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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
Capital Investment Advisory Services
Raleigh,
North Carolina
| USD 1414 M | +USD 154 M | +12% | 2.16% | 75.7% | 1,214 | 14.99% | 3.5 |
|
| 1902 |
1902
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
| USD 1414 M | -USD 328 M | -19% | 2.9% | 83.9% | 380 | 10% | 2.9 |
|
| 1903 |
1903
Private Wealth Partners
Mill Valley,
California
| USD 1411 M | +USD 8.58 M | +0.6% | 5.8% | 132% | 184 | 15.22% | 4.4 |
|
| 1904 |
CPA
1904
Capital Performance Advisors
Walnut Creek,
California
| USD 1411 M | +USD 803 M | +132% | 2.63% | 71% | 492 | 38.62% | 0.8 |
|
| 1905 |
1905
Baring Fintech Manager Holding
Castel,
Guernsey
| USD 1410 M | -USD 64.1 M | -4% | 4.35% | – | 1 | 0% | 1 |
|
| 1906 |
1906
TwinBeech Capital
Purchase,
New York
| USD 1407 M | -USD 1121 M | -44% | 2.18% | 5.7% | 893 | 77.16% | 0.2 |
|
| 1907 |
1907
KMG Fiduciary Partners
Toledo,
Ohio
| USD 1407 M | -USD 83.5 M | -6% | 4.38% | 114% | 306 | 17.32% | 3.8 |
|
| 1908 |
1908
Atalan Capital Partners
New York
| USD 1405 M | -USD 27.1 M | -2% | 5.69% | 319% | 11 | 9.09% | 1.9 |
|
| 1909 |
1909
ProVise Management Group
Clearwater,
Florida
| USD 1405 M | +USD 48.2 M | +4% | 3.05% | 66.8% | 266 | 7.14% | 7.2 |
|
| 1910 |
1910
Sandhill Capital Partners
Buffalo,
New York
| USD 1404 M | -USD 28.8 M | -2% | 1.47% | 64.9% | 110 | 8.18% | 4.7 |
|
| 1911 |
1911
Hardy Reed
Tupelo,
Mississippi
| USD 1402 M | +USD 44.2 M | +3% | 2.53% | 69.7% | 250 | 8.4% | 2.5 |
|
| 1912 |
PGP
1912
Prescott General Partners
Boca Raton,
Florida
| USD 1401 M | -USD 31.4 M | -2% | 1.24% | 76.8% | 10 | 0% | 5.3 |
|
| 1913 |
1913
Lightspeed Management Company
Menlo Park,
California
| USD 1396 M | +USD 1074 M | +334% | 3.35% | – | 8 | 37.5% | 0.5 |
|
| 1914 |
1914
M Holdings Securities
Portland,
Oregon
| USD 1396 M | +USD 923 M | +195% | 3.22% | 83.9% | 304 | 74.01% | 0.3 |
|
| 1915 |
1915
Applied Finance Capital Management
San Juan,
Puerto Rico
| USD 1396 M | -USD 11.1 M | -0.8% | 3.14% | 90.4% | 313 | 38.66% | 1.5 |
|
| 1916 |
1916
Lee, Danner & Bass
Nashville,
Tennessee
| USD 1395 M | +USD 20.9 M | +2% | 4.43% | – | 236 | 2.12% | 7.5 |
|
| 1917 |
1917
Insigneo Advisory Services
Miami,
Florida
| USD 1394 M | -USD 30.2 M | -2% | 3.89% | 119% | 853 | 22.98% | 1.5 |
|
| 1918 |
1918
Tradition Wealth Management
Edina,
Minnesota
| USD 1393 M | +USD 41.1 M | +3% | 2.07% | 69.6% | 523 | 11.85% | 2.9 |
|
| 1919 |
1919
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| USD 1390 M | +USD 31.2 M | +2% | 4.09% | 121% | 2 | 0% | 3.9 |
|
| 1920 |
1920
Main Management
San Francisco,
California
| USD 1390 M | +USD 24.6 M | +2% | 1.55% | 64.1% | 110 | 10% | 5 |
|
| 1921 |
1921
Waterloo Capital
Austin,
Texas
| USD 1389 M | +USD 43.8 M | +3% | 2.36% | 79.8% | 501 | 18.16% | 1.8 |
|
| 1922 |
1922
P/E Global LLC
Boston,
Massachusetts
| USD 1388 M | +USD 888 M | +177% | 2.08% | 49% | 5 | 20% | 1.7 |
|
| 1923 |
1923
Quent Capital
New York
| USD 1386 M | +USD 192 M | +16% | 2.63% | 78.1% | 1,623 | 15.4% | 0.9 |
|
| 1924 |
1924
Mill Capital Management
Concord,
North Carolina
| USD 1386 M | +USD 36.3 M | +3% | 6.28% | 119% | 131 | 8.4% | 3.2 |
|
| 1925 |
1925
Knighthead Capital Management
New York
| USD 1385 M | -USD 1173 M | -46% | 29% | 74.1% | 8 | 37.5% | 1.5 |
|