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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
Adell Harriman & Carpenter
Houston,
Texas
| USD 395 M | +USD 11.9 M | +3% | 4.06% | 176% | 137 | 7.3% | 2.5 |
|
| 2077 |
2077
Serengeti Asset Management
New York
| USD 394 M | -USD 69.4 M | -15% | 7.69% | 14.9% | 40 | 55% | 1.2 |
|
| 2078 |
2078
Alaska Permanent Capital Management
Anchorage,
Alaska
| USD 394 M | +USD 7.2 M | +2% | 3.11% | 42.8% | 24 | 8.33% | 2 |
|
| 2079 |
FPCM
2079
Financial Partners Capital Management
New York
| USD 394 M | +USD 20.1 M | +5% | 5.11% | 34.2% | 109 | 16.51% | 2.2 |
|
| 2080 |
CA
2080
Cornerstone Advisors
Asheville,
North Carolina
| USD 394 M | -USD 10.2 M | -3% | 3.17% | 108% | 248 | 31.85% | 1.4 |
|
| 2081 |
2081
Oak Hill Capital Management
New York
| USD 393 M | -USD 94.2 M | -19% | 9.11% | 1.19% | 4 | 25% | 2.2 |
|
| 2082 |
2082
Arrow Financial
Glens Falls,
New York
| USD 393 M | +USD 9.8 M | +3% | 5.22% | 66.5% | 363 | 8.82% | 2.5 |
|
| 2083 |
2083
Great Point Partners
Greenwich,
Connecticut
| USD 392 M | +USD 42.8 M | +12% | 48.3% | 710% | 53 | 60.38% | 0.7 |
|
| 2084 |
GPCM
2084
Greenbrier Partners Capital Management
Dallas,
Texas
| USD 392 M | +USD 28 M | +8% | 6.59% | 96.1% | 18 | 5.56% | 2.5 |
|
| 2085 |
2085
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| USD 391 M | +USD 14.6 M | +4% | 2.63% | 26.3% | 149 | 6.04% | 2.7 |
|
| 2086 |
2086
Land & Buildings Investment Management
Stamford,
Connecticut
| USD 391 M | +USD 206 M | +112% | 6.12% | 53.9% | 26 | 65.38% | 0.5 |
|
| 2087 |
2087
FundX Investment Group
San Francisco,
California
| USD 391 M | -USD 9.11 M | -2% | 2.57% | 94.6% | 59 | 69.49% | 0.2 |
|
| 2088 |
2088
Penn Davis McFarland
Dallas,
Texas
| USD 390 M | +USD 14.2 M | +4% | 6.79% | 86.8% | 42 | 19.05% | 1.7 |
|
| 2089 |
2089
DT Investment Partners
Chadds Ford,
Pennsylvania
| USD 390 M | +USD 21.5 M | +6% | 2.3% | 58% | 75 | 13.33% | 1.8 |
|
| 2090 |
2090
USA Financial Formulas
Ada,
Michigan
| USD 390 M | +USD 25.3 M | +7% | 7.67% | 104% | 329 | 71.43% | 0.1 |
|
| 2091 |
2091
Perigon Wealth Management
San Francisco,
California
| USD 389 M | +USD 13.1 M | +3% | 4.22% | 93.8% | 655 | 38.17% | 0.6 |
|
| 2092 |
2092
Oakwood Capital Management
Los Angeles,
California
| USD 389 M | +USD 6.4 M | +2% | 1.69% | 72.7% | 77 | 11.69% | 2.2 |
|
| 2093 |
IFLIT
2093
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| USD 389 M | +USD 15.9 M | +4% | 7.34% | 45.7% | 19 | 10.53% | 1.8 |
|
| 2094 |
2094
Cabot Wealth Management
Salem,
Massachusetts
| USD 389 M | +USD 9.19 M | +2% | 5.01% | 69.3% | 157 | 11.46% | 2 |
|
| 2095 |
2095
Muzinich & Co
New York
| USD 389 M | +USD 170 M | +78% | 5.92% | 9.67% | 54 | 7.41% | 1.2 |
|
| 2096 |
2096
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| USD 388 M | +USD 90.5 M | +30% | 7.54% | 70.9% | 186 | 32.26% | 1.2 |
|
| 2097 |
2097
First Nebraska Trust
Lincoln,
Nebraska
| USD 388 M | +USD 4.43 M | +1% | 1.58% | 67.9% | 113 | 5.31% | 2.5 |
|
| 2098 |
VCP
2098
Vernier Capital Partners
New York
| USD 388 M | +USD 32.2 M | +9% | 3.29% | 75.7% | 25 | 64% | 0.3 |
|
| 2099 |
2099
Daiwa SB Investments
Tokyo,
Japan
| USD 387 M | +USD 41.7 M | +12% | 3.7% | 60.5% | 226 | 34.96% | 0.9 |
|
| 2100 |
LLC
2100
Latimer Light Capital
New York
| USD 387 M | +USD 28 M | +8% | 14.7% | 134% | 28 | 46.43% | 0.4 |
|