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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1576 |
1576
GDS Wealth Management
Flower Mound,
Texas
| USD 2102 M | +USD 437 M | +26% | 29.7% | 82.2% | 240 | 20% | 2.2 |
|
| 1577 |
1577
Creative Financial Designs
Kokomo,
Indiana
| USD 2100 M | +USD 454 M | +28% | 13.6% | 56.2% | 2,357 | 12.52% | 3.3 |
|
| 1578 |
1578
Willis Investment Counsel
Gainesville,
Georgia
| USD 2098 M | +USD 267 M | +15% | 10.4% | 53.3% | 129 | 7.75% | 5.4 |
|
| 1579 |
1579
Shaolin Capital Management
Miami,
Florida
| USD 2097 M | -USD 608 M | -22% | 3.03% | 86.1% | 628 | 33.76% | 0.5 |
|
| 1580 |
1580
Cerberus Capital Management
New York
| USD 2096 M | -USD 552 M | -21% | 20.1% | 22.4% | 14 | 14.29% | 1.4 |
|
| 1581 |
1581
Nations Financial Group
Cedar Rapids,
Iowa
| USD 2093 M | +USD 152 M | +8% | 18.2% | 105% | 841 | 14.27% | 3.5 |
|
| 1582 |
1582
Resonant Capital Advisors
Madison,
Wisconsin
| USD 2093 M | +USD 189 M | +10% | 11.4% | 56.5% | 579 | 21.59% | 2.6 |
|
| 1583 |
1583
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| USD 2092 M | -USD 16.9 M | -0.8% | 14.7% | 312% | 3 | 0% | 2 |
|
| 1584 |
1584
OneAscent Financial Services
Birmingham,
Alabama
| USD 2091 M | +USD 245 M | +13% | 13.7% | 63.8% | 652 | 16.56% | 1.1 |
|
| 1585 |
1585
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| USD 2091 M | +USD 243 M | +13% | 22.5% | 125% | 9 | 55.56% | 1.3 |
|
| 1586 |
TFS
1586
Thoroughbred Financial Services
Brentwood,
Tennessee
| USD 2084 M | +USD 409 M | +24% | 32.4% | 166% | 641 | 13.1% | 3.1 |
|
| 1587 |
1587
Irenic Capital Management
New York
| USD 2082 M | +USD 547 M | +36% | 17% | 93.6% | 63 | 49.21% | 0.5 |
|
| 1588 |
1588
Tectonic Advisors
Frisco,
Texas
| USD 2081 M | +USD 189 M | +10% | 8.84% | 43.4% | 305 | 17.7% | 2.8 |
|
| 1589 |
1589
Kovack Advisors
Ft. Lauderdale,
Florida
| USD 2080 M | +USD 206 M | +11% | 22.3% | 118% | 1,161 | 20.76% | 2.5 |
|
| 1590 |
1590
NAYA Capital Management (UK)
London,
United Kingdom
| USD 2079 M | +USD 898 M | +76% | 74% | 121% | 5 | 40% | 0.6 |
|
| 1591 |
1591
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
| USD 2078 M | +USD 245 M | +13% | 14.8% | 69.1% | 488 | 12.3% | 2.6 |
|
| 1592 |
1592
Ocean Park Asset Management
Santa Monica,
California
| USD 2076 M | +USD 345 M | +20% | 3.71% | 18.9% | 95 | 55.79% | 0.7 |
|
| 1593 |
1593
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| USD 2076 M | +USD 21 M | +1% | 7.31% | 68.1% | 138 | 16.67% | 4.3 |
|
| 1594 |
1594
Ostrum Asset Management
Paris,
France
| USD 2075 M | +USD 294 M | +17% | 25.4% | 107% | 576 | 7.12% | 3 |
|
| 1595 |
1595
UNC Management Company
Chapel Hill,
North Carolina
| USD 2068 M | +USD 430 M | +26% | 13.9% | 92% | 6 | 16.67% | 0.9 |
|
| 1596 |
1596
Diversified Enterprises
Wilmington,
Delaware
| USD 2067 M | +USD 240 M | +13% | 13.9% | – | 443 | 10.84% | 1.2 |
|
| 1597 |
1597
DNCA Finance
Paris,
France
| USD 2064 M | +USD 317 M | +18% | 28.5% | – | 125 | 20% | 1.1 |
|
| 1598 |
1598
Spinnaker Trust
Portland,
Maine
| USD 2060 M | +USD 253 M | +14% | 15.6% | 68.2% | 311 | 9% | 6.4 |
|
| 1599 |
1599
EcoR1 Capital
San Francisco,
California
| USD 2057 M | -USD 300 M | -13% | 20.2% | 310% | 41 | 46.34% | 1.2 |
|
| 1600 |
1600
Rice Hall James & Associates
San Diego,
California
| USD 2055 M | +USD 259 M | +14% | 19.4% | 140% | 255 | 10.59% | 5.3 |
|