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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
Hilltop Holdings
Dallas,
Texas
| USD 739 M | -USD 16.5 M | -2% | 4.16% | 96.7% | 569 | 19.68% | 3.2 |
|
| 1977 |
1977
Levin Capital Strategies
New York
| USD 738 M | -USD 107 M | -13% | 0.34% | 88.6% | 312 | 34.62% | 3.5 |
|
| 1978 |
1978
Colonial Trust Advisors
Spartanburg,
South Carolina
| USD 738 M | +USD 27.1 M | +4% | 4.59% | 80% | 256 | 37.11% | 3.7 |
|
| 1979 |
1979
Ally Invest Advisors
Charlotte,
North Carolina
| USD 738 M | -USD 30.3 M | -4% | 6.42% | 41.1% | 26 | 19.23% | 2.2 |
|
| 1980 |
1980
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| USD 738 M | -USD 54.9 M | -7% | 6.98% | 70% | 63 | 6.35% | 6.3 |
|
| 1981 |
MCM
1981
McKinley Capital Management
Anchorage,
Alaska
| USD 737 M | -USD 28.5 M | -4% | 3.9% | 63.3% | 179 | 13.41% | 3.6 |
|
| 1982 |
1982
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| USD 737 M | -USD 44.8 M | -6% | 5.92% | 62.2% | 327 | 13.15% | 2.5 |
|
| 1983 |
1983
Atalaya Capital Management
New York
| USD 737 M | -USD 110 M | -13% | 0.45% | 7.46% | 478 | 41% | 0.8 |
|
| 1984 |
1984
Capital Investment Services of America
Milwaukee,
Wisconsin
| USD 736 M | -USD 33.8 M | -4% | 3.62% | 50.7% | 72 | 4.17% | 5.8 |
|
| 1985 |
1985
Mizuho Securities USA
New York
| USD 736 M | +USD 85 M | +13% | 0.16% | 99% | 311 | 85.53% | 0.2 |
|
| 1986 |
1986
WMS Partners
Towson,
Maryland
| USD 736 M | +USD 93.6 M | +15% | 5.12% | 10.8% | 290 | 20% | 3.4 |
|
| 1987 |
1987
Soleus Capital Management
Greenwich,
Connecticut
| USD 736 M | +USD 94.9 M | +15% | 14.2% | 508% | 93 | 40.86% | 0.7 |
|
| 1988 |
1988
Alpine Woods Capital Investors
Purchase,
New York
| USD 735 M | -USD 64.3 M | -8% | 4.38% | 105% | 205 | 9.76% | 4.1 |
|
| 1989 |
1989
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| USD 735 M | -USD 27.8 M | -4% | 5.78% | 77.5% | 152 | 4.61% | 7.3 |
|
| 1990 |
1990
Baker Tilly Wealth Management
Madison,
Wisconsin
| USD 734 M | -USD 28.4 M | -4% | 3.42% | 96.9% | 538 | 14.31% | 1.3 |
|
| 1991 |
1991
Trust Asset Management
Houston,
Texas
| USD 733 M | +USD 17.9 M | +3% | 4.88% | 91.1% | 197 | 7.61% | 2 |
|
| 1992 |
1992
Hackensack Meridian Health
Edison,
New Jersey
| USD 732 M | -USD 167 M | -19% | 5.51% | 53.4% | 13 | 7.69% | 0.5 |
|
| 1993 |
1993
Lutz Financial Services
Omaha,
Nebraska
| USD 732 M | -USD 22.1 M | -3% | 4.87% | 35.3% | 75 | 16% | 3 |
|
| 1994 |
1994
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| USD 731 M | +USD 239 M | +48% | 4.53% | 58.7% | 55 | 20% | 1.6 |
|
| 1995 |
1995
SP Asset Management
Cupertino,
California
| USD 731 M | -USD 53.7 M | -7% | 5.67% | 92.4% | 114 | 7.02% | 3 |
|
| 1996 |
1996
Jacobi Capital Management
Pittston,
Pennsylvania
| USD 730 M | -USD 21.3 M | -3% | 5.15% | 76.6% | 424 | 9.67% | 4.7 |
|
| 1997 |
1997
Keeley-Teton Advisors
Chicago,
Illinois
| USD 730 M | -USD 62.7 M | -8% | 4.32% | 28.6% | 391 | 6.91% | 2.4 |
|
| 1998 |
1998
Sage Financial Group
W. Conshohocken,
Pennsylvania
| USD 730 M | -USD 27 M | -4% | 5.29% | 62% | 91 | 6.59% | 2.9 |
|
| 1999 |
1999
Blue Chip Partners
Farmington Hills,
Michigan
| USD 730 M | -USD 54.8 M | -7% | 6.44% | 81.2% | 170 | 10% | 4.3 |
|
| 2000 |
2000
Fernbridge Capital Management
Los Angeles,
California
| USD 730 M | +USD 35.7 M | +5% | 0.86% | 12.4% | 24 | 41.67% | 0.7 |
|