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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1651 |
1651
F/M Investments
Washington,
District of Columbia
| USD 1968 M | +USD 462 M | +31% | 16.6% | 101% | 381 | 20.21% | 1.5 |
|
| 1652 |
1652
Easterly Investment Partners
Beverly,
Massachusetts
| USD 1965 M | +USD 658 M | +50% | 13.6% | 57.6% | 260 | 39.23% | 1.6 |
|
| 1653 |
1653
Symmetry Partners
Glastonbury,
Connecticut
| USD 1961 M | +USD 211 M | +12% | 11.4% | 58.5% | 313 | 38.98% | 1.8 |
|
| 1654 |
1654
Berger Financial Group
Plymouth,
Minnesota
| USD 1959 M | +USD 172 M | +10% | 12% | 59.9% | 512 | 9.77% | 2.6 |
|
| 1655 |
PGP
1655
Prescott General Partners
Boca Raton,
Florida
| USD 1957 M | +USD 592 M | +43% | 45.3% | 76.8% | 10 | 0% | 5.5 |
|
| 1656 |
1656
Greenhouse Funds
Baltimore,
Maryland
| USD 1957 M | -USD 277 M | -12% | 32% | 90.7% | 39 | 33.33% | 2 |
|
| 1657 |
1657
Meeder Asset Management
Dublin,
Ohio
| USD 1956 M | +USD 211 M | +12% | 26.3% | 156% | 1,065 | 29.11% | 1.7 |
|
| 1658 |
1658
Sun Life Financial
Toronto,
Ontario, Canada
| USD 1952 M | +USD 191 M | +11% | 16.7% | 65.7% | 46 | 6.52% | 3.9 |
|
| 1659 |
1659
Granite Investment Partners
El Segundo,
California
| USD 1952 M | +USD 326 M | +20% | 25.9% | 131% | 300 | 20% | 4.5 |
|
| 1660 |
1660
Founders Financial Securities
Towson,
Maryland
| USD 1952 M | +USD 180 M | +10% | 13.1% | 64.3% | 580 | 12.93% | 2.7 |
|
| 1661 |
1661
Cormorant Asset Management
Boston,
Massachusetts
| USD 1951 M | -USD 39.6 M | -2% | 19.8% | 3,977% | 59 | 35.59% | 1.5 |
|
| 1662 |
1662
Adell Harriman & Carpenter
Houston,
Texas
| USD 1951 M | +USD 312 M | +19% | 33.4% | 176% | 168 | 8.93% | 7 |
|
| 1663 |
1663
BOK Financial Private Wealth
Denver,
Colorado
| USD 1950 M | +USD 294 M | +18% | 11.9% | 61.8% | 815 | 49.33% | 2.2 |
|
| 1664 |
1664
MUFG Securities Americas
New York
| USD 1947 M | +USD 395 M | +25% | 27% | – | 512 | 2.34% | 1.4 |
|
| 1665 |
1665
Trinity Street Asset Management
London,
United Kingdom
| USD 1942 M | +USD 484 M | +33% | 24.5% | 76.9% | 23 | 4.35% | 2.6 |
|
| 1666 |
1666
Lakewood Capital Management
New York
| USD 1941 M | +USD 358 M | +23% | 13.8% | 45.4% | 80 | 32.5% | 2 |
|
| 1667 |
1667
McKinley Carter Wealth Services
Wheeling,
West Virginia
| USD 1940 M | +USD 205 M | +12% | 12.2% | 63.2% | 328 | 8.84% | 5.1 |
|
| 1668 |
TCM
1668
Tao Capital Management
San Francisco,
California
| USD 1940 M | +USD 1821 M | +1,533% | 9.69% | 314% | 9 | 44.44% | 4.3 |
|
| 1669 |
1669
Progeny 3 Inc
Kirkland,
Washington
| USD 1938 M | +USD 68.2 M | +4% | 6.05% | 96.8% | 33 | 15.15% | 2.8 |
|
| 1670 |
1670
Community Trust & Investment
Versailles,
Kentucky
| USD 1937 M | +USD 96.7 M | +5% | 16.5% | 123% | 148 | 8.11% | 4.4 |
|
| 1671 |
1671
Evensky & Katz
Coral Gables,
Florida
| USD 1936 M | +USD 178 M | +10% | 12.1% | 57.1% | 72 | 0% | 7.6 |
|
| 1672 |
1672
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| USD 1936 M | +USD 207 M | +12% | 18.2% | 99.5% | 284 | 8.45% | 6.5 |
|
| 1673 |
1673
Sofinnova Investments
Menlo Park,
California
| USD 1934 M | -USD 697 M | -26% | 23% | 450% | 87 | 49.43% | 1.5 |
|
| 1674 |
1674
Standard Investments
New York
| USD 1930 M | +USD 102 M | +6% | 0.14% | 29.6% | 14 | 14.29% | 3.2 |
|
| 1675 |
1675
Segment Wealth Management
Houston,
Texas
| USD 1928 M | +USD 223 M | +13% | 15% | 102% | 319 | 5.33% | 4.5 |
|