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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 976 |
976
Chartwell Investment Partners
Berywn,
Pennsylvania
| USD 2852 M | +USD 268 M | +10% | 13.7% | 57.2% | 448 | 14.51% | 3.7 |
|
| 977 |
977
Alesco Advisors
Pittsford,
New York
| USD 2852 M | +USD 264 M | +10% | 9.51% | 46.9% | 188 | 15.96% | 5.3 |
|
| 978 |
978
Great Valley Advisor Group
Wilmington,
Delaware
| USD 2850 M | +USD 437 M | +18% | 10.2% | 73.9% | 764 | 18.59% | 2.5 |
|
| 979 |
979
Oversea-Chinese Banking Corp (OCBC)
Singapore
| USD 2846 M | +USD 631 M | +29% | 13.1% | 143% | 422 | 37.2% | 0.6 |
|
| 980 |
980
Aristotle Atlantic Partners
Sarasota,
Florida
| USD 2842 M | +USD 344 M | +14% | 14.3% | 144% | 102 | 9.8% | 3.9 |
|
| 981 |
CFM
981
Comprehensive Financial Management
Los Gatos,
California
| USD 2832 M | +USD 72.9 M | +3% | 5.64% | 33.7% | 47 | 12.77% | 2.7 |
|
| 982 |
982
Moran Wealth Management
Naples,
Florida
| USD 2811 M | +USD 228 M | +9% | 13% | 111% | 463 | 31.32% | 0.6 |
|
| 983 |
983
Stock Yards Bank & Trust
Louisville,
Kentucky
| USD 2805 M | +USD 215 M | +8% | 11.4% | 82.8% | 401 | 9.98% | 5 |
|
| 984 |
DCP
984
Darsana Capital Partners
New York
| USD 2803 M | +USD 763 M | +37% | 16.7% | 144% | 11 | 9.09% | 2.1 |
|
| 985 |
985
Greenwoods Asset Management (HK)
Hong Kong
| USD 2802 M | +USD 252 M | +10% | 20.1% | 274% | 34 | 20.59% | 1.4 |
|
| 986 |
986
Redmile Group
San Francisco,
California
| USD 2796 M | +USD 694 M | +33% | 55.1% | 777% | 75 | 16% | 2.9 |
|
| 987 |
987
Guardian Capital (Canada)
Toronto,
Ontario, Canada
| USD 2791 M | +USD 104 M | +4% | 13.2% | 77.5% | 163 | 12.27% | 4.9 |
|
| 988 |
988
Chicago Capital
Chicago,
Illinois
| USD 2777 M | +USD 639 M | +30% | 16.4% | 137% | 279 | 22.58% | 3.5 |
|
| 989 |
989
Independent Advisor Alliance
Charlotte,
North Carolina
| USD 2776 M | +USD 565 M | +26% | 13.2% | 135% | 714 | 14.01% | 2.5 |
|
| 990 |
990
Brigade Capital Management
New York
| USD 2775 M | +USD 2317 M | +506% | 4.9% | 42.7% | 37 | 51.35% | 1.6 |
|
| 991 |
991
Becker Capital Management
Portland,
Oregon
| USD 2773 M | +USD 252 M | +10% | 11.6% | 89.2% | 270 | 5.93% | 4.2 |
|
| 992 |
992
TD Private Client Wealth
New York
| USD 2766 M | +USD 456 M | +20% | 9.7% | 61.6% | 1,254 | 6.3% | 3.1 |
|
| 993 |
993
CapitalatWork SA
Auderghem,
| USD 2762 M | – | – | 11.2% | – | 80 | – | 0 |
|
| 994 |
994
DeepCurrents Investment Group
New York
| USD 2760 M | +USD 460 M | +20% | 0.54% | 13.5% | 226 | 39.38% | 1 |
|
| 995 |
995
W.H. Reaves & Co
Jersey City,
New Jersey
| USD 2752 M | +USD 226 M | +9% | 9.44% | 111% | 72 | 5.56% | 5.1 |
|
| 996 |
996
Dearborn Partners
Chicago,
Illinois
| USD 2745 M | +USD 197 M | +8% | 10.5% | 46.1% | 262 | 11.83% | 5.4 |
|
| 997 |
997
AEW Capital Management
Boston,
Massachusetts
| USD 2744 M | +USD 355 M | +15% | 15.6% | 37.1% | 49 | 14.29% | 3.5 |
|
| 998 |
998
Avidity Partners Management
Dallas,
Texas
| USD 2744 M | +USD 261 M | +11% | 30.5% | 492% | 95 | 34.74% | 1.1 |
|
| 999 |
999
TCTC Holdings
Dallas,
Texas
| USD 2741 M | +USD 150 M | +6% | 6.89% | 78.5% | 524 | 17.18% | 4.1 |
|
| 1000 |
1000
Summit Partners
Boston,
Massachusetts
| USD 2741 M | -USD 177 M | -6% | 0.5% | 13.7% | 11 | 0% | 3.9 |
|