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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
NS Partners
London,
United Kingdom
| USD 2449 M | +USD 174 M | +8% | 13.7% | 109% | 76 | 9.21% | 6.9 |
|
| 1252 |
1252
Northeast Financial Consultants
Westport,
Connecticut
| USD 2446 M | +USD 191 M | +8% | 11.2% | 63.8% | 311 | 14.47% | 4.8 |
|
| 1253 |
1253
Lasalle Investment Management Securities
Baltimore,
Maryland
| USD 2445 M | +USD 160 M | +7% | 2.99% | 26.3% | 47 | 6.38% | 6.4 |
|
| 1254 |
1254
Amazon.com Inc
Seattle,
Washington
| USD 2433 M | +USD 11.5 M | +0.5% | 13.9% | 32.2% | 10 | 20% | 2.7 |
|
| 1255 |
1255
Greenhouse Funds
Baltimore,
Maryland
| USD 2422 M | +USD 289 M | +14% | 8.68% | 90.7% | 43 | 30.23% | 1.8 |
|
| 1256 |
1256
Vise Technologies
New York
| USD 2422 M | – | – | 11.8% | – | 1,046 | – | 1.1 |
|
| 1257 |
1257
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| USD 2421 M | +USD 275 M | +13% | 12.6% | 85.6% | 798 | 16.17% | 2.8 |
|
| 1258 |
1258
XTX Topco
George Town,
Cayman Islands
| USD 2412 M | +USD 457 M | +23% | 12.4% | 87.3% | 3,413 | 64.96% | 0.3 |
|
| 1259 |
1259
American Capital Management
New York
| USD 2411 M | -USD 46.6 M | -2% | 24.5% | 96.7% | 65 | 6.15% | 6.3 |
|
| 1260 |
1260
Main Management ETF Advisors
San Francisco,
California
| USD 2406 M | +USD 349 M | +17% | 16.1% | 97.2% | 143 | 7.69% | 0.6 |
|
| 1261 |
1261
Simplicity Wealth
Summit,
New Jersey
| USD 2402 M | +USD 1116 M | +87% | 9.46% | 82.2% | 681 | 31.72% | 0.8 |
|
| 1262 |
1262
Belpointe Asset Management
Reno,
Nevada
| USD 2400 M | +USD 478 M | +25% | 12.8% | 80.1% | 1,038 | 21.87% | 2.8 |
|
| 1263 |
1263
Hawk Ridge Capital Management
Los Angeles,
California
| USD 2397 M | +USD 279 M | +13% | 13.1% | 84.9% | 62 | 46.77% | 0.9 |
|
| 1264 |
1264
Welch Group
Birmingham,
Alabama
| USD 2393 M | +USD 119 M | +5% | 3.8% | 73.2% | 289 | 10.38% | 4.8 |
|
| 1265 |
1265
Insight Holdings Group
New York
| USD 2392 M | +USD 1100 M | +85% | 71.5% | 111% | 32 | 34.38% | 1.8 |
|
| 1266 |
1266
GMT Capital
Atlanta,
Georgia
| USD 2389 M | +USD 506 M | +27% | 21.4% | 200% | 77 | 18.18% | 1.7 |
|
| 1267 |
1267
Caisse Des Depots Et Consignations
Paris,
France
| USD 2388 M | +USD 308 M | +15% | 9.77% | – | 224 | 22.77% | 0.4 |
|
| 1268 |
1268
Fifth Third Wealth Advisors
Cincinnati,
Ohio
| USD 2383 M | +USD 453 M | +23% | 13.1% | 114% | 780 | 13.33% | 1.1 |
|
| 1269 |
DGM
1269
Darwin Global Management
St. Helier,
Jersey
| USD 2383 M | +USD 920 M | +63% | 35.8% | 2,582% | 5 | 40% | 0.4 |
|
| 1270 |
1270
Harbor Capital Advisors
Chicago,
Illinois
| USD 2381 M | +USD 186 M | +8% | 14.2% | 128% | 1,444 | 6.51% | 1 |
|
| 1271 |
1271
Cambiar Investors
Denver,
Colorado
| USD 2378 M | +USD 18.2 M | +0.8% | 5.31% | 59.2% | 166 | 18.07% | 3.3 |
|
| 1272 |
WBG
1272
Wharton Business Group
Malvern,
Pennsylvania
| USD 2370 M | +USD 159 M | +7% | 8.54% | 72.5% | 143 | 8.39% | 4.5 |
|
| 1273 |
1273
CWA Asset Management Group
Naples,
Florida
| USD 2368 M | +USD 282 M | +14% | 12.8% | – | 685 | 19.12% | 2.4 |
|
| 1274 |
1274
North Star Asset Management
Neenah,
Wisconsin
| USD 2365 M | +USD 173 M | +8% | 8.63% | 62% | 354 | 10.73% | 6.5 |
|
| 1275 |
1275
Calamos Wealth Management
Naperville,
Illinois
| USD 2363 M | +USD 358 M | +18% | 14.6% | 102% | 368 | 15.22% | 3.5 |
|