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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
University of Notre Dame du Lac
South Bend,
Indiana
| USD 400 M | +USD 150 M | +60% | 10.8% | – | 86 | 68.6% | 0.4 |
|
| 2202 |
2202
Hengistbury Investment Partners
London,
United Kingdom
| USD 399 M | -USD 32 M | -7% | 10.7% | 108% | 6 | 50% | 0.9 |
|
| 2203 |
2203
Modera Wealth Management
Westwood,
New Jersey
| USD 399 M | +USD 103 M | +35% | 4.31% | 68.2% | 122 | 18.03% | 2 |
|
| 2204 |
2204
Berkshire Partners
Boston,
Massachusetts
| USD 399 M | -USD 52.2 M | -12% | 11.6% | 79% | 1 | 0% | 3.8 |
|
| 2205 |
2205
Waldron Private Wealth
Bridgeville,
Pennsylvania
| USD 398 M | +USD 107 M | +37% | 5.45% | 68.7% | 235 | 40.85% | 1.3 |
|
| 2206 |
2206
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| USD 398 M | +USD 17.4 M | +5% | 4.75% | 50.4% | 79 | 87.34% | 2.4 |
|
| 2207 |
MRCM
2207
M&R Capital Management
Summit,
New Jersey
| USD 398 M | +USD 27.8 M | +8% | 6.15% | 52.6% | 605 | 9.42% | 1.4 |
|
| 2208 |
AIS
2208
AlphaOne Investment Services
West Chester,
Pennsylvania
| USD 398 M | +USD 37.1 M | +10% | 5.43% | 77.1% | 118 | 27.12% | 1.7 |
|
| 2209 |
2209
AGF Investments LLC
Toronto,
Ontario, Canada
| USD 397 M | +USD 19.1 M | +5% | 5.47% | 28.5% | 828 | 24.15% | 0.2 |
|
| 2210 |
2210
Oak Hill Capital Management
New York
| USD 397 M | -USD 8.33 M | -2% | 26% | 1.19% | 4 | 25% | 0.8 |
|
| 2211 |
2211
Glendon Capital Management
Santa Monica,
California
| USD 396 M | +USD 55.4 M | +16% | 1.39% | 142% | 26 | 3.85% | 1.6 |
|
| 2212 |
CCM
2212
Cohen Capital Management
Corte Madera,
California
| USD 396 M | +USD 28.8 M | +8% | 4.62% | 91.5% | 280 | 55.36% | 1.4 |
|
| 2213 |
2213
EcoR1 Capital
San Francisco,
California
| USD 396 M | +USD 81.5 M | +26% | 45.7% | 310% | 45 | 57.78% | 0.5 |
|
| 2214 |
2214
IFM Investors
Melbourne,
Australia
| USD 396 M | +USD 183 M | +86% | 6.39% | 147% | 444 | 34.68% | 0.2 |
|
| 2215 |
2215
Zevin Asset Management
Boston,
Massachusetts
| USD 395 M | +USD 11.9 M | +3% | 6.52% | 71.7% | 126 | 12.7% | 2.4 |
|
| 2216 |
SAM
2216
Senzar Asset Management
New York
| USD 395 M | +USD 17.6 M | +5% | 17.4% | 0.75% | 40 | 55% | 0.9 |
|
| 2217 |
2217
Tompkins Financial
Ithaca,
New York
| USD 394 M | +USD 12.4 M | +3% | 3.73% | 84.4% | 390 | 8.97% | 2.7 |
|
| 2218 |
2218
Engaged Capital
Newport Beach,
California
| USD 394 M | +USD 87.4 M | +29% | 2.5% | 26.2% | 18 | 33.33% | 1.2 |
|
| 2219 |
PCM
2219
Perritt Capital Management
Chicago,
Illinois
| USD 394 M | -USD 18.9 M | -5% | 0.16% | 80.9% | 239 | 14.64% | 2.5 |
|
| 2220 |
2220
Jaffetilchin Investment Partners
Tampa,
Florida
| USD 393 M | +USD 57.9 M | +17% | 6.12% | 88.1% | 290 | 29.66% | 0.8 |
|
| 2221 |
CCMD
2221
Cypress Capital Management (Delaware)
Greenville,
Delaware
| USD 393 M | +USD 13.8 M | +4% | 5.31% | 25.6% | 120 | 15% | 1.4 |
|
| 2222 |
2222
Accident Compensation Corp
Wellington,
New Zealand
| USD 393 M | +USD 12.2 M | +3% | 4.85% | 24.6% | 123 | 8.94% | 1 |
|
| 2223 |
HLC
2223
Hunt Lane Capital
New York
| USD 393 M | +USD 121 M | +44% | 13.8% | 3.59% | 17 | 64.71% | 0.3 |
|
| 2224 |
2224
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| USD 393 M | +USD 27.5 M | +8% | 7.03% | 80.6% | 78 | 15.38% | 2.4 |
|
| 2225 |
2225
Halbert Hargrove Global Advisors
Long Beach,
California
| USD 393 M | +USD 32.4 M | +9% | 5.27% | 68.2% | 85 | 21.18% | 2.5 |
|