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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 |
EC
2051
EMS Capital
New York
| USD 944 M | -USD 191 M | -17% | 4.25% | 228% | 22 | 31.82% | 1.9 |
|
| 2052 |
2052
NewSquare Capital
Newtown Square,
Pennsylvania
| USD 944 M | +USD 88.6 M | +10% | 6.7% | 76.5% | 409 | 14.91% | 2.9 |
|
| 2053 |
2053
Merewether Investment Management
Dallas,
Texas
| USD 943 M | +USD 232 M | +33% | 5.68% | 262% | 47 | 44.68% | 0.4 |
|
| 2054 |
2054
Capital Asset Advisory Services
Williamston,
Michigan
| USD 942 M | +USD 44.4 M | +5% | 7.17% | 56.8% | 738 | 23.31% | 1.7 |
|
| 2055 |
2055
Monarch Alternative Capital
New York
| USD 942 M | +USD 498 M | +112% | 7.64% | 497% | 14 | 21.43% | 0.4 |
|
| 2056 |
2056
Sage Financial Group
W. Conshohocken,
Pennsylvania
| USD 939 M | +USD 126 M | +16% | 7.31% | 67% | 77 | 9.09% | 4 |
|
| 2057 |
2057
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| USD 939 M | +USD 44.6 M | +5% | 9.42% | 140% | 32 | 9.38% | 3.7 |
|
| 2058 |
2058
Glynn Capital Management
Menlo Park,
California
| USD 939 M | -USD 201 M | -18% | 9.84% | 252% | 52 | 15.38% | 4.5 |
|
| 2059 |
CC
2059
Cornerstone Capital
Palo Alto,
California
| USD 938 M | +USD 70.7 M | +8% | 8.49% | 91.2% | 94 | 8.51% | 4.5 |
|
| 2060 |
2060
SNS Financial Group
Minneapolis,
Minnesota
| USD 937 M | +USD 103 M | +12% | 6.32% | 54.2% | 261 | 18.77% | 3 |
|
| 2061 |
2061
Meridian Wealth Management
Lexington,
Kentucky
| USD 936 M | +USD 126 M | +16% | 11.5% | 129% | 426 | 14.32% | 1.8 |
|
| 2062 |
2062
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| USD 936 M | +USD 223 M | +31% | 0.51% | 602% | 31 | 48.39% | 1.2 |
|
| 2063 |
2063
Jay A. Fishman Ltd
Troy,
Michigan
| USD 936 M | +USD 129 M | +16% | 13.9% | 119% | 99 | 9.09% | 4.8 |
|
| 2064 |
2064
PSquared Asset Management
Zurich,
Switzerland
| USD 935 M | +USD 73.2 M | +8% | 8.57% | 178% | 10 | 30% | 0.4 |
|
| 2065 |
2065
Condor Capital Management
Martinsville,
New Jersey
| USD 934 M | -USD 5.4 M | -0.6% | 7.61% | 58.2% | 439 | 30.52% | 2.2 |
|
| 2066 |
2066
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| USD 933 M | +USD 46 M | +5% | 7.47% | 58.6% | 93 | 15.05% | 2.9 |
|
| 2067 |
ICM
2067
Indaba Capital Management
San Francisco,
California
| USD 933 M | -USD 11.4 M | -1% | 3.33% | 66.7% | 64 | 32.81% | 0.6 |
|
| 2068 |
2068
Baker Tilly Wealth Management
Madison,
Wisconsin
| USD 932 M | +USD 175 M | +23% | 9.03% | 96.9% | 551 | 13.61% | 0.8 |
|
| 2069 |
2069
Murphy Capital Management
Bedminster,
New Jersey
| USD 931 M | +USD 75.9 M | +9% | 10.3% | 41.6% | 236 | 7.63% | 5.7 |
|
| 2070 |
2070
First Quadrant
Glendale,
California
| USD 930 M | +USD 72.8 M | +8% | 11.3% | 90.6% | 562 | 19.22% | 3.7 |
|
| 2071 |
2071
Endurance Wealth Management
Providence,
Rhode Island
| USD 930 M | +USD 30.5 M | +3% | 12.5% | 59% | 659 | 5.16% | 4.5 |
|
| 2072 |
2072
American Assets Investment Management
San Diego,
California
| USD 928 M | +USD 122 M | +15% | 6.78% | 520% | 182 | 14.84% | 3.6 |
|
| 2073 |
2073
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
| USD 928 M | +USD 51.2 M | +6% | 9.3% | 47.5% | 346 | 10.69% | 2.3 |
|
| 2074 |
2074
Technology Crossover Management X
Menlo Park,
California
| USD 928 M | +USD 595 M | +179% | 15.6% | 73.1% | 7 | 42.86% | 0.5 |
|
| 2075 |
2075
L & S Advisors
Los Angeles,
California
| USD 927 M | +USD 1.35 M | +0.1% | 12.9% | 231% | 380 | 34.21% | 1.9 |
|