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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1251 |
1251
SurgoCap Partners
New York
| USD 3093 M | +USD 98.7 M | +3% | 39.1% | – | 17 | 41.18% | 0.9 |
|
| 1252 |
1252
ZWJ Investment Counsel
Atlanta,
Georgia
| USD 3092 M | +USD 318 M | +11% | 20.9% | 128% | 301 | 23.59% | 4.6 |
|
| 1253 |
1253
Winton Group
London,
United Kingdom
| USD 3087 M | +USD 237 M | +8% | 20.7% | 128% | 1,573 | 59.06% | 0.6 |
|
| 1254 |
1254
Peregrine Capital Management
Minneapolis,
Minnesota
| USD 3078 M | +USD 382 M | +14% | 24.7% | 95% | 313 | 17.25% | 3.1 |
|
| 1255 |
1255
Smartleaf Asset Management
Boston,
Massachusetts
| USD 3076 M | +USD 308 M | +11% | 15.3% | – | 3,509 | 1.28% | 1.7 |
|
| 1256 |
1256
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| USD 3075 M | +USD 198 M | +7% | 8.23% | 67.9% | 151 | 11.92% | 3.3 |
|
| 1257 |
HC
1257
Henshaw Capital
Woburn,
Massachusetts
| USD 3073 M | +USD 376 M | +14% | 23.9% | 128% | 170 | 11.76% | 5.3 |
|
| 1258 |
1258
Capital International
Los Angeles,
California
| USD 3064 M | +USD 366 M | +14% | 22.9% | 147% | 159 | 13.84% | 4.5 |
|
| 1259 |
1259
Belpointe Asset Management
Reno,
Nevada
| USD 3061 M | +USD 321 M | +12% | 15.7% | 80.1% | 1,246 | 24.48% | 2.7 |
|
| 1260 |
1260
Sowell Financial Services
North Little Rock,
Arkansas
| USD 3060 M | +USD 356 M | +13% | 17.2% | 85.9% | 1,245 | 16.47% | 1.9 |
|
| 1261 |
1261
Western Wealth Management
Golden,
Colorado
| USD 3059 M | +USD 428 M | +16% | 15.8% | 82.6% | 1,057 | 14.47% | 3.1 |
|
| 1262 |
1262
SageView Advisory Group
Newport Beach,
California
| USD 3051 M | +USD 315 M | +12% | 11.4% | 52.3% | 637 | 11.77% | 1.9 |
|
| 1263 |
1263
Patient Capital Management
Baltimore,
Maryland
| USD 3050 M | +USD 315 M | +12% | 17.7% | 131% | 42 | 9.52% | 2.7 |
|
| 1264 |
1264
DV Trading
Chicago,
Illinois
| USD 3049 M | -USD 1174 M | -28% | 13.4% | – | 724 | 65.61% | 0.2 |
|
| 1265 |
CFM
1265
Comprehensive Financial Management
Los Gatos,
California
| USD 3047 M | +USD 32.2 M | +1% | 6.8% | 33.7% | 41 | 12.2% | 4 |
|
| 1266 |
1266
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| USD 3042 M | +USD 123 M | +4% | 12.7% | 58.1% | 134 | 19.4% | 3 |
|
| 1267 |
1267
SBI Okasan Asset Management
Tokyo,
Japan
| USD 3042 M | +USD 601 M | +25% | 6.38% | – | 348 | 15.8% | 0.4 |
|
| 1268 |
1268
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| USD 3041 M | +USD 279 M | +10% | 12.6% | 58.1% | 968 | 23.66% | 4.4 |
|
| 1269 |
1269
Summitry LLC
Foster City,
California
| USD 3040 M | +USD 205 M | +7% | 9.55% | 68.1% | 380 | 34.47% | 2 |
|
| 1270 |
1270
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| USD 3039 M | +USD 463 M | +18% | 4.51% | 25.1% | 369 | 11.38% | 1.7 |
|
| 1271 |
CA
1271
Cornerstone Advisors
Asheville,
North Carolina
| USD 3037 M | +USD 318 M | +12% | 25.4% | 108% | 123 | 28.46% | 2.6 |
|
| 1272 |
1272
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| USD 3035 M | +USD 673 M | +29% | 42.4% | 307% | 358 | 26.82% | 1.4 |
|
| 1273 |
1273
BlueCrest Capital Management
St Helier,
Jersey
| USD 3035 M | +USD 1342 M | +79% | 15.6% | 59.1% | 374 | 57.22% | 0.3 |
|
| 1274 |
1274
Scharf Investments
Los Gatos,
California
| USD 3027 M | -USD 217 M | -7% | 4.79% | 55% | 84 | 22.62% | 3 |
|
| 1275 |
1275
Empyrean Capital Partners
Los Angeles,
California
| USD 3027 M | -USD 44.1 M | -1% | 16.8% | 131% | 163 | 46.01% | 0.9 |
|