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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
Casdin Capital
New York
| USD 1019 M | +USD 115 M | +13% | 12% | 370% | 43 | 18.6% | 2.4 |
|
| 1902 |
1902
BIT Capital
Berlin,
Germany
| USD 1016 M | +USD 162 M | +19% | 51.3% | 1,162% | 149 | 54.36% | 0.9 |
|
| 1903 |
1903
Bramshill Investments
Naples,
Florida
| USD 1015 M | +USD 155 M | +18% | 8.05% | 3.6% | 193 | 35.75% | 1.5 |
|
| 1904 |
1904
Charles Schwab Trust
Henderson,
Nevada
| USD 1015 M | +USD 127 M | +14% | 9.93% | 52.7% | 174 | 12.07% | 2.6 |
|
| 1905 |
1905
Banc Funds Company
Chicago,
Illinois
| USD 1015 M | +USD 162 M | +19% | 19.2% | 69% | 150 | 4% | 5.9 |
|
| 1906 |
1906
Onex Canada Asset Management
Toronto,
Ontario, Canada
| USD 1014 M | -USD 291 M | -22% | 11.9% | 87.8% | 130 | 6.15% | 3.8 |
|
| 1907 |
1907
Water Island Capital
New York
| USD 1013 M | -USD 106 M | -9% | 26.9% | 438% | 116 | 79.31% | 0.4 |
|
| 1908 |
1908
Greenwich Wealth Management
Greenwich,
Connecticut
| USD 1012 M | +USD 66.1 M | +7% | 7.35% | 198% | 242 | 9.5% | 4.8 |
|
| 1909 |
1909
Good Life Advisors
Reading,
Pennsylvania
| USD 1011 M | +USD 138 M | +16% | 9.98% | 60% | 456 | 13.6% | 3.1 |
|
| 1910 |
1910
Bridgeworth
Birmingham,
Alabama
| USD 1011 M | +USD 105 M | +12% | 9.88% | 19.3% | 181 | 9.94% | 3.3 |
|
| 1911 |
1911
Wesleyan Assurance Society
Birmingham,
United Kingdom
| USD 1010 M | +USD 110 M | +12% | 13.5% | 102% | 104 | 1.92% | 3.9 |
|
| 1912 |
1912
Sourcerock Group
Denver,
Colorado
| USD 1010 M | +USD 198 M | +24% | 8.58% | 59.1% | 35 | 51.43% | 0.7 |
|
| 1913 |
1913
Clean Energy Transition
London,
United Kingdom
| USD 1009 M | +USD 322 M | +47% | 10.5% | 129% | 13 | 61.54% | 0.7 |
|
| 1914 |
1914
Cahaba Wealth Management
Atlanta,
Georgia
| USD 1008 M | +USD 101 M | +11% | 9.03% | 48.7% | 147 | 6.12% | 3.3 |
|
| 1915 |
1915
Private Ocean
San Rafael,
California
| USD 1007 M | +USD 219 M | +28% | 8.98% | 2.82% | 573 | 24.43% | 3.7 |
|
| 1916 |
1916
StoneX Group
New York
| USD 1006 M | +USD 82 M | +9% | 10.3% | 85.2% | 791 | 38.05% | 2.4 |
|
| 1917 |
1917
WestBridge Capital Management
Trianon,
Mauritius
| USD 1005 M | +USD 196 M | +24% | 26.1% | 33.3% | 3 | 0% | 1.8 |
|
| 1918 |
1918
Vantage Investment Partners
Kansas City,
Missouri
| USD 1003 M | +USD 240 M | +31% | 10.1% | 77.4% | 67 | 5.97% | 4.6 |
|
| 1919 |
1919
Wellesley Asset Management
Portsmouth,
New Hampshire
| USD 1002 M | -USD 1.81 M | -0.2% | 0% | 0% | 39 | 0% | 1.3 |
|
| 1920 |
1920
No Street GP LP
San Francisco,
California
| USD 1002 M | +USD 165 M | +20% | 13.2% | 246% | 37 | 37.84% | 0.9 |
|
| 1921 |
1921
Lindbrook Capital
Calabasas,
California
| USD 1002 M | +USD 108 M | +12% | 12.1% | 35.8% | 2,874 | 12.94% | 2.9 |
|
| 1922 |
1922
Rhenman & Partners Asset Management
Stockholm,
Sweden
| USD 1001 M | +USD 73.5 M | +8% | 15.1% | 131% | 100 | 30% | 2.9 |
|
| 1923 |
1923
Intrinsic Edge Capital Management
Chicago,
Illinois
| USD 1000 M | +USD 114 M | +13% | 19.3% | 283% | 177 | 62.71% | 0.5 |
|
| 1924 |
1924
Maple Capital Management
Montpelier,
Vermont
| USD 999 M | +USD 123 M | +14% | 12.1% | 100% | 104 | 10.58% | 5.8 |
|
| 1925 |
1925
Pacific Life Fund Advisors
Newport Beach,
California
| USD 999 M | +USD 54.7 M | +6% | 8.92% | 47.6% | 24 | 33.33% | 0.6 |
|