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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1501 |
1501
Portolan Capital Management
Boston,
Massachusetts
| USD 770 M | +USD 26.9 M | +4% | 12.2% | 738% | 159 | 45.91% | 0.9 |
|
| 1502 |
1502
Spinnaker Trust
Portland,
Maine
| USD 770 M | +USD 26.2 M | +4% | 5.33% | 68.2% | 211 | 12.32% | 2.4 |
|
| 1503 |
LIC
1503
Lodestar Investment Counsel
Chicago,
Illinois
| USD 770 M | +USD 30.3 M | +4% | 4.67% | 45.1% | 163 | 4.91% | 2.6 |
|
| 1504 |
1504
Alibaba Group
Causeway Bay,
Hong Kong
| USD 770 M | +USD 213 M | +38% | 39.4% | 2.06% | 3 | 0% | 1.3 |
|
| 1505 |
1505
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| USD 769 M | -USD 21.6 M | -3% | 6.52% | 61.9% | 669 | 19.43% | 0.9 |
|
| 1506 |
1506
Mandatum Life Insurance Company
Helsinki,
Finland
| USD 768 M | +USD 34.7 M | +5% | 6.5% | 95.9% | 194 | 7.73% | 1.1 |
|
| 1507 |
1507
SouthState Corp
Winter Haven,
Florida
| USD 767 M | +USD 70.2 M | +10% | 4.97% | 78.9% | 256 | 11.72% | 2.5 |
|
| 1508 |
BCM
1508
Bluefin Capital Management
New York
| USD 766 M | -USD 859 M | -53% | 8.4% | – | 748 | 67.11% | 0.5 |
|
| 1509 |
1509
Mizuho Bank
Tokyo,
Japan
| USD 765 M | -USD 58.2 M | -7% | 6.55% | 99.8% | 17 | 52.94% | 1.5 |
|
| 1510 |
DAM
1510
Davis Asset Management
Sausalito,
California
| USD 765 M | +USD 26.5 M | +4% | 3.59% | 97.3% | 27 | 11.11% | 2.3 |
|
| 1511 |
1511
RWA Wealth Partners
Newton,
Massachusetts
| USD 763 M | +USD 652 M | +592% | 4.36% | 58.4% | 179 | 74.3% | 0.1 |
|
| 1512 |
LC
1512
LNZ Capital
New York
| USD 762 M | +USD 12.8 M | +2% | 1.57% | 58.8% | 47 | 78.72% | 0.2 |
|
| 1513 |
1513
GW & Wade
Wellesley,
Massachusetts
| USD 762 M | +USD 154 M | +25% | 3.47% | 32.2% | 257 | 17.51% | 1.9 |
|
| 1514 |
1514
Tokio Marine Asset Management
Tokyo,
Japan
| USD 762 M | -USD 106 M | -12% | 6.75% | 129% | 514 | 22.57% | 3 |
|
| 1515 |
1515
Fund Evaluation Group
Cincinnati,
Ohio
| USD 761 M | +USD 4.59 M | +0.6% | 3.53% | 51.6% | 23 | 8.7% | 1.7 |
|
| 1516 |
1516
Indus Capital Partners
New York
| USD 760 M | -USD 11.4 M | -1% | 12.6% | 117% | 52 | 50% | 0.8 |
|
| 1517 |
1517
JMG Financial Group
Downers Grove,
Illinois
| USD 758 M | +USD 103 M | +16% | 5.75% | 58.7% | 57 | 3.51% | 3.1 |
|
| 1518 |
1518
Waratah Capital Advisors
Toronto,
Ontario, Canada
| USD 757 M | +USD 85.9 M | +13% | 6.46% | 192% | 228 | 69.74% | 0.3 |
|
| 1519 |
1519
Nuveen Fund Advisors
Chicago,
Illinois
| USD 757 M | +USD 64.5 M | +9% | 4.33% | 52.3% | 481 | 14.35% | 0.6 |
|
| 1520 |
AAM
1520
Amerigo Asset Management
George Town,
Cayman Islands
| USD 754 M | -USD 63.4 M | -8% | 18.5% | 368% | 9 | 55.56% | 0.5 |
|
| 1521 |
CDH
1521
Charles D. Hyman
| USD 754 M | +USD 45 M | +6% | 4.08% | 36.8% | 154 | 14.29% | 3 |
|
| 1522 |
1522
Valley Wealth Managers
Paramus,
New Jersey
| USD 753 M | +USD 53.8 M | +8% | 4.44% | 118% | 272 | 30.51% | 1.6 |
|
| 1523 |
TFP
1523
Triple Frond Partners
San Francisco,
California
| USD 752 M | +USD 78 M | +12% | 10.6% | 92.9% | 9 | 0% | 1.7 |
|
| 1524 |
1524
Opus Capital Group
Cincinnati,
Ohio
| USD 752 M | +USD 75.1 M | +11% | 1.4% | 49.7% | 284 | 26.76% | 1.4 |
|
| 1525 |
1525
Hudson Edge Investment Partners
Jersey City,
New Jersey
| USD 751 M | +USD 18.6 M | +3% | 2.53% | 68.8% | 171 | 12.87% | 2.1 |
|