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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1526 |
1526
Trust Company of Vermont
Brattleboro,
Vermont
| USD 642 M | -USD 45.5 M | -7% | 6.28% | – | 867 | 9.34% | 1.8 |
|
| 1527 |
1527
Bailard
Foster City,
California
| USD 640 M | -USD 7.12 M | -1% | 3.67% | 105% | 293 | 34.13% | 1.2 |
|
| 1528 |
1528
Montag & Associates
Atlanta,
Georgia
| USD 640 M | -USD 47.1 M | -7% | 4.63% | 82.9% | 263 | 16.73% | 1.8 |
|
| 1529 |
PCM
1529
Panning Capital Management
New York
| USD 639 M | +USD 294 M | +85% | 7.58% | 349% | 22 | 81.82% | 0.1 |
|
| 1530 |
1530
Delphi Management
Brookline,
Massachusetts
| USD 637 M | -USD 106 M | -14% | 10.4% | 111% | 113 | 20.35% | 1.3 |
|
| 1531 |
1531
Andor Capital Management
Rye Brook,
New York
| USD 636 M | -USD 441 M | -41% | 1.42% | 290% | 34 | 70.59% | 0.6 |
|
| 1532 |
VFAM
1532
Valley Forge Asset Management
King Of Prussia,
Pennsylvania
| USD 635 M | -USD 112 M | -15% | 7.09% | – | 115 | 24.35% | 1.5 |
|
| 1533 |
FWM
1533
Frontier Wealth Management
Kansas City,
Missouri
| USD 633 M | -USD 16.7 M | -3% | 9.46% | 42.8% | 376 | 17.02% | 0.5 |
|
| 1534 |
1534
Menta Capital
San Francisco,
California
| USD 633 M | +USD 21 M | +3% | 8.79% | 61.2% | 932 | 55.36% | 0.5 |
|
| 1535 |
1535
Legacy Private Trust
Neenah,
Wisconsin
| USD 633 M | -USD 30.6 M | -5% | 4.49% | 71.1% | 260 | 14.62% | 1.6 |
|
| 1536 |
1536
Leavell Investment Management
Mobile,
Alabama
| USD 633 M | -USD 11.6 M | -2% | 5.54% | 84.5% | 396 | 8.33% | 1.9 |
|
| 1537 |
1537
EAM Investors
Solana Beach,
California
| USD 632 M | -USD 223 M | -26% | 1.43% | 6,012% | 416 | 55.77% | 0.4 |
|
| 1538 |
1538
Sigma Planning Corp
Ann Arbor,
Michigan
| USD 631 M | -USD 93.2 M | -13% | 6.12% | 97.5% | 790 | 25.7% | 0.6 |
|
| 1539 |
1539
Goelzer Investment Management
Carmel,
Indiana
| USD 630 M | -USD 31.2 M | -5% | 7.23% | 97.2% | 209 | 12.44% | 1.7 |
|
| 1540 |
1540
AHL Partners
London,
United Kingdom
| USD 630 M | -USD 1880 M | -75% | 5.7% | 67.8% | 900 | 33.89% | 0.7 |
|
| 1541 |
1GA
1541
1st Global Advisors
Dallas,
Texas
| USD 628 M | -USD 50.8 M | -7% | 6.5% | 23.5% | 500 | 18.8% | 1.4 |
|
| 1542 |
1542
Bank of the West
Monterey Park,
California
| USD 627 M | -USD 72.8 M | -10% | 8.08% | 35.4% | 305 | 16.39% | 1.7 |
|
| 1543 |
1543
Rhenman & Partners Asset Management
Stockholm,
Sweden
| USD 627 M | -USD 205 M | -25% | 13.5% | 131% | 102 | 16.67% | 1.2 |
|
| 1544 |
LM
1544
Lasry Marc
| USD 627 M | -USD 291 M | -32% | 14.7% | 14.8% | 22 | 13.64% | 1.8 |
|
| 1545 |
1545
Cobblestone Capital Advisors
Rochester,
New York
| USD 626 M | -USD 38.3 M | -6% | 7.8% | 83.3% | 180 | 12.22% | 1.9 |
|
| 1546 |
1546
ArcLight Capital Partners
Boston,
Massachusetts
| USD 626 M | -USD 185 M | -23% | 22.1% | 50% | 2 | 0% | 0.8 |
|
| 1547 |
1547
Cormorant Asset Management
Boston,
Massachusetts
| USD 626 M | -USD 126 M | -17% | 18.6% | 3,977% | 89 | 12.36% | 0.9 |
|
| 1548 |
1548
Sand Hill Global Advisors
Palo Alto,
California
| USD 625 M | +USD 10.1 M | +2% | 7.99% | 58.6% | 84 | 13.1% | 1.9 |
|
| 1549 |
QCMC
1549
Quantum Capital Management (California)
San Francisco,
California
| USD 625 M | -USD 73.9 M | -11% | 8.03% | 53.7% | 181 | 21.55% | 1.4 |
|
| 1550 |
1550
Oak Hill Advisors
New York
| USD 625 M | +USD 65.1 M | +12% | 5.78% | 42.4% | 30 | 3.33% | 1.4 |
|