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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
BDF Gestion
Paris,
France
| USD 747 M | -USD 1.78 M | -0.2% | 36.5% | – | 152 | 11.18% | 1.5 |
|
| 3077 |
3077
Permanent Capital Management
Chicago,
Illinois
| USD 747 M | +USD 104 M | +16% | 12% | – | 221 | 34.39% | 0.7 |
|
| 3078 |
ECM
3078
EagleClaw Capital Management
Boston,
Massachusetts
| USD 745 M | +USD 31.3 M | +4% | 8.83% | 104% | 154 | 11.69% | 7.1 |
|
| 3079 |
3079
Auxier Asset Management
Aurora,
Oregon
| USD 745 M | +USD 48.9 M | +7% | 13.1% | 71.7% | 186 | 6.45% | 8.3 |
|
| 3080 |
3080
Insight Wealth Partners
Plano,
Texas
| USD 745 M | +USD 31.8 M | +4% | 15.8% | 63.2% | 143 | 21.68% | 2.4 |
|
| 3081 |
3081
CIBC Capital Markets (Europe)
Luxembourg
| USD 745 M | – | – | 15.5% | – | 10 | – | 1.5 |
|
| 3082 |
3082
Heritage Investment Group
Pompano Beach,
Florida
| USD 744 M | +USD 83.6 M | +13% | 12.1% | 51.2% | 138 | 13.04% | 2.8 |
|
| 3083 |
3083
Commonwealth Financial Services
Vienna,
West Virginia
| USD 744 M | +USD 113 M | +18% | 15.3% | 58.2% | 345 | 27.54% | 2.9 |
|
| 3084 |
3084
Helix Partners Management
New York
| USD 744 M | +USD 370 M | +99% | 28% | – | 21 | 66.67% | 0.6 |
|
| 3085 |
3085
Regatta Capital Group
El Segundo,
California
| USD 744 M | +USD 82.9 M | +13% | 12.3% | 69.1% | 239 | 16.74% | 2.8 |
|
| 3086 |
3086
Well Done LLC
Holland,
Michigan
| USD 743 M | +USD 62.6 M | +9% | 13.1% | 77% | 219 | 17.81% | 4.5 |
|
| 3087 |
3087
Southernsun Asset Management
Memphis,
Tennessee
| USD 743 M | +USD 52.9 M | +8% | 15.4% | 54.7% | 31 | 6.45% | 5.3 |
|
| 3088 |
3088
CFO4Life Group
Coppell,
Texas
| USD 743 M | +USD 86.8 M | +13% | 14.8% | 56.7% | 245 | 17.55% | 3.7 |
|
| 3089 |
3089
Wilkins Investment Counsel
Boston,
Massachusetts
| USD 742 M | +USD 43.8 M | +6% | 9.17% | 56.2% | 122 | 4.92% | 6.5 |
|
| 3090 |
3090
Tolleson Wealth Management
Dallas,
Texas
| USD 742 M | +USD 56.9 M | +8% | 11% | 56.2% | 99 | 10.1% | 4.2 |
|
| 3091 |
3091
Northcape Capital
Sydney,
Australia
| USD 742 M | -USD 125 M | -14% | 1.41% | – | 8 | 0% | 9.2 |
|
| 3092 |
3092
Consolidated Planning Corp
Atlanta,
Georgia
| USD 742 M | +USD 125 M | +20% | 13.3% | 82.3% | 165 | 16.36% | 2.6 |
|
| 3093 |
3093
SFE Investment Counsel
Los Angeles,
California
| USD 742 M | +USD 107 M | +17% | 24.7% | 105% | 158 | 13.29% | 5.3 |
|
| 3094 |
3094
Lebenthal Global Advisors
Hauppauge,
New York
| USD 741 M | +USD 53.7 M | +8% | 15.3% | 50.8% | 222 | 21.62% | 2.1 |
|
| 3095 |
3095
Torray Investment Partners
Bethesda,
Maryland
| USD 741 M | +USD 59.6 M | +9% | 11.4% | 82.4% | 94 | 9.57% | 4.4 |
|
| 3096 |
3096
Newbrook Capital Advisors
New York
| USD 741 M | +USD 180 M | +32% | 37.2% | 299% | 22 | 63.64% | 0.9 |
|
| 3097 |
3097
Triasima Portfolio Management
Montreal,
Quebec, Canada
| USD 740 M | +USD 78.9 M | +12% | 23.5% | 224% | 156 | 30.77% | 1.3 |
|
| 3098 |
3098
Bearing Point Capital
Bloomington,
Minnesota
| USD 740 M | +USD 102 M | +16% | 18.1% | – | 208 | 22.6% | 1 |
|
| 3099 |
CC
3099
Copos Capital
Luxembourg,
| USD 740 M | – | – | 27.1% | – | 42 | – | 0.4 |
|
| 3100 |
3100
Estabrook Capital Management
New York
| USD 739 M | +USD 53.4 M | +8% | 12.9% | 87.2% | 392 | 15.31% | 7.9 |
|