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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
3726
Stelac Advisory Services
New York
| USD 537 M | +USD 42.3 M | +9% | 16.8% | 84.9% | 183 | 19.13% | 3.1 |
|
| 3727 |
3727
HeadInvest LLC
Portland,
Maine
| USD 536 M | +USD 48.7 M | +10% | 14.2% | 59.1% | 235 | 11.91% | 6.4 |
|
| 3728 |
3728
WESCAP Management Group
Glendale,
California
| USD 536 M | +USD 28.2 M | +6% | 6.3% | 45.7% | 109 | 3.67% | 5.5 |
|
| 3729 |
3729
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| USD 535 M | +USD 33.3 M | +7% | 6.99% | 60.3% | 51 | 7.84% | 6.7 |
|
| 3730 |
3730
Shulman DeMeo Asset Management
Lake Success,
New York
| USD 535 M | +USD 64.1 M | +14% | 15.7% | 79.3% | 149 | 8.05% | 3.2 |
|
| 3731 |
1WCM
3731
12 West Capital Management
New York
| USD 535 M | -USD 57.7 M | -10% | 26.1% | 169% | 22 | 27.27% | 3 |
|
| 3732 |
3732
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| USD 534 M | +USD 42.8 M | +9% | 11.4% | 54.3% | 415 | 9.4% | 5.7 |
|
| 3733 |
3733
SailingStone Capital Partners
Houston,
Texas
| USD 534 M | +USD 94 M | +21% | 1.79% | 152% | 21 | 28.57% | 3 |
|
| 3734 |
3734
Brigade Capital Management
New York
| USD 534 M | -USD 272 M | -34% | 15.6% | 42.7% | 23 | 56.52% | 1.7 |
|
| 3735 |
3735
Sanofi
Paris,
France
| USD 534 M | +USD 198 M | +59% | 37.7% | – | 11 | 27.27% | 0.9 |
|
| 3736 |
3736
RS Crum Inc
Newport Beach,
California
| USD 533 M | +USD 16.4 M | +3% | 10.2% | 54.2% | 109 | 11.93% | 3.1 |
|
| 3737 |
KM
3737
KP Management
Edina,
Minnesota
| USD 533 M | +USD 124 M | +30% | 59.6% | – | 100 | 31% | 1.2 |
|
| 3738 |
3738
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| USD 533 M | -USD 316 M | -37% | 21.1% | 142% | 26 | 42.31% | 3.3 |
|
| 3739 |
3739
Technology Crossover Management XI
Menlo Park,
California
| USD 533 M | -USD 48.8 M | -8% | 7.88% | 112% | 2 | 0% | 2.6 |
|
| 3740 |
3740
Sovereign Investment Advisors
Phoenix,
Arizona
| USD 533 M | +USD 60.6 M | +13% | 9.33% | 43.7% | 118 | 17.8% | 1.6 |
|
| 3741 |
3741
Catalio Capital Management
New York
| USD 532 M | +USD 53.4 M | +11% | 19.5% | – | 51 | 43.14% | 0.7 |
|
| 3742 |
3742
3Chopt Investment Partners
Richmond,
Virginia
| USD 532 M | +USD 95 M | +22% | 20.6% | 128% | 283 | 18.37% | 1.3 |
|
| 3743 |
3743
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| USD 532 M | +USD 215 M | +68% | 23.9% | 106% | 486 | 48.15% | 1.6 |
|
| 3744 |
3744
Icon Advisers
Greenwood Village,
Colorado
| USD 532 M | +USD 98.6 M | +23% | 20.9% | 114% | 211 | 39.34% | 2.1 |
|
| 3745 |
3745
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| USD 532 M | +USD 58.8 M | +12% | 8.1% | 38.9% | 610 | 7.21% | 2.4 |
|
| 3746 |
NAMP
3746
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| USD 531 M | +USD 85.8 M | +19% | 18% | 90.2% | 281 | 58.01% | 3.9 |
|
| 3747 |
3747
Fortress Investment Group
New York
| USD 531 M | +USD 137 M | +35% | 7.46% | 97.5% | 43 | 62.79% | 1.3 |
|
| 3748 |
3748
Old Second National Bank of Aurora
Aurora,
Illinois
| USD 530 M | +USD 46.6 M | +10% | 14.7% | 93.7% | 287 | 6.62% | 7.6 |
|
| 3749 |
3749
Spirit of America Management Corp
Syosset,
New York
| USD 530 M | +USD 23.9 M | +5% | 11.9% | 113% | 317 | 6.31% | 6.1 |
|
| 3750 |
3750
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| USD 530 M | +USD 74.2 M | +16% | 14.1% | 65.3% | 185 | 16.76% | 1.4 |
|