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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
Mason Investment Advisory Services
Reston,
Virginia
| USD 697 M | +USD 23.8 M | +4% | 4.21% | 76.1% | 79 | 6.33% | 1.2 |
|
| 1902 |
1902
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| USD 695 M | +USD 103 M | +17% | 36.5% | 94.5% | 39 | 25.64% | 0.8 |
|
| 1903 |
1903
DT Investment Partners
Chadds Ford,
Pennsylvania
| USD 695 M | -USD 111 M | -14% | 5.47% | 64.3% | 120 | 16.67% | 1.9 |
|
| 1904 |
1904
Mark Asset Management
New York
| USD 694 M | +USD 165 M | +31% | 32.2% | 325% | 74 | 37.84% | 1.8 |
|
| 1905 |
1905
NXG Investment Management
Dallas,
Texas
| USD 694 M | -USD 191 M | -22% | 8.9% | 121% | 153 | 41.18% | 1.7 |
|
| 1906 |
CC
1906
Cornerstone Capital
Palo Alto,
California
| USD 694 M | +USD 107 M | +18% | 10.5% | 91.2% | 84 | 11.9% | 4 |
|
| 1907 |
1907
Aozora Bank
Tokyo,
Japan
| USD 694 M | -USD 22.7 M | -3% | 3.16% | 5.45% | 3 | 0% | 3.1 |
|
| 1908 |
1908
KG Funds Management
New York
| USD 692 M | +USD 77.1 M | +13% | 10.7% | 45.8% | 14 | 28.57% | 1.2 |
|
| 1909 |
1909
Alta Park Capital
San Francisco,
California
| USD 691 M | +USD 7.85 M | +1% | 24.6% | 1,071% | 34 | 29.41% | 0.9 |
|
| 1910 |
1910
Optimal Asset Management
Los Altos,
California
| USD 691 M | +USD 74.2 M | +12% | 7.99% | – | 432 | 16.2% | 0.6 |
|
| 1911 |
1911
Jacobs & Co
San Francisco,
California
| USD 689 M | +USD 74.9 M | +12% | 11.8% | 105% | 115 | 6.09% | 5.5 |
|
| 1912 |
1912
Murphy Capital Management
Bedminster,
New Jersey
| USD 689 M | +USD 55.7 M | +9% | 10.8% | 41.6% | 207 | 6.76% | 5.5 |
|
| 1913 |
1913
Fidelity National Financial
Jacksonville,
Florida
| USD 688 M | -USD 12.6 M | -2% | 0% | 21.4% | 33 | 6.06% | 2.6 |
|
| 1914 |
1914
Condor Capital Management
Martinsville,
New Jersey
| USD 687 M | +USD 39.7 M | +6% | 8.25% | 64.8% | 188 | 7.98% | 4.2 |
|
| 1915 |
1915
KPS Global Asset Management (UK)
London,
United Kingdom
| USD 687 M | +USD 180 M | +36% | 45.4% | 373% | 11 | 27.27% | 0.6 |
|
| 1916 |
1916
Broad Bay Capital Management
New York
| USD 687 M | +USD 127 M | +23% | 9.83% | 338% | 19 | 31.58% | 1 |
|
| 1917 |
1917
Gillson Capital
Chicago,
Illinois
| USD 687 M | +USD 130 M | +23% | 0.83% | 84.9% | 99 | 56.57% | 0.5 |
|
| 1918 |
1918
HSG Holding
Na,
Hong Kong
| USD 686 M | +USD 123 M | +22% | 10.3% | 0.28% | 13 | 7.69% | 2.3 |
|
| 1919 |
1919
1834 Investment Advisors
Milwaukee,
Wisconsin
| USD 686 M | +USD 54.1 M | +9% | 5.05% | 68.7% | 490 | 21.22% | 3.1 |
|
| 1920 |
MG
1920
Magnolia Group
Omaha,
Nebraska
| USD 686 M | +USD 24.6 M | +4% | 7.47% | 11.4% | 11 | 27.27% | 2.1 |
|
| 1921 |
1921
Pure Financial Advisors
San Diego,
California
| USD 685 M | +USD 45.1 M | +7% | 5.12% | 47.2% | 159 | 17.61% | 1.5 |
|
| 1922 |
1922
Pier Capital
Stamford,
Connecticut
| USD 685 M | +USD 60 M | +10% | 11.3% | 223% | 129 | 32.56% | 1.1 |
|
| 1923 |
1923
Global Retirement Partners
San Rafael,
California
| USD 683 M | +USD 56.3 M | +9% | 7.56% | – | 1,775 | 12.9% | 2.3 |
|
| 1924 |
1924
Dubuque Bank & Trust
Dubuque,
Iowa
| USD 681 M | +USD 39.2 M | +6% | 7.45% | 24% | 217 | 11.52% | 3.6 |
|
| 1925 |
HLC
1925
Hunt Lane Capital
New York
| USD 680 M | +USD 261 M | +62% | 27.4% | 3.59% | 22 | 13.64% | 1.2 |
|