% | 150% | 115 | 20.87% | 3.8 |
|
| 1981 |
1981
Twin Capital Management
Mcmurray,
Pennsylvania
| USD 928 M | -USD 70.9 M | -7% | 2.7% | 132% | 303 | 17.16% | 3.2 |
|
| 1982 |
1982
Lavaca Capital
Houston,
Texas
| USD 928 M | +USD 149 M | +19% | 5.84% | 46.5% | 205 | 34.63% | 1.2 |
|
| 1983 |
1983
Ironvine Capital Partners
Omaha,
Nebraska
| USD 927 M | -USD 47.4 M | -5% | 7.18% | 58.8% | 56 | 5.36% | 3.3 |
|
| 1984 |
1984
Southernsun Asset Management
Memphis,
Tennessee
| USD 927 M | -USD 73.1 M | -7% | 1.25% | 54.7% | 35 | 17.14% | 5.1 |
|
| 1985 |
1985
Stonebridge Capital Advisors
St Paul,
Minnesota
| USD 926 M | +USD 20.2 M | +2% | 1.22% | 80.1% | 1,138 | 18.63% | 1.6 |
|
| 1986 |
1986
Quantitative Investment Management
Charlottesville,
Virginia
| USD 925 M | +USD 213 M | +30% | 1.64% | 24.6% | 355 | 80.85% | 0.2 |
|
| 1987 |
1987
Meristem Family Wealth
Minnetonka,
Minnesota
| USD 925 M | -USD 242 M | -21% | 4.06% | 67.7% | 399 | 18.05% | 2.7 |
|
| 1988 |
1988
McDaniel Terry & Co
Austin,
Texas
| USD 925 M | -USD 73.2 M | -7% | 6.55% | 57.9% | 112 | 25% | 4.2 |
|
| 1989 |
NTCM
1989
Nut Tree Capital Management
New York
| USD 924 M | +USD 407 M | +79% | 9.02% | 101% | 13 | 30.77% | 1.1 |
|
| 1990 |
1990
Pelham Capital
London,
United Kingdom
| USD 923 M | -USD 841 M | -48% | 22.5% | 135% | 14 | 21.43% | 1.1 |
|
| 1991 |
1991
Beese Fulmer Investment Management
Canton,
Ohio
| USD 923 M | -USD 38.7 M | -4% | 1.53% | 124% | 252 | 10.71% | 4.7 |
|
| 1992 |
1992
Ghisallo Capital Management
Boston,
Massachusetts
| USD 923 M | -USD 1098 M | -54% | 7.2% | 122% | 457 | 39.82% | 0.6 |
|
| 1993 |
1993
Executive Wealth Management
Brighton,
Michigan
| USD 922 M | -USD 83 M | -8% | 5.48% | 18.4% | 213 | 18.31% | 2 |
|
| 1994 |
1994
StrategIQ Financial Group
Merrillville,
Indiana
| USD 921 M | -USD 76.8 M | -8% | 5.67% | 12.6% | 308 | 8.12% | 2.9 |
|
| 1995 |
1995
Oldfield Partners
London,
United Kingdom
| USD 920 M | +USD 150 M | +19% | 11.3% | 90.3% | 23 | 17.39% | 4.9 |
|
| 1996 |
1996
Mount Yale Investment Advisors
Denver,
Colorado
| USD 920 M | -USD 42.1 M | -4% | 4.25% | 81.9% | 508 | 19.29% | 1.9 |
|
| 1997 |
1997
Capital Investment Advisory Services
Raleigh,
North Carolina
| USD 919 M | +USD 74.5 M | +9% | 2.65% | 69.3% | 891 | 14.93% | 2.2 |
|
| 1998 |
1998
Journey Strategic Wealth
Summit,
New Jersey
| USD 917 M | -USD 43.5 M | -5% | 0.62% | 62.2% | 246 | 39.43% | 0.2 |
|
| 1999 |
1999
RWC Asset Advisors
Miami,
Florida
| USD 916 M | +USD 89.5 M | +11% | 22.4% | 267% | 14 | 50% | 1.6 |
|
| 2000 |
RPGK
2000
Retirement Planning Group (Kansas)
Leawood,
Kansas
| USD 915 M | -USD 119 M | -12% | 4.39% | 54.7% | 118 | 16.95% | 2.9 |
|