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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
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| USD 665 M | +USD 26.4 M | +4% | 5.1% | 56.1% | 103 | 23.3% | 1.2 |
|
| 1902 |
KCM
1902
Kingdon Capital Management
New York
| USD 664 M | -USD 183 M | -22% | 22.5% | 217% | 79 | 53.16% | 0.8 |
|
| 1903 |
1903
Voss Capital
Houston,
Texas
| USD 664 M | – | – | 15.7% | 78.4% | 106 | – | 0 |
|
| 1904 |
1904
Cassaday & Co
Mclean,
Virginia
| USD 662 M | +USD 119 M | +22% | 2.93% | 62.7% | 38 | 7.89% | 3.2 |
|
| 1905 |
1905
Western Wealth Management
Golden,
Colorado
| USD 660 M | +USD 179 M | +37% | 6.55% | 82.6% | 432 | 17.82% | 0.8 |
|
| 1906 |
1906
Vestor Capital
Chicago,
Illinois
| USD 660 M | +USD 68.2 M | +12% | 10% | 188% | 173 | 27.75% | 2.3 |
|
| 1907 |
1907
Vicus Capital
State College,
Pennsylvania
| USD 660 M | -USD 58.6 M | -8% | 6.33% | 59.6% | 239 | 20.08% | 3.3 |
|
| 1908 |
1908
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| USD 659 M | +USD 48.3 M | +8% | 7.81% | 50.4% | 13 | 7.69% | 4.1 |
|
| 1909 |
WCM
1909
Woodson Capital Management
Greenwich,
Connecticut
| USD 659 M | +USD 15.6 M | +2% | 11.7% | 235% | 35 | 37.14% | 1.2 |
|
| 1910 |
1910
Optimal Asset Management
Los Altos,
California
| USD 659 M | – | – | 6.7% | – | 380 | – | 0 |
|
| 1911 |
1911
Jacobs & Co
San Francisco,
California
| USD 658 M | +USD 41.6 M | +7% | 7.64% | 105% | 136 | 9.56% | 4.7 |
|
| 1912 |
CLCM
1912
Crawford Lake Capital Management
Lakewood,
New Jersey
| USD 658 M | +USD 239 M | +57% | 42.7% | 571% | 131 | 84.73% | 0.1 |
|
| 1913 |
1913
Gratus Capital
Atlanta,
Georgia
| USD 658 M | +USD 44.8 M | +7% | 7.15% | 51.4% | 198 | 15.15% | 2.7 |
|
| 1914 |
1914
Waterfront Capital Partners
New York
| USD 658 M | +USD 10 M | +2% | 5.11% | 88.3% | 65 | 53.85% | 0.9 |
|
| 1915 |
1915
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| USD 657 M | -USD 89 M | -12% | 18.1% | 602% | 24 | 37.5% | 0.9 |
|
| 1916 |
HAM
1916
Hillcrest Asset Management
Plano,
Texas
| USD 657 M | +USD 30.6 M | +5% | 8.87% | 97.2% | 59 | 3.39% | 1.9 |
|
| 1917 |
1917
MCF Advisors
Covington,
Kentucky
| USD 657 M | +USD 42.3 M | +7% | 5.76% | 50.2% | 497 | 12.68% | 3.6 |
|
| 1918 |
1918
Tokio Marine Asset Management
Tokyo,
Japan
| USD 656 M | +USD 56.3 M | +9% | 9.87% | 142% | 263 | 20.53% | 3.1 |
|
| 1919 |
1919
Dubuque Bank & Trust
Dubuque,
Iowa
| USD 656 M | +USD 38.8 M | +6% | 8.45% | 24% | 201 | 17.91% | 3.6 |
|
| 1920 |
1920
Forward Management
San Francisco,
California
| USD 656 M | -USD 1.13 M | -0.2% | 4.24% | 36.9% | 58 | 31.03% | 2.9 |
|
| 1921 |
1921
Caldwell Trust
Venice,
Florida
| USD 655 M | – | – | 7.22% | 87% | 802 | – | 0 |
|
| 1922 |
CEI
1922
Clark Estates Inc
New York
| USD 654 M | +USD 47.2 M | +8% | 9.01% | 34.5% | 108 | 27.78% | 2 |
|
| 1923 |
1923
Endurance Wealth Management
Providence,
Rhode Island
| USD 654 M | +USD 51.1 M | +8% | 8.78% | 59% | 561 | 8.91% | 3.8 |
|
| 1924 |
GPCM
1924
Greenbrier Partners Capital Management
Dallas,
Texas
| USD 653 M | +USD 45.2 M | +7% | 11% | 96.1% | 15 | 0% | 5.2 |
|
| 1925 |
1925
Oakmont Corp
Los Angeles,
California
| USD 653 M | +USD 5.52 M | +0.9% | 13.9% | 70.2% | 23 | 30.43% | 2 |
|