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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
General American Investors
New York
| USD 1225 M | -USD 50.3 M | -4% | 0.49% | 129% | 68 | 13.24% | 4.6 |
|
| 1677 |
1677
Appleton Partners
Boston,
Massachusetts
| USD 1223 M | -USD 105 M | -8% | 5.61% | 101% | 321 | 9.35% | 4.6 |
|
| 1678 |
1678
First Merchants Corp
Muncie,
Indiana
| USD 1222 M | -USD 73.5 M | -6% | 4.23% | 55.6% | 243 | 7.82% | 5 |
|
| 1679 |
1679
Index Venture Growth Associates III
St. Helier, Channel Islands,
Jersey
| USD 1220 M | -USD 1636 M | -57% | 50.8% | 740% | 4 | 0% | 0.3 |
|
| 1680 |
1680
Majedie Asset Management
London,
United Kingdom
| USD 1220 M | -USD 93.1 M | -7% | 1.93% | 126% | 92 | 16.3% | 2.7 |
|
| 1681 |
1681
Koshinski Asset Management
Decatur,
Illinois
| USD 1218 M | -USD 20.4 M | -2% | 2.53% | 76.5% | 2,293 | 13.17% | 0.9 |
|
| 1682 |
1682
Merriman Wealth Management
Seattle,
Washington
| USD 1218 M | -USD 153 M | -11% | 2.52% | 18.3% | 241 | 34.02% | 2.2 |
|
| 1683 |
1683
Foster Group
West Des Moines,
Iowa
| USD 1216 M | +USD 65.1 M | +6% | 3.15% | 54.4% | 144 | 5.56% | 1.1 |
|
| 1684 |
1684
Laurel Wealth Advisors (California)
Solana Beach,
California
| USD 1209 M | -USD 84.3 M | -7% | 2.97% | 33% | 828 | 19.69% | 2 |
|
| 1685 |
1685
Lansdowne Partners (UK)
London,
United Kingdom
| USD 1207 M | -USD 444 M | -27% | 1.76% | 293% | 35 | 48.57% | 1.4 |
|
| 1686 |
1686
Philosophy Capital Management
Alamo,
California
| USD 1200 M | +USD 688 M | +134% | 11.2% | 77.5% | 44 | 47.73% | 0.2 |
|
| 1687 |
SBCM
1687
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| USD 1200 M | -USD 30.5 M | -2% | 1.16% | 72.3% | 48 | 0% | 5.3 |
|
| 1688 |
1688
Power Corp of Canada
Montreal, Quebec,
Canada
| USD 1198 M | +USD 1158 M | +2,915% | 9.45% | 14.4% | 209 | 99.52% | 0 |
|
| 1689 |
1689
Full Sail Capital
Oklahoma City,
Oklahoma
| USD 1198 M | +USD 58.7 M | +5% | 5.24% | 55.4% | 168 | 12.5% | 2.2 |
|
| 1690 |
1690
EMG Holdings
Old Greenwich,
Connecticut
| USD 1197 M | +USD 423 M | +55% | 2.99% | 4.17% | 379 | 47.23% | 0.2 |
|
| 1691 |
1691
AGF Investments LLC
Toronto,
Ontario, Canada
| USD 1197 M | +USD 8.58 M | +0.7% | 2.15% | 28.5% | 537 | 36.5% | 1.8 |
|
| 1692 |
1692
Carlson Capital Management
Northfield,
Minnesota
| USD 1197 M | +USD 44.5 M | +4% | 3.58% | 9.85% | 184 | 14.13% | 3.6 |
|
| 1693 |
1693
Valley Wealth Managers
Paramus,
New Jersey
| USD 1196 M | -USD 50.3 M | -4% | 1.23% | 118% | 198 | 10.1% | 3.6 |
|
| 1694 |
1694
Pembroke Management
Montreal,
Quebec, Canada
| USD 1196 M | -USD 169 M | -12% | 9.67% | 105% | 76 | 14.47% | 2.5 |
|
| 1695 |
1695
Arete Wealth Advisors
Chicago,
Illinois
| USD 1194 M | +USD 21.2 M | +2% | 2.2% | 85.3% | 563 | 20.96% | 2 |
|
| 1696 |
1696
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| USD 1194 M | +USD 65.2 M | +6% | 4.82% | 94.6% | 1,418 | 48.66% | 0.4 |
|
| 1697 |
1697
Robertson Stephens Wealth Management
San Francisco,
California
| USD 1191 M | +USD 1.98 M | +0.2% | 6.06% | 109% | 414 | 16.67% | 1.3 |
|
| 1698 |
1698
Bronte Capital Management
Bondi Junction,
Australia
| USD 1190 M | -USD 326 M | -21% | 3.25% | 123% | 34 | 23.53% | 1.3 |
|
| 1699 |
1699
Atika Capital Management
New York
| USD 1187 M | -USD 238 M | -17% | 1.93% | 811% | 113 | 60.18% | 1.1 |
|
| 1700 |
1700
Ellevest Inc
New York
| USD 1185 M | +USD 61 M | +5% | 5.77% | 73.8% | 1,747 | 21.18% | 1.5 |
|