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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2476 |
2476
Institutional & Family Asset Management
Fort Collins,
Colorado
| USD 611 M | -USD 3.53 M | -0.6% | 2.95% | 19% | 782 | 12.4% | 4 |
|
| 2477 |
2477
Means Investment Company
Bangor,
Maine
| USD 611 M | -USD 21.1 M | -3% | 3.87% | 87.9% | 202 | 7.43% | 3.3 |
|
| 2478 |
2478
ARS Wealth Advisors Group
St. Petersburg,
Florida
| USD 610 M | -USD 19.5 M | -3% | 3.55% | 89.5% | 155 | 15.48% | 1.3 |
|
| 2479 |
2479
Security Benefit Life Insurance Company
Topeka,
Kansas
| USD 610 M | -USD 270 M | -31% | 7.42% | 60.6% | 60 | 20% | 1.6 |
|
| 2480 |
2480
New England Asset Management
Farmington,
Connecticut
| USD 610 M | -USD 80 M | -12% | 3.4% | 55.6% | 120 | 23.33% | 5.5 |
|
| 2481 |
2481
Dean Investment Associates
Beavercreek,
Ohio
| USD 610 M | -USD 4.68 M | -0.8% | 3.31% | 63.5% | 221 | 13.57% | 3.9 |
|
| 2482 |
2482
Winthrop Advisory Group
Boston,
Massachusetts
| USD 609 M | -USD 14.5 M | -2% | 3.32% | 78.3% | 136 | 8.09% | 3.4 |
|
| 2483 |
2483
Professional Advisory Services
Vero Beach,
Florida
| USD 608 M | -USD 50.7 M | -8% | 2.91% | 69.3% | 73 | 9.59% | 6.2 |
|
| 2484 |
2484
Bell Asset Management
Melbourne,
Australia
| USD 608 M | +USD 23.1 M | +4% | 3.97% | 45.3% | 67 | 13.43% | 3.6 |
|
| 2485 |
2485
Atlas Capital Advisors
Jackson,
Wyoming
| USD 607 M | -USD 52.4 M | -8% | 2.14% | – | 937 | 12.06% | 2.5 |
|
| 2486 |
SIA
2486
Strategic Investment Advisors
Farmington Hills,
Michigan
| USD 607 M | -USD 114 M | -16% | 3.09% | 66.1% | 248 | 31.85% | 1.6 |
|
| 2487 |
2487
Baker Tilly Wealth Management
Madison,
Wisconsin
| USD 607 M | -USD 346 M | -36% | 3.47% | 96.9% | 562 | 21.53% | 2.1 |
|
| 2488 |
2488
Alera Investment Advisors
Deerfield,
Illinois
| USD 607 M | +USD 143 M | +31% | 3.69% | 28.9% | 175 | 10.29% | 2.4 |
|
| 2489 |
2489
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| USD 607 M | -USD 12.5 M | -2% | 0.89% | 84.5% | 491 | 14.66% | 2.6 |
|
| 2490 |
2490
Signet Financial Management
Parsippany,
New Jersey
| USD 606 M | -USD 26.9 M | -4% | 2.48% | 65.2% | 277 | 10.47% | 2.5 |
|
| 2491 |
2491
Atlas FRM
Greenwich,
Connecticut
| USD 605 M | +USD 82.5 M | +16% | 11% | 38.9% | 11 | 18.18% | 0.8 |
|
| 2492 |
2492
Keywise Capital Management (HK)
Hong Kong
| USD 604 M | +USD 54.9 M | +10% | 19.2% | 684% | 10 | 0% | 1.3 |
|
| 2493 |
2493
Foundation Resource Management
Little Rock,
Arkansas
| USD 602 M | +USD 1.98 M | +0.3% | 1.35% | 84.5% | 53 | 5.66% | 7.1 |
|
| 2494 |
2494
Cahill Financial Advisors
Edina,
Minnesota
| USD 602 M | -USD 16.1 M | -3% | 3.85% | 55.9% | 247 | 6.48% | 4.4 |
|
| 2495 |
2495
Freshford Capital Management
Rye Brook,
New York
| USD 602 M | -USD 51.8 M | -8% | 3.35% | 97.3% | 23 | 21.74% | 1.6 |
|
| 2496 |
2496
Hill Investment Group Partners
St. Louis,
Missouri
| USD 602 M | +USD 46.6 M | +8% | 2.53% | 50.6% | 67 | 13.43% | 1.3 |
|
| 2497 |
2497
Strategic Global Advisors
Newport Beach,
California
| USD 601 M | -USD 49 M | -8% | 0.91% | 137% | 172 | 31.98% | 1.8 |
|
| 2498 |
2498
Arden Trust
Wilmington,
Delaware
| USD 601 M | -USD 8.36 M | -1% | 2.63% | 22.5% | 271 | 20.66% | 4.6 |
|
| 2499 |
2499
Absher Wealth Management
Chapel Hill,
North Carolina
| USD 600 M | -USD 3.73 M | -0.6% | 3.38% | 54.5% | 59 | 6.78% | 2.9 |
|
| 2500 |
OCMI
2500
Oaktop Capital Management II
Chatham,
New Jersey
| USD 599 M | -USD 58.7 M | -9% | 5.25% | 451% | 15 | 6.67% | 6.7 |
|