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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 726 |
726
Cambridge Associates
Boston,
Massachusetts
| USD 6929 M | +USD 663 M | +11% | 10.8% | 50.1% | 63 | 15.87% | 4.5 |
|
| 727 |
727
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
| USD 6928 M | +USD 394 M | +6% | 8.3% | 43.3% | 25 | 0% | 6.2 |
|
| 728 |
728
National Philanthropic Trust
Jenkintown,
Pennsylvania
| USD 6915 M | -USD 2467 M | -26% | 14.4% | – | 433 | 21.25% | 1.4 |
|
| 729 |
729
NorthRock Partners
Minneapolis,
Minnesota
| USD 6891 M | +USD 688 M | +11% | 12.2% | 62.8% | 743 | 17.23% | 2.8 |
|
| 730 |
730
Prospera Financial Services
Dallas,
Texas
| USD 6885 M | +USD 675 M | +11% | 20% | 97.4% | 1,551 | 13.99% | 3.3 |
|
| 731 |
731
Deep Track Capital
Greenwich,
Connecticut
| USD 6870 M | +USD 747 M | +12% | 35.9% | 440% | 82 | 41.46% | 0.9 |
|
| 732 |
732
Empirical Wealth Management
Seattle,
Washington
| USD 6853 M | +USD 1068 M | +18% | 18.1% | 78.8% | 1,117 | 14.86% | 2.9 |
|
| 733 |
733
Liontrust Investment Partners
London,
United Kingdom
| USD 6805 M | +USD 947 M | +16% | 17.1% | 86.2% | 242 | 38.84% | 1.8 |
|
| 734 |
734
TimesSquare Capital Management
New York
| USD 6799 M | +USD 905 M | +15% | 30.9% | 132% | 172 | 20.35% | 3 |
|
| 735 |
735
Capital Advisors Inc
Tulsa,
Oklahoma
| USD 6796 M | +USD 576 M | +9% | 14.5% | 82.7% | 399 | 16.79% | 4.1 |
|
| 736 |
736
Border to Coast Pensions Partnership
Leeds,
United Kingdom
| USD 6785 M | +USD 865 M | +15% | 20.6% | 119% | 94 | 6.38% | 2.9 |
|
| 737 |
737
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| USD 6766 M | +USD 562 M | +9% | 9.71% | 83.3% | 115 | 14.78% | 5.5 |
|
| 738 |
738
John W. Bristol & Co
New York
| USD 6762 M | +USD 686 M | +11% | 14% | 82.5% | 65 | 10.77% | 6.3 |
|
| 739 |
739
Moore Capital Management
New York
| USD 6743 M | +USD 1825 M | +37% | 26.9% | 195% | 893 | 46.02% | 0.7 |
|
| 740 |
740
Crestwood Advisors Group
Boston,
Massachusetts
| USD 6743 M | +USD 799 M | +13% | 19.9% | 82.7% | 918 | 20.7% | 2.8 |
|
| 741 |
741
Louisiana State Employees Retirement System
Baton Rouge,
Louisiana
| USD 6741 M | +USD 1036 M | +18% | 32.7% | 146% | 1,557 | 4.75% | 8.6 |
|
| 742 |
742
Ritholtz Wealth Management
New York
| USD 6705 M | +USD 940 M | +16% | 17.5% | 93% | 1,389 | 19.73% | 2.4 |
|
| 743 |
743
First Citizens Bank & Trust
Raleigh,
North Carolina
| USD 6687 M | +USD 1939 M | +41% | 14.4% | 69% | 682 | 12.61% | 3.7 |
|
| 744 |
744
Perceptive Advisors
New York
| USD 6662 M | +USD 1544 M | +30% | 32.5% | 1,707% | 121 | 32.23% | 1.3 |
|
| 745 |
745
Quilter Plc
London,
United Kingdom
| USD 6646 M | +USD 950 M | +17% | 30.7% | 110% | 137 | 13.87% | 4.4 |
|
| 746 |
746
Arkadios Wealth Advisors
Atlanta,
Georgia
| USD 6605 M | +USD 475 M | +8% | 17.3% | 91.1% | 1,898 | 17.76% | 2 |
|
| 747 |
747
W.H. Reaves & Co
Jersey City,
New Jersey
| USD 6591 M | +USD 565 M | +9% | 10.4% | 111% | 102 | 19.61% | 4.2 |
|
| 748 |
748
K5 Global Advisor
Miami Beach,
Florida
| USD 6588 M | – | – | 6.16% | – | 3 | – | 0 |
|
| 749 |
749
Parallel Advisors
San Francisco,
California
| USD 6560 M | +USD 999 M | +18% | 22.1% | 109% | 4,118 | 11.49% | 4.8 |
|
| 750 |
750
Advisors Asset Management
Monument,
Colorado
| USD 6557 M | +USD 546 M | +9% | 18.3% | 91.8% | 1,505 | 10.03% | 5.7 |
|