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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
SCM
2301
Somerset Capital Management
London,
United Kingdom
| USD 498 M | +USD 65.2 M | +15% | 9.46% | 7.5% | 19 | 15.79% | 3.2 |
|
| 2302 |
2302
Bristlecone Advisors
Bellevue,
Washington
| USD 498 M | +USD 87.5 M | +21% | 8.95% | 103% | 199 | 32.66% | 1.8 |
|
| 2303 |
2303
Campbell Wealth Management
Alexandria,
Virginia
| USD 498 M | +USD 47.8 M | +11% | 6.07% | 11.2% | 67 | 5.97% | 0.8 |
|
| 2304 |
2304
Calton & Associates
Tampa,
Florida
| USD 498 M | +USD 47.5 M | +11% | 7.55% | 73.9% | 401 | 24.94% | 1 |
|
| 2305 |
2305
Greenwich Wealth Management
Greenwich,
Connecticut
| USD 497 M | -USD 15.2 M | -3% | 8.26% | 198% | 199 | 13.57% | 3.5 |
|
| 2306 |
2306
Angeles Investment Advisors
Santa Monica,
California
| USD 497 M | +USD 33.3 M | +7% | 8.09% | 78.3% | 90 | 22.22% | 0.5 |
|
| 2307 |
2307
De Burlo Group
Boston,
Massachusetts
| USD 495 M | +USD 50.8 M | +11% | 13% | 147% | 95 | 32.63% | 3.1 |
|
| 2308 |
2308
Crake Asset Management
London,
United Kingdom
| USD 495 M | – | – | 18.3% | 52.7% | 14 | – | 0 |
|
| 2309 |
2309
Camden National Bank
Camden,
Maine
| USD 494 M | +USD 34.2 M | +7% | 5% | 48.8% | 146 | 21.23% | 1.7 |
|
| 2310 |
2310
Osborne Partners Capital Management
San Francisco,
California
| USD 494 M | -USD 3.97 M | -0.8% | 9.96% | 60.8% | 165 | 8.48% | 4.9 |
|
| 2311 |
2311
Barber Financial Group
Lenexa,
Kansas
| USD 494 M | +USD 23.3 M | +5% | 5% | 39% | 154 | 9.09% | 1.7 |
|
| 2312 |
2312
Antara Capital
New York
| USD 494 M | +USD 278 M | +129% | 7.01% | 39.8% | 54 | 70.37% | 0.2 |
|
| 2313 |
2313
Deltec Asset Management
New York
| USD 493 M | +USD 95.4 M | +24% | 9.02% | 127% | 203 | 33.5% | 2 |
|
| 2314 |
2314
Toth Financial Advisory
Leesburg,
Virginia
| USD 493 M | +USD 36.6 M | +8% | 8.13% | 90.4% | 546 | 25.64% | 2 |
|
| 2315 |
2315
Oakbrook Investments
Lisle,
Illinois
| USD 491 M | -USD 1047 M | -68% | 9.62% | 26.1% | 648 | 18.21% | 2.6 |
|
| 2316 |
2316
Bain Capital Venture Investors
Boston,
Massachusetts
| USD 491 M | +USD 43.4 M | +10% | 13.4% | 34.2% | 5 | 20% | 1.4 |
|
| 2317 |
2317
Peconic Partners
New York
| USD 490 M | +USD 60.3 M | +14% | 9.7% | 300% | 86 | 58.14% | 1.2 |
|
| 2318 |
2318
Heathbridge Capital Management
Toronto,
Ontario, Canada
| USD 490 M | +USD 25.8 M | +6% | 6.15% | 58.7% | 30 | 3.33% | 4 |
|
| 2319 |
2319
Van Cleef Asset Management
Beachwood,
Ohio
| USD 490 M | +USD 36.2 M | +8% | 8.42% | 104% | 120 | 8.33% | 4.6 |
|
| 2320 |
2320
Perigon Wealth Management
San Francisco,
California
| USD 490 M | +USD 64.2 M | +15% | 10.2% | 104% | 288 | 22.22% | 2.2 |
|
| 2321 |
2321
Adams Street Partners
Chicago,
Illinois
| USD 490 M | -USD 10.7 M | -2% | 11.3% | 399% | 20 | 45% | 1.1 |
|
| 2322 |
2322
WBH Advisory
Baltimore,
Maryland
| USD 489 M | +USD 43.8 M | +10% | 7.46% | 57.6% | 252 | 9.13% | 4.4 |
|
| 2323 |
2323
Michael & Susan Dell Foundation
New York
| USD 489 M | +USD 384 M | +365% | 8.21% | 238% | 31 | 96.77% | 0.2 |
|
| 2324 |
2324
BFAM Partners
Northpoint, Hong Kong,
Hong Kong
| USD 488 M | – | – | 11.9% | 36.4% | 12 | – | 0 |
|
| 2325 |
HH
2325
Hernani Holdings
Jackson,
Wyoming
| USD 488 M | – | – | 6.33% | – | 4 | – | 0 |
|