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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1401 |
CCM
1401
Cadence Capital Management
Boston,
Massachusetts
| USD 999 M | -USD 112 M | -10% | 1.18% | 0.72% | 475 | 19.58% | 3 |
|
| 1402 |
1402
Pitcairn
Conshohocken,
Pennsylvania
| USD 999 M | +USD 78.5 M | +9% | 4.71% | 111% | 557 | 14.54% | 2.9 |
|
| 1403 |
1403
Fir Tree Capital Management
New York
| USD 999 M | -USD 170 M | -15% | 2.57% | 17.3% | 71 | 42.25% | 0.7 |
|
| 1404 |
1404
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| USD 997 M | +USD 83 M | +9% | 2.23% | 45.9% | 113 | 8.85% | 3.4 |
|
| 1405 |
1405
Spinnaker Trust
Portland,
Maine
| USD 996 M | +USD 823 k | +0.1% | 0.98% | 68.2% | 240 | 6.67% | 3.5 |
|
| 1406 |
EA
1406
Echinus Advisors
New York
| USD 995 M | +USD 216 M | +28% | 14.2% | 91.4% | 10 | 30% | 1.6 |
|
| 1407 |
1407
Wedbush Securities
Los Angeles,
California
| USD 995 M | +USD 63.9 M | +7% | 3.04% | 99.9% | 1,060 | 19.72% | 2.6 |
|
| 1408 |
1408
6 Meridian
Wichita,
Kansas
| USD 994 M | +USD 2.4 M | +0.2% | 2.59% | 45.7% | 450 | 8.22% | 0.9 |
|
| 1409 |
1409
RBF Capital
San Francisco,
California
| USD 994 M | +USD 142 M | +17% | 5.86% | 147% | 425 | 15.06% | 3.3 |
|
| 1410 |
1410
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| USD 991 M | +USD 68.7 M | +7% | 5.27% | 68.1% | 85 | 11.76% | 3.5 |
|
| 1411 |
1411
AH Equity Partners III
Menlo Park,
California
| USD 991 M | +USD 501 M | +102% | 7.09% | 42.6% | 3 | 33.33% | 1.6 |
|
| 1412 |
1412
Level Four Advisory Services
Dallas,
Texas
| USD 991 M | +USD 82.7 M | +9% | 4.59% | 92.2% | 542 | 9.96% | 1.9 |
|
| 1413 |
1413
Giverny Capital
Montreal,
Quebec, Canada
| USD 990 M | +USD 118 M | +14% | 10.1% | 69.2% | 39 | 0% | 2.5 |
|
| 1414 |
1414
EcoR1 Capital
San Francisco,
California
| USD 990 M | -USD 95.1 M | -9% | 11.4% | 310% | 53 | 49.06% | 0.7 |
|
| 1415 |
TFP
1415
Triple Frond Partners
San Francisco,
California
| USD 989 M | +USD 123 M | +14% | 8.44% | 92.9% | 10 | 20% | 3.4 |
|
| 1416 |
1416
Concourse Financial Group Securities
Birmingham,
Alabama
| USD 988 M | +USD 18.2 M | +2% | 2.98% | 18.1% | 2,499 | 16.37% | 0.6 |
|
| 1417 |
1417
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 987 M | +USD 312 M | +46% | 17.2% | 34.1% | 11 | 27.27% | 2 |
|
| 1418 |
1418
Argent Trust Co
Nashville,
Tennessee
| USD 986 M | +USD 31 M | +3% | 3.24% | 86.2% | 449 | 8.46% | 2.2 |
|
| 1419 |
1419
USCA RIA
Houston,
Texas
| USD 985 M | +USD 65.9 M | +7% | 2.83% | 60.6% | 483 | 18.63% | 2.8 |
|
| 1420 |
1420
Kepos Capital
New York
| USD 985 M | -USD 349 M | -26% | 2.36% | 21.1% | 450 | 58.22% | 0.5 |
|
| 1421 |
1421
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| USD 984 M | -USD 1.14 M | -0.1% | 3.57% | 135% | 404 | 27.48% | 1.3 |
|
| 1422 |
1422
HMI Capital Management
San Francisco,
California
| USD 982 M | +USD 137 M | +16% | 16.4% | 5.95% | 9 | 33.33% | 2.2 |
|
| 1423 |
1423
CCMP Capital
New York
| USD 982 M | +USD 42.1 M | +4% | 4.48% | 12.3% | 1 | 0% | 1.8 |
|
| 1424 |
1424
Meritage Portfolio Management
Overland Park,
Kansas
| USD 982 M | -USD 4.82 M | -0.5% | 4.06% | 97.4% | 238 | 31.51% | 2 |
|
| 1425 |
WBG
1425
Wharton Business Group
Malvern,
Pennsylvania
| USD 982 M | +USD 15.4 M | +2% | 1.9% | 72.5% | 105 | 8.57% | 4.2 |
|