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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
1901
Quintet Private Bank (Europe)
Luxembourg
| USD 1604 M | +USD 112 M | +7% | 15.6% | 111% | 204 | 12.75% | 2.8 |
|
| 1902 |
1902
DDD Partners
Bellevue,
Washington
| USD 1604 M | +USD 153 M | +11% | 16.7% | 62.1% | 175 | 28.57% | 2.2 |
|
| 1903 |
1903
Moss Adams Wealth Advisors
Seattle,
Washington
| USD 1600 M | +USD 233 M | +17% | 18% | 71.9% | 323 | 21.36% | 1.6 |
|
| 1904 |
1904
Investure LLC
Charlottesville,
Virginia
| USD 1600 M | -USD 439 M | -22% | 14.2% | 55.4% | 17 | 0% | 5.4 |
|
| 1905 |
1905
IMA Advisory Services
Denver,
Colorado
| USD 1599 M | +USD 575 M | +56% | 18.5% | 74.5% | 1,465 | 34.61% | 0.8 |
|
| 1906 |
1906
Alpine Associates Management
Palm Beach,
Florida
| USD 1598 M | -USD 98.7 M | -6% | 14.3% | 366% | 99 | 62.63% | 0.3 |
|
| 1907 |
1907
Beaird Harris Wealth Management
Dallas,
Texas
| USD 1596 M | +USD 125 M | +9% | 8.03% | 41.3% | 757 | 16.12% | 2.3 |
|
| 1908 |
1908
Vestor Capital
Chicago,
Illinois
| USD 1593 M | +USD 211 M | +15% | 22.2% | 186% | 317 | 25.87% | 4.1 |
|
| 1909 |
1909
Devon Energy
Houston,
Texas
| USD 1593 M | +USD 1117 M | +235% | 3.5% | – | 2 | 50% | 0.1 |
|
| 1910 |
1910
Asset Dedication LLC
San Francisco,
California
| USD 1589 M | +USD 161 M | +11% | 13.5% | 67.8% | 1,292 | 17.57% | 3.4 |
|
| 1911 |
1911
NEA Management Company
Timonium,
Maryland
| USD 1588 M | -USD 171 M | -10% | 26.7% | 823% | 27 | 7.41% | 4.6 |
|
| 1912 |
1912
Cryder Capital Partners
London,
United Kingdom
| USD 1587 M | +USD 55.7 M | +4% | 0.96% | 55.7% | 10 | 0% | 7.8 |
|
| 1913 |
ACM
1913
AIGH Capital Management
Baltimore,
Maryland
| USD 1587 M | +USD 853 M | +116% | 211% | 3,007% | 61 | 55.74% | 0.7 |
|
| 1914 |
1914
SVB Wealth
Boston,
Massachusetts
| USD 1586 M | +USD 68.3 M | +5% | 14.6% | 170% | 402 | 9.2% | 1.2 |
|
| 1915 |
1915
GSA Capital Partners
London,
United Kingdom
| USD 1586 M | -USD 22.5 M | -1% | 22.8% | 94.7% | 2,269 | 52.09% | 0.6 |
|
| 1916 |
1916
Wealthquest
Cincinnati,
Ohio
| USD 1585 M | +USD 174 M | +12% | 11% | 52.1% | 183 | 21.31% | 1.7 |
|
| 1917 |
1917
PPSC Investment Service
Tokyo,
Japan
| USD 1585 M | +USD 317 M | +25% | 30.1% | 161% | 8 | 0% | 2.5 |
|
| 1918 |
1918
Falcon Wealth Planning
Ontario,
California
| USD 1584 M | +USD 116 M | +8% | 8.82% | 52.7% | 266 | 18.05% | 2.3 |
|
| 1919 |
LLL
1919
Lynrock Lake LP
Rye Brook,
New York
| USD 1584 M | +USD 122 M | +8% | 8.35% | 21.2% | 29 | 13.79% | 2.6 |
|
| 1920 |
1920
Blue Chip Partners
Farmington Hills,
Michigan
| USD 1583 M | +USD 194 M | +14% | 17.3% | 81.2% | 192 | 15.63% | 5 |
|
| 1921 |
1921
Rockwood Wealth Management
New Hope,
Pennsylvania
| USD 1582 M | +USD 185 M | +13% | 9.81% | 48.9% | 134 | 14.18% | 2.4 |
|
| 1922 |
1922
Ranger Investment Management
Dallas,
Texas
| USD 1581 M | +USD 199 M | +14% | 32.8% | 111% | 90 | 20% | 2.7 |
|
| 1923 |
1923
Kapitalo Investimentos
Sao Paulo,
Brazil
| USD 1577 M | +USD 1045 M | +197% | 10.5% | 64% | 79 | 51.9% | 0.7 |
|
| 1924 |
1924
ION Fund Management
Herzliya,
| USD 1577 M | +USD 870 M | +123% | 20.9% | – | 71 | 33.8% | 0.4 |
|
| 1925 |
1925
Penn Capital Management
Philadelphia,
Pennsylvania
| USD 1577 M | +USD 286 M | +22% | 39.2% | 181% | 227 | 42.73% | 1.4 |
|