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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
Cortland Associates
St Louis,
Missouri
| USD 773 M | +USD 89.4 M | +13% | 11.5% | 58.4% | 54 | 5.56% | 6.1 |
|
| 2402 |
2402
Bank Hapoalim BM
Tel Aviv,
Israel
| USD 772 M | +USD 40.7 M | +6% | 9.34% | 76.6% | 154 | 17.53% | 4 |
|
| 2403 |
2403
Newbrook Capital Advisors
New York
| USD 771 M | +USD 100 M | +15% | 19.1% | 299% | 27 | 55.56% | 0.8 |
|
| 2404 |
2404
Genus Capital Management
Vancouver,
British Columbia, Canada
| USD 770 M | +USD 88.7 M | +13% | 16.5% | – | 387 | 100% | 0 |
|
| 2405 |
2405
Mark Asset Management
New York
| USD 769 M | +USD 4.99 M | +0.7% | 30.8% | 325% | 61 | 32.79% | 2.6 |
|
| 2406 |
2406
CKW Financial Group
Honolulu,
Hawaii
| USD 768 M | +USD 48.2 M | +7% | 8.16% | 70.3% | 239 | 9.62% | 5.6 |
|
| 2407 |
MI
2407
MMCAP International
Grand Cayman,
Cayman Islands
| USD 768 M | +USD 222 M | +41% | 3.83% | 184% | 214 | 22.43% | 1.5 |
|
| 2408 |
2408
Capital Advisors Ltd
Shaker Heights,
Ohio
| USD 767 M | +USD 54.8 M | +8% | 7.54% | 61.1% | 1,613 | 15.62% | 2.8 |
|
| 2409 |
2409
Harbor Capital Advisors
Chicago,
Illinois
| USD 765 M | +USD 245 M | +47% | 12.1% | 128% | 888 | 66.89% | 0.5 |
|
| 2410 |
2410
Sunriver Management
Greenwich,
Connecticut
| USD 765 M | +USD 127 M | +20% | 3.38% | 9.27% | 26 | 38.46% | 1.3 |
|
| 2411 |
2411
Cabot Wealth Management
Salem,
Massachusetts
| USD 765 M | +USD 45.8 M | +6% | 7.33% | 75.9% | 148 | 11.49% | 4.7 |
|
| 2412 |
2412
Intel Corp
Santa Clara,
California
| USD 765 M | +USD 462 M | +153% | 20.6% | 9.79% | 7 | 28.57% | 1.3 |
|
| 2413 |
2413
Sierra Capital
Miami,
Florida
| USD 764 M | +USD 82.8 M | +12% | 4.52% | 32.4% | 203 | 16.26% | 2.1 |
|
| 2414 |
2414
Rossmore Private Capital
Glastonbury,
Connecticut
| USD 764 M | +USD 56.6 M | +8% | 9.21% | 87.1% | 236 | 2.97% | 4.1 |
|
| 2415 |
2415
Shepherd Financial Partners
Winchester,
Massachusetts
| USD 764 M | +USD 60.5 M | +9% | 8.63% | 88.4% | 219 | 5.94% | 3.2 |
|
| 2416 |
AIC
2416
AWM Investment Company
New York
| USD 764 M | +USD 3.4 M | +0.4% | 15.2% | 778% | 129 | 25.58% | 2.8 |
|
| 2417 |
2417
Wealth Alliance
Mellville,
New York
| USD 762 M | +USD 49.1 M | +7% | 7.22% | 75.7% | 543 | 11.05% | 2.4 |
|
| 2418 |
2418
Financial Synergies Wealth Advisors
Houston,
Texas
| USD 762 M | +USD 116 M | +18% | 7.6% | 79% | 574 | 31.71% | 1.5 |
|
| 2419 |
2419
Community Bank
Dewitt,
New York
| USD 762 M | -USD 4.31 M | -0.6% | 7.05% | 73.5% | 441 | 11.56% | 6 |
|
| 2420 |
2420
Trust Company
Manhattan,
Kansas
| USD 761 M | -USD 16 M | -2% | 4.59% | 40.6% | 345 | 14.2% | 4.7 |
|
| 2421 |
2421
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| USD 760 M | +USD 84.4 M | +12% | 15.8% | 146% | 42 | 9.52% | 6.8 |
|
| 2422 |
2422
Discovery Capital Management
South Norwalk,
Connecticut
| USD 760 M | +USD 98.4 M | +15% | 17.6% | 871% | 74 | 62.16% | 0.4 |
|
| 2423 |
2423
Abbrea Capital
Greenbrae,
California
| USD 759 M | +USD 63.4 M | +9% | 10.6% | 38% | 251 | 7.57% | 4.7 |
|
| 2424 |
2424
Wealth Architects
Mountain View,
California
| USD 759 M | +USD 46 M | +6% | 6.55% | 85.1% | 213 | 7.98% | 4.8 |
|
| 2425 |
2425
BFSG LLC
Irvine,
California
| USD 757 M | +USD 70 M | +10% | 8.78% | 90.7% | 715 | 22.24% | 1.1 |
|