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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1926 |
1926
AlphaStar Capital Management
Cornelius,
North Carolina
| USD 1573 M | +USD 216 M | +16% | 12.9% | 69.5% | 294 | 24.49% | 2.1 |
|
| 1927 |
1927
Beaumont Financial Advisors
Needham,
Massachusetts
| USD 1571 M | +USD 116 M | +8% | 14.7% | 80.6% | 403 | 13.4% | 4.7 |
|
| 1928 |
1928
IQ EQ Fund Management
Dublin 2,
Ireland
| USD 1568 M | +USD 251 M | +19% | 27.8% | 109% | 313 | 15.02% | 3.5 |
|
| 1929 |
1929
Avity Investment Management
Greenwich,
Connecticut
| USD 1568 M | +USD 194 M | +14% | 23.5% | 119% | 124 | 12.9% | 5.6 |
|
| 1930 |
1930
Stonebridge Capital Advisors
St Paul,
Minnesota
| USD 1564 M | +USD 135 M | +9% | 16.3% | 80.1% | 226 | 11.5% | 7.1 |
|
| 1931 |
1931
Everhart Financial Group
Dublin,
Ohio
| USD 1563 M | +USD 389 M | +33% | 21% | 123% | 517 | 17.21% | 2.2 |
|
| 1932 |
1932
Dorsey Asset Management
Chicago,
Illinois
| USD 1561 M | +USD 306 M | +24% | 17.1% | 122% | 11 | 0% | 1.6 |
|
| 1933 |
1933
YHB Investment Advisors
West Hartford,
Connecticut
| USD 1561 M | +USD 166 M | +12% | 16.1% | 96.2% | 326 | 12.27% | 5.8 |
|
| 1934 |
1934
Main Street Financial Solutions
Newtown,
Pennsylvania
| USD 1559 M | +USD 187 M | +14% | 10.6% | 75.4% | 676 | 21.75% | 2.7 |
|
| 1935 |
1935
P/E Global LLC
Boston,
Massachusetts
| USD 1559 M | +USD 290 M | +23% | 13.7% | 40.8% | 8 | 12.5% | 1.4 |
|
| 1936 |
1936
Heitman Real Estate Securities
Chicago,
Illinois
| USD 1558 M | +USD 167 M | +12% | 12.8% | 48.3% | 63 | 19.05% | 4.1 |
|
| 1937 |
1937
HoldCo Asset Management
Fort Lauderdale,
Florida
| USD 1558 M | +USD 214 M | +16% | 15.7% | – | 30 | 6.67% | 2.6 |
|
| 1938 |
1938
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| USD 1558 M | +USD 141 M | +10% | 19.1% | 162% | 280 | 9.29% | 5.3 |
|
| 1939 |
1939
Hardy Reed
Tupelo,
Mississippi
| USD 1558 M | +USD 187 M | +14% | 13.7% | 69.7% | 271 | 17.34% | 2.7 |
|
| 1940 |
1940
Fullerton Fund Management
Singapore
| USD 1556 M | +USD 308 M | +25% | 34.6% | 412% | 164 | 51.22% | 0.9 |
|
| 1941 |
1941
Shay Capital
New York
| USD 1556 M | +USD 358 M | +30% | 23.6% | 167% | 683 | 60.47% | 0.6 |
|
| 1942 |
1942
Clear Creek Financial Management
Silverdale,
Washington
| USD 1555 M | +USD 250 M | +19% | 20.3% | 81% | 690 | 18.7% | 2.1 |
|
| 1943 |
1943
Crédit Industriel et Commercial
Paris France,
France
| USD 1554 M | +USD 271 M | +21% | 12.3% | – | 414 | 34.3% | 0.7 |
|
| 1944 |
PAMJ
1944
Parvus Asset Management Jersey
St. Helier,
Jersey
| USD 1552 M | +USD 368 M | +31% | 0.22% | – | 1 | 0% | 1 |
|
| 1945 |
CPA
1945
Capital Performance Advisors
Walnut Creek,
California
| USD 1551 M | +USD 55 M | +4% | 12.5% | 71% | 497 | 42.86% | 1.4 |
|
| 1946 |
1946
Dark Forest Capital Management
San Juan,
Puerto Rico
| USD 1550 M | +USD 423 M | +38% | 13.4% | 63% | 1,090 | 58.44% | 0.5 |
|
| 1947 |
1947
Vicus Capital
State College,
Pennsylvania
| USD 1549 M | +USD 189 M | +14% | 12.7% | 59.6% | 278 | 13.67% | 4 |
|
| 1948 |
1948
Cozad Asset Management
Champaign,
Illinois
| USD 1548 M | +USD 275 M | +22% | 30.1% | 132% | 462 | 10.82% | 4.1 |
|
| 1949 |
1949
Bouchey Financial Group
Troy,
New York
| USD 1548 M | +USD 185 M | +14% | 21.7% | 66.7% | 203 | 20.69% | 3.5 |
|
| 1950 |
1950
First Heartland Consultants
Lake St. Louis,
Missouri
| USD 1545 M | +USD 240 M | +18% | 12.8% | 59.2% | 609 | 17.41% | 3.3 |
|