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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
Novare Capital Management
Charlotte,
North Carolina
| USD 781 M | -USD 29.2 M | -4% | 4.26% | 76.5% | 179 | 15.64% | 3.8 |
|
| 1902 |
1902
Provident Investment Management
Novi,
Michigan
| USD 781 M | -USD 68.7 M | -8% | 7.07% | 90.8% | 57 | 5.26% | 4.3 |
|
| 1903 |
1903
Northcape Capital
Sydney,
Australia
| USD 781 M | -USD 18.2 M | -2% | 2.43% | – | 25 | 12% | 3.2 |
|
| 1904 |
1904
BBR Partners
New York
| USD 781 M | -USD 75.3 M | -9% | 5.62% | 63.4% | 251 | 39.44% | 2.4 |
|
| 1905 |
1905
EMG Holdings
Old Greenwich,
Connecticut
| USD 780 M | +USD 122 M | +19% | 8.71% | 4.17% | 276 | 59.06% | 0.5 |
|
| 1906 |
1906
JHL Capital Group
Chicago,
Illinois
| USD 780 M | -USD 445 M | -36% | 14.9% | – | 1 | 0% | 1.8 |
|
| 1907 |
1907
Jaffetilchin Investment Partners
Tampa,
Florida
| USD 779 M | -USD 67 M | -8% | 3.78% | 88.1% | 350 | 18.29% | 2.3 |
|
| 1908 |
1908
Sonora Investment Management Group
Tucson,
Arizona
| USD 778 M | -USD 278 M | -26% | 6.92% | 78.3% | 246 | 15.04% | 0.7 |
|
| 1909 |
1909
Graypoint LLC
Albany,
New York
| USD 778 M | -USD 1.94 M | -0.2% | 5.1% | 72.8% | 328 | 12.8% | 1.7 |
|
| 1910 |
1910
Stonebridge Capital Advisors
St Paul,
Minnesota
| USD 777 M | -USD 48.3 M | -6% | 5.68% | 80.1% | 1,157 | 23.85% | 1.9 |
|
| 1911 |
1911
Quantinno Capital Management
New York
| USD 777 M | +USD 83.5 M | +12% | 2.4% | 119% | 681 | 22.47% | 0.8 |
|
| 1912 |
1912
Maple-Brown Abbott
Barangaroo,
Australia
| USD 776 M | -USD 229 M | -23% | 7.96% | 7.92% | 19 | 21.05% | 3.9 |
|
| 1913 |
1913
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| USD 776 M | -USD 85.9 M | -10% | 5.42% | 81.9% | 163 | 20.25% | 1.8 |
|
| 1914 |
1914
Voya Financial Advisors
Windsor,
Connecticut
| USD 774 M | -USD 29.7 M | -4% | 5.29% | 44.8% | 252 | 9.92% | 4.8 |
|
| 1915 |
1915
Garde Capital
Seattle,
Washington
| USD 774 M | -USD 48.2 M | -6% | 5.79% | 57.6% | 270 | 14.07% | 3.5 |
|
| 1916 |
1916
McDaniel Terry & Co
Austin,
Texas
| USD 772 M | -USD 38.1 M | -5% | 4.28% | 57.9% | 94 | 5.32% | 4.9 |
|
| 1917 |
1917
Fiduciary Group
Savannah,
Georgia
| USD 772 M | -USD 28.7 M | -4% | 5.38% | 67.1% | 240 | 7.08% | 4.8 |
|
| 1918 |
1918
Capital Investment Advisory Services
Raleigh,
North Carolina
| USD 772 M | -USD 54 M | -7% | 4.18% | 69.3% | 862 | 9.86% | 2.7 |
|
| 1919 |
1919
Arch Venture Management
Chicago,
Illinois
| USD 771 M | -USD 49.3 M | -6% | 46.8% | 228% | 11 | 18.18% | 0.9 |
|
| 1920 |
1920
Gabelli & Co Investment Advisers
Rye,
New York
| USD 771 M | -USD 3.16 M | -0.4% | 9.7% | 248% | 547 | 23.77% | 1.3 |
|
| 1921 |
1921
Diameter Capital Partners
New York
| USD 771 M | -USD 1197 M | -61% | 0.9% | 378% | 33 | 30.3% | 0.7 |
|
| 1922 |
1922
Transform Wealth
Greenwood Village,
Colorado
| USD 769 M | +USD 97.1 M | +14% | 3% | 48.4% | 213 | 20.19% | 3 |
|
| 1923 |
1923
Ledyard National Bank
| USD 769 M | -USD 58.9 M | -7% | 5.95% | 80.7% | 213 | 7.51% | 6.4 |
|
| 1924 |
1924
Capital Asset Advisory Services
Williamston,
Michigan
| USD 769 M | -USD 139 M | -15% | 6.18% | 51% | 597 | 26.8% | 2.4 |
|
| 1925 |
1925
Condor Capital Management
Martinsville,
New Jersey
| USD 768 M | -USD 1.07 M | -0.1% | 4.45% | 58.2% | 518 | 18.15% | 2.3 |
|