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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
Certuity
North Palm Beach,
Florida
| USD 880 M | +USD 203 M | +30% | 8.69% | 190% | 274 | 20.44% | 1.8 |
|
| 1977 |
1977
Essex Financial Services
Essex,
Connecticut
| USD 879 M | -USD 70.5 M | -7% | 6.48% | 87.7% | 507 | 11.24% | 4 |
|
| 1978 |
1978
Security Benefit Life Insurance Company
Topeka,
Kansas
| USD 879 M | +USD 12.3 M | +1% | 9.91% | 60.6% | 68 | 19.12% | 1.3 |
|
| 1979 |
1979
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| USD 879 M | +USD 11 M | +1% | 2.55% | 26.1% | 170 | 12.94% | 6 |
|
| 1980 |
1980
DT Investment Partners
Chadds Ford,
Pennsylvania
| USD 879 M | +USD 54.2 M | +7% | 4.29% | 58% | 477 | 3.14% | 1.5 |
|
| 1981 |
1981
StrategIQ Financial Group
Merrillville,
Indiana
| USD 876 M | +USD 10 M | +1% | 4.19% | 12.6% | 309 | 10.03% | 3.8 |
|
| 1982 |
1982
Leo Brokerage
Hurst,
Texas
| USD 876 M | +USD 206 M | +31% | 6.71% | – | 319 | 11.6% | 1.2 |
|
| 1983 |
1983
59 North Capital Management
Houston,
Texas
| USD 876 M | +USD 193 M | +28% | 13.9% | 81.4% | 13 | 7.69% | 1.1 |
|
| 1984 |
1984
Ally Invest Advisors
Charlotte,
North Carolina
| USD 876 M | +USD 28.9 M | +3% | 3% | 41.1% | 52 | 7.69% | 1.7 |
|
| 1985 |
1985
Advocacy Wealth Management Services
Atlanta,
Georgia
| USD 875 M | +USD 51.8 M | +6% | 1.85% | 48.3% | 39 | 12.82% | 2.1 |
|
| 1986 |
SHIM
1986
Spruce House Investment Management
New York
| USD 875 M | +USD 364 M | +71% | 87.4% | 863% | 6 | 16.67% | 5.1 |
|
| 1987 |
1987
HSG Holding
Na,
Hong Kong
| USD 874 M | -USD 77.5 M | -8% | 11.3% | 2.94% | 21 | 14.29% | 3.4 |
|
| 1988 |
1988
North Peak Capital Management
New York
| USD 872 M | +USD 92 M | +12% | 0.74% | 301% | 7 | 42.86% | 1.3 |
|
| 1989 |
1989
BDO Wealth Advisors
Jacksonville,
Florida
| USD 872 M | +USD 56.5 M | +7% | 5.04% | 38.3% | 1,086 | 12.43% | 3.3 |
|
| 1990 |
1990
Lincluden Management
Mississauga,
Ontario, Canada
| USD 868 M | -USD 12.2 M | -1% | 1.78% | 56.6% | 76 | 3.95% | 5.5 |
|
| 1991 |
1991
One River Asset Management
Stamford,
Connecticut
| USD 868 M | -USD 1423 M | -62% | 10.7% | 27% | 336 | 21.13% | 0.4 |
|
| 1992 |
1992
Desjardins Global Asset Management
Montreal,
Quebec, Canada
| USD 867 M | +USD 73 M | +9% | 8.69% | – | 658 | 9.42% | 1.1 |
|
| 1993 |
1993
HITE Hedge Asset Management
Braintree,
Massachusetts
| USD 866 M | -USD 471 M | -35% | 0.51% | 54.4% | 115 | 40.87% | 1 |
|
| 1994 |
1994
Stokes Family Office
New Orleans,
Louisiana
| USD 865 M | +USD 62.8 M | +8% | 5.8% | 68.1% | 340 | 14.41% | 1.8 |
|
| 1995 |
1995
Jag Capital Management
St Louis,
Missouri
| USD 865 M | +USD 91.7 M | +12% | 16.1% | 230% | 199 | 20.1% | 3.2 |
|
| 1996 |
CC
1996
Cornerstone Capital
Palo Alto,
California
| USD 865 M | +USD 36 M | +4% | 7.1% | 91.2% | 94 | 10.64% | 5.5 |
|
| 1997 |
1997
XML Financial
Bethesda,
Maryland
| USD 864 M | +USD 43.2 M | +5% | 4.07% | 69.5% | 355 | 9.86% | 2 |
|
| 1998 |
1998
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| USD 864 M | +USD 24.9 M | +3% | 5.43% | 58.6% | 106 | 8.49% | 0.5 |
|
| 1999 |
1999
Palisade Asset Management
Minneapolis,
Minnesota
| USD 862 M | +USD 46.1 M | +6% | 4.73% | 61.8% | 184 | 5.98% | 6.7 |
|
| 2000 |
2000
Verdence Capital Advisors
Hunt Valley,
Maryland
| USD 861 M | +USD 34.1 M | +4% | 6.56% | 97.1% | 564 | 9.93% | 2.6 |
|