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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
GeoWealth Management
Chicago,
Illinois
| USD 925 M | +USD 70.5 M | +8% | 2.01% | 58% | 486 | 28.6% | 1.3 |
|
| 1902 |
1902
Tybourne Capital Management
Hong Kong
| USD 925 M | -USD 67.9 M | -7% | 12.6% | 109% | 50 | 34% | 1.4 |
|
| 1903 |
1903
Cahaba Wealth Management
Atlanta,
Georgia
| USD 925 M | +USD 50.9 M | +6% | 3.94% | 45.2% | 152 | 7.24% | 2.9 |
|
| 1904 |
1904
BTC Capital Management
Des Moines,
Iowa
| USD 925 M | +USD 55.7 M | +6% | 7.45% | – | 257 | 15.95% | 3.5 |
|
| 1905 |
1905
WFM Asia
Road Town, Tortola,
British Virgin Islands
| USD 925 M | -USD 169 M | -15% | 13.8% | 89.9% | 9 | 0% | 2.6 |
|
| 1906 |
1906
Beese Fulmer Investment Management
Canton,
Ohio
| USD 924 M | +USD 48.2 M | +6% | 7.53% | 124% | 225 | 4.44% | 5.8 |
|
| 1907 |
1907
SPC Financial Inc
Rockville,
Maryland
| USD 924 M | +USD 47.5 M | +5% | 3.87% | 65.1% | 224 | 12.95% | 3.6 |
|
| 1908 |
1908
Genesis Investment Management
London,
United Kingdom
| USD 923 M | +USD 1.71 M | +0.2% | 6.98% | 47.4% | 16 | 12.5% | 2.9 |
|
| 1909 |
1909
MainStreet Investment Advisors
Chicago,
Illinois
| USD 921 M | -USD 1.26 M | -0.1% | 4.63% | 61% | 187 | 9.09% | 3.3 |
|
| 1910 |
1910
Ninepoint Partners
Toronto,
Ontario, Canada
| USD 920 M | +USD 19.3 M | +2% | 0.21% | 82.6% | 107 | 40.19% | 1.1 |
|
| 1911 |
1911
Resonant Capital Advisors
Madison,
Wisconsin
| USD 920 M | +USD 39 M | +4% | 3.48% | 56.5% | 272 | 8.82% | 2.2 |
|
| 1912 |
1912
DLD Asset Management
New York
| USD 920 M | -USD 269 M | -23% | 0.55% | 10.3% | 136 | 59.56% | 0.8 |
|
| 1913 |
1913
Nexus Investment Management
Toronto,
Ontario, Canada
| USD 919 M | +USD 12.6 M | +1% | 3.73% | 77.5% | 73 | 4.11% | 6.9 |
|
| 1914 |
1914
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| USD 918 M | +USD 60.8 M | +7% | 5.78% | 77.5% | 171 | 7.02% | 7.2 |
|
| 1915 |
1915
Fifth Third Securities
Cincinnati,
Ohio
| USD 918 M | +USD 45.8 M | +5% | 4% | 62.7% | 219 | 8.68% | 1.1 |
|
| 1916 |
1916
Ledyard National Bank
| USD 918 M | +USD 47.3 M | +5% | 6.55% | 80.7% | 209 | 7.66% | 6.6 |
|
| 1917 |
1917
Maple Capital Management
Montpelier,
Vermont
| USD 918 M | +USD 99.5 M | +12% | 12.8% | 100% | 101 | 9.9% | 5.8 |
|
| 1918 |
1918
Capital Investment Services of America
Milwaukee,
Wisconsin
| USD 916 M | +USD 88.5 M | +11% | 9.79% | 50.7% | 73 | 8.22% | 6.3 |
|
| 1919 |
1919
CenterStar Asset Management
Chicago,
Illinois
| USD 915 M | +USD 643 M | +236% | 9.32% | 104% | 379 | 73.88% | 0.6 |
|
| 1920 |
1920
Greenland Capital Management
New York
| USD 915 M | -USD 4.38 M | -0.5% | 5.3% | 210% | 416 | 68.75% | 0.2 |
|
| 1921 |
GPCM
1921
Greenbrier Partners Capital Management
Dallas,
Texas
| USD 914 M | +USD 101 M | +12% | 16.8% | 96.1% | 14 | 7.14% | 8.5 |
|
| 1922 |
1922
NorthRock Partners
Minneapolis,
Minnesota
| USD 913 M | -USD 26.3 M | -3% | 7.07% | 62.8% | 356 | 20.22% | 2.7 |
|
| 1923 |
1923
Pekin Hardy Strauss
Chicago,
Illinois
| USD 913 M | +USD 164 M | +22% | 1.14% | 102% | 338 | 14.2% | 3.8 |
|
| 1924 |
SCM
1924
SIR Capital Management
New York
| USD 913 M | -USD 25.6 M | -3% | 4.09% | 71.1% | 80 | 41.25% | 0.8 |
|
| 1925 |
1925
Mirabella Financial Services
London,
United Kingdom
| USD 912 M | +USD 252 M | +38% | 8.69% | 86.2% | 712 | 81.04% | 0.2 |
|