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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1601 |
1601
First Trust Capital Management
Chicago,
Illinois
| USD 1498 M | +USD 402 M | +37% | 5.35% | 214% | 151 | 54.97% | 0.5 |
|
| 1602 |
1602
Meeder Asset Management
Dublin,
Ohio
| USD 1497 M | +USD 70.3 M | +5% | 7.25% | 156% | 998 | 29.76% | 1.1 |
|
| 1603 |
1603
Generate Investment Management
Auckland,
New Zealand
| USD 1497 M | -USD 204 M | -12% | 6.52% | 153% | 86 | 29.07% | 0.5 |
|
| 1604 |
1604
Country Club Bank
Kansas City,
Missouri
| USD 1497 M | +USD 57.9 M | +4% | 6.15% | 77.4% | 315 | 3.81% | 2.1 |
|
| 1605 |
1605
Wolf Hill Capital Management
Greenwich,
Connecticut
| USD 1497 M | +USD 493 M | +49% | 12.7% | 384% | 43 | 58.14% | 0.6 |
|
| 1606 |
1606
JFS Wealth Advisors
Hermitage,
Pennsylvania
| USD 1494 M | +USD 226 M | +18% | 6.37% | 54.8% | 2,037 | 6.23% | 3.5 |
|
| 1607 |
1607
Ribbit Management Company
Palo Alto,
California
| USD 1492 M | +USD 55.8 M | +4% | 3.41% | – | 9 | 0% | 0.7 |
|
| 1608 |
1608
Transcend Capital Advisors
Madison,
New Jersey
| USD 1492 M | +USD 113 M | +8% | 6.03% | 71.6% | 651 | 13.52% | 2.3 |
|
| 1609 |
1609
Westpac Banking Corp
Sydney,
Australia
| USD 1492 M | +USD 231 M | +18% | 6.93% | 127% | 498 | 12.65% | 7.5 |
|
| 1610 |
1610
Altos Ventures Management
Burlingame,
California
| USD 1490 M | -USD 145 M | -9% | 18.9% | 220% | 1 | 0% | 2.8 |
|
| 1611 |
1611
Delta Global Management
New York
| USD 1489 M | -USD 15.7 M | -1% | 9.94% | – | 51 | 50.98% | 0.4 |
|
| 1612 |
1612
Legacy Private Trust
Neenah,
Wisconsin
| USD 1488 M | +USD 80.1 M | +6% | 5.78% | 71.1% | 238 | 5.88% | 5.8 |
|
| 1613 |
1613
Oak Associates
Akron,
Ohio
| USD 1487 M | -USD 20.8 M | -1% | 2.64% | 152% | 135 | 5.93% | 6 |
|
| 1614 |
1614
Ilex Capital Partners
London,
United Kingdom
| USD 1485 M | +USD 509 M | +52% | 13.4% | – | 34 | 67.65% | 0.2 |
|
| 1615 |
1615
NBT Bank
Norwich,
New York
| USD 1484 M | +USD 85.5 M | +6% | 7.19% | 77% | 865 | 33.18% | 2.5 |
|
| 1616 |
1616
Asset Dedication LLC
San Francisco,
California
| USD 1483 M | +USD 40.7 M | +3% | 6.17% | 67.8% | 1,267 | 15.39% | 2.7 |
|
| 1617 |
1617
Janney Capital Management
Pittsburgh,
Pennsylvania
| USD 1482 M | +USD 65.4 M | +5% | 7.31% | 70.7% | 247 | 14.98% | 3.8 |
|
| 1618 |
1618
Franklin Street Advisors
Chapel Hill,
North Carolina
| USD 1482 M | +USD 81.8 M | +6% | 6.98% | 130% | 180 | 11.11% | 5.8 |
|
| 1619 |
1619
WCG Wealth Advisors
Las Vegas,
Nevada
| USD 1481 M | +USD 130 M | +10% | 5.83% | 69.6% | 316 | 15.82% | 1 |
|
| 1620 |
1620
Alua Capital Management
New York
| USD 1478 M | -USD 825 M | -36% | 7.03% | 99.4% | 28 | 50% | 1.5 |
|
| 1621 |
BFO
1621
Boston Family Office
Boston,
Massachusetts
| USD 1477 M | +USD 89.1 M | +6% | 6.76% | 53.4% | 283 | 8.83% | 7 |
|
| 1622 |
1622
Ninety One North America
New York
| USD 1472 M | -USD 508 M | -26% | 6.43% | 70.6% | 86 | 51.16% | 3.2 |
|
| 1623 |
1623
Atwood & Palmer
Kansas City,
Missouri
| USD 1471 M | +USD 151 M | +11% | 11.1% | 90% | 492 | 15.45% | 4.8 |
|
| 1624 |
1624
Analog Century Management
New York
| USD 1471 M | +USD 462 M | +46% | 0.3% | 785% | 27 | 29.63% | 2 |
|
| 1625 |
1625
Cantor Fitzgerald Investment Advisors
New York
| USD 1471 M | +USD 173 M | +13% | 7.67% | 73.4% | 188 | 21.81% | 2.9 |
|