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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 |
1801
Windward Capital Management
Los Angeles,
California
| USD 588 M | +USD 25.8 M | +5% | 4% | 78.5% | 81 | 3.7% | 2.8 |
|
| 1802 |
IR
1802
IAT Reinsurance
New York
| USD 588 M | +USD 32.1 M | +6% | 2.51% | 60.2% | 124 | 36.29% | 1.3 |
|
| 1803 |
1803
Laird Norton Wetherby Wealth Management
San Francisco,
California
| USD 588 M | +USD 31.7 M | +6% | 3.86% | – | 595 | 11.76% | 2.7 |
|
| 1804 |
WPL
1804
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| USD 586 M | +USD 135 M | +30% | 5.75% | 98.4% | 6 | 16.67% | 1.3 |
|
| 1805 |
1805
Franklin Street Advisors
Chapel Hill,
North Carolina
| USD 585 M | +USD 18.1 M | +3% | 3.7% | 130% | 178 | 10.11% | 2.8 |
|
| 1806 |
1806
Zions Bancorporation
Salt Lake City,
Utah
| USD 584 M | +USD 53.1 M | +10% | 1.9% | 22.9% | 778 | 19.28% | 1.6 |
|
| 1807 |
CC
1807
Courier Capital
Buffalo,
New York
| USD 584 M | +USD 15.5 M | +3% | 2.39% | 70.8% | 284 | 6.69% | 3 |
|
| 1808 |
AC
1808
Aisling Capital
New York
| USD 584 M | +USD 34.6 M | +6% | 49.7% | 386% | 17 | 5.88% | 2.4 |
|
| 1809 |
1809
Matrix Asset Advisors
White Plains,
New York
| USD 584 M | +USD 14.3 M | +3% | 0.58% | 84.9% | 70 | 7.14% | 3.2 |
|
| 1810 |
1810
Mogy Joel R Investment Counsel
Beverly Hills,
California
| USD 583 M | +USD 2.96 M | +0.5% | 2.69% | 121% | 129 | 10.08% | 3.3 |
|
| 1811 |
1811
YHB Investment Advisors
West Hartford,
Connecticut
| USD 583 M | +USD 61.9 M | +12% | 3.4% | 96.2% | 188 | 9.57% | 2.8 |
|
| 1812 |
1812
Alpha Cubed Investments
Irvine,
California
| USD 582 M | +USD 92.9 M | +19% | 2.71% | 126% | 221 | 21.72% | 1.5 |
|
| 1813 |
1813
NewEdge Advisors
New Orleans,
Louisiana
| USD 582 M | +USD 142 M | +32% | 2.32% | 88% | 1,396 | 80.8% | 0.2 |
|
| 1814 |
CEI
1814
Clark Estates Inc
New York
| USD 582 M | -USD 67.9 M | -10% | 2.08% | 34.5% | 101 | 23.76% | 1.7 |
|
| 1815 |
FG
1815
Formula Growth
Montreal,
Quebec, Canada
| USD 582 M | +USD 102 M | +21% | 5.35% | 118% | 152 | 25.66% | 0.9 |
|
| 1816 |
AA
1816
Ancient Art
Austin,
Texas
| USD 581 M | +USD 2.37 M | +0.4% | 8.23% | 168% | 15 | 40% | 1.6 |
|
| 1817 |
1817
Dragoneer Investment Group
San Francisco,
California
| USD 581 M | +USD 20 M | +4% | 20.1% | 77.3% | 24 | 16.67% | 0.9 |
|
| 1818 |
CCM
1818
Century Capital Management
Boston,
Massachusetts
| USD 581 M | -USD 46.8 M | -7% | 3.65% | 79.8% | 223 | 15.7% | 1.5 |
|
| 1819 |
TWI
1819
Thomas White International
Chicago,
Illinois
| USD 581 M | -USD 108 M | -16% | 3.55% | 34.9% | 335 | 26.27% | 1.8 |
|
| 1820 |
1820
Capital Investment Services of America
Milwaukee,
Wisconsin
| USD 580 M | +USD 14.9 M | +3% | 4.25% | 50.7% | 69 | 2.9% | 3 |
|
| 1821 |
1821
First Financial Bank - Trust Division
Hamilton,
Ohio
| USD 579 M | +USD 37.7 M | +7% | 1.9% | 68.6% | 188 | 9.04% | 3.1 |
|
| 1822 |
1822
Pier Capital
Stamford,
Connecticut
| USD 579 M | -USD 5.6 M | -1% | 10.7% | 223% | 155 | 53.55% | 0.5 |
|
| 1823 |
1823
NWAM LLC
Mercer Island,
Washington
| USD 575 M | +USD 247 M | +75% | 1.89% | 112% | 347 | 18.16% | 1.7 |
|
| 1824 |
KSCM
1824
King Street Capital Management
New York
| USD 574 M | +USD 69.7 M | +14% | 1.61% | 140% | 15 | 46.67% | 0.3 |
|
| 1825 |
1825
Cadinha & Co
Honolulu,
Hawaii
| USD 573 M | +USD 68.2 M | +13% | 3.66% | 123% | 133 | 9.02% | 2.6 |
|