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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1751 |
1751
E-L Financial Corp
Toronto,
Ontario, Canada
| USD 700 M | +USD 65.6 M | +10% | 12.5% | 68.6% | 2 | 0% | 2.3 |
|
| 1752 |
1752
Calamos Wealth Management
Naperville,
Illinois
| USD 700 M | +USD 35.8 M | +5% | 13.2% | 102% | 243 | 9.88% | 2.3 |
|
| 1753 |
1753
Webster Bank
Waterbury,
Connecticut
| USD 700 M | +USD 80.2 M | +13% | 11.9% | 77.5% | 526 | 8.56% | 2.9 |
|
| 1754 |
1754
CPWM LLC
Seattle,
Washington
| USD 697 M | +USD 87.3 M | +14% | 13.8% | 36.6% | 287 | 15.33% | 2.7 |
|
| 1755 |
1755
Delta Asset Management
Memphis,
Tennessee
| USD 696 M | +USD 49.8 M | +8% | 14% | 53.8% | 669 | 17.64% | 3.9 |
|
| 1756 |
1756
Kimelman & Baird
New York
| USD 695 M | +USD 52.4 M | +8% | 17.3% | – | 104 | 8.65% | 4.2 |
|
| 1757 |
1757
Foster & Motley
Cincinnati,
Ohio
| USD 694 M | +USD 69.1 M | +11% | 10.3% | 68.8% | 243 | 7.41% | 3.1 |
|
| 1758 |
FCP
1758
Fine Capital Partners
New York
| USD 693 M | +USD 84.2 M | +14% | 16.9% | 95.5% | 13 | 7.69% | 3.6 |
|
| 1759 |
DP
1759
DSAM Partners
London,
United Kingdom
| USD 692 M | +USD 212 M | +44% | 22.6% | 343% | 109 | 87.16% | 0.1 |
|
| 1760 |
BCM
1760
Bluefin Capital Management
New York
| USD 692 M | -USD 294 M | -30% | 12% | – | 586 | 63.48% | 0.6 |
|
| 1761 |
1761
SFMG Wealth Advisors
Plano,
Texas
| USD 692 M | +USD 73.5 M | +12% | 11.6% | 76.1% | 156 | 19.87% | 2.5 |
|
| 1762 |
1762
Perpetual Ltd
Sydney, New South Wales,
Australia
| USD 691 M | +USD 25.2 M | +4% | 18.2% | 104% | 174 | 12.64% | 2.2 |
|
| 1763 |
1763
Alexandria Capital
Arlington,
Virginia
| USD 690 M | +USD 74.6 M | +12% | 13.4% | 66.8% | 264 | 9.09% | 3.2 |
|
| 1764 |
1764
Raging Capital Management
Rocky Hill,
New Jersey
| USD 689 M | -USD 5.98 M | -0.9% | 17.3% | 6.41% | 66 | 46.97% | 0.9 |
|
| 1765 |
1765
Nottingham Advisors
Amherst,
New York
| USD 689 M | +USD 28.3 M | +4% | 8.9% | 47.6% | 115 | 21.74% | 2.7 |
|
| 1766 |
1766
Caxton Associates (New York)
New York
| USD 688 M | +USD 57 M | +9% | 20.8% | 73.9% | 535 | 82.06% | 0.2 |
|
| 1767 |
1767
Dean Investment Associates
Beavercreek,
Ohio
| USD 688 M | +USD 58.1 M | +9% | 11% | 63.5% | 226 | 16.81% | 2.4 |
|
| 1768 |
TAM
1768
THB Asset Management
Norwalk,
Connecticut
| USD 688 M | +USD 15.4 M | +2% | 10.6% | 104% | 185 | 22.16% | 2.3 |
|
| 1769 |
1769
Doyle Wealth Management
St. Petersburg,
Florida
| USD 688 M | +USD 95.3 M | +16% | 11.7% | 32.3% | 876 | 78.08% | 1.5 |
|
| 1770 |
1770
Empirical Wealth Management
Seattle,
Washington
| USD 687 M | +USD 98.6 M | +17% | 7.34% | 87.1% | 246 | 21.95% | 2.2 |
|
| 1771 |
1771
Waterfront Capital Partners
New York
| USD 687 M | +USD 99.2 M | +17% | 20.5% | 88.3% | 54 | 48.15% | 0.8 |
|
| 1772 |
1772
Joel Isaacson & Co
New York
| USD 685 M | +USD 54.3 M | +9% | 13.2% | 72.5% | 242 | 16.94% | 3.7 |
|
| 1773 |
1773
Ashford Capital Management
Wilmington,
Delaware
| USD 685 M | +USD 73.9 M | +12% | 20.9% | 150% | 118 | 22.03% | 3 |
|
| 1774 |
1774
OneDigital Investment Advisors
Overland Park,
Kansas
| USD 684 M | +USD 91.2 M | +15% | 10.6% | 57.3% | 1,238 | 15.02% | 1.1 |
|
| 1775 |
1775
Spirit of America Management Corp
Syosset,
New York
| USD 684 M | +USD 50.1 M | +8% | 16.8% | 113% | 257 | 9.73% | 3.5 |
|