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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
Ascent Group
Virginia Beach,
Virginia
| USD 906 M | -USD 2.05 M | -0.2% | 2.66% | 83.3% | 507 | 22.09% | 1.3 |
|
| 1902 |
1902
Bridgeworth
Birmingham,
Alabama
| USD 905 M | +USD 161 k | +0% | 3.41% | 19.3% | 180 | 11.67% | 3.3 |
|
| 1903 |
1903
CoreView Capital Management
Hong Kong
| USD 905 M | +USD 135 M | +18% | 8.03% | 50.9% | 12 | 16.67% | 1.4 |
|
| 1904 |
1904
2Xideas
Kusnacht,
Switzerland
| USD 904 M | -USD 142 M | -14% | 7.01% | 40.6% | 61 | 9.84% | 2.2 |
|
| 1905 |
1905
Casdin Capital
New York
| USD 904 M | -USD 241 M | -21% | 7.68% | 370% | 45 | 20% | 2.2 |
|
| 1906 |
1906
Marquard & Bahls
Hamburg,
Germany
| USD 903 M | -USD 307 M | -25% | 2.72% | – | 3 | 33.33% | 1.8 |
|
| 1907 |
1907
Nicolet Advisory Services
Green Bay,
Wisconsin
| USD 903 M | -USD 8.52 M | -0.9% | 3.44% | 62.7% | 325 | 8% | 2.3 |
|
| 1908 |
1908
Sage Financial Group
W. Conshohocken,
Pennsylvania
| USD 902 M | -USD 43.1 M | -5% | 3.92% | 62% | 100 | 4% | 3.3 |
|
| 1909 |
WAM
1909
WT Asset Management
Hong Kong
| USD 900 M | +USD 573 M | +175% | 15.2% | 2,788% | 28 | 67.86% | 0.5 |
|
| 1910 |
1910
Wesleyan Assurance Society
Birmingham,
United Kingdom
| USD 900 M | -USD 36.3 M | -4% | 2.48% | 102% | 105 | 3.81% | 3.7 |
|
| 1911 |
1911
Advocacy Wealth Management Services
Atlanta,
Georgia
| USD 899 M | +USD 23.6 M | +3% | 2.14% | 48.3% | 39 | 10.26% | 2.4 |
|
| 1912 |
1912
New York Life Insurance Company
New York
| USD 897 M | -USD 33.6 M | -4% | 3.64% | 61.5% | 8 | 12.5% | 2.4 |
|
| 1913 |
1913
Beryl Capital Management
Redondo Beach,
California
| USD 896 M | +USD 499 M | +126% | 19% | 3,932% | 45 | 86.67% | 0.1 |
|
| 1914 |
1914
American Assets Investment Management
San Diego,
California
| USD 896 M | -USD 2.44 M | -0.3% | 1.15% | 507% | 177 | 6.21% | 5.1 |
|
| 1915 |
1915
Fifth Third Securities
Cincinnati,
Ohio
| USD 895 M | -USD 23.5 M | -3% | 3.16% | 62.7% | 220 | 10% | 1.3 |
|
| 1916 |
1916
Bain Capital Life Sciences Investors
Boston,
Massachusetts
| USD 894 M | -USD 76.8 M | -8% | 11.8% | 507% | 32 | 3.13% | 2.5 |
|
| 1917 |
1917
Lindbrook Capital
Calabasas,
California
| USD 894 M | -USD 45.6 M | -5% | 2.38% | 35.8% | 2,887 | 13.13% | 2.7 |
|
| 1918 |
1918
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| USD 894 M | +USD 14.3 M | +2% | 3.87% | 26.1% | 181 | 18.23% | 6 |
|
| 1919 |
1919
SPC Financial Inc
Rockville,
Maryland
| USD 891 M | -USD 33.1 M | -4% | 2.8% | 65.1% | 221 | 8.6% | 3.9 |
|
| 1920 |
1920
SP Asset Management
Cupertino,
California
| USD 890 M | -USD 6.39 M | -0.7% | 0.76% | 92.4% | 119 | 9.24% | 3.5 |
|
| 1921 |
1921
Bristlecone Advisors
Bellevue,
Washington
| USD 890 M | -USD 105 M | -11% | 3.22% | 103% | 283 | 10.25% | 3.8 |
|
| 1922 |
1922
BBR Partners
New York
| USD 889 M | -USD 14.6 M | -2% | 3.93% | 63.4% | 207 | 29.47% | 2.5 |
|
| 1923 |
1923
Charles Schwab Trust
Henderson,
Nevada
| USD 888 M | +USD 57.9 M | +7% | 4.36% | 52.7% | 171 | 21.64% | 2.5 |
|
| 1924 |
CM
1924
Conifer Management
New York
| USD 887 M | -USD 24.2 M | -3% | 2.52% | 22.7% | 10 | 20% | 2.6 |
|
| 1925 |
1925
Beese Fulmer Investment Management
Canton,
Ohio
| USD 887 M | -USD 37.4 M | -4% | 2.52% | 124% | 225 | 4.89% | 6.1 |
|