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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
WBI Investments
Red Bank,
New Jersey
| USD 651 M | +USD 14.1 M | +2% | 5.64% | 97.3% | 258 | 63.57% | 0.6 |
|
| 2502 |
2502
Gates Foundation
Seattle,
Washington
| USD 651 M | +USD 39.7 M | +6% | 27.6% | 58.1% | 8 | 12.5% | 0.4 |
|
| 2503 |
2503
Sunflower Bank
Dallas,
Texas
| USD 651 M | +USD 39.7 M | +6% | 4.4% | 42.7% | 213 | 6.1% | 0.7 |
|
| 2504 |
2504
Heartwood Wealth Advisors
Richmond,
Virginia
| USD 650 M | +USD 27.7 M | +4% | 4.62% | 59.4% | 99 | 14.14% | 1 |
|
| 2505 |
2505
Soleus Capital Management
Greenwich,
Connecticut
| USD 650 M | +USD 95.3 M | +17% | 5.02% | 508% | 90 | 47.78% | 0.5 |
|
| 2506 |
2506
Strategic Value Partners
Greenwich,
Connecticut
| USD 650 M | +USD 567 M | +685% | 198% | – | 4 | 50% | 1 |
|
| 2507 |
2507
Taikang Asset Management (HK)
Hong Kong
| USD 648 M | +USD 119 M | +22% | 2.82% | 172% | 86 | 19.77% | 2 |
|
| 2508 |
WM
2508
Wishbone Management
Chicago,
Illinois
| USD 648 M | +USD 52.4 M | +9% | 1.16% | 58.7% | 12 | 41.67% | 0.6 |
|
| 2509 |
2509
EAM Investors
Solana Beach,
California
| USD 648 M | -USD 16.7 M | -3% | 42.1% | 6,012% | 487 | 71.87% | 0.2 |
|
| 2510 |
2510
Cahaba Wealth Management
Atlanta,
Georgia
| USD 647 M | +USD 2.42 M | +0.4% | 4.88% | 45.2% | 97 | 26.8% | 2.6 |
|
| 2511 |
2511
Clear Creek Financial Management
Silverdale,
Washington
| USD 646 M | +USD 596 M | +1,196% | 7.73% | 81% | 335 | 86.57% | 0.1 |
|
| 2512 |
2512
Twele Capital Management
Minnetonka,
Minnesota
| USD 645 M | +USD 20 M | +3% | 4.22% | 37.1% | 43 | 4.65% | 6.6 |
|
| 2513 |
2513
S&T Bank
Indiana,
Pennsylvania
| USD 644 M | +USD 29.8 M | +5% | 6% | 193% | 140 | 10% | 3.2 |
|
| 2514 |
GECH
2514
Garnet Equity Capital Holdings
New York
| USD 643 M | +USD 199 M | +45% | 3.73% | 302% | 53 | 52.83% | 0.5 |
|
| 2515 |
2515
Azora Capital LP
Miami,
Florida
| USD 643 M | -USD 154 M | -19% | 6.7% | 175% | 55 | 47.27% | 0.5 |
|
| 2516 |
2516
JLB & Associates
Plymouth,
Michigan
| USD 642 M | +USD 34.1 M | +6% | 6.41% | 69.5% | 73 | 2.74% | 5.5 |
|
| 2517 |
2517
Cutler Investment Counsel
Jacksonville,
Oregon
| USD 640 M | +USD 64.2 M | +11% | 5.13% | 56.2% | 90 | 2.22% | 4.5 |
|
| 2518 |
2518
Granite Investment Advisors
Concord,
New Hampshire
| USD 639 M | +USD 41.2 M | +7% | 7.26% | 55.6% | 197 | 15.74% | 3.5 |
|
| 2519 |
2519
Brown Advisory Securities
Baltimore,
Maryland
| USD 639 M | +USD 49.9 M | +8% | 9.57% | 51% | 262 | 6.87% | 4.5 |
|
| 2520 |
2520
WealthShield Partners
Cary,
North Carolina
| USD 638 M | +USD 81.9 M | +15% | 6.53% | 71% | 1,251 | 45.56% | 0.7 |
|
| 2521 |
2521
Strategic Blueprint
Atlanta,
Georgia
| USD 638 M | +USD 168 M | +36% | 7.06% | 82.1% | 1,453 | 80.11% | 0.2 |
|
| 2522 |
2522
Salomon & Ludwin
Richmond,
Virginia
| USD 637 M | +USD 47.9 M | +8% | 6.28% | 52.6% | 82 | 8.54% | 1.7 |
|
| 2523 |
2523
Cozad Asset Management
Champaign,
Illinois
| USD 637 M | +USD 22.4 M | +4% | 7.99% | 132% | 372 | 12.1% | 1.7 |
|
| 2524 |
2524
First American Trust
Santa Ana,
California
| USD 637 M | +USD 3.26 M | +0.5% | 7.44% | 84.6% | 165 | 19.39% | 3.1 |
|
| 2525 |
2525
No Street GP LP
San Francisco,
California
| USD 637 M | -USD 138 M | -18% | 12.2% | 246% | 47 | 36.17% | 0.6 |
|