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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
PIMG
1801
Patriot Investment Management Group
Knoxville,
Tennessee
| USD 1725 M | +USD 159 M | +10% | 10.7% | 52.9% | 245 | 5.71% | 5.2 |
|
| 1802 |
1802
Howe & Rusling
Rochester,
New York
| USD 1724 M | +USD 192 M | +13% | 15.8% | 82% | 531 | 19.96% | 4.5 |
|
| 1803 |
1803
SSI Investment Management
Los Angeles,
California
| USD 1722 M | +USD 273 M | +19% | 4.47% | 15.7% | 280 | 61.79% | 3.8 |
|
| 1804 |
1804
Novo Holdings A/S
Hellerup,
Denmark
| USD 1722 M | +USD 488 M | +40% | 23.5% | 205% | 28 | 32.14% | 2.5 |
|
| 1805 |
1805
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
| USD 1721 M | +USD 149 M | +9% | 11.3% | – | 330 | 3.94% | 2 |
|
| 1806 |
1806
Goldentree Asset Management
New York
| USD 1720 M | +USD 33.5 M | +2% | 1.54% | 27.7% | 42 | 57.14% | 1 |
|
| 1807 |
1807
Fukoku Mutual Life Insurance
Tokyo,
Japan
| USD 1717 M | +USD 189 M | +12% | 13.9% | 103% | 275 | 21.45% | 7.4 |
|
| 1808 |
1808
First Trust Capital Management
Chicago,
Illinois
| USD 1717 M | -USD 186 M | -10% | 13.5% | 214% | 223 | 46.19% | 0.5 |
|
| 1809 |
1809
Infrastructure Capital Advisors
New York
| USD 1709 M | +USD 273 M | +19% | 5.95% | 52% | 207 | 38.65% | 1.2 |
|
| 1810 |
1810
L1 Capital International
Sydney NSW 2000,
Australia
| USD 1708 M | +USD 29.9 M | +2% | 4.5% | – | 23 | 8.7% | 1.8 |
|
| 1811 |
1811
Sienna Gestion
Paris,
France
| USD 1707 M | +USD 174 M | +11% | 28.1% | – | 201 | 44.28% | 0.9 |
|
| 1812 |
1812
Ardmore Road Asset Management
New York
| USD 1703 M | +USD 185 M | +12% | 23.2% | 245% | 90 | 51.11% | 0.4 |
|
| 1813 |
AHT
1813
Amanah Holdings Trust
London,
| USD 1703 M | +USD 794 M | +87% | 137% | – | 20 | 0% | 0.6 |
|
| 1814 |
1814
QVT Financial
New York
| USD 1701 M | +USD 336 M | +25% | 26% | 267% | 94 | 31.91% | 1.4 |
|
| 1815 |
1815
Gillson Capital
Chicago,
Illinois
| USD 1698 M | +USD 478 M | +39% | 12.7% | 84.9% | 102 | 51.96% | 0.4 |
|
| 1816 |
1816
Triad Wealth Partners
Lawrence,
Kansas
| USD 1697 M | +USD 435 M | +34% | 12.2% | – | 619 | 32.63% | 0.8 |
|
| 1817 |
1817
Fulton Breakefield Broenniman
Bethesda,
Maryland
| USD 1697 M | +USD 164 M | +11% | 13.4% | 68% | 219 | 13.7% | 4.4 |
|
| 1818 |
1818
Galaxy Digital
New York
| USD 1696 M | +USD 541 M | +47% | 7.28% | – | 110 | 69.09% | 0.1 |
|
| 1819 |
1819
Keel Point
Huntsville,
Alabama
| USD 1693 M | +USD 180 M | +12% | 12.9% | 76.4% | 539 | 18.37% | 3.3 |
|
| 1820 |
1820
TIAA Trust, National Association
Charlotte,
North Carolina
| USD 1691 M | +USD 45.9 M | +3% | 11.3% | 55% | 400 | 16.5% | 2.5 |
|
| 1821 |
1821
General American Investors
New York
| USD 1690 M | +USD 169 M | +11% | 16.7% | 129% | 76 | 13.16% | 5.8 |
|
| 1822 |
1822
Browning West
Los Angeles,
California
| USD 1690 M | +USD 72.9 M | +5% | 1.36% | 96.8% | 6 | 16.67% | 2.3 |
|
| 1823 |
1823
Cornerstone Wealth Group
Huntersville,
North Carolina
| USD 1688 M | +USD 129 M | +8% | 16.8% | 96.5% | 521 | 17.47% | 1.9 |
|
| 1824 |
1824
Boston Common Asset Management
Boston,
Massachusetts
| USD 1687 M | +USD 134 M | +9% | 19.1% | 61.2% | 199 | 13.07% | 5 |
|
| 1825 |
1825
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| USD 1686 M | +USD 225 M | +15% | 24.2% | 116% | 585 | 13.5% | 2.1 |
|