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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 826 |
826
Choate Investment Advisors
Boston,
Massachusetts
| USD 5096 M | +USD 261 M | +5% | 3.33% | 70% | 464 | 12.93% | 4.9 |
|
| 827 |
827
Milford Funds
Auckland,
| USD 5092 M | – | – | 4.06% | – | 76 | – | 0 |
|
| 828 |
828
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| USD 5091 M | +USD 290 M | +6% | 2.07% | 65.6% | 1,123 | 14.51% | 3.2 |
|
| 829 |
829
Sit Investment Associates
Minneapolis,
Minnesota
| USD 5080 M | +USD 151 M | +3% | 0.84% | 49.6% | 545 | 11.38% | 5.5 |
|
| 830 |
EQF
830
Evergreen Quality Fund
Grand Cayman,
Cayman Islands
| USD 5068 M | +USD 562 M | +12% | 25.1% | – | 56 | 60.71% | 0.2 |
|
| 831 |
831
Shelton Capital Management
Denver,
Colorado
| USD 5066 M | +USD 395 M | +8% | 4.6% | 161% | 772 | 15.16% | 5.4 |
|
| 832 |
832
Apella Capital
West Hartford,
Connecticut
| USD 5060 M | +USD 568 M | +13% | 1.86% | 48.6% | 539 | 13.73% | 2.3 |
|
| 833 |
833
Aequim Alternative Investments
Mill Valley,
California
| USD 5059 M | +USD 551 M | +12% | 0.37% | 32.3% | 112 | 16.96% | 1.1 |
|
| 834 |
834
Silver Lake Group
Menlo Park,
California
| USD 5030 M | -USD 105 M | -2% | 2.28% | 82.8% | 13 | 15.38% | 3.7 |
|
| 835 |
DCP
835
Darsana Capital Partners
New York
| USD 5018 M | +USD 772 M | +18% | 8.46% | 144% | 16 | 12.5% | 1.8 |
|
| 836 |
836
Mission Wealth Management
Santa Barbara,
California
| USD 5013 M | -USD 23.3 M | -0.5% | 2.48% | 92.1% | 769 | 13% | 4.1 |
|
| 837 |
837
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| USD 5010 M | +USD 1.87 M | +0% | 4.62% | 119% | 214 | 14.02% | 3.8 |
|
| 838 |
838
Ossiam
Paris,
France
| USD 5007 M | -USD 2762 M | -36% | 5.38% | 155% | 724 | 50.55% | 3.2 |
|
| 839 |
839
WIT LLC
District Of Columbia,
District of Columbia
| USD 4989 M | +USD 575 M | +13% | 0.73% | 48% | 21 | 19.05% | 2.6 |
|
| 840 |
840
Advent Capital Management
New York
| USD 4978 M | +USD 390 M | +8% | 0.31% | 2.9% | 255 | 21.96% | 1.1 |
|
| 841 |
841
First Financial Bankshares
Abilene,
Texas
| USD 4968 M | +USD 100 M | +2% | 3.27% | – | 245 | 17.96% | 1.4 |
|
| 842 |
842
Signature Estate & Investment Advisors
Los Angeles,
California
| USD 4965 M | +USD 279 M | +6% | 4.19% | 84.4% | 630 | 9.21% | 2.3 |
|
| 843 |
843
Equity Investment Corp
Atlanta,
Georgia
| USD 4953 M | +USD 180 M | +4% | 2.46% | 43% | 72 | 11.11% | 3.9 |
|
| 844 |
844
Aspex Management (HK)
Central,
Hong Kong
| USD 4943 M | +USD 219 M | +5% | 0.11% | 209% | 29 | 27.59% | 1.9 |
|
| 845 |
DGM
845
Darwin Global Management
St. Helier,
Jersey
| USD 4939 M | +USD 1342 M | +37% | 42.7% | 2,582% | 8 | 62.5% | 0.4 |
|
| 846 |
846
Harbour Investments
Madison,
Wisconsin
| USD 4932 M | +USD 521 M | +12% | 1.99% | 62.7% | 4,056 | 12.43% | 2.9 |
|
| 847 |
847
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| USD 4915 M | +USD 100 M | +2% | 4% | 92.4% | 390 | 13.33% | 2.8 |
|
| 848 |
848
Glenview Capital Management
New York
| USD 4914 M | +USD 422 M | +9% | 11.7% | 94.3% | 72 | 45.83% | 1.9 |
|
| 849 |
849
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
| USD 4907 M | +USD 51.9 M | +1% | 2.07% | 50.3% | 281 | 14.23% | 2.3 |
|
| 850 |
850
MGO One Seven
Beachwood,
Ohio
| USD 4902 M | +USD 572 M | +13% | 2.24% | 98.8% | 1,490 | 17.79% | 2.4 |
|