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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2676 |
2676
Planning Alternatives
Birmingham,
Michigan
| USD 933 M | +USD 158 M | +20% | 19.5% | 69.6% | 137 | 24.82% | 3.2 |
|
| 2677 |
2677
Sycomore Asset Management
Paris,
France
| USD 932 M | +USD 214 M | +30% | 58.3% | 151% | 73 | 1.37% | 2.7 |
|
| 2678 |
ACM
2678
Ashe Capital Management
Englewood Cliffs,
New Jersey
| USD 931 M | +USD 134 M | +17% | 28.3% | 70.7% | 7 | 0% | 6.6 |
|
| 2679 |
AG
2679
Artal Group
Luxembourg
| USD 931 M | -USD 79.5 M | -8% | 22.7% | 181% | 2 | 0% | 8 |
|
| 2680 |
2680
Bronte Capital Management
Bondi Junction,
Australia
| USD 931 M | -USD 78.8 M | -8% | 8.4% | 123% | 69 | 39.13% | 1.9 |
|
| 2681 |
2681
Night Squared
New York
| USD 930 M | +USD 250 M | +37% | 25.7% | – | 109 | 70.64% | 0.3 |
|
| 2682 |
2682
Capital Investment Counsel Inc
Raleigh,
North Carolina
| USD 929 M | +USD 113 M | +14% | 28.9% | 153% | 278 | 14.75% | 5.1 |
|
| 2683 |
2683
Claret Asset Management
Montreal,
Quebec, Canada
| USD 928 M | +USD 91.1 M | +11% | 9.59% | 73.3% | 515 | 34.37% | 1.8 |
|
| 2684 |
2684
Ikarian Capital
Dallas,
Texas
| USD 928 M | -USD 304 M | -25% | 19.5% | 5,184% | 201 | 42.29% | 0.7 |
|
| 2685 |
2685
Fort Sheridan Advisors
Highland Park,
Illinois
| USD 928 M | +USD 100 M | +12% | 20.2% | 109% | 309 | 11.97% | 3.5 |
|
| 2686 |
2686
Redwood Capital Management
New York
| USD 927 M | +USD 253 M | +38% | 35.8% | 313% | 29 | 37.93% | 2.1 |
|
| 2687 |
2687
Howard Financial Services
Dallas,
Texas
| USD 927 M | +USD 39.2 M | +4% | 11.7% | 55.9% | 266 | 26.69% | 2.8 |
|
| 2688 |
2688
Arista Wealth Management
Las Vegas,
Nevada
| USD 927 M | +USD 105 M | +13% | 14.8% | 60.1% | 295 | 24.07% | 1.1 |
|
| 2689 |
2689
Community Bank
Dewitt,
New York
| USD 926 M | +USD 86.2 M | +10% | 14.5% | 73.5% | 541 | 9.24% | 5.5 |
|
| 2690 |
2690
ABC Arbitrage
Paris,
France
| USD 926 M | +USD 173 M | +23% | 8.04% | – | 560 | 66.96% | 0.2 |
|
| 2691 |
MPM
2691
MBB Public Markets
Chicago,
Illinois
| USD 926 M | +USD 86.7 M | +10% | 5.58% | 50.3% | 28 | 17.86% | 1.4 |
|
| 2692 |
2692
Barlow Wealth Partners
Louisville,
Kentucky
| USD 926 M | +USD 25.5 M | +3% | 10% | 101% | 150 | 9.33% | 1.9 |
|
| 2693 |
2693
Roble Belko & Company
Sewickley,
Pennsylvania
| USD 925 M | +USD 139 M | +18% | 12% | 53.3% | 504 | 6.94% | 4.4 |
|
| 2694 |
2694
Silverback Asset Management
Chapel Hill,
North Carolina
| USD 925 M | +USD 226 M | +32% | 1.3% | 92.1% | 74 | 20.27% | 0.6 |
|
| 2695 |
2695
Geometric Wealth Advisors
Washington,
District of Columbia
| USD 925 M | +USD 126 M | +16% | 11.5% | 62.1% | 96 | 13.54% | 2.3 |
|
| 2696 |
2696
Maridea Wealth Management
Brooklyn,
New York
| USD 924 M | +USD 237 M | +34% | 18.7% | – | 603 | 32.5% | 0.7 |
|
| 2697 |
2697
James J. Burns & Company
Melville,
New York
| USD 924 M | +USD 186 M | +25% | 13% | 63.1% | 171 | 14.04% | 2.3 |
|
| 2698 |
2698
Alaska Wealth Advisors
Anchorage,
Alaska
| USD 923 M | +USD 90.4 M | +11% | 13% | 44.3% | 92 | 9.78% | 3.4 |
|
| 2699 |
2699
Delta Global Management
New York
| USD 922 M | -USD 300 M | -25% | 34.8% | – | 220 | 62.27% | 0.4 |
|
| 2700 |
SA
2700
SoftVest Advisors
Abilene,
Texas
| USD 921 M | +USD 49 M | +6% | 1.89% | 178% | 9 | 44.44% | 1.7 |
|