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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1226 |
1226
Alpha Wave Global
New York
| USD 1208 M | +USD 418 M | +53% | 7.83% | 226% | 25 | 56% | 0.5 |
|
| 1227 |
1227
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| USD 1205 M | +USD 227 M | +23% | 12.1% | 68.2% | 256 | 15.23% | 3.1 |
|
| 1228 |
1228
Ursa Fund Management
Danville,
California
| USD 1205 M | -USD 1154 M | -49% | 55% | 93.5% | 30 | 80% | 0.6 |
|
| 1229 |
1229
Clayton Dubilier & Rice
New York
| USD 1204 M | +USD 534 M | +80% | 5.96% | 176% | 9 | 11.11% | 2.6 |
|
| 1230 |
MCI
1230
McDonald Capital Investors
Orinda,
California
| USD 1204 M | +USD 136 M | +13% | 17.8% | 60.1% | 22 | 13.64% | 3.5 |
|
| 1231 |
1231
P2 Capital Partners
New York
| USD 1204 M | +USD 213 M | +21% | 15.8% | 7.96% | 18 | 11.11% | 1.7 |
|
| 1232 |
1232
Mather Group
Chicago,
Illinois
| USD 1202 M | +USD 112 M | +10% | 9.32% | 54.1% | 78 | 23.08% | 1.7 |
|
| 1233 |
1233
Chesley Taft & Associates
Chicago,
Illinois
| USD 1201 M | +USD 166 M | +16% | 13.7% | 93.1% | 267 | 8.99% | 3.9 |
|
| 1234 |
1234
General Atlantic
New York
| USD 1196 M | +USD 177 M | +17% | 30% | 168% | 7 | 42.86% | 1.5 |
|
| 1235 |
DGHMC
1235
Dalton, Greiner, Hartman, Maher & Co
New York
| USD 1196 M | -USD 144 M | -11% | 14.3% | 63% | 172 | 21.51% | 2.4 |
|
| 1236 |
1236
Maple-Brown Abbott
Barangaroo,
Australia
| USD 1196 M | +USD 79.7 M | +7% | 13.8% | 7.92% | 20 | 15% | 2.8 |
|
| 1237 |
1237
Origin Asset Management
London,
United Kingdom
| USD 1195 M | +USD 99 M | +9% | 18.4% | 59.3% | 160 | 20.63% | 1.2 |
|
| 1238 |
1238
SSI Investment Management
Los Angeles,
California
| USD 1194 M | +USD 125 M | +12% | 2.56% | 15.7% | 282 | 12.06% | 2.2 |
|
| 1239 |
1239
Empire Life Investments
Toronto,
Ontario, Canada
| USD 1194 M | +USD 81.2 M | +7% | 13.9% | 90.8% | 100 | 13% | 1.6 |
|
| 1240 |
1240
Neumeier Poma Investment Counsel
Carmel,
California
| USD 1191 M | +USD 137 M | +13% | 16% | 229% | 42 | 4.76% | 2.6 |
|
| 1241 |
1241
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| USD 1191 M | +USD 270 M | +29% | 14.6% | 95.6% | 239 | 15.48% | 2.9 |
|
| 1242 |
1242
Northeast Investment Management
Boston,
Massachusetts
| USD 1190 M | +USD 152 M | +15% | 14.9% | 93.4% | 167 | 4.79% | 4.1 |
|
| 1243 |
1243
Waters Parkerson & Co
New Orleans,
Louisiana
| USD 1190 M | +USD 154 M | +15% | 14.5% | 54.3% | 164 | 9.15% | 4.3 |
|
| 1244 |
1244
Nichols & Pratt Advisers
Boston,
Massachusetts
| USD 1189 M | +USD 124 M | +12% | 13.9% | 71.2% | 108 | 11.11% | 4.4 |
|
| 1245 |
1245
Linscomb Wealth
Houston,
Texas
| USD 1188 M | +USD 130 M | +12% | 12.9% | 75.2% | 276 | 9.06% | 3.9 |
|
| 1246 |
1246
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| USD 1185 M | +USD 149 M | +14% | 17.5% | 307% | 172 | 33.14% | 0.7 |
|
| 1247 |
1247
Mariner Independent Advisor Network
Overland Park,
Kansas
| USD 1184 M | +USD 60.6 M | +5% | 12.3% | 39.5% | 382 | 14.66% | 0.6 |
|
| 1248 |
1248
Meiji Yasuda Asset Management
Tokyo,
Japan
| USD 1183 M | +USD 112 M | +10% | 14.1% | 93.9% | 484 | 9.71% | 3.5 |
|
| 1249 |
1249
Atom Investors
Austin,
Texas
| USD 1182 M | +USD 166 M | +16% | 18% | 83.4% | 796 | 73.49% | 0.1 |
|
| 1250 |
1250
Sandy Spring Bank
Olney,
Maryland
| USD 1179 M | +USD 135 M | +13% | 13.5% | 31.4% | 826 | 13.8% | 3.6 |
|