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