¡Ya estamos en !
Descubre más
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
Money Design
Tokyo,
Japan
| USD 874 M | +USD 40.2 M | +5% | 9.23% | 26.4% | 56 | 14.29% | 2 |
|
| 1852 |
1852
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| USD 874 M | +USD 105 M | +14% | 12.4% | 101% | 141 | 17.02% | 4.5 |
|
| 1853 |
1853
Bainco International Investors
Boston,
Massachusetts
| USD 873 M | +USD 85.8 M | +11% | 10.3% | 69.4% | 222 | 64.41% | 1.4 |
|
| 1854 |
1854
Southernsun Asset Management
Memphis,
Tennessee
| USD 872 M | +USD 109 M | +14% | 31.3% | 54.6% | 41 | 9.76% | 4.2 |
|
| 1855 |
1855
Hilton Capital Management
Garden City,
New York
| USD 872 M | +USD 39 M | +5% | 11.2% | 59.4% | 135 | 48.15% | 1.3 |
|
| 1856 |
1856
YCG LLC
Austin,
Texas
| USD 870 M | +USD 100 M | +13% | 14.8% | 29.4% | 47 | 14.89% | 4.2 |
|
| 1857 |
1857
L. Roy Papp & Associates
Phoenix,
Arizona
| USD 868 M | +USD 90 M | +12% | 12.6% | 80.1% | 180 | 8.33% | 4.3 |
|
| 1858 |
1858
AIA Group
Hong Kong
| USD 868 M | +USD 841 M | +3,108% | 44.4% | 97.8% | 191 | 95.81% | 0.1 |
|
| 1859 |
1859
Monarch Alternative Capital
New York
| USD 867 M | +USD 280 M | +48% | 29.1% | 497% | 12 | 50% | 0.5 |
|
| 1860 |
1860
HoyleCohen
San Diego,
California
| USD 867 M | +USD 187 M | +27% | 15.9% | 46.1% | 232 | 15.52% | 2 |
|
| 1861 |
1861
Klingman & Associates
New York
| USD 866 M | +USD 123 M | +17% | 12.5% | 64.9% | 154 | 11.04% | 2.9 |
|
| 1862 |
1862
ProVise Management Group
Clearwater,
Florida
| USD 866 M | +USD 119 M | +16% | 12.8% | 74.6% | 351 | 21.37% | 3.8 |
|
| 1863 |
1863
Wellesley Asset Management
Portsmouth,
New Hampshire
| USD 864 M | -USD 37.5 M | -4% | 0% | 0% | 34 | 0% | 1.2 |
|
| 1864 |
1864
L & S Advisors
Los Angeles,
California
| USD 863 M | +USD 136 M | +19% | 18.3% | 231% | 374 | 31.28% | 1.6 |
|
| 1865 |
1865
No Street GP LP
San Francisco,
California
| USD 862 M | +USD 15.7 M | +2% | 40% | 246% | 55 | 61.82% | 0.3 |
|
| 1866 |
1866
Silver Point Capital
Greenwich,
Connecticut
| USD 862 M | +USD 41.8 M | +5% | 13.5% | 108% | 13 | 30.77% | 0.9 |
|
| 1867 |
1867
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| USD 861 M | +USD 111 M | +15% | 14.5% | 98.1% | 498 | 15.46% | 3.2 |
|
| 1868 |
1868
New Mountain Vantage Advisers
New York
| USD 861 M | -USD 1063 M | -55% | 24.8% | 2.05% | 26 | 65.38% | 2.4 |
|
| 1869 |
1869
Perigon Wealth Management
San Francisco,
California
| USD 861 M | +USD 145 M | +20% | 13.9% | 104% | 1,079 | 65.71% | 0.8 |
|
| 1870 |
1870
Stephens Group Asset Management
Little Rock,
Arkansas
| USD 857 M | +USD 129 M | +18% | 17.1% | 51.4% | 24 | 0% | 1.9 |
|
| 1871 |
1871
WealthSource Partners
San Luis Obispo,
California
| USD 857 M | +USD 108 M | +14% | 10.3% | 16.8% | 412 | 18.93% | 1.9 |
|
| 1872 |
1872
Bank of the West
Monterey Park,
California
| USD 857 M | +USD 112 M | +15% | 13.5% | 35.4% | 221 | 12.22% | 5 |
|
| 1873 |
1873
Nachman Norwood & Parrott
Greenville,
South Carolina
| USD 856 M | +USD 113 M | +15% | 12.7% | – | 1,195 | 77.57% | 1.6 |
|
| 1874 |
RCM
1874
Ratan Capital Management
Miami Beach,
Florida
| USD 856 M | +USD 178 M | +26% | 20% | 616% | 140 | 44.29% | 0.4 |
|
| 1875 |
1875
1900 Wealth Management
San Antonio,
Texas
| USD 856 M | – | – | 9.95% | 61% | 139 | – | 0 |
|