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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
a16z Perennial Management
Menlo Park,
California
| USD 1100 M | +USD 6.74 M | +0.6% | 6.89% | – | 53 | 33.96% | 0.4 |
|
| 1902 |
1902
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| USD 1100 M | -USD 173 M | -14% | 0.06% | 70.5% | 131 | 17.56% | 2.8 |
|
| 1903 |
1903
NBC Securities
Birmingham,
Alabama
| USD 1099 M | +USD 33.6 M | +3% | 1.48% | 86.6% | 2,256 | 11.84% | 0.7 |
|
| 1904 |
1904
Beese Fulmer Investment Management
Canton,
Ohio
| USD 1099 M | +USD 35.9 M | +3% | 2.99% | 124% | 233 | 7.73% | 6.5 |
|
| 1905 |
1905
SP Asset Management
Cupertino,
California
| USD 1099 M | +USD 23.8 M | +2% | 3.48% | 92.4% | 134 | 11.19% | 3.6 |
|
| 1906 |
1906
Provident Investment Management
Novi,
Michigan
| USD 1099 M | -USD 35.7 M | -3% | 1.73% | 90.8% | 77 | 6.49% | 4.3 |
|
| 1907 |
1907
First Trust Capital Management
Chicago,
Illinois
| USD 1097 M | -USD 80.1 M | -7% | 6.61% | 214% | 145 | 48.97% | 0.7 |
|
| 1908 |
1908
Howe & Rusling
Rochester,
New York
| USD 1097 M | +USD 52.8 M | +5% | 3.13% | 82% | 403 | 14.89% | 4.5 |
|
| 1909 |
1909
Stephens Group Asset Management
Little Rock,
Arkansas
| USD 1096 M | +USD 1.63 M | +0.1% | 0.53% | 51.4% | 27 | 0% | 4.6 |
|
| 1910 |
1910
Boundary Creek Advisors
New York
| USD 1095 M | -USD 563 M | -34% | 8.58% | 15% | 42 | 57.14% | 0.8 |
|
| 1911 |
1911
L1 Capital
Melbourne VIC 3000,
Australia
| USD 1095 M | -USD 109 M | -9% | 0.43% | 127% | 14 | 64.29% | 1.3 |
|
| 1912 |
1912
Parcion Private Wealth
Bellevue,
Washington
| USD 1094 M | -USD 42 M | -4% | 0.23% | 103% | 204 | 10.29% | 2.8 |
|
| 1913 |
1913
Triasima Portfolio Management
Montreal,
Quebec, Canada
| USD 1093 M | -USD 97.2 M | -8% | 3.87% | 224% | 156 | 22.44% | 1.3 |
|
| 1914 |
1914
Neumeier Poma Investment Counsel
Carmel,
California
| USD 1092 M | +USD 1.89 M | +0.2% | 4.1% | 229% | 45 | 15.56% | 3.4 |
|
| 1915 |
1915
Weatherly Asset Management
Del Mar,
California
| USD 1092 M | +USD 58.2 M | +6% | 7.87% | 116% | 176 | 6.82% | 7.6 |
|
| 1916 |
1916
Sepio Capital
Salt Lake City,
Utah
| USD 1091 M | -USD 75 M | -6% | 0.52% | 92% | 290 | 6.9% | 3.6 |
|
| 1917 |
1917
Washington Trust Advisors
Wellesley,
Massachusetts
| USD 1088 M | -USD 2.84 M | -0.3% | 3.28% | 106% | 689 | 8.56% | 2.1 |
|
| 1918 |
1918
Syon Capital
San Francisco,
California
| USD 1087 M | +USD 29.9 M | +3% | 2.74% | 74% | 466 | 7.51% | 0.7 |
|
| 1919 |
1919
Providence Equity Partners
Providence,
Rhode Island
| USD 1085 M | -USD 474 M | -30% | 26.1% | 12.4% | 3 | 0% | 2.8 |
|
| 1920 |
1920
Helikon Investments
London,
United Kingdom
| USD 1085 M | -USD 74.5 M | -6% | 4.17% | 282% | 19 | 15.79% | 1.2 |
|
| 1921 |
MIM
1921
Marco Investment Management
Atlanta,
Georgia
| USD 1084 M | +USD 23.6 M | +2% | 3.21% | 127% | 214 | 4.67% | 7 |
|
| 1922 |
1922
AlphaStar Capital Management
Cornelius,
North Carolina
| USD 1083 M | +USD 108 M | +11% | 2.5% | 69.5% | 329 | 19.15% | 2.2 |
|
| 1923 |
1923
Fifth Third Securities
Cincinnati,
Ohio
| USD 1083 M | +USD 52.1 M | +5% | 1.39% | 62.7% | 287 | 23.34% | 1.5 |
|
| 1924 |
1924
Vivo Capital
Palo Alto,
California
| USD 1083 M | -USD 190 M | -15% | 2.85% | 7,491% | 46 | 17.39% | 2.1 |
|
| 1925 |
1925
Koss-Olinger Consulting
Gainesville,
Florida
| USD 1083 M | +USD 898 M | +486% | 0.68% | 57.9% | 294 | 93.54% | 0.2 |
|