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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
FCPM III Services
Naarden,
Netherlands
| USD 750 M | +USD 28.2 M | +4% | 17% | – | 11 | 9.09% | 1.5 |
|
| 3077 |
3077
Cercano Management
Bellevue,
Washington
| USD 750 M | -USD 1566 M | -68% | 14.9% | 101% | 164 | 32.93% | 1.5 |
|
| 3078 |
3078
Bienville Capital Management
New York
| USD 750 M | +USD 200 M | +36% | 17.7% | 36.3% | 106 | 40.57% | 2.6 |
|
| 3079 |
3079
Virtue Capital Management
Brentwood,
Tennessee
| USD 749 M | +USD 91.7 M | +14% | 23.8% | 97.9% | 393 | 30.79% | 2.1 |
|
| 3080 |
3080
JLB & Associates
Plymouth,
Michigan
| USD 748 M | +USD 51.9 M | +7% | 15.8% | 69.9% | 80 | 27.5% | 7.1 |
|
| 3081 |
3081
Defilade Capital Management
Emeryville,
California
| USD 747 M | +USD 34.8 M | +5% | 5.84% | – | 50 | 60% | 0.2 |
|
| 3082 |
3082
Permanent Capital Management
Chicago,
Illinois
| USD 747 M | +USD 104 M | +16% | 12% | – | 221 | 34.39% | 0.7 |
|
| 3083 |
ECM
3083
EagleClaw Capital Management
Boston,
Massachusetts
| USD 745 M | +USD 31.3 M | +4% | 8.83% | 104% | 154 | 11.69% | 7.1 |
|
| 3084 |
3084
Auxier Asset Management
Aurora,
Oregon
| USD 745 M | +USD 48.9 M | +7% | 13.1% | 71.7% | 186 | 6.45% | 8.3 |
|
| 3085 |
3085
Insight Wealth Partners
Plano,
Texas
| USD 745 M | +USD 31.8 M | +4% | 15.8% | 56.2% | 143 | 21.68% | 2.4 |
|
| 3086 |
3086
CIBC Capital Markets (Europe)
Luxembourg
| USD 745 M | – | – | 15.5% | – | 10 | – | 1.5 |
|
| 3087 |
3087
Heritage Investment Group
Pompano Beach,
Florida
| USD 744 M | +USD 83.6 M | +13% | 12.1% | 54.5% | 138 | 13.04% | 2.8 |
|
| 3088 |
3088
Commonwealth Financial Services
Vienna,
West Virginia
| USD 744 M | +USD 113 M | +18% | 15.3% | 64.2% | 345 | 27.54% | 2.9 |
|
| 3089 |
3089
Helix Partners Management
New York
| USD 744 M | +USD 370 M | +99% | 28% | – | 21 | 66.67% | 0.6 |
|
| 3090 |
3090
Regatta Capital Group
El Segundo,
California
| USD 744 M | +USD 82.9 M | +13% | 12.3% | 78.1% | 239 | 16.74% | 2.8 |
|
| 3091 |
3091
Well Done LLC
Holland,
Michigan
| USD 743 M | +USD 62.6 M | +9% | 13.1% | 80.4% | 219 | 17.81% | 4.5 |
|
| 3092 |
BFCFSI
3092
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Cedar Rapids,
Iowa
| USD 743 M | +USD 2.68 M | +0.4% | 19% | – | 2,593 | 13.34% | 1.4 |
|
| 3093 |
3093
Southernsun Asset Management
Memphis,
Tennessee
| USD 743 M | +USD 52.9 M | +8% | 15.4% | 54.7% | 31 | 6.45% | 5.3 |
|
| 3094 |
3094
CFO4Life Group
Coppell,
Texas
| USD 743 M | +USD 86.8 M | +13% | 14.8% | 56.7% | 245 | 17.55% | 3.7 |
|
| 3095 |
3095
Wilkins Investment Counsel
Boston,
Massachusetts
| USD 742 M | +USD 43.8 M | +6% | 9.17% | 71.3% | 122 | 4.92% | 6.5 |
|
| 3096 |
3096
Tolleson Wealth Management
Dallas,
Texas
| USD 742 M | +USD 56.9 M | +8% | 11% | 56.2% | 99 | 10.1% | 4.2 |
|
| 3097 |
3097
Northcape Capital
Sydney,
Australia
| USD 742 M | -USD 125 M | -14% | 1.41% | – | 8 | 0% | 9.2 |
|
| 3098 |
3098
Consolidated Planning Corp
Atlanta,
Georgia
| USD 742 M | +USD 125 M | +20% | 13.3% | 84.6% | 165 | 16.36% | 2.6 |
|
| 3099 |
3099
SFE Investment Counsel
Los Angeles,
California
| USD 742 M | +USD 107 M | +17% | 24.7% | 114% | 158 | 13.29% | 5.3 |
|
| 3100 |
3100
Lebenthal Global Advisors
Hauppauge,
New York
| USD 741 M | +USD 53.7 M | +8% | 15.3% | 57.2% | 222 | 21.62% | 2.1 |
|