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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1676 |
1676
Ashford Capital Management
Wilmington,
Delaware
| USD 772 M | +USD 205 M | +36% | 56.3% | 150% | 106 | 26.42% | 3.1 |
|
| 1677 |
1677
Waverly Advisors
Birmingham,
Alabama
| USD 772 M | +USD 180 M | +30% | 19.7% | 67.6% | 163 | 16.56% | 3.4 |
|
| 1678 |
1678
Kepos Capital
New York
| USD 771 M | +USD 290 M | +60% | 20.6% | 21.1% | 235 | 47.23% | 0.6 |
|
| 1679 |
CMG
1679
Cavalry Management Group
San Francisco,
California
| USD 771 M | -USD 136 M | -15% | 41.6% | 59.6% | 49 | 67.35% | 0.5 |
|
| 1680 |
1680
Luminus Management
Houston,
Texas
| USD 771 M | -USD 197 M | -20% | 25.3% | 8.7% | 118 | 77.12% | 1.2 |
|
| 1681 |
1681
Alexandria Capital
Arlington,
Virginia
| USD 770 M | +USD 159 M | +26% | 21.9% | 66.8% | 250 | 14% | 3.9 |
|
| 1682 |
1682
Banco de Sabadell
Miami,
Florida
| USD 769 M | +USD 135 M | +21% | 20.8% | 75.1% | 345 | 24.93% | 1.6 |
|
| 1683 |
1683
Ensemble Capital Management
San Francisco,
California
| USD 769 M | +USD 119 M | +18% | 24.3% | 36.2% | 30 | 13.33% | 3.8 |
|
| 1684 |
1684
Penn Capital Management
Philadelphia,
Pennsylvania
| USD 768 M | +USD 162 M | +27% | 30.5% | 181% | 224 | 29.91% | 1.6 |
|
| 1685 |
1685
Oakmont Corp
Los Angeles,
California
| USD 767 M | +USD 225 M | +42% | 48.2% | 70.2% | 22 | 9.09% | 2.1 |
|
| 1686 |
1686
Credential Qtrade Securities
Vancouver,
| USD 767 M | +USD 155 M | +25% | 15.9% | 27.7% | 316 | 16.77% | 1.4 |
|
| 1687 |
1687
North Star Investment Management
Chicago,
Illinois
| USD 767 M | +USD 90.7 M | +13% | 27.3% | 89.9% | 1,070 | 11.21% | 2.4 |
|
| 1688 |
SRFM
1688
Shannon River Fund Management
New York
| USD 764 M | +USD 172 M | +29% | 41.8% | 554% | 42 | 59.52% | 0.9 |
|
| 1689 |
1689
CX Institutional
Auburn,
Indiana
| USD 761 M | +USD 148 M | +24% | 16.6% | 62.9% | 881 | 16% | 1.2 |
|
| 1690 |
1690
Doyle Wealth Management
St. Petersburg,
Florida
| USD 759 M | +USD 130 M | +21% | 17.1% | 32.3% | 189 | 10.58% | 2.5 |
|
| 1691 |
1691
Delta Asset Management
Memphis,
Tennessee
| USD 758 M | +USD 124 M | +20% | 20.5% | 53.8% | 652 | 7.06% | 4.3 |
|
| 1692 |
1692
Acropolis Investment Management
St. Louis,
Missouri
| USD 758 M | +USD 118 M | +18% | 16.1% | 51% | 191 | 8.9% | 3.9 |
|
| 1693 |
1693
Quantbot Technologies
New York
| USD 757 M | +USD 603 M | +393% | 21.8% | 33.6% | 1,604 | 74.56% | 0.2 |
|
| 1694 |
1694
Ironvine Capital Partners
Omaha,
Nebraska
| USD 756 M | +USD 116 M | +18% | 25% | 58.8% | 63 | 12.7% | 2 |
|
| 1695 |
1695
W.R. Berkley Corp
Greenwich,
Connecticut
| USD 755 M | -USD 94.2 M | -11% | 8.48% | 38.7% | 164 | 60.37% | 0.5 |
|
| 1696 |
1696
TRG Investments
Richmond,
Virginia
| USD 755 M | +USD 160 M | +27% | 37.9% | 70.5% | 2 | 0% | 4.5 |
|
| 1697 |
1697
Metropolis Capital
Amersham,
United Kingdom
| USD 754 M | +USD 191 M | +34% | 17.6% | 61.7% | 15 | 26.67% | 0.9 |
|
| 1698 |
1698
Howard Capital Management (New York)
New York
| USD 752 M | +USD 166 M | +28% | 22.5% | 76.8% | 100 | 11% | 5 |
|
| 1699 |
1699
Capital International Sarl
Los Angeles,
California
| USD 752 M | +USD 203 M | +37% | 26.8% | 149% | 249 | 25.7% | 2.2 |
|
| 1700 |
1700
TFG Asset Management
Grand Cayman,
Cayman Islands
| USD 751 M | +USD 173 M | +30% | 10.7% | 72.1% | 47 | 19.15% | 1.2 |
|