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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1051 |
1051
Boundary Creek Advisors
New York
| USD 2557 M | +USD 135 M | +6% | 5.87% | 15% | 50 | 36% | 0.7 |
|
| 1052 |
1052
Marsico Capital Management
Denver,
Colorado
| USD 2555 M | +USD 221 M | +9% | 18.8% | 288% | 78 | 29.49% | 2.3 |
|
| 1053 |
BCM
1053
Bares Capital Management
Austin,
Texas
| USD 2548 M | +USD 207 M | +9% | 22% | 138% | 37 | 13.51% | 3.8 |
|
| 1054 |
1054
Marex Group
London,
| USD 2544 M | +USD 1837 M | +260% | 15.3% | 254% | 592 | 68.75% | 0.2 |
|
| 1055 |
1055
Cambiar Investors
Denver,
Colorado
| USD 2539 M | +USD 186 M | +8% | 9.87% | 59.2% | 158 | 10.76% | 2.7 |
|
| 1056 |
1056
Adams Diversified Equity Fund
Baltimore,
Maryland
| USD 2535 M | +USD 196 M | +8% | 13.6% | 165% | 95 | 20% | 3.1 |
|
| 1057 |
1057
Lasalle Investment Management Securities
Baltimore,
Maryland
| USD 2532 M | +USD 294 M | +13% | 15.9% | 26.3% | 47 | 6.38% | 5.7 |
|
| 1058 |
1058
Washington Trust
Westerly,
Rhode Island
| USD 2527 M | +USD 254 M | +11% | 12.4% | 104% | 977 | 23.23% | 3.8 |
|
| 1059 |
1059
One Capital Management
Westlake Village,
California
| USD 2525 M | +USD 273 M | +12% | 9.77% | 50.5% | 298 | 12.08% | 4 |
|
| 1060 |
1060
U.S. Capital Wealth Advisors
Austin,
Texas
| USD 2522 M | +USD 300 M | +13% | 5.75% | 64.6% | 708 | 17.8% | 1.6 |
|
| 1061 |
1061
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| USD 2518 M | +USD 410 M | +19% | 11.8% | 92.4% | 207 | 34.78% | 2.8 |
|
| 1062 |
1062
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| USD 2515 M | +USD 338 M | +16% | 9.4% | 65.6% | 776 | 14.18% | 2.8 |
|
| 1063 |
1063
Aequim Alternative Investments
Mill Valley,
California
| USD 2512 M | -USD 124 M | -5% | 2.06% | 32.3% | 108 | 10.19% | 1 |
|
| 1064 |
1064
KCM Investment Advisors
Greenbrae,
California
| USD 2511 M | +USD 192 M | +8% | 11.4% | 97.1% | 378 | 6.88% | 6.6 |
|
| 1065 |
1065
Cadian Capital Management
New York
| USD 2510 M | +USD 25.9 M | +1% | 15.8% | 19.5% | 41 | 46.34% | 1 |
|
| 1066 |
1066
Metis Global Partners
San Diego,
California
| USD 2509 M | +USD 440 M | +21% | 11.9% | 117% | 765 | 6.27% | 1.5 |
|
| 1067 |
1067
Tandem Investment Advisors
Charleston,
South Carolina
| USD 2501 M | +USD 133 M | +6% | 9.58% | 10.4% | 85 | 11.76% | 3.8 |
|
| 1068 |
1068
Capula Management
Grand Cayman,
Cayman Islands
| USD 2497 M | -USD 2270 M | -48% | 11.8% | 90.7% | 639 | 77% | 0.5 |
|
| 1069 |
1069
Jasper Ridge Partners
Menlo Park,
California
| USD 2495 M | +USD 365 M | +17% | 12.7% | 84.2% | 155 | 12.26% | 4.1 |
|
| 1070 |
1070
Algert Global
San Francisco,
California
| USD 2483 M | +USD 356 M | +17% | 18% | 194% | 1,320 | 33.71% | 1 |
|
| 1071 |
1071
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| USD 2480 M | -USD 219 M | -8% | 2.91% | 46.4% | 71 | 14.08% | 3.7 |
|
| 1072 |
1072
Valeo Financial Advisors
Carmel,
Indiana
| USD 2477 M | +USD 282 M | +13% | 11.1% | 82.7% | 736 | 22.01% | 3.1 |
|
| 1073 |
1073
AQR Arbitrage
Greenwich,
Connecticut
| USD 2476 M | +USD 250 M | +11% | 11.5% | 85.2% | 859 | 27.12% | 1.3 |
|
| 1074 |
1074
Intact Investment Management
Montreal,
Quebec, Canada
| USD 2472 M | +USD 162 M | +7% | 10.4% | 73.7% | 286 | 24.48% | 4.1 |
|
| 1075 |
1075
J. Goldman & Co
New York
| USD 2472 M | -USD 383 M | -13% | 14.4% | 106% | 503 | 66.8% | 0.5 |
|