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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1726 |
1726
Manchester Capital Management
Manchester,
Vermont
| USD 629 M | -USD 2.51 M | -0.4% | 2.83% | 72.3% | 517 | 9.09% | 3.3 |
|
| 1727 |
1727
Estabrook Capital Management
New York
| USD 628 M | -USD 10.9 M | -2% | 1.24% | 87.2% | 412 | 3.16% | 3.3 |
|
| 1728 |
1728
Partners Value Investments
Hamilton,
Bermuda
| USD 628 M | +USD 33.5 M | +6% | 5.88% | 80.7% | 27 | 29.63% | 0.2 |
|
| 1729 |
1729
Nuveen Fund Advisors
Chicago,
Illinois
| USD 627 M | -USD 130 M | -17% | 1.97% | 52.3% | 458 | 12.01% | 0.9 |
|
| 1730 |
WCM
1730
Wallace Capital Management
Dallas,
Texas
| USD 626 M | +USD 41.9 M | +7% | 7.26% | 62.3% | 71 | 7.04% | 2.5 |
|
| 1731 |
1731
Capital Wealth Planning
Naples,
Florida
| USD 625 M | +USD 506 M | +427% | 0.92% | 73.9% | 131 | 52.67% | 1.3 |
|
| 1732 |
1732
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| USD 625 M | +USD 13.7 M | +2% | 3.79% | 58.1% | 191 | 6.28% | 1.4 |
|
| 1733 |
1733
HBK Sorce Advisory
Erie,
Pennsylvania
| USD 624 M | +USD 34.1 M | +6% | 3.04% | 58.2% | 448 | 66.96% | 1.1 |
|
| 1734 |
1734
Prospera Financial Services
Dallas,
Texas
| USD 623 M | +USD 68.6 M | +12% | 2.76% | 97.4% | 466 | 27.68% | 1.7 |
|
| 1735 |
TS
1735
Twin Securities
New York
| USD 623 M | +USD 43.4 M | +7% | 7.93% | 506% | 33 | 63.64% | 0.4 |
|
| 1736 |
1736
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| USD 622 M | +USD 33.9 M | +6% | 3.32% | 94.2% | 117 | 17.09% | 2.8 |
|
| 1737 |
1737
Baldwin Wealth Partners
Marion,
Massachusetts
| USD 622 M | +USD 15.6 M | +3% | 3.71% | 94.5% | 528 | 14.2% | 1.7 |
|
| 1738 |
1738
Private Capital Management (Florida)
Naples,
Florida
| USD 622 M | -USD 24.8 M | -4% | 4.34% | 118% | 54 | 18.52% | 2.8 |
|
| 1739 |
1739
Peconic Partners
New York
| USD 621 M | -USD 250 M | -29% | 0.63% | 300% | 67 | 56.72% | 1.2 |
|
| 1740 |
1740
Park Presidio Capital
San Francisco,
California
| USD 621 M | +USD 4.39 M | +0.7% | 9.02% | 94.1% | 20 | 40% | 1.1 |
|
| 1741 |
GFWEX
1741
G.F.W. Energy XI
Dallas,
Texas
| USD 620 M | -USD 3.51 M | -0.6% | 0.56% | – | 1 | 0% | 0.5 |
|
| 1742 |
1742
Evergreen Capital Management
Bellevue,
Washington
| USD 620 M | +USD 140 M | +29% | 1.3% | 77.2% | 138 | 30.43% | 1.8 |
|
| 1743 |
PAM
1743
Private Asset Management
San Diego,
California
| USD 620 M | +USD 5.82 M | +0.9% | 0.63% | 38.2% | 161 | 9.94% | 2.9 |
|
| 1744 |
CC
1744
ClearArc Capital
Cincinnati,
Ohio
| USD 619 M | +USD 18.3 M | +3% | 3.49% | 63.4% | 466 | 4.72% | 3.1 |
|
| 1745 |
CCM
1745
Cobalt Capital Management
Short Hills,
New Jersey
| USD 619 M | +USD 3.61 M | +0.6% | 0.39% | 235% | 58 | 53.45% | 0.6 |
|
| 1746 |
NAM
1746
North American Management
Boston,
Massachusetts
| USD 619 M | +USD 59 k | +0% | 3.01% | 61.7% | 135 | 5.19% | 2.9 |
|
| 1747 |
1747
Giverny Capital
Montreal,
Quebec, Canada
| USD 619 M | +USD 16.5 M | +3% | 2.37% | 69.2% | 27 | 3.7% | 1.7 |
|
| 1748 |
1748
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| USD 618 M | +USD 17.6 M | +3% | 5.71% | 140% | 29 | 17.24% | 2.4 |
|
| 1749 |
1749
Crosslink Capital
Menlo Park,
California
| USD 618 M | -USD 6.82 M | -1% | 7.26% | 135% | 33 | 21.21% | 2 |
|
| 1750 |
PSCM
1750
Prince Street Capital Management
New York
| USD 616 M | +USD 181 M | +42% | 4.26% | 302% | 50 | 56% | 0.4 |
|