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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
Apriem Advisors
Irvine,
California
| USD 487 M | +USD 74.1 M | +18% | 20.1% | 74.3% | 125 | 12% | 3.9 |
|
| 2252 |
2252
Crescent Park Management
East Palo Alto,
California
| USD 485 M | +USD 74.6 M | +18% | 28.7% | 87% | 30 | 23.33% | 1 |
|
| 2253 |
2253
Crosslink Capital
Menlo Park,
California
| USD 485 M | +USD 138 M | +40% | 67.2% | 135% | 29 | 24.14% | 2 |
|
| 2254 |
JCI
2254
Jet Capital Investors
New York
| USD 485 M | +USD 271 M | +127% | 18.5% | 147% | 40 | 72.5% | 0.5 |
|
| 2255 |
2255
Cadence Bank
Tupelo,
Mississippi
| USD 485 M | +USD 87.5 M | +22% | 25.1% | 70.9% | 199 | 17.59% | 1.8 |
|
| 2256 |
2256
Sector Gamma AS
Oslo,
Norway
| USD 484 M | +USD 15.4 M | +3% | 16.5% | 35.3% | 34 | 14.71% | 2.2 |
|
| 2257 |
2257
Cahaba Wealth Management
Atlanta,
Georgia
| USD 484 M | +USD 92 M | +23% | 14% | 48.7% | 85 | 21.18% | 1.9 |
|
| 2258 |
2258
Adams Street Partners
Chicago,
Illinois
| USD 484 M | +USD 82.6 M | +21% | 44.1% | 399% | 20 | 70% | 1.8 |
|
| 2259 |
2259
Kelly Lawrence W & Associates
Pasadens,
California
| USD 483 M | +USD 72.4 M | +18% | 24.3% | 123% | 134 | 15.67% | 4.3 |
|
| 2260 |
2260
WMS Partners
Towson,
Maryland
| USD 483 M | +USD 122 M | +34% | 23% | 10.8% | 223 | 19.28% | 3.7 |
|
| 2261 |
2261
Institutional & Family Asset Management
Fort Collins,
Colorado
| USD 483 M | +USD 48.8 M | +11% | 15.3% | 19% | 946 | 20.4% | 1.9 |
|
| 2262 |
HI
2262
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| USD 482 M | +USD 105 M | +28% | 37% | 37.9% | 123 | 10.57% | 2.3 |
|
| 2263 |
2263
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
| USD 482 M | +USD 124 M | +35% | 17.5% | 72.3% | 190 | 25.79% | 1 |
|
| 2264 |
2264
Parthenon LLC
Louisville,
Kentucky
| USD 482 M | +USD 61.4 M | +15% | 16.5% | 93.3% | 108 | 7.41% | 5.3 |
|
| 2265 |
2265
Hazelview Securities
Toronto,
Ontario, Canada
| USD 481 M | +USD 93 M | +24% | 16.9% | – | 35 | 17.14% | 1.3 |
|
| 2266 |
2266
Snow Capital Management
Sewickley,
Pennsylvania
| USD 481 M | +USD 45.1 M | +10% | 24.7% | 58.5% | 158 | 17.09% | 2.3 |
|
| 2267 |
VCM
2267
Vivaldi Capital Management
Chicago,
Illinois
| USD 480 M | +USD 37 M | +8% | 12.3% | 69.2% | 300 | 43.33% | 1.1 |
|
| 2268 |
2268
SPC Financial Inc
Rockville,
Maryland
| USD 480 M | +USD 88 M | +22% | 21% | 65.1% | 144 | 15.97% | 3.2 |
|
| 2269 |
2269
Tekne Capital Management
New York
| USD 480 M | +USD 261 M | +120% | 59.5% | 516% | 11 | 27.27% | 0.9 |
|
| 2270 |
2270
Tygh Capital Management
Portland,
Oregon
| USD 480 M | +USD 33.4 M | +7% | 34.6% | 251% | 89 | 29.21% | 1.3 |
|
| 2271 |
2271
Deltec Asset Management
New York
| USD 478 M | +USD 116 M | +32% | 24.7% | 127% | 219 | 35.62% | 1.9 |
|
| 2272 |
2272
Mechanics Bank - Trust Department
Walnut Creek,
California
| USD 477 M | +USD 67.7 M | +17% | 17.1% | 76.8% | 158 | 7.59% | 4.4 |
|
| 2273 |
2273
Dividend Assets Capital
Ridgeland,
South Carolina
| USD 477 M | +USD 68.1 M | +17% | 22.1% | 67.4% | 199 | 19.6% | 3.4 |
|
| 2274 |
2274
Hartline Investment Corp
Winnetka,
Illinois
| USD 477 M | +USD 76.5 M | +19% | 28.9% | 201% | 123 | 23.58% | 3.7 |
|
| 2275 |
2275
Private Trust Company
Cleveland,
Ohio
| USD 477 M | +USD 90.5 M | +23% | 18.9% | 87.7% | 380 | 18.42% | 4.1 |
|