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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1376 |
1376
Sachem Head Capital Management
New York
| USD 1906 M | -USD 105 M | -5% | 12.9% | 172% | 19 | 42.11% | 0.8 |
|
| 1377 |
1377
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| USD 1899 M | +USD 68.7 M | +4% | 6.43% | 77.5% | 1,940 | 68.71% | 2.5 |
|
| 1378 |
1378
Hill Path Capital
New York
| USD 1894 M | -USD 168 M | -8% | 8.07% | 5.23% | 5 | 0% | 5.1 |
|
| 1379 |
1379
Reynders McVeigh Capital Management
Boston,
Massachusetts
| USD 1887 M | +USD 127 M | +7% | 7.18% | 108% | 208 | 7.21% | 6.7 |
|
| 1380 |
1380
Index Fund Advisors
Irvine,
California
| USD 1887 M | +USD 118 M | +7% | 6.87% | 58.2% | 110 | 14.55% | 1.8 |
|
| 1381 |
1381
Cormorant Asset Management
Boston,
Massachusetts
| USD 1886 M | +USD 155 M | +9% | 18% | 3,977% | 53 | 22.64% | 1.4 |
|
| 1382 |
1382
CWA Asset Management Group
Naples,
Florida
| USD 1881 M | – | – | 7.52% | – | 567 | – | 2.2 |
|
| 1383 |
1383
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| USD 1881 M | +USD 436 M | +30% | 5.05% | 86% | 691 | 12.59% | 4.3 |
|
| 1384 |
1384
Obermeyer Wealth Partners
Aspen,
Colorado
| USD 1868 M | +USD 123 M | +7% | 7.47% | 91.3% | 275 | 16% | 3.5 |
|
| 1385 |
1385
BlueCrest Capital Management
St Helier,
Jersey
| USD 1866 M | +USD 149 M | +9% | 3.95% | 59.1% | 138 | 58.7% | 1 |
|
| 1386 |
1386
First Trust Direct Indexing
Boston,
Massachusetts
| USD 1865 M | +USD 247 M | +15% | 7.39% | 69% | 1,012 | 13.04% | 2.1 |
|
| 1387 |
1387
Greenoaks Capital Partners
Orinda,
California
| USD 1862 M | +USD 377 M | +25% | 26.8% | 311% | 15 | 20% | 2.5 |
|
| 1388 |
1388
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| USD 1861 M | +USD 636 M | +52% | 5.79% | 181% | 618 | 12.46% | 6.9 |
|
| 1389 |
1389
Diversify Advisory Services
Sandy,
Utah
| USD 1861 M | +USD 35.7 M | +2% | 5% | – | 694 | 18.16% | 0.4 |
|
| 1390 |
1390
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| USD 1858 M | +USD 128 M | +7% | 5.78% | 80.6% | 154 | 13.64% | 4 |
|
| 1391 |
1391
Azora Capital LP
Miami,
Florida
| USD 1856 M | -USD 316 M | -15% | 9.48% | 175% | 71 | 54.93% | 0.7 |
|
| 1392 |
1392
Ion Asset Management
Herzliya,
Israel
| USD 1856 M | +USD 64.8 M | +4% | 7.81% | 125% | 85 | 41.18% | 0.8 |
|
| 1393 |
1393
Investment House LLC
Redondo Beach,
California
| USD 1853 M | +USD 101 M | +6% | 6.18% | 137% | 220 | 14.09% | 6.3 |
|
| 1394 |
1394
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| USD 1853 M | +USD 38.8 M | +2% | 6.82% | 71.4% | 411 | 7.54% | 2.2 |
|
| 1395 |
1395
Fairview Capital Investment Management
Greenbrae,
California
| USD 1849 M | +USD 71.3 M | +4% | 6.14% | 61.7% | 158 | 10.13% | 5.8 |
|
| 1396 |
1396
Rice Hall James & Associates
San Diego,
California
| USD 1848 M | +USD 181 M | +11% | 14.8% | 140% | 272 | 13.97% | 4.6 |
|
| 1397 |
1397
AMI Asset Management
Los Angeles,
California
| USD 1846 M | -USD 8.25 M | -0.4% | 2.83% | 96.6% | 95 | 18.95% | 3.8 |
|
| 1398 |
1398
Alphabet Inc
Mountain View,
California
| USD 1842 M | -USD 132 M | -7% | 0.01% | 327% | 43 | 4.65% | 3.3 |
|
| 1399 |
1399
Yaupon Capital Management
New York
| USD 1841 M | -USD 136 M | -7% | 6.51% | 122% | 131 | 54.2% | 0.5 |
|
| 1400 |
1400
Sabal Trust
St. Petersburg,
Florida
| USD 1838 M | +USD 158 M | +9% | 10.2% | 18.4% | 233 | 12.45% | 4.2 |
|