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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2351 |
SC
2351
Shellback Capital
Boston,
Massachusetts
| USD 1142 M | +USD 439 M | +62% | 23.2% | 198% | 117 | 56.41% | 0.9 |
|
| 2352 |
2352
Private Capital Advisors
Darien,
Connecticut
| USD 1141 M | +USD 269 M | +31% | 22% | 132% | 84 | 22.62% | 5.7 |
|
| 2353 |
2353
Periscope Capital
Toronto,
Ontario, Canada
| USD 1139 M | +USD 238 M | +26% | 3.51% | 28.8% | 547 | 33.64% | 0.6 |
|
| 2354 |
2354
RW Investment Management
Eagle,
Idaho
| USD 1139 M | +USD 106 M | +10% | 11.9% | – | 119 | 8.4% | 2.5 |
|
| 2355 |
2355
High Ground Investment Management
London,
United Kingdom
| USD 1139 M | +USD 600 M | +111% | 27.5% | 25.9% | 7 | 28.57% | 1.8 |
|
| 2356 |
2356
Atomic Invest
New York
| USD 1138 M | +USD 926 M | +436% | 9.16% | – | 400 | 13.75% | 0.4 |
|
| 2357 |
2357
YCG LLC
Austin,
Texas
| USD 1136 M | +USD 31.5 M | +3% | 2.59% | 27% | 45 | 15.56% | 6.4 |
|
| 2358 |
2358
Private Capital Management (Florida)
Naples,
Florida
| USD 1136 M | +USD 132 M | +13% | 21.6% | 118% | 214 | 14.95% | 2.3 |
|
| 2359 |
2359
Connable Office Inc
Kalamazoo,
Michigan
| USD 1136 M | +USD 119 M | +12% | 13.8% | 68.3% | 240 | 10.42% | 4.3 |
|
| 2360 |
2360
Voya Financial Advisors
Windsor,
Connecticut
| USD 1136 M | +USD 133 M | +13% | 9.33% | 44.8% | 225 | 14.67% | 6.3 |
|
| 2361 |
2361
Pekin Hardy Strauss
Chicago,
Illinois
| USD 1135 M | +USD 178 M | +19% | 3.37% | 102% | 542 | 17.53% | 3.5 |
|
| 2362 |
2362
Gryphon Financial Partners
Columbus,
Ohio
| USD 1135 M | +USD 159 M | +16% | 16.7% | 93.7% | 408 | 17.4% | 2.9 |
|
| 2363 |
2363
Telos Capital Management
San Diego,
California
| USD 1135 M | +USD 90.8 M | +9% | 14.6% | 71.1% | 206 | 9.71% | 6.7 |
|
| 2364 |
2364
Pictet North America Advisors
Geneva 73,
Switzerland
| USD 1135 M | +USD 128 M | +13% | 13.7% | 67.7% | 162 | 9.88% | 4.7 |
|
| 2365 |
2365
Black Diamond Financial
Towson,
Maryland
| USD 1134 M | +USD 218 M | +24% | 13.9% | 68.3% | 205 | 13.17% | 3.1 |
|
| 2366 |
2366
Institute for Wealth Management
Denver,
Colorado
| USD 1133 M | +USD 194 M | +21% | 26.7% | 137% | 1,780 | 69.21% | 1.5 |
|
| 2367 |
2367
Tairen Capital
Hong Kong
| USD 1132 M | +USD 208 M | +22% | 78% | 462% | 68 | 70.59% | 0.3 |
|
| 2368 |
2368
Bensler
Bellevue,
Washington
| USD 1131 M | +USD 162 M | +17% | 30.2% | 106% | 217 | 19.35% | 2.4 |
|
| 2369 |
2369
Sentinel Trust
Houston,
Texas
| USD 1129 M | +USD 123 M | +12% | 12.5% | 79.2% | 147 | 15.65% | 3.8 |
|
| 2370 |
2370
Azzad Asset Management
Falls Church,
Virginia
| USD 1129 M | +USD 140 M | +14% | 22.3% | 101% | 382 | 21.47% | 2.5 |
|
| 2371 |
2371
BFSG LLC
Irvine,
California
| USD 1128 M | +USD 72 M | +7% | 11.7% | 90.7% | 810 | 12.59% | 2.5 |
|
| 2372 |
2372
Global Strategic Investment Solutions
Scottsdale,
Arizona
| USD 1128 M | +USD 102 M | +10% | 10.9% | 56.8% | 154 | 7.79% | 4.2 |
|
| 2373 |
2373
MV Capital Management
Bethesda,
Maryland
| USD 1128 M | +USD 109 M | +11% | 17.4% | 73.3% | 1,328 | 13.63% | 3.8 |
|
| 2374 |
2374
Inscription Capital
Houston,
Texas
| USD 1128 M | +USD 177 M | +19% | 18.3% | – | 861 | 25.09% | 1.6 |
|
| 2375 |
2375
Coastline Trust
Providence,
Rhode Island
| USD 1128 M | +USD 120 M | +12% | 16.4% | 106% | 425 | 8.47% | 5.2 |
|