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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
2051
Shaolin Capital Management
Miami,
Florida
| USD 544 M | – | – | 1.38% | 86.1% | 115 | – | 0 |
|
| 2052 |
2052
Tang Capital Management
San Diego,
California
| USD 543 M | +USD 107 M | +25% | 32.1% | 493% | 9 | 11.11% | 1.5 |
|
| 2053 |
2053
Thomasville National Bank
Thomasville,
Georgia
| USD 542 M | +USD 54.8 M | +11% | 10.1% | – | 191 | 7.33% | 2.7 |
|
| 2054 |
2054
Horan Capital Management
Hunt Valley,
Maryland
| USD 542 M | +USD 62.5 M | +13% | 10.2% | 69.2% | 71 | 26.76% | 2.3 |
|
| 2055 |
2055
CKW Financial Group
Honolulu,
Hawaii
| USD 541 M | +USD 84.6 M | +19% | 11.9% | 70.3% | 191 | 5.76% | 3.6 |
|
| 2056 |
2056
Ameritas Investment Company
Lincoln,
Nebraska
| USD 541 M | +USD 77.5 M | +17% | 12.4% | 55.2% | 2,166 | 79.46% | 0.1 |
|
| 2057 |
2057
Glynn Capital Management
Menlo Park,
California
| USD 541 M | +USD 73.1 M | +16% | 28.9% | 252% | 44 | 4.55% | 4 |
|
| 2058 |
CCMD
2058
Cypress Capital Management (Delaware)
Greenville,
Delaware
| USD 541 M | +USD 56 M | +12% | 12.2% | 25.6% | 163 | 16.56% | 2.3 |
|
| 2059 |
2059
Credential Qtrade Securities
Vancouver,
| USD 540 M | +USD 84.8 M | +19% | 13.3% | 27.7% | 283 | 8.83% | 0.5 |
|
| 2060 |
2060
First Fiduciary Investment Counsel
Cleveland,
Ohio
| USD 540 M | +USD 51.2 M | +10% | 11.4% | 60% | 49 | 10.2% | 3.1 |
|
| 2061 |
2061
Knighthead Capital Management
New York
| USD 539 M | +USD 241 M | +81% | 7.75% | 74.1% | 13 | 15.38% | 1.4 |
|
| 2062 |
2062
Tokio Marine Asset Management
Tokyo,
Japan
| USD 539 M | +USD 44.2 M | +9% | 17.1% | 142% | 239 | 22.18% | 3.3 |
|
| 2063 |
2063
Northstar Investment Advisors
Denver,
Colorado
| USD 539 M | +USD 79.7 M | +17% | 14.9% | 85.8% | 123 | 9.76% | 3.4 |
|
| 2064 |
2064
Baskin Financial Services
Toronto,
Ontario, Canada
| USD 539 M | +USD 72.6 M | +16% | 14.3% | 69.1% | 42 | 4.76% | 3.7 |
|
| 2065 |
MIM
2065
Marco Investment Management
Atlanta,
Georgia
| USD 539 M | +USD 34.3 M | +7% | 11.4% | 127% | 182 | 9.34% | 4.2 |
|
| 2066 |
2066
Transform Wealth
Greenwood Village,
Colorado
| USD 538 M | +USD 52.3 M | +11% | 13.4% | 48.4% | 192 | 19.27% | 1.4 |
|
| 2067 |
2067
Stonebridge Capital Advisors
St Paul,
Minnesota
| USD 538 M | +USD 109 M | +26% | 11.6% | 80.1% | 201 | 24.38% | 3.1 |
|
| 2068 |
2068
Callahan Advisors
Houston,
Texas
| USD 537 M | +USD 68.8 M | +15% | 13.5% | 87.7% | 139 | 10.07% | 3.6 |
|
| 2069 |
2069
Fiduciary Group
Savannah,
Georgia
| USD 537 M | +USD 53.5 M | +11% | 10.7% | 67.1% | 186 | 8.6% | 3.1 |
|
| 2070 |
2070
Girard Partners
King Of Prussia,
Pennsylvania
| USD 536 M | +USD 60.4 M | +13% | 12.8% | 25.7% | 250 | 10.4% | 2.9 |
|
| 2071 |
2071
Nachman Norwood & Parrott
Greenville,
South Carolina
| USD 536 M | +USD 56.2 M | +12% | 11.8% | – | 232 | 7.33% | 0.2 |
|
| 2072 |
2072
Jay A. Fishman Ltd
Troy,
Michigan
| USD 536 M | +USD 73.9 M | +16% | 16% | 119% | 89 | 10.11% | 4.1 |
|
| 2073 |
2073
Cabana LLC
Fayetteville,
Arkansas
| USD 535 M | +USD 59 M | +12% | 10.7% | 58.3% | 69 | 69.57% | 0.5 |
|
| 2074 |
2074
Ninepoint Partners
Toronto,
Ontario, Canada
| USD 535 M | +USD 169 M | +46% | 14.9% | 82.6% | 107 | 56.07% | 0.5 |
|
| 2075 |
2075
Modera Wealth Management
Westwood,
New Jersey
| USD 534 M | +USD 26.4 M | +5% | 8.76% | 75.5% | 149 | 12.75% | 3.1 |
|