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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1826 |
JCM
1826
Jag Capital Management
St Louis,
Missouri
| USD 511 M | +USD 48.7 M | +11% | 10.2% | 230% | 127 | 20.47% | 1.6 |
|
| 1827 |
1827
Coastline Trust
Providence,
Rhode Island
| USD 511 M | +USD 16.1 M | +3% | 2.26% | 106% | 267 | 4.49% | 2.6 |
|
| 1828 |
JCM
1828
JD Capital Management
Darien,
Connecticut
| USD 510 M | +USD 278 M | +120% | 3.6% | 47.8% | 28 | 53.57% | 0.9 |
|
| 1829 |
1829
Comerica Securities
Detroit,
Michigan
| USD 510 M | +USD 38.3 M | +8% | 3.49% | 25.6% | 383 | 20.63% | 1.4 |
|
| 1830 |
1830
B. Riley Wealth Advisors
Boca Raton,
Florida
| USD 510 M | +USD 10.4 M | +2% | 3.56% | 118% | 677 | 18.46% | 1.6 |
|
| 1831 |
CI
1831
Cooper Investors
Melbourne, Victoria,
Australia
| USD 509 M | +USD 31.8 M | +7% | 6.32% | 57.5% | 37 | 8.11% | 1.5 |
|
| 1832 |
1832
Main Management
San Francisco,
California
| USD 508 M | -USD 46.9 M | -8% | 4.53% | 64.1% | 45 | 8.89% | 2.1 |
|
| 1833 |
JC
1833
Joho Capital
New York
| USD 508 M | +USD 141 M | +38% | 28% | 80.2% | 11 | 9.09% | 1 |
|
| 1834 |
1834
Evergreen Capital Management
Bellevue,
Washington
| USD 508 M | +USD 47.6 M | +10% | 1.95% | 77.2% | 112 | 16.07% | 1.8 |
|
| 1835 |
WDA
1835
Wendell David Associates
Portsmouth,
New Hampshire
| USD 507 M | -USD 2.52 M | -0.5% | 0.98% | 46% | 142 | 2.11% | 2.9 |
|
| 1836 |
CC
1836
Courier Capital
Buffalo,
New York
| USD 505 M | +USD 4.55 M | +0.9% | 3.05% | 70.8% | 295 | 14.92% | 2.5 |
|
| 1837 |
PBRA
1837
Pine Brook Road Advisors
Bedford,
New York
| USD 504 M | +USD 66.4 M | +15% | 16% | – | 3 | 0% | 2.5 |
|
| 1838 |
1838
Strategic Financial Services
Utica,
New York
| USD 504 M | +USD 5.02 M | +1% | 3.42% | 58.7% | 105 | 9.52% | 2.4 |
|
| 1839 |
1839
Welch Group
Birmingham,
Alabama
| USD 503 M | +USD 12.2 M | +2% | 0.64% | 73.2% | 141 | 14.18% | 2.4 |
|
| 1840 |
1840
HBK Sorce Advisory
Erie,
Pennsylvania
| USD 503 M | +USD 35.8 M | +8% | 3.22% | 58.2% | 298 | 13.76% | 1.7 |
|
| 1841 |
KMC
1841
Kirr Marbach & Co
Columbus,
Indiana
| USD 503 M | +USD 36.2 M | +8% | 10.6% | 121% | 79 | 17.72% | 1.6 |
|
| 1842 |
1842
Evensky & Katz
Coral Gables,
Florida
| USD 502 M | +USD 50.1 M | +11% | 1.99% | 57.1% | 50 | 6% | 2.8 |
|
| 1843 |
1843
MN Services Vermogensbeheer
The Hague,
Netherlands
| USD 502 M | +USD 69.4 M | +16% | 4.51% | 149% | 623 | 2.25% | 0.5 |
|
| 1844 |
CAM
1844
Cypress Asset Management
Houston,
Texas
| USD 502 M | -USD 993 k | -0.2% | 1.21% | 141% | 210 | 8.1% | 2.3 |
|
| 1845 |
NA
1845
Newport Asia
San Francisco,
California
| USD 500 M | +USD 155 M | +45% | 22.8% | – | 7 | 14.29% | 1.4 |
|
| 1846 |
1846
Aureus Asset Management
Boston,
Massachusetts
| USD 500 M | +USD 35.4 M | +8% | 4.74% | 93.9% | 159 | 25.16% | 1.3 |
|
| 1847 |
1847
Nine Masts Capital
Central,
Hong Kong
| USD 498 M | +USD 82.8 M | +20% | 9.7% | 88.1% | 91 | 57.14% | 0.3 |
|
| 1848 |
1848
Prospera Financial Services
Dallas,
Texas
| USD 498 M | +USD 14.3 M | +3% | 1.65% | 97.4% | 418 | 24.16% | 1.5 |
|
| 1849 |
AUIM
1849
Aegon USA Investment Management
Cedar Rapids,
Iowa
| USD 496 M | +USD 73.2 M | +17% | 2.03% | 39.9% | 46 | 2.17% | 1.3 |
|
| 1850 |
1850
Tufton Capital Management
Hunt Valley,
Maryland
| USD 496 M | +USD 2.13 M | +0.4% | 1.67% | 96.1% | 111 | 7.21% | 2.5 |
|