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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
Alaska Permanent Capital Management
Anchorage,
Alaska
| USD 1217 M | -USD 46.7 M | -4% | 2.49% | 42.8% | 42 | 4.76% | 3.9 |
|
| 1902 |
1902
XTX Topco
George Town,
Cayman Islands
| USD 1217 M | -USD 166 M | -12% | 5.54% | 87.3% | 3,148 | 65.22% | 0.3 |
|
| 1903 |
1903
Icon Wealth Advisors
Houston,
Texas
| USD 1216 M | +USD 14.4 M | +1% | 1.36% | – | 526 | 13.5% | 1.4 |
|
| 1904 |
ACM
1904
Ashe Capital Management
Englewood Cliffs,
New Jersey
| USD 1216 M | -USD 39.9 M | -3% | 20.7% | 70.7% | 7 | 0% | 5.8 |
|
| 1905 |
1905
Naspers
South Africa
| USD 1215 M | +USD 442 M | +57% | 59.9% | 88.2% | 4 | 0% | 3 |
|
| 1906 |
1906
Nixon Peabody Trust
Boston,
Massachusetts
| USD 1214 M | +USD 13.1 M | +1% | 1.72% | 101% | 152 | 11.84% | 2.9 |
|
| 1907 |
1907
Angeles Wealth Management
Santa Monica,
California
| USD 1213 M | +USD 52.2 M | +4% | 1.02% | 80.6% | 386 | 19.43% | 1.4 |
|
| 1908 |
1908
Coliseum Capital Management
Rowayton,
Connecticut
| USD 1213 M | +USD 179 M | +17% | 5.7% | 41.1% | 15 | 13.33% | 3.2 |
|
| 1909 |
1909
Cahaba Wealth Management
Atlanta,
Georgia
| USD 1208 M | -USD 3.37 M | -0.3% | 1.15% | 48.7% | 157 | 11.46% | 4 |
|
| 1910 |
1910
KMG Fiduciary Partners
Toledo,
Ohio
| USD 1208 M | +USD 50.2 M | +4% | 2.14% | 114% | 281 | 8.9% | 3.1 |
|
| 1911 |
1911
Strategic Wealth Partners
Independence,
Ohio
| USD 1208 M | +USD 168 M | +16% | 1.59% | – | 333 | 17.12% | 2.8 |
|
| 1912 |
1912
Delta Global Management
New York
| USD 1207 M | -USD 282 M | -19% | 10.9% | – | 54 | 46.3% | 0.5 |
|
| 1913 |
1913
Plante Moran Financial Advisors
Southfield,
Michigan
| USD 1204 M | +USD 31.5 M | +3% | 1.14% | 62.8% | 1,000 | 22.3% | 4.6 |
|
| 1914 |
1914
Freedom Investment Management
Hartford,
Connecticut
| USD 1203 M | -USD 52 M | -4% | 0.06% | 68.5% | 833 | 18.97% | 3.3 |
|
| 1915 |
BPI
1915
BFC Planning, Inc.
Cedar Rapids,
Iowa
| USD 1203 M | – | – | 5.21% | – | 2,603 | – | 0 |
|
| 1916 |
1916
Stephens Group Asset Management
Little Rock,
Arkansas
| USD 1201 M | +USD 3.8 M | +0.3% | 0.15% | 51.4% | 34 | 0% | 4.1 |
|
| 1917 |
1917
AltraVue Capital
Bellevue,
Washington
| USD 1201 M | +USD 89 M | +8% | 14.8% | 221% | 28 | 7.14% | 3.8 |
|
| 1918 |
1918
Gladstone Capital Management
London,
United Kingdom
| USD 1200 M | +USD 11.8 M | +1% | 3.57% | 304% | 33 | 48.48% | 0.9 |
|
| 1919 |
1919
Vise Technologies
New York
| USD 1200 M | +USD 414 M | +53% | 2.26% | – | 846 | 34.04% | 0.9 |
|
| 1920 |
1920
Parsifal Capital Management
Greenwich,
Connecticut
| USD 1199 M | -USD 263 M | -18% | 5.06% | 154% | 17 | 17.65% | 1.1 |
|
| 1921 |
1921
Boussard & Gavaudan Investment Management
London,
United Kingdom
| USD 1199 M | +USD 99.2 M | +9% | 1.38% | 25.8% | 130 | 73.08% | 0.3 |
|
| 1922 |
1922
TCI Wealth Advisors
Tucson,
Arizona
| USD 1197 M | +USD 10.7 M | +0.9% | 1.21% | 68.2% | 246 | 8.94% | 7.2 |
|
| 1923 |
1923
Washington Trust Advisors
Wellesley,
Massachusetts
| USD 1196 M | +USD 35.4 M | +3% | 2.48% | 106% | 693 | 11.26% | 2.4 |
|
| 1924 |
IAIM
1924
International Assets Investment Management
Orlando,
Florida
| USD 1196 M | -USD 35.6 M | -3% | 4.49% | 101% | 2,066 | 71.59% | 1.7 |
|
| 1925 |
1925
Carrhae Capital
London,
United Kingdom
| USD 1195 M | +USD 320 M | +37% | 2.66% | 182% | 29 | 37.93% | 0.9 |
|