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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
Executive Wealth Management
Brighton,
Michigan
| USD 707 M | +USD 147 M | +26% | 3.32% | 18.4% | 972 | 15.02% | 0.4 |
|
| 1777 |
BCM
1777
Bluefin Capital Management
New York
| USD 706 M | +USD 14.5 M | +2% | 3.68% | – | 539 | 66.79% | 0.6 |
|
| 1778 |
1778
Hengistbury Investment Partners
London,
United Kingdom
| USD 705 M | -USD 28.2 M | -4% | 11% | 108% | 5 | 20% | 2.3 |
|
| 1779 |
1779
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| USD 704 M | +USD 29.8 M | +4% | 3.34% | – | 179 | 5.59% | 4.5 |
|
| 1780 |
1780
Nottingham Advisors
Amherst,
New York
| USD 701 M | +USD 12.8 M | +2% | 2.52% | 44.3% | 112 | 9.82% | 2.8 |
|
| 1781 |
1781
Alexandria Capital
Arlington,
Virginia
| USD 701 M | +USD 11.4 M | +2% | 3.5% | 66.8% | 264 | 6.06% | 3.4 |
|
| 1782 |
1782
First Midwest Bank Trust Division
Joliet,
Illinois
| USD 701 M | -USD 34.2 M | -5% | 2.68% | 107% | 398 | 10.55% | 3.6 |
|
| 1783 |
1783
Formula Growth
Montreal,
Quebec, Canada
| USD 700 M | -USD 8.04 M | -1% | 1.14% | 118% | 164 | 20.12% | 1.7 |
|
| 1784 |
1784
CapWealth Advisors
Franklin,
Tennessee
| USD 699 M | +USD 47.3 M | +7% | 2.83% | 152% | 112 | 11.61% | 3.8 |
|
| 1785 |
1785
Highland Associates
Birmingham,
Alabama
| USD 699 M | -USD 5.06 M | -0.7% | 2.88% | – | 14 | 78.57% | 0.3 |
|
| 1786 |
1786
Nine Masts Capital
Central,
Hong Kong
| USD 698 M | +USD 377 M | +118% | 1.9% | 88.1% | 238 | 67.65% | 0.3 |
|
| 1787 |
1787
Abner Herrman & Brock
Jersey City,
New Jersey
| USD 697 M | +USD 49 M | +8% | 6.37% | 156% | 141 | 14.18% | 3.4 |
|
| 1788 |
1788
Chicago Partners Investment Group
Chicago,
Illinois
| USD 697 M | +USD 21.5 M | +3% | 2.36% | 75.8% | 335 | 11.04% | 2.6 |
|
| 1789 |
1789
Periscope Capital
Toronto,
Ontario, Canada
| USD 697 M | +USD 117 M | +20% | 1.24% | 28.8% | 237 | 38.4% | 0.5 |
|
| 1790 |
MPAM
1790
Monarch Partners Asset Management
Boston,
Massachusetts
| USD 697 M | +USD 34 M | +5% | 6.57% | 136% | 200 | 32% | 1 |
|
| 1791 |
1791
ORIX Corp
Tokyo,
Japan
| USD 697 M | +USD 90.5 M | +15% | 14.9% | 11.7% | 1 | 0% | 1.5 |
|
| 1792 |
1792
Dean Investment Associates
Beavercreek,
Ohio
| USD 696 M | +USD 8.32 M | +1% | 1.97% | 63.5% | 228 | 16.23% | 2.5 |
|
| 1793 |
1793
Godsey & Gibb Inc
Richmond,
Virginia
| USD 694 M | +USD 35.1 M | +5% | 3.88% | 87.5% | 95 | 21.05% | 2.9 |
|
| 1794 |
1794
Independent Advisor Alliance
Charlotte,
North Carolina
| USD 691 M | -USD 20.1 M | -3% | 4.86% | 135% | 497 | 24.55% | 1.3 |
|
| 1795 |
1795
Makaira Partners
La Jolla,
California
| USD 691 M | -USD 166 M | -19% | 9.08% | 22% | 10 | 10% | 2.6 |
|
| 1796 |
1796
Fidelity National Financial
Jacksonville,
Florida
| USD 690 M | +USD 56.8 M | +9% | 7.23% | 2.54% | 31 | 35.48% | 1.7 |
|
| 1797 |
1797
Altium Wealth Management
Purchase,
New York
| USD 690 M | +USD 62.7 M | +10% | 3.06% | 24.9% | 306 | 14.71% | 1 |
|
| 1798 |
1798
Eagle Ridge Investment Management
Stamford,
Connecticut
| USD 689 M | +USD 8.55 M | +1% | 2.94% | 28.2% | 168 | 11.9% | 2.8 |
|
| 1799 |
1799
TFG Asset Management
Grand Cayman,
Cayman Islands
| USD 689 M | -USD 115 M | -14% | 0.93% | 72.1% | 62 | 30.65% | 0.9 |
|
| 1800 |
1800
IHT Wealth Management
Chicago,
Illinois
| USD 689 M | +USD 88.5 M | +15% | 2.68% | 74.8% | 575 | 15.13% | 1.5 |
|