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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
Sentinus LLC
Oak Brook,
Illinois
| USD 1252 M | +USD 146 M | +13% | 13% | – | 707 | 22.91% | 1 |
|
| 2202 |
PCM
2202
Prime Capital Management
Hong Kong
| USD 1252 M | +USD 361 M | +41% | 72.5% | 579% | 7 | 0% | 1 |
|
| 2203 |
2203
Private Trust Company
Cleveland,
Ohio
| USD 1251 M | +USD 131 M | +12% | 16.8% | 79.6% | 2,833 | 12.39% | 3.3 |
|
| 2204 |
2204
Hartford Funds Management
Wayne,
Pennsylvania
| USD 1250 M | +USD 98.5 M | +9% | 6.25% | 26.8% | 103 | 11.65% | 2.3 |
|
| 2205 |
2205
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| USD 1249 M | +USD 48.9 M | +4% | 4.3% | 121% | 2 | 0% | 4.4 |
|
| 2206 |
2206
AWM Capital
Phoenix,
Arizona
| USD 1249 M | +USD 144 M | +13% | 10.5% | 51.1% | 131 | 20.61% | 2.6 |
|
| 2207 |
SAM
2207
SP Asset Management
Cupertino,
California
| USD 1247 M | +USD 114 M | +10% | 17.6% | 92.4% | 140 | 17.14% | 4.5 |
|
| 2208 |
2208
JTC Employer Solutions Trustee
St Helier,
Jersey
| USD 1247 M | +USD 50.3 M | +4% | 8.62% | 88.7% | 318 | 4.72% | 3.7 |
|
| 2209 |
2209
Ledyard National Bank
| USD 1247 M | +USD 93.4 M | +8% | 11.5% | 69.8% | 264 | 14.02% | 6.6 |
|
| 2210 |
2210
SYM Financial Corp
Winona Lake,
Indiana
| USD 1244 M | +USD 243 M | +24% | 11.6% | 56% | 569 | 33.92% | 1.7 |
|
| 2211 |
2211
LRI Investments
Palm Beach Gardens,
Florida
| USD 1244 M | +USD 115 M | +10% | 11.9% | – | 2,018 | 33.1% | 1.2 |
|
| 2212 |
EC
2212
E20 Capital
Hong Kong,
| USD 1240 M | +USD 174 M | +16% | 93.9% | – | 40 | 90% | 0.1 |
|
| 2213 |
2213
Diameter Capital Partners
New York
| USD 1240 M | +USD 172 M | +16% | 0.42% | 378% | 45 | 57.78% | 0.4 |
|
| 2214 |
2214
Certified Advisory Corp
Altamonte Springs,
Florida
| USD 1240 M | +USD 125 M | +11% | 12.4% | 58.2% | 340 | 10.29% | 4.1 |
|
| 2215 |
2215
United Services Automobile Association
San Antonio,
Texas
| USD 1240 M | +USD 389 M | +46% | 1.24% | 31.8% | 15 | 6.67% | 9.2 |
|
| 2216 |
2216
Linden Thomas Advisory Services
Charlotte,
North Carolina
| USD 1239 M | +USD 202 M | +19% | 28.9% | 136% | 552 | 5.8% | 2.4 |
|
| 2217 |
FNT
2217
First Nebraska Trust
Lincoln,
Nebraska
| USD 1238 M | +USD 156 M | +14% | 18.8% | 67.9% | 236 | 9.75% | 6.2 |
|
| 2218 |
2218
a16z Perennial Management
Menlo Park,
California
| USD 1237 M | +USD 32.7 M | +3% | 4.97% | – | 173 | 75.72% | 0.8 |
|
| 2219 |
2219
Rossmore Private Capital
Glastonbury,
Connecticut
| USD 1237 M | +USD 97.2 M | +9% | 11.6% | 75.4% | 365 | 8.49% | 3.9 |
|
| 2220 |
2220
Caldwell Trust
Venice,
Florida
| USD 1237 M | +USD 117 M | +10% | 15.4% | 87% | 851 | 12.57% | 4.4 |
|
| 2221 |
2221
Continuum Advisory
Eagle,
Idaho
| USD 1236 M | +USD 194 M | +19% | 17.1% | 77% | 1,992 | 77.56% | 0.9 |
|
| 2222 |
2222
Spirepoint Private Client
Vero Beach,
Florida
| USD 1235 M | +USD 183 M | +17% | 18.1% | – | 347 | 11.53% | 1.4 |
|
| 2223 |
2223
Silicon Valley Capital Partners
San Jose,
California
| USD 1234 M | +USD 214 M | +21% | 27.8% | 103% | 493 | 15.42% | 1.8 |
|
| 2224 |
2224
Kintegral Advisory
New York
| USD 1233 M | +USD 178 M | +17% | 27.3% | 143% | 234 | 0.43% | 5.7 |
|
| 2225 |
2225
Rockbridge Investment Management
Syracuse,
New York
| USD 1231 M | +USD 119 M | +11% | 8.32% | 38.6% | 148 | 8.78% | 4 |
|