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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
Laird Norton Wetherby Wealth Management
San Francisco,
California
| USD 1920 M | +USD 156 M | +9% | 12.8% | – | 986 | 13.39% | 5.2 |
|
| 1252 |
1252
Kensington Asset Management
Austin,
Texas
| USD 1920 M | +USD 959 M | +100% | 9.24% | 38.1% | 25 | 84% | 0.1 |
|
| 1253 |
1253
Heartland Advisors
Milwaukee,
Wisconsin
| USD 1914 M | +USD 134 M | +8% | 11.6% | 83.7% | 198 | 17.68% | 3 |
|
| 1254 |
1254
MKP Capital Management
New York
| USD 1913 M | +USD 615 M | +47% | 12.9% | 80.4% | 27 | 92.59% | 0.1 |
|
| 1255 |
1255
Michael & Susan Dell Foundation
New York
| USD 1912 M | +USD 1830 M | +2,221% | 27.2% | 238% | 9 | 77.78% | 0.8 |
|
| 1256 |
1256
Segantii Capital Management
Hong Kong
| USD 1911 M | -USD 936 M | -33% | 7.88% | 33.1% | 203 | 47.29% | 0.9 |
|
| 1257 |
1257
Chickasaw Capital Management
Memphis,
Tennessee
| USD 1909 M | +USD 34.6 M | +2% | 3.14% | 83.6% | 96 | 19.79% | 5.9 |
|
| 1258 |
YC
1258
Yarbrough Capital
Franklin,
Tennessee
| USD 1909 M | +USD 207 M | +12% | 14.6% | 183% | 213 | 8.92% | 1.5 |
|
| 1259 |
1259
Motley Fool Wealth Management
Alexandria,
Virginia
| USD 1907 M | +USD 179 M | +10% | 12% | 70.7% | 137 | 16.79% | 4 |
|
| 1260 |
1260
NZS Capital
Denver,
Colorado
| USD 1898 M | +USD 41.4 M | +2% | 18% | 134% | 69 | 26.09% | 1.7 |
|
| 1261 |
1261
Corvex Management
New York
| USD 1898 M | +USD 44.6 M | +2% | 14.5% | 95.8% | 39 | 25.64% | 1.3 |
|
| 1262 |
1262
Weitz Investment Management
Omaha,
Nebraska
| USD 1898 M | +USD 79.2 M | +4% | 9.34% | 36.1% | 55 | 3.64% | 5.7 |
|
| 1263 |
1263
Venture Visionary Partners
Sylvania,
Ohio
| USD 1897 M | +USD 233 M | +14% | 10.7% | 95.4% | 571 | 20.14% | 2.4 |
|
| 1264 |
1264
CastleKnight Management
New York
| USD 1896 M | +USD 372 M | +24% | 14.4% | 259% | 374 | 38.77% | 0.8 |
|
| 1265 |
1265
Howland Capital Management
Boston,
Massachusetts
| USD 1892 M | +USD 177 M | +10% | 9.53% | 84.1% | 260 | 10.38% | 5.6 |
|
| 1266 |
1266
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| USD 1889 M | +USD 232 M | +14% | 21.7% | 443% | 257 | 15.18% | 1.8 |
|
| 1267 |
1267
Andra AP-fonden
Goteborg,
Sweden
| USD 1889 M | +USD 192 M | +11% | 13.4% | 105% | 260 | 11.92% | 6 |
|
| 1268 |
1268
Patient Capital Management
Baltimore,
Maryland
| USD 1888 M | +USD 184 M | +11% | 16.8% | 131% | 47 | 19.15% | 1.4 |
|
| 1269 |
1269
Hodges Capital Management
Dallas,
Texas
| USD 1886 M | +USD 1042 M | +124% | 12.9% | 200% | 232 | 19.83% | 2.7 |
|
| 1270 |
1270
Clearstead Advisors
Cleveland,
Ohio
| USD 1884 M | +USD 256 M | +16% | 11.1% | 79.5% | 1,634 | 16.34% | 2.6 |
|
| 1271 |
1271
Pallas Capital Advisors
Braintree,
Massachusetts
| USD 1880 M | +USD 239 M | +15% | 12.3% | 71.8% | 397 | 23.43% | 1.3 |
|
| 1272 |
1272
Birch Hill Investment Advisors
Boston,
Massachusetts
| USD 1880 M | +USD 203 M | +12% | 11.3% | 80.1% | 166 | 9.04% | 6.6 |
|
| 1273 |
1273
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| USD 1880 M | +USD 225 M | +14% | 13.5% | 67.9% | 60 | 6.67% | 5.8 |
|
| 1274 |
1274
James Hambro & Partners
London,
United Kingdom
| USD 1878 M | +USD 335 M | +22% | 12% | 97% | 56 | 10.71% | 3.5 |
|
| 1275 |
1275
Donor Advised Charitable Giving
San Francisco,
California
| USD 1873 M | +USD 242 M | +15% | 13.7% | 418% | 35 | 31.43% | 2.5 |
|