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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1351 |
1351
Calamos Wealth Management
Naperville,
Illinois
| USD 1877 M | +USD 95 M | +5% | 6.13% | 102% | 340 | 14.71% | 3.8 |
|
| 1352 |
1352
Valiant Capital Management
San Francisco,
California
| USD 1875 M | +USD 296 M | +19% | 15.5% | 348% | 42 | 45.24% | 1.6 |
|
| 1353 |
1353
Long Pond Capital
New York
| USD 1872 M | +USD 125 M | +7% | 2% | 13.5% | 50 | 58% | 0.9 |
|
| 1354 |
1354
Polaris Capital Management
Boston,
Massachusetts
| USD 1866 M | -USD 140 M | -7% | 3.3% | 94.4% | 93 | 2.15% | 4.7 |
|
| 1355 |
1355
Foundry Partners
Minneapolis,
Minnesota
| USD 1863 M | -USD 10.5 M | -0.6% | 0.68% | 44.4% | 348 | 34.48% | 2.8 |
|
| 1356 |
1356
Money Design
Tokyo,
Japan
| USD 1856 M | +USD 18 M | +1% | 0.37% | 26.4% | 76 | 2.63% | 3.7 |
|
| 1357 |
1357
Novo Holdings A/S
Hellerup,
Denmark
| USD 1855 M | +USD 405 M | +28% | 2.96% | 205% | 41 | 21.95% | 2.1 |
|
| 1358 |
1358
AMI Asset Management
Los Angeles,
California
| USD 1854 M | -USD 102 M | -5% | 3.8% | 96.6% | 89 | 14.61% | 4 |
|
| 1359 |
1359
Encompass Capital Advisors
New York
| USD 1849 M | +USD 6.27 M | +0.3% | 2.96% | 364% | 78 | 52.56% | 0.6 |
|
| 1360 |
1360
Capital Asset Advisory Services
Williamston,
Michigan
| USD 1845 M | +USD 98.8 M | +6% | 1.17% | 51% | 330 | 9.7% | 3.2 |
|
| 1361 |
1361
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| USD 1842 M | +USD 25.7 M | +1% | 1.28% | 68.1% | 105 | 8.57% | 4.7 |
|
| 1362 |
1362
Trilogy Capital
Irvine,
California
| USD 1842 M | +USD 104 M | +6% | 0.86% | 57.6% | 350 | 27.43% | 1.7 |
|
| 1363 |
1363
Clean Energy Transition
London,
United Kingdom
| USD 1842 M | +USD 490 M | +36% | 9.02% | 129% | 17 | 52.94% | 0.8 |
|
| 1364 |
1364
Trust Company of Vermont
Brattleboro,
Vermont
| USD 1841 M | +USD 44.9 M | +3% | 3.23% | – | 950 | 15.89% | 3.8 |
|
| 1365 |
1365
GenTrust
Miami,
Florida
| USD 1840 M | +USD 218 M | +13% | 1.14% | 53% | 194 | 34.54% | 1.9 |
|
| 1366 |
1366
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| USD 1831 M | +USD 84.8 M | +5% | 2.66% | 77.5% | 1,937 | 69.39% | 0.8 |
|
| 1367 |
1367
BLB&B Advisors
Montgomeryville,
Pennsylvania
| USD 1825 M | +USD 51.9 M | +3% | 3.1% | 71.6% | 286 | 6.29% | 6.5 |
|
| 1368 |
1368
Diversify Advisory Services
Sandy,
Utah
| USD 1825 M | +USD 127 M | +7% | 5.45% | – | 729 | 27.43% | 0.2 |
|
| 1369 |
1369
Y-Intercept (HK)
Hong Kong
| USD 1825 M | +USD 497 M | +37% | 2.83% | 41.6% | 2,055 | 71.82% | 0.2 |
|
| 1370 |
1370
Silver Point Capital
Greenwich,
Connecticut
| USD 1824 M | +USD 133 M | +8% | 3.18% | 108% | 18 | 44.44% | 1 |
|
| 1371 |
1371
Unigestion Holding
Geneva,
Switzerland
| USD 1819 M | -USD 225 M | -11% | 1.01% | 25% | 160 | 21.88% | 2.4 |
|
| 1372 |
1372
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| USD 1814 M | +USD 53.2 M | +3% | 2.38% | 71.4% | 409 | 8.56% | 2.1 |
|
| 1373 |
1373
Leavell Investment Management
Mobile,
Alabama
| USD 1811 M | +USD 78.8 M | +5% | 3.52% | 84.5% | 518 | 11.2% | 5.8 |
|
| 1374 |
1374
HS Management Partners
New York
| USD 1811 M | -USD 371 M | -17% | 4.3% | 27.7% | 26 | 26.92% | 2.8 |
|
| 1375 |
1375
Formuepleje A/S
Aarhus C,
Denmark
| USD 1810 M | +USD 40.6 M | +2% | 2.78% | 92.1% | 96 | 46.88% | 2.6 |
|