¡Ya estamos en ! Descubre más

Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
Cadian Capital Management
1926
Cadian Capital Management
New York
USD 1384 M -USD 298 M -18% 6.22% 19.5% 34 47.06% 0.9
Schaper Benz & Wise Investment Counsel
1927
Schaper Benz & Wise Investment Counsel
Wisconsin
USD 1384 M +USD 39.3 M +3% 3.43% 94.2% 159 7.55% 6.8
Triodos Investment Management
1928
Triodos Investment Management
Netherlands
USD 1383 M +USD 747 k +0.1% 2.22% 89.9% 53 9.43% 3.6
AEW Capital Management
1929
AEW Capital Management
Massachusetts
USD 1382 M -USD 414 M -23% 1.77% 37.1% 45 22.22% 4.8
Lyell Wealth Management
1930
Lyell Wealth Management
California
USD 1381 M +USD 34.7 M +3% 2.44% 144% 220 7.27% 4.4
Moss Adams Wealth Advisors
1931
Moss Adams Wealth Advisors
Washington
USD 1379 M +USD 96.8 M +8% 1.71% 79.6% 278 14.39% 1.6
Blue Chip Partners
1932
Blue Chip Partners
Michigan
USD 1379 M +USD 41.7 M +3% 2.84% 81.2% 177 11.86% 5.2
Leo Wealth LLC
1933
Leo Wealth LLC
Texas
USD 1379 M +USD 607 M +79% 2.65% – 433 37.18% 1
Fidelis Capital Partners
1934
Fidelis Capital Partners
Florida
USD 1376 M +USD 96 M +8% 5.13% 115% 523 12.43% 1.8
Narwhal Capital Management
1935
Narwhal Capital Management
Georgia
USD 1376 M +USD 26.2 M +2% 4.04% 93.8% 171 8.77% 5.9
Corda Investment Management
1936
Corda Investment Management
Texas
USD 1375 M -USD 46.8 M -3% 4.21% 85% 84 7.14% 5.2
Delta Global Management
1937
Delta Global Management
New York
USD 1374 M +USD 9.8 M +0.7% 8.85% – 228 52.63% 0.4
Johns Hopkins University
1938
Johns Hopkins University
Maryland
USD 1373 M -USD 421 M -23% 1.15% 30.6% 18 33.33% 1.4
Nicholas Investment Partners
1939
Nicholas Investment Partners
California
USD 1373 M +USD 65 M +5% 13.3% 397% 245 31.02% 1.5
Galileo PTC
1940
Galileo PTC
British Virgin Islands
USD 1373 M +USD 263 M +24% 24% 82.7% 4 0% 2.3
Stone Ridge Holdings Group
1941
Stone Ridge Holdings Group
New York
USD 1372 M +USD 1232 M +879% 3.12% – 14 7.14% 0.7
OCM
1942
Opti Capital Management
New York
USD 1372 M -USD 229 M -14% 0% 0.01% 43 0% 0.5
BloombergSen
1943
BloombergSen
Ontario, Canada
USD 1371 M -USD 243 M -15% 0.13% 46.9% 35 25.71% 3.5
CFS Investment Advisory Services
1944
CFS Investment Advisory Services
New Jersey
USD 1370 M +USD 22.3 M +2% 2.12% 59.7% 353 9.92% 1.8
Litman Gregory Wealth Management
1945
Litman Gregory Wealth Management
California
USD 1368 M +USD 21.8 M +2% 2.09% 55.5% 357 59.1% 0.9
Campbell Newman Asset Management
1946
Campbell Newman Asset Management
Wisconsin
USD 1366 M -USD 1.51 M -0.1% 3.11% 116% 115 13.04% 6
Lansdowne Partners (UK)
1947
Lansdowne Partners (UK)
United Kingdom
USD 1364 M +USD 178 M +15% 6.91% 293% 24 12.5% 2.1
First Long Island Investors
1948
First Long Island Investors
New York
USD 1363 M +USD 18.4 M +1% 2.21% 85.5% 76 11.84% 5.2
SPC
1949
Stony Point Capital
New York
USD 1363 M -USD 64.6 M -5% 0.08% 208% 36 13.89% 1.6
AlphaStar Capital Management
1950
AlphaStar Capital Management
North Carolina
USD 1363 M +USD 203 M +17% 1.54% 69.5% 263 31.56% 2.1