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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1076 |
1076
FineMark National Bank & Trust
Fort Myers,
Florida
| USD 2691 M | +USD 246 M | +10% | 8.5% | 69.8% | 458 | 14.63% | 5.8 |
|
| 1077 |
CK
1077
Cohen Klingenstein
New York
| USD 2686 M | +USD 241 M | +10% | 12.3% | 99.1% | 222 | 0% | 7.4 |
|
| 1078 |
PCM
1078
Palestra Capital Management
New York
| USD 2685 M | +USD 671 M | +33% | 14.3% | 236% | 38 | 42.11% | 0.8 |
|
| 1079 |
1079
Freestone Capital Holdings
Seattle,
Washington
| USD 2685 M | +USD 456 M | +20% | 11.8% | 86.9% | 475 | 20.63% | 3.6 |
|
| 1080 |
1080
Cambiar Investors
Denver,
Colorado
| USD 2684 M | +USD 145 M | +6% | 8.54% | 59.2% | 153 | 7.19% | 3 |
|
| 1081 |
1081
Global Retirement Partners
San Rafael,
California
| USD 2682 M | +USD 292 M | +12% | 8.32% | – | 3,518 | 8.36% | 1.8 |
|
| 1082 |
1082
Wedbush Securities
Los Angeles,
California
| USD 2681 M | +USD 423 M | +19% | 11% | 114% | 1,291 | 20.76% | 3.8 |
|
| 1083 |
1083
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| USD 2680 M | +USD 224 M | +9% | 7.81% | 58% | 512 | 8.59% | 2.9 |
|
| 1084 |
1084
Knighthead Capital Management
New York
| USD 2662 M | -USD 1042 M | -28% | 21% | 74.1% | 9 | 22.22% | 1.5 |
|
| 1085 |
1085
WesBanco Bank
Wheeling,
West Virginia
| USD 2650 M | +USD 884 M | +50% | 8.43% | 87.2% | 585 | 35.38% | 4.8 |
|
| 1086 |
1086
Impactive Capital
New York City,
New York
| USD 2646 M | +USD 210 M | +9% | 3.29% | 25% | 9 | 11.11% | 2.3 |
|
| 1087 |
1087
Evergreen Capital Management
Bellevue,
Washington
| USD 2645 M | +USD 198 M | +8% | 8.45% | 82.9% | 935 | 16.36% | 2.7 |
|
| 1088 |
1088
Renaissance Group
Covington,
Kentucky
| USD 2645 M | +USD 231 M | +10% | 11.1% | 115% | 294 | 16.67% | 2.9 |
|
| 1089 |
1089
Cambridge Trust
Cambridge,
Massachusetts
| USD 2644 M | +USD 244 M | +10% | 10.5% | 42.9% | 727 | 15.41% | 3.7 |
|
| 1090 |
1090
Private Management Group
Irvine,
California
| USD 2640 M | +USD 26.7 M | +1% | 4.5% | 62.2% | 216 | 11.57% | 3.9 |
|
| 1091 |
1091
Addenda Capital
Montreal,
Quebec, Canada
| USD 2634 M | +USD 74.5 M | +3% | 4.13% | 100% | 132 | 2.27% | 5.7 |
|
| 1092 |
CCPM
1092
Cooper Creek Partners Management
New York
| USD 2630 M | +USD 564 M | +27% | 4.23% | 86.4% | 131 | 49.62% | 1 |
|
| 1093 |
1093
Granite Investment Partners
El Segundo,
California
| USD 2628 M | +USD 58.1 M | +2% | 9.23% | 131% | 282 | 14.89% | 4.6 |
|
| 1094 |
1094
Burney Company
Reston,
Virginia
| USD 2625 M | +USD 249 M | +10% | 12% | 129% | 625 | 12.32% | 5.2 |
|
| 1095 |
1095
JMG Financial Group
Downers Grove,
Illinois
| USD 2623 M | +USD 238 M | +10% | 7.19% | 58.7% | 125 | 7.2% | 5.1 |
|
| 1096 |
1096
Ziegler Capital Management
Chicago,
Illinois
| USD 2619 M | +USD 419 M | +19% | 12% | 56% | 416 | 10.1% | 3.2 |
|
| 1097 |
1097
Senvest Management
New York
| USD 2610 M | +USD 8.55 M | +0.3% | 7.2% | 92.7% | 64 | 39.06% | 2 |
|
| 1098 |
1098
Wilmington Savings Fund Society
Wilmington,
Delaware
| USD 2606 M | – | – | 7.1% | – | 363 | – | 7.1 |
|
| 1099 |
1099
NorthRock Partners
Minneapolis,
Minnesota
| USD 2606 M | +USD 216 M | +9% | 8.53% | 62.8% | 839 | 13.59% | 1.4 |
|
| 1100 |
1100
Southeastern Asset Management
Memphis,
Tennessee
| USD 2603 M | +USD 1.48 M | +0.1% | 7.97% | 26.7% | 46 | 8.7% | 2.9 |
|