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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 |
DCP
976
Darsana Capital Partners
New York
| USD 3112 M | +USD 309 M | +11% | 12% | 144% | 13 | 15.38% | 2 |
|
| 977 |
977
J. Goldman & Co
New York
| USD 3104 M | +USD 632 M | +26% | 10.5% | 106% | 560 | 70.71% | 0.4 |
|
| 978 |
978
Braidwell
Stamford,
Connecticut
| USD 3103 M | +USD 380 M | +14% | 20.4% | 96.5% | 82 | 34.15% | 0.7 |
|
| 979 |
979
Avidity Partners Management
Dallas,
Texas
| USD 3101 M | +USD 358 M | +13% | 30% | 492% | 108 | 48.15% | 0.9 |
|
| 980 |
CFM
980
Comprehensive Financial Management
Los Gatos,
California
| USD 3089 M | +USD 257 M | +9% | 10.9% | 33.7% | 43 | 4.65% | 2.8 |
|
| 981 |
981
Avantax Planning Partners
Dubuque,
Iowa
| USD 3088 M | +USD 463 M | +18% | 6.56% | 51% | 476 | 24.16% | 3.4 |
|
| 982 |
982
Moran Wealth Management
Naples,
Florida
| USD 3086 M | +USD 275 M | +10% | 13.1% | 111% | 455 | 18.9% | 0.8 |
|
| 983 |
983
Marex Group
London,
| USD 3077 M | +USD 533 M | +21% | 33% | 254% | 709 | 52.47% | 0.4 |
|
| 984 |
984
Cassaday & Co Wealth Management
Mclean,
Virginia
| USD 3076 M | +USD 191 M | +7% | 7.09% | 78.9% | 303 | 14.19% | 1 |
|
| 985 |
985
Aristotle Atlantic Partners
Sarasota,
Florida
| USD 3064 M | +USD 222 M | +8% | 15.7% | 144% | 96 | 4.17% | 4.2 |
|
| 986 |
986
Dorsal Capital Management
Redwood City,
California
| USD 3063 M | -USD 180 M | -6% | 9.92% | 99.6% | 31 | 41.94% | 1.3 |
|
| 987 |
987
AIA Group
Hong Kong
| USD 3063 M | +USD 625 M | +26% | 9.93% | 97.8% | 349 | 41.26% | 1.4 |
|
| 988 |
988
Aquatic Capital Management
Chicago,
Illinois
| USD 3060 M | -USD 859 M | -22% | 6.67% | 51.9% | 1,748 | 59.27% | 0.4 |
|
| 989 |
989
Conning Inc
Hartford,
Connecticut
| USD 3051 M | +USD 177 M | +6% | 6.92% | 65.1% | 363 | 6.61% | 7.7 |
|
| 990 |
990
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| USD 3050 M | +USD 535 M | +21% | 7.48% | 65.6% | 840 | 16.19% | 2.8 |
|
| 991 |
991
Miller Howard Investments
Kingston,
New York
| USD 3048 M | +USD 177 M | +6% | 8.14% | 72.2% | 208 | 13.94% | 3.4 |
|
| 992 |
992
TD Private Client Wealth
New York
| USD 3047 M | +USD 281 M | +10% | 7.42% | 61.6% | 1,279 | 9.85% | 3.2 |
|
| 993 |
993
Salem Investment Counselors
Winston Salem,
North Carolina
| USD 3045 M | +USD 127 M | +4% | 16.3% | 181% | 1,243 | 16.73% | 3.5 |
|
| 994 |
994
Marsico Capital Management
Denver,
Colorado
| USD 3044 M | +USD 489 M | +19% | 24.2% | 288% | 78 | 26.92% | 2.4 |
|
| 995 |
995
Check Capital Management
Costa Mesa,
California
| USD 3043 M | +USD 318 M | +12% | 12.7% | 66.6% | 50 | 12% | 4.9 |
|
| 996 |
996
Alesco Advisors
Pittsford,
New York
| USD 3041 M | +USD 190 M | +7% | 6.02% | 46.9% | 189 | 8.99% | 5.3 |
|
| 997 |
KCM
997
Kensico Capital Management
Greenwich,
Connecticut
| USD 3039 M | +USD 399 M | +15% | 16.7% | 304% | 25 | 12% | 2.4 |
|
| 998 |
998
Stock Yards Bank & Trust
Louisville,
Kentucky
| USD 3020 M | +USD 215 M | +8% | 9.14% | 82.8% | 404 | 9.41% | 5 |
|
| 999 |
999
Capital International Sarl
Los Angeles,
California
| USD 3016 M | +USD 346 M | +13% | 12.4% | 149% | 259 | 19.31% | 3.1 |
|
| 1000 |
1000
Matson Money Inc
Mason,
Ohio
| USD 3016 M | +USD 84 M | +3% | 2.59% | 36.2% | 11 | 0% | 5.1 |
|