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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
Aperture Investors
New York
| USD 395 M | +USD 142 M | +56% | 57.3% | 211% | 87 | 44.83% | 0.2 |
|
| 2527 |
2527
Spectrum Management Group
Indianapolis,
Indiana
| USD 394 M | +USD 97.1 M | +33% | 20.3% | 44% | 284 | 21.48% | 1.6 |
|
| 2528 |
2528
Globeflex Capital
San Diego,
California
| USD 394 M | +USD 68.8 M | +21% | 35.1% | 186% | 664 | 45.93% | 1.5 |
|
| 2529 |
2529
Sompo Asset Management
Tokyo,
Japan
| USD 394 M | +USD 17.1 M | +5% | 17.8% | 84.7% | 151 | 21.19% | 1.6 |
|
| 2530 |
2530
Tiger Pacific Capital
New York
| USD 393 M | +USD 74.7 M | +23% | 43% | 84.5% | 15 | 33.33% | 1 |
|
| 2531 |
2531
Wealthquest
Cincinnati,
Ohio
| USD 393 M | – | – | 12.5% | 52.1% | 107 | – | 2.6 |
|
| 2532 |
2532
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| USD 393 M | +USD 5.58 M | +1% | 19.3% | 85.6% | 308 | 34.42% | 1 |
|
| 2533 |
2533
Darwin Wealth Management
Tampa,
Florida
| USD 393 M | +USD 78.1 M | +25% | 19.1% | 56.8% | 889 | 83.91% | 1.8 |
|
| 2534 |
2534
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| USD 392 M | +USD 44.6 M | +13% | 14.3% | 55.7% | 113 | 3.54% | 5.9 |
|
| 2535 |
MTC
2535
Matrix Trust Company
Denver,
Colorado
| USD 392 M | +USD 22.2 M | +6% | 14.2% | 51.4% | 33 | 24.24% | 0.8 |
|
| 2536 |
2536
MSD Partners
New York
| USD 392 M | +USD 22.5 M | +6% | 18.9% | 3.5% | 30 | 23.33% | 1.7 |
|
| 2537 |
GJL
2537
Gendell Jeffrey L
| USD 392 M | +USD 65.8 M | +20% | 30.5% | 748% | 57 | 24.56% | 3.5 |
|
| 2538 |
2538
Hussman Strategic Advisors
Ellicott City,
Maryland
| USD 392 M | +USD 21.2 M | +6% | 36.7% | 43.1% | 330 | 39.39% | 1.3 |
|
| 2539 |
2539
Atlas Venture Advisors
Boston,
Massachusetts
| USD 392 M | +USD 318 M | +431% | 140% | 34.6% | 8 | 12.5% | 1 |
|
| 2540 |
2540
Index Venture Associates V
St. Helier, Channel Islands,
Jersey
| USD 392 M | +USD 163 M | +71% | 119% | 61.2% | 2 | 50% | 1.8 |
|
| 2541 |
2541
LaFleur & Godfrey
Grand Rapids,
Michigan
| USD 392 M | +USD 56.2 M | +17% | 19.2% | 98.2% | 71 | 11.27% | 4.7 |
|
| 2542 |
2542
Absher Wealth Management
Chapel Hill,
North Carolina
| USD 392 M | +USD 69 M | +21% | 19.3% | 65.3% | 72 | 11.11% | 0.5 |
|
| 2543 |
2543
Autonomy Capital (Jersey)
St. Helier,
Jersey
| USD 391 M | +USD 228 M | +140% | 18% | 33.4% | 10 | 60% | 1.3 |
|
| 2544 |
2544
Empirical Finance
Havertown,
Pennsylvania
| USD 391 M | +USD 69.1 M | +21% | 22.3% | 124% | 240 | 15% | 1.1 |
|
| 2545 |
HA
2545
Harbor Advisors
West Palm Beach,
Florida
| USD 390 M | +USD 60.7 M | +18% | 18.4% | 125% | 154 | 14.29% | 2.6 |
|
| 2546 |
2546
Anson Funds Management
Dallas,
Texas
| USD 390 M | +USD 146 M | +60% | 218% | 2,010% | 103 | 76.7% | 0.1 |
|
| 2547 |
2547
Spirit of America Management Corp
Syosset,
New York
| USD 390 M | +USD 78.9 M | +25% | 23.5% | 113% | 240 | 11.25% | 4.1 |
|
| 2548 |
2548
Golden State Wealth Management
Santa Ana,
California
| USD 390 M | +USD 163 M | +72% | 22% | – | 1,067 | 79.38% | 0.3 |
|
| 2549 |
BSPF
2549
British Steel Pension Fund
London,
United Kingdom
| USD 389 M | +USD 37.6 M | +11% | 7.83% | 29.7% | 24 | 0% | 5.3 |
|
| 2550 |
2550
Manitou Investment Management
Toronto,
Ontario, Canada
| USD 389 M | +USD 53.7 M | +16% | 26.4% | 69.3% | 43 | 13.95% | 2.9 |
|