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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1126 |
1126
Meritage Group
San Francisco,
California
| USD 3216 M | -USD 287 M | -8% | 1.26% | 22.1% | 11 | 9.09% | 1.9 |
|
| 1127 |
1127
59 North Capital Management
Houston,
Texas
| USD 3212 M | +USD 2.89 M | +0.1% | 0.02% | 81.4% | 14 | 7.14% | 1.8 |
|
| 1128 |
YC
1128
Yarbrough Capital
Franklin,
Tennessee
| USD 3212 M | -USD 1.22 M | -0% | 4.16% | 183% | 176 | 21.59% | 2.1 |
|
| 1129 |
1129
Avior Wealth Management
Omaha,
Nebraska
| USD 3209 M | +USD 104 M | +3% | 1.78% | 71.4% | 785 | 15.29% | 5.2 |
|
| 1130 |
1130
Burney Company
Reston,
Virginia
| USD 3208 M | +USD 63.5 M | +2% | 3.6% | 129% | 639 | 13.46% | 5.7 |
|
| 1131 |
1131
Park National Corp
Newark,
Ohio
| USD 3206 M | +USD 9.49 M | +0.3% | 1.54% | 92.7% | 322 | 9.01% | 6.9 |
|
| 1132 |
SAI
1132
Systematic Alpha Investments
Princeton,
New Jersey
| USD 3206 M | +USD 165 M | +5% | 7.43% | 117% | 242 | 11.57% | 3.6 |
|
| 1133 |
1133
FineMark National Bank & Trust
Fort Myers,
Florida
| USD 3205 M | +USD 141 M | +5% | 3.92% | 69.8% | 474 | 8.86% | 6.4 |
|
| 1134 |
1134
Meyer Handelman Company
Rye Brook,
New York
| USD 3194 M | +USD 31.2 M | +1% | 2.83% | 97.4% | 221 | 6.33% | 8.5 |
|
| 1135 |
1135
MUFG Bank
Tokyo 100-8388,,
Japan
| USD 3184 M | +USD 78.3 M | +3% | 3.98% | 74% | 4 | 0% | 2.7 |
|
| 1136 |
1136
BDT Capital Partners
Chicago,
Illinois
| USD 3177 M | +USD 2862 M | +911% | 16.3% | 25.5% | 3 | 33.33% | 1.8 |
|
| 1137 |
1137
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| USD 3166 M | +USD 97.5 M | +3% | 2.81% | 58% | 573 | 12.57% | 3.8 |
|
| 1138 |
1138
Matson Money Inc
Mason,
Ohio
| USD 3164 M | +USD 126 M | +4% | 1.67% | 36.2% | 9 | 0% | 6 |
|
| 1139 |
1139
Diversify Advisory Services
Sandy,
Utah
| USD 3159 M | +USD 180 M | +6% | 2.79% | – | 979 | 17.67% | 1 |
|
| 1140 |
1140
Donaldson Capital Management
Evansville,
Indiana
| USD 3145 M | -USD 13.9 M | -0.4% | 2.5% | 77.7% | 244 | 10.25% | 5.7 |
|
| 1141 |
1141
Sound Shore Management
Greenwich,
Connecticut
| USD 3143 M | +USD 117 M | +4% | 10.6% | 91.4% | 41 | 17.07% | 1.8 |
|
| 1142 |
1142
Focused Investors
Los Angeles,
California
| USD 3141 M | -USD 127 M | -4% | 2.82% | 51.3% | 23 | 4.35% | 8 |
|
| 1143 |
1143
Daymark Wealth Partners
Cincinnati,
Ohio
| USD 3138 M | +USD 193 M | +7% | 2.9% | 96.4% | 634 | 10.25% | 1.9 |
|
| 1144 |
1144
Highbridge Capital Management
New York
| USD 3137 M | +USD 841 M | +37% | 7.6% | 55.8% | 351 | 39.03% | 0.7 |
|
| 1145 |
1145
Metropolis Capital
Amersham,
United Kingdom
| USD 3130 M | -USD 49.6 M | -2% | 0.94% | 61.7% | 16 | 6.25% | 4.4 |
|
| 1146 |
1146
Braidwell
Stamford,
Connecticut
| USD 3127 M | -USD 243 M | -7% | 25% | 96.5% | 89 | 40.45% | 1 |
|
| 1147 |
1147
KCM Investment Advisors
Greenbrae,
California
| USD 3119 M | +USD 13.8 M | +0.4% | 2.75% | 97.1% | 404 | 7.67% | 7.2 |
|
| 1148 |
1148
Bracebridge Capital LLC
Boston,
Massachusetts
| USD 3117 M | +USD 1211 M | +64% | 6.43% | 156% | 45 | 35.56% | 1.7 |
|
| 1149 |
1149
Dynamic Advisor Solutions
Phoenix,
Arizona
| USD 3116 M | -USD 329 M | -10% | 2.05% | 70.9% | 1,009 | 15.26% | 3 |
|
| 1150 |
1150
HHLR Advisors
Grand Cayman,
Cayman Islands
| USD 3104 M | -USD 987 M | -24% | 13% | 137% | 39 | 30.77% | 2.8 |
|