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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1776 |
1776
Edgestream Partners
Princeton,
New Jersey
| USD 682 M | +USD 111 M | +19% | 6.77% | 41.7% | 312 | 64.42% | 0.4 |
|
| 1777 |
1777
J.L. Bainbridge & Co
Sarasota,
Florida
| USD 681 M | +USD 106 M | +19% | 11% | 118% | 87 | 37.93% | 0.5 |
|
| 1778 |
1778
Eagle Ridge Investment Management
Stamford,
Connecticut
| USD 680 M | +USD 91.3 M | +15% | 10.6% | 28.2% | 167 | 13.17% | 2.6 |
|
| 1779 |
PIMG
1779
Patriot Investment Management Group
Knoxville,
Tennessee
| USD 680 M | – | – | 10.2% | 52.9% | 211 | – | 0 |
|
| 1780 |
1780
Main Management
San Francisco,
California
| USD 679 M | +USD 25.2 M | +4% | 11.7% | 64.1% | 89 | 6.74% | 2 |
|
| 1781 |
1781
Ensemble Capital Management
San Francisco,
California
| USD 679 M | +USD 112 M | +20% | 17.4% | 36.2% | 29 | 10.34% | 3.5 |
|
| 1782 |
1782
Glazer Capital LLC
New York
| USD 678 M | -USD 45.7 M | -6% | 15.4% | 323% | 191 | 37.7% | 0.6 |
|
| 1783 |
1783
Essex Investment Management
Boston,
Massachusetts
| USD 677 M | +USD 39.8 M | +6% | 23.7% | 370% | 545 | 24.4% | 1.5 |
|
| 1784 |
1784
Nexus Investment Management
Toronto,
Ontario, Canada
| USD 677 M | +USD 104 M | +18% | 14.4% | 93.5% | 70 | 11.43% | 4.6 |
|
| 1785 |
1785
Novo Holdings A/S
Hellerup,
Denmark
| USD 676 M | -USD 34.3 M | -5% | 1.35% | 205% | 24 | 16.67% | 1.4 |
|
| 1786 |
1786
Chicago Partners Investment Group
Chicago,
Illinois
| USD 676 M | +USD 1.71 M | +0.3% | 13.8% | 81.4% | 359 | 24.79% | 2.4 |
|
| 1787 |
MA
1787
Mutual Advisors
Omaha,
Nebraska
| USD 675 M | +USD 168 M | +33% | 13.1% | 68.1% | 502 | 19.32% | 0.9 |
|
| 1788 |
1788
Grassi Investment Management
Santa Clara,
California
| USD 675 M | +USD 92.9 M | +16% | 13.1% | 170% | 150 | 35.33% | 3.2 |
|
| 1789 |
1789
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 675 M | +USD 136 M | +25% | 39.2% | 34.1% | 11 | 36.36% | 2.4 |
|
| 1790 |
1790
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| USD 674 M | +USD 70 M | +12% | 11.6% | – | 177 | 4.52% | 4.5 |
|
| 1791 |
1791
Forward Management
San Francisco,
California
| USD 672 M | +USD 348 M | +107% | 9.06% | 36.9% | 51 | 19.61% | 2.6 |
|
| 1792 |
1792
Green Court Capital Management
Hong Kong
| USD 672 M | +USD 96.8 M | +17% | 28.9% | 33.4% | 5 | 40% | 1.3 |
|
| 1793 |
1793
Baldwin Wealth Partners
Marion,
Massachusetts
| USD 671 M | +USD 75.1 M | +13% | 13.6% | 94.5% | 544 | 10.85% | 2.7 |
|
| 1794 |
FC
1794
Fore Capital
New York
| USD 671 M | +USD 468 M | +230% | 1.4% | 25.4% | 82 | 58.54% | 0.3 |
|
| 1795 |
1795
Third Security
Radford,
Virginia
| USD 670 M | -USD 63.1 M | -9% | 5.07% | 28.2% | 15 | 20% | 4.5 |
|
| 1796 |
1796
Munro Partners
Melbourne,
Australia
| USD 670 M | +USD 558 M | +500% | 21.3% | 350% | 35 | 51.43% | 0.2 |
|
| 1797 |
1797
Coastline Trust
Providence,
Rhode Island
| USD 670 M | +USD 89.6 M | +15% | 12.4% | 106% | 321 | 7.48% | 3.9 |
|
| 1798 |
1798
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| USD 669 M | +USD 62.3 M | +10% | 14.1% | 56.1% | 114 | 20.18% | 0.7 |
|
| 1799 |
1799
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| USD 668 M | +USD 59.9 M | +10% | 10.3% | 77.5% | 165 | 7.27% | 4.5 |
|
| 1800 |
1800
Pictet North America Advisors
Geneva 73,
Switzerland
| USD 668 M | -USD 437 M | -40% | 13.1% | 67.7% | 166 | 13.86% | 1.9 |
|