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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| USD 796 M | -USD 14.5 M | -2% | 2.47% | 34% | 114 | 14.91% | 4.5 |
|
| 1877 |
RPGK
1877
Retirement Planning Group (Kansas)
Leawood,
Kansas
| USD 795 M | -USD 15.1 M | -2% | 6.43% | 54.7% | 140 | 32.14% | 2.6 |
|
| 1878 |
1878
Bank Hapoalim BM
Tel Aviv,
Israel
| USD 795 M | -USD 7.99 M | -1% | 5.46% | 76.6% | 177 | 10.73% | 3.3 |
|
| 1879 |
CMG
1879
Cavalry Management Group
San Francisco,
California
| USD 795 M | -USD 276 M | -26% | 4.28% | 59.6% | 44 | 45.45% | 0.8 |
|
| 1880 |
1880
GM Advisory Group
Melville,
New York
| USD 795 M | +USD 154 M | +24% | 3.88% | 53.6% | 203 | 21.67% | 2.6 |
|
| 1881 |
1881
Maple Capital Management
Montpelier,
Vermont
| USD 793 M | +USD 33.6 M | +4% | 4.56% | 100% | 98 | 7.14% | 5.2 |
|
| 1882 |
1882
Portfolio Solutions
Royal Oak,
Michigan
| USD 792 M | +USD 9.06 M | +1% | 6.3% | 11.6% | 57 | 8.77% | 3.2 |
|
| 1883 |
1883
Roundview Capital
Princeton,
New Jersey
| USD 792 M | -USD 43 M | -5% | 4.28% | 77.7% | 290 | 11.03% | 4.7 |
|
| 1884 |
1884
Hollencrest Capital Management
Newport Beach,
California
| USD 792 M | -USD 61.2 M | -7% | 5.12% | 85.6% | 362 | 14.64% | 4.3 |
|
| 1885 |
1885
Adero Partners
Pleasanton,
California
| USD 791 M | +USD 86.3 M | +12% | 4.52% | 27.7% | 166 | 16.87% | 1.5 |
|
| 1886 |
1886
Howard Capital Management Group
Los Angeles,
California
| USD 791 M | -USD 60.6 M | -7% | 5.79% | 114% | 102 | 7.84% | 1.4 |
|
| 1887 |
1887
Wealthcare Capital Management
Richmond,
Virginia
| USD 791 M | -USD 122 M | -13% | 5.84% | 46.2% | 69 | 13.04% | 5.1 |
|
| 1888 |
1888
Bain Capital Venture Investors
Boston,
Massachusetts
| USD 790 M | +USD 87.9 M | +13% | 47.8% | 34.2% | 8 | 37.5% | 0.9 |
|
| 1889 |
1889
Desjardins Global Asset Management
Montreal,
Quebec, Canada
| USD 790 M | +USD 28 M | +4% | 3.91% | – | 488 | 5.53% | 0.7 |
|
| 1890 |
MIM
1890
Marco Investment Management
Atlanta,
Georgia
| USD 789 M | -USD 70.7 M | -8% | 5.02% | 127% | 199 | 6.03% | 6.3 |
|
| 1891 |
1891
StrategIQ Financial Group
Merrillville,
Indiana
| USD 787 M | -USD 38.2 M | -5% | 5.39% | 12.6% | 285 | 5.61% | 3.6 |
|
| 1892 |
1892
Washington Trust Bank
Spokane,
Washington
| USD 787 M | +USD 7.94 M | +1% | 5.31% | 80.5% | 225 | 10.22% | 4.8 |
|
| 1893 |
1893
TCV Trust & Wealth Management
Richmond,
Virginia
| USD 786 M | -USD 48.5 M | -6% | 5.49% | 75.3% | 200 | 11.5% | 6 |
|
| 1894 |
1894
Lincluden Management
Mississauga,
Ontario, Canada
| USD 785 M | -USD 129 M | -14% | 10.5% | 56.6% | 71 | 5.63% | 5.5 |
|
| 1895 |
1895
Poplar Forest Capital
Pasadena,
California
| USD 784 M | -USD 86.7 M | -10% | 7.47% | 30% | 54 | 7.41% | 4.3 |
|
| 1896 |
1896
Private Wealth Partners
Mill Valley,
California
| USD 783 M | -USD 77.7 M | -9% | 5.73% | 132% | 80 | 11.25% | 5.6 |
|
| 1897 |
1897
Bell Bank
Fargo,
North Dakota
| USD 782 M | -USD 53.6 M | -6% | 7.78% | 71% | 210 | 18.1% | 4.1 |
|
| 1898 |
GPCM
1898
Greenbrier Partners Capital Management
Dallas,
Texas
| USD 782 M | -USD 31.6 M | -4% | 2.87% | 96.1% | 15 | 6.67% | 7.9 |
|
| 1899 |
KCM
1899
Kingdon Capital Management
New York
| USD 782 M | +USD 192 M | +33% | 0.24% | 217% | 93 | 61.29% | 0.8 |
|
| 1900 |
1900
Tran Capital Management
San Rafael,
California
| USD 782 M | -USD 93.6 M | -11% | 7.84% | 173% | 41 | 17.07% | 2.6 |
|