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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1301 |
1301
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| USD 1101 M | +USD 202 M | +23% | 12.1% | 75.9% | 238 | 46.64% | 1.5 |
|
| 1302 |
1302
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| USD 1101 M | +USD 147 M | +15% | 15.9% | 28.5% | 207 | 38.16% | 1 |
|
| 1303 |
1303
Berkshire Partners
Boston,
Massachusetts
| USD 1101 M | +USD 261 M | +31% | 29.2% | 79% | 3 | 33.33% | 3.8 |
|
| 1304 |
1304
Busey Bank
Urbana,
Illinois
| USD 1100 M | +USD 130 M | +13% | 13.3% | 108% | 219 | 8.22% | 3.6 |
|
| 1305 |
DBC
1305
Deep Basin Capital
Stamford,
Connecticut
| USD 1100 M | +USD 312 M | +40% | 14.1% | – | 46 | 47.83% | 0.2 |
|
| 1306 |
1306
Sphera Funds Management
Tel Aviv,
Israel
| USD 1096 M | +USD 208 M | +23% | 19.9% | 245% | 136 | 50% | 0.7 |
|
| 1307 |
1307
GW Henssler & Associates
Kennesaw,
Georgia
| USD 1091 M | +USD 155 M | +17% | 11.9% | 71.7% | 205 | 42.44% | 2.4 |
|
| 1308 |
1308
St. James Investment Company
Southlake,
Texas
| USD 1090 M | +USD 89.3 M | +9% | 7.08% | 43.8% | 51 | 27.45% | 1.9 |
|
| 1309 |
1309
EcoR1 Capital
San Francisco,
California
| USD 1085 M | +USD 85.4 M | +9% | 42.8% | 310% | 62 | 48.39% | 0.8 |
|
| 1310 |
1310
NS Partners
London,
United Kingdom
| USD 1079 M | +USD 145 M | +16% | 15.3% | 109% | 114 | 23.68% | 2.1 |
|
| 1311 |
1311
Bingham Osborn & Scarborough
San Francisco,
California
| USD 1079 M | +USD 97.5 M | +10% | 13% | 51.7% | 144 | 9.03% | 3.7 |
|
| 1312 |
1312
Montag & Associates
Atlanta,
Georgia
| USD 1079 M | +USD 149 M | +16% | 13.4% | 82.9% | 322 | 13.35% | 3.3 |
|
| 1313 |
1313
Wealthspire Advisors (New York)
New York
| USD 1078 M | +USD 40.7 M | +4% | 9.5% | 59% | 946 | 95.35% | 0.3 |
|
| 1314 |
1314
Toews Corporation
Northfield,
New Jersey
| USD 1078 M | +USD 848 M | +368% | 2.54% | 22% | 110 | 92.73% | 0.9 |
|
| 1315 |
HEC
1315
Hudson Executive Capital
New York
| USD 1078 M | +USD 87.4 M | +9% | 15.7% | 127% | 11 | 36.36% | 1.1 |
|
| 1316 |
1316
Melqart Asset Management
London,
United Kingdom
| USD 1077 M | +USD 223 M | +26% | 27.1% | 250% | 43 | 76.74% | 0.2 |
|
| 1317 |
1317
SQN Investors
Menlo Park,
California
| USD 1076 M | +USD 212 M | +25% | 22.8% | – | 21 | 42.86% | 1 |
|
| 1318 |
1318
Zeke Capital Advisors
Berwyn,
Pennsylvania
| USD 1075 M | +USD 29.7 M | +3% | 14.1% | 41% | 593 | 16.69% | 1.2 |
|
| 1319 |
1319
InterOcean Capital
Chicago,
Illinois
| USD 1074 M | +USD 130 M | +14% | 12.3% | 32.1% | 188 | 12.23% | 3 |
|
| 1320 |
1320
Vantage Investment Partners
Kansas City,
Missouri
| USD 1074 M | -USD 333 M | -24% | 14.3% | 77.4% | 103 | 12.62% | 2.2 |
|
| 1321 |
1321
Rubric Capital Management (New York)
New York
| USD 1071 M | +USD 263 M | +33% | 18.9% | 251% | 78 | 60.26% | 0.5 |
|
| 1322 |
1322
Reinhart Partners
Mequon,
Wisconsin
| USD 1070 M | +USD 133 M | +14% | 13.7% | 110% | 81 | 12.35% | 2.5 |
|
| 1323 |
1323
Cobblestone Capital Advisors
Rochester,
New York
| USD 1069 M | +USD 97.6 M | +10% | 11.9% | 83.3% | 251 | 10.76% | 3.3 |
|
| 1324 |
1324
Angelo Gordon & Co
New York
| USD 1068 M | -USD 526 M | -33% | 10.1% | 90.1% | 100 | 34% | 0.7 |
|
| 1325 |
1325
Carroll Financial Associates
Charlotte,
North Carolina
| USD 1067 M | +USD 168 M | +19% | 12% | 79.9% | 1,608 | 18.84% | 2.9 |
|