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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
Woodstock Corp
Boston,
Massachusetts
| USD 784 M | +USD 31.7 M | +4% | 8.42% | 115% | 173 | 5.2% | 6.7 |
|
| 2052 |
2052
Wintrust Investments
Chicago,
Illinois
| USD 784 M | +USD 18.3 M | +2% | 4.22% | 27.5% | 417 | 31.65% | 1.8 |
|
| 2053 |
2053
No Street GP LP
San Francisco,
California
| USD 783 M | +USD 24.3 M | +3% | 11.3% | 246% | 30 | 26.67% | 1.1 |
|
| 2054 |
2054
Verity & Verity
Beaufort,
South Carolina
| USD 783 M | +USD 17 M | +2% | 0.14% | 90.4% | 129 | 17.05% | 4.6 |
|
| 2055 |
2055
Jay A. Fishman Ltd
Troy,
Michigan
| USD 783 M | +USD 72.2 M | +10% | 12.9% | 119% | 96 | 3.13% | 5.7 |
|
| 2056 |
2056
Good Life Advisors
Reading,
Pennsylvania
| USD 783 M | +USD 59.1 M | +8% | 6.79% | 60% | 414 | 17.15% | 2.9 |
|
| 2057 |
2057
United Bank (Virginia)
Vienna,
Virginia
| USD 783 M | +USD 69.2 M | +10% | 2.54% | 76.1% | 168 | 9.52% | 3.9 |
|
| 2058 |
2058
Redwood Investments
Boston,
Massachusetts
| USD 783 M | +USD 35.9 M | +5% | 12.2% | 74.1% | 129 | 20.16% | 2.4 |
|
| 2059 |
2059
Marks Group Wealth Management
Minnetonka,
Minnesota
| USD 783 M | +USD 50.2 M | +7% | 7.02% | 62.8% | 298 | 15.1% | 2.1 |
|
| 2060 |
2060
Sarissa Capital Management
Greenwich,
Connecticut
| USD 782 M | -USD 58.3 M | -7% | 3.13% | 80% | 11 | 0% | 3.6 |
|
| 2061 |
2061
Intrust Bank
Wichita,
Kansas
| USD 781 M | +USD 59.9 M | +8% | 7.35% | 102% | 402 | 9.45% | 4.9 |
|
| 2062 |
2062
WCG Wealth Advisors
Las Vegas,
Nevada
| USD 780 M | +USD 51.5 M | +7% | 5.95% | 69.6% | 169 | 18.34% | 0.6 |
|
| 2063 |
2063
North Peak Capital Management
New York
| USD 780 M | +USD 102 M | +15% | 18.1% | 301% | 5 | 20% | 1.5 |
|
| 2064 |
2064
P2 Capital Partners
New York
| USD 780 M | +USD 23.7 M | +3% | 7.5% | 7.96% | 16 | 12.5% | 2.6 |
|
| 2065 |
2065
Dubuque Bank & Trust
Dubuque,
Iowa
| USD 780 M | +USD 15.2 M | +2% | 3.22% | 24% | 235 | 10.64% | 4.7 |
|
| 2066 |
2066
Fusion Family Wealth
Woodbury,
New York
| USD 778 M | +USD 47.6 M | +7% | 5.89% | 62.2% | 39 | 5.13% | 3.8 |
|
| 2067 |
2067
Voss Capital
Houston,
Texas
| USD 778 M | +USD 264 M | +51% | 9.96% | 78.4% | 56 | 42.86% | 1.1 |
|
| 2068 |
2068
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| USD 777 M | +USD 63.3 M | +9% | 5.96% | 34% | 249 | 69.48% | 1.8 |
|
| 2069 |
2069
Discerene Group
Stamford,
Connecticut
| USD 775 M | -USD 34.3 M | -4% | 4.32% | 48.6% | 15 | 13.33% | 1.9 |
|
| 2070 |
KCM
2070
Kynam Capital Management
Princeton,
New Jersey
| USD 775 M | +USD 123 M | +19% | 7.48% | 320% | 39 | 30.77% | 0.8 |
|
| 2071 |
2071
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| USD 774 M | +USD 16.6 M | +2% | 15.7% | 22.7% | 27 | 7.41% | 5.9 |
|
| 2072 |
2072
Kintegral Advisory
New York
| USD 774 M | +USD 17.8 M | +2% | 12.2% | 143% | 266 | 7.14% | 3 |
|
| 2073 |
2073
Callahan Advisors
Houston,
Texas
| USD 774 M | +USD 43.4 M | +6% | 7.27% | 87.7% | 142 | 9.15% | 5.8 |
|
| 2074 |
2074
Jag Capital Management
St Louis,
Missouri
| USD 774 M | +USD 84 M | +12% | 15% | 230% | 196 | 22.45% | 3.1 |
|
| 2075 |
2075
Marble Harbor Investment Counsel
Boston,
Massachusetts
| USD 772 M | +USD 30 M | +4% | 4.59% | 66.7% | 193 | 6.74% | 5.8 |
|