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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1851 |
1851
Tang Capital Management
San Diego,
California
| USD 631 M | +USD 304 M | +93% | 17.3% | 493% | 6 | 50% | 2.3 |
|
| 1852 |
1852
BOK Financial Private Wealth
Denver,
Colorado
| USD 630 M | +USD 21.9 M | +4% | 4.81% | 61.8% | 131 | 11.45% | 2.5 |
|
| 1853 |
1853
Matrix Asset Advisors
White Plains,
New York
| USD 630 M | +USD 23.1 M | +4% | 6.62% | 84.9% | 71 | 9.86% | 3.6 |
|
| 1854 |
1854
Capital Investment Services of America
Milwaukee,
Wisconsin
| USD 630 M | +USD 35.4 M | +6% | 7.14% | 50.7% | 73 | 5.48% | 3.3 |
|
| 1855 |
1855
Ninety One North America
New York
| USD 630 M | +USD 38.3 M | +6% | 5.7% | 70.6% | 95 | 29.47% | 1.3 |
|
| 1856 |
PAM
1856
Private Asset Management
San Diego,
California
| USD 629 M | +USD 8.01 M | +1% | 7.23% | 38.2% | 157 | 13.38% | 3.4 |
|
| 1857 |
1857
Harvest Fund Management
Beijing,
China
| USD 628 M | -USD 98.2 M | -14% | 2.19% | 327% | 260 | 40.38% | 0.6 |
|
| 1858 |
1858
Howard Capital Management
Roswell,
Georgia
| USD 627 M | – | – | 7.34% | 144% | 90 | – | 0 |
|
| 1859 |
1859
Provident Investment Management
Novi,
Michigan
| USD 626 M | +USD 36.4 M | +6% | 5.96% | 69.5% | 55 | 10.91% | 3.3 |
|
| 1860 |
1860
Foster & Motley
Cincinnati,
Ohio
| USD 626 M | +USD 44.7 M | +8% | 6.08% | 68.8% | 226 | 11.06% | 2.6 |
|
| 1861 |
1861
Stoneridge Investment Partners
Radnor,
Pennsylvania
| USD 626 M | -USD 10.3 M | -2% | 5.35% | 44.2% | 290 | 42.07% | 1.1 |
|
| 1862 |
1862
Central Securities
New York
| USD 624 M | +USD 40.4 M | +7% | 9.15% | 90.2% | 39 | 0% | 3 |
|
| 1863 |
FWM
1863
Frontier Wealth Management
Kansas City,
Missouri
| USD 623 M | -USD 71.2 M | -10% | 5.2% | 42.8% | 418 | 24.88% | 1.9 |
|
| 1864 |
1864
Endurance Wealth Management
Providence,
Rhode Island
| USD 622 M | +USD 19.3 M | +3% | 6.19% | 59% | 529 | 4.91% | 2.6 |
|
| 1865 |
1865
Private Capital Management (Florida)
Naples,
Florida
| USD 622 M | -USD 34.1 M | -5% | 2.09% | 118% | 50 | 12% | 3.2 |
|
| 1866 |
1866
Sonora Investment Management
Tucson,
Arizona
| USD 622 M | +USD 45.9 M | +8% | 3.77% | 32.8% | 1,509 | 38.37% | 1.2 |
|
| 1867 |
1867
McGowan Group Asset Management
Dallas,
Texas
| USD 621 M | +USD 108 M | +21% | 1.53% | 69.8% | 105 | 23.81% | 1.7 |
|
| 1868 |
1868
Hillsdale Investment Management
Toronto,
Ontario, Canada
| USD 620 M | +USD 26.3 M | +4% | 7.55% | 271% | 562 | 31.14% | 1.5 |
|
| 1869 |
1869
SQN Investors
Menlo Park,
California
| USD 620 M | +USD 130 M | +27% | 4.41% | – | 17 | 35.29% | 1 |
|
| 1870 |
1870
Partners Capital Investment Group
Boston,
Massachusetts
| USD 620 M | +USD 17.3 M | +3% | 6.2% | 47.5% | 84 | 16.67% | 1.1 |
|
| 1871 |
1871
Glazer Capital LLC
New York
| USD 618 M | -USD 426 M | -41% | 8.85% | 323% | 136 | 65.44% | 0.4 |
|
| 1872 |
1872
Melqart Asset Management
London,
United Kingdom
| USD 618 M | – | – | 0.33% | 248% | 15 | – | 0 |
|
| 1873 |
1873
Grassi Investment Management
Santa Clara,
California
| USD 617 M | +USD 22.9 M | +4% | 3.59% | 170% | 135 | 5.93% | 3.4 |
|
| 1874 |
1874
Frazier Management
Seattle,
Washington
| USD 617 M | +USD 336 M | +120% | 135% | 408% | 9 | 11.11% | 1.4 |
|
| 1875 |
1875
Miracle Mile Advisors
Los Angeles,
California
| USD 617 M | +USD 31.1 M | +5% | 3.73% | 56% | 114 | 38.6% | 1 |
|