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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1451 |
1451
Keel Point
Huntsville,
Alabama
| USD 966 M | +USD 193 M | +25% | 19.1% | 76.4% | 212 | 27.83% | 2.2 |
|
| 1452 |
1452
WealthPLAN Partners
Omaha,
Nebraska
| USD 966 M | +USD 195 M | +25% | 16.6% | 71.6% | 318 | 22.01% | 2.1 |
|
| 1453 |
HSC
1453
Harbor Spring Capital
New York
| USD 965 M | +USD 142 M | +17% | 32.9% | – | 28 | 25% | 2.1 |
|
| 1454 |
1454
Cumberland Partners
Toronto,
Ontario, Canada
| USD 964 M | +USD 132 M | +16% | 19.4% | 101% | 179 | 21.23% | 2 |
|
| 1455 |
1455
Ninety One North America
New York
| USD 963 M | -USD 241 M | -20% | 24.4% | 70.6% | 112 | 23.21% | 1.8 |
|
| 1456 |
1456
Cooper Investors
Melbourne, Victoria,
Australia
| USD 961 M | +USD 165 M | +21% | 20.1% | 57.5% | 43 | 13.95% | 2.1 |
|
| 1457 |
SC
1457
Shellback Capital
Boston,
Massachusetts
| USD 959 M | +USD 508 M | +112% | 45.2% | 198% | 108 | 61.11% | 0.4 |
|
| 1458 |
1458
Pelham Capital
London,
United Kingdom
| USD 959 M | +USD 267 M | +39% | 31.1% | 135% | 12 | 50% | 0.8 |
|
| 1459 |
1459
Beaumont Financial Advisors
Needham,
Massachusetts
| USD 958 M | +USD 165 M | +21% | 18.8% | 93.3% | 289 | 22.84% | 2.4 |
|
| 1460 |
1460
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| USD 957 M | +USD 125 M | +15% | 14.5% | 68.1% | 487 | 15.4% | 1.1 |
|
| 1461 |
1461
Edge Capital Group
Atlanta,
Georgia
| USD 956 M | +USD 118 M | +14% | 17.9% | 27.7% | 236 | 16.95% | 1.2 |
|
| 1462 |
1462
BOK Financial Private Wealth
Denver,
Colorado
| USD 956 M | +USD 132 M | +16% | 18.6% | 61.8% | 204 | 28.92% | 2.5 |
|
| 1463 |
1463
Bain Capital Life Sciences Investors
Boston,
Massachusetts
| USD 955 M | +USD 363 M | +61% | 78.3% | 507% | 15 | 26.67% | 1 |
|
| 1464 |
1464
Lincluden Management
Mississauga,
Ontario, Canada
| USD 953 M | +USD 124 M | +15% | 16.5% | 56.6% | 72 | 2.78% | 4.8 |
|
| 1465 |
1465
Relative Value Partners Group
| USD 953 M | +USD 103 M | +12% | 11.4% | 8.9% | 198 | 18.18% | 2.4 |
|
| 1466 |
1466
MUFG Bank
Tokyo 100-8388,,
Japan
| USD 952 M | – | – | 21.3% | 74% | 3 | – | 2.5 |
|
| 1467 |
1467
Capital Analysts LLC
Fort Washington,
Pennsylvania
| USD 952 M | +USD 137 M | +17% | 16.6% | 51.3% | 736 | 12.5% | 2.7 |
|
| 1468 |
1468
Cannell & Spears
New York
| USD 951 M | +USD 133 M | +16% | 20.6% | 113% | 249 | 21.69% | 2.7 |
|
| 1469 |
1469
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| USD 950 M | +USD 156 M | +20% | 22.1% | 162% | 189 | 23.81% | 3.6 |
|
| 1470 |
1470
Zweig-DiMenna Associates
New York
| USD 949 M | +USD 194 M | +26% | 35.2% | 561% | 135 | 65.93% | 0.7 |
|
| 1471 |
1471
Davide Leone & Partners Investment Company
London,
United Kingdom
| USD 947 M | +USD 239 M | +34% | 28.9% | 64.1% | 30 | 80% | 0.4 |
|
| 1472 |
1472
WFM Asia
Road Town, Tortola,
British Virgin Islands
| USD 947 M | +USD 339 M | +56% | 71% | 89.9% | 10 | 30% | 2.6 |
|
| 1473 |
1473
Cat Rock Capital Management
Greenwich,
Connecticut
| USD 947 M | +USD 114 M | +14% | 31.5% | 66.7% | 14 | 35.71% | 0.9 |
|
| 1474 |
1474
Pillar Pacific Capital Management
Pacifica,
California
| USD 947 M | +USD 188 M | +25% | 26.1% | 85% | 299 | 10.7% | 4.7 |
|
| 1475 |
1475
New York Life Investment Management
New York
| USD 946 M | +USD 313 M | +49% | 15.9% | 100% | 26 | 46.15% | 1.2 |
|