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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
2601
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| USD 782 M | +USD 101 M | +15% | 7.77% | 52.3% | 16 | 0% | 3 |
|
| 2602 |
2602
Archford Capital Strategies
Swansea,
Illinois
| USD 782 M | +USD 99.3 M | +15% | 10.9% | 87.4% | 327 | 13.46% | 4 |
|
| 2603 |
2603
RTD Financial Advisors
Philadelphia,
Pennsylvania
| USD 782 M | +USD 37.6 M | +5% | 7.51% | 51.5% | 122 | 15.57% | 2.8 |
|
| 2604 |
2604
Bordeaux Wealth Advisors
Menlo Park,
California
| USD 781 M | +USD 241 M | +45% | 25.9% | 141% | 175 | 19.43% | 2.1 |
|
| 2605 |
2605
Arbor Investment Advisors
Winston Salem,
North Carolina
| USD 780 M | +USD 44.3 M | +6% | 6.38% | 48.5% | 118 | 8.47% | 4.8 |
|
| 2606 |
2606
Emerald Advisors
Bellevue,
Washington
| USD 780 M | +USD 27.6 M | +4% | 5.63% | 71.8% | 106 | 16.04% | 3.1 |
|
| 2607 |
2607
Boussard & Gavaudan Investment Management
London,
United Kingdom
| USD 779 M | +USD 142 M | +22% | 0.5% | 25.8% | 83 | 56.63% | 0.4 |
|
| 2608 |
2608
Atlas Private Wealth Advisors
Matawan,
New Jersey
| USD 777 M | +USD 59.7 M | +8% | 7.12% | 57.8% | 201 | 12.44% | 2.1 |
|
| 2609 |
2609
LM Advisors
San Diego,
California
| USD 777 M | +USD 222 M | +40% | 13.6% | – | 230 | 26.52% | 1.2 |
|
| 2610 |
2610
Taikang Asset Management (HK)
Hong Kong
| USD 777 M | +USD 42.7 M | +6% | 10.4% | 172% | 111 | 18.02% | 2.8 |
|
| 2611 |
2611
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| USD 775 M | +USD 180 M | +30% | 11.9% | – | 1,887 | 21.73% | 0.7 |
|
| 2612 |
2612
OLP Capital Management
Causeway Bay,
Hong Kong
| USD 773 M | +USD 3.01 M | +0.4% | 2.56% | 146% | 4 | 0% | 1.6 |
|
| 2613 |
2613
Claret Asset Management
Montreal,
Quebec, Canada
| USD 772 M | +USD 79.2 M | +11% | 9.7% | 73.3% | 450 | 55.33% | 1.4 |
|
| 2614 |
2614
Fairmount Funds Management
West Conshohocken,
Pennsylvania
| USD 772 M | +USD 127 M | +20% | 4.27% | 2,136% | 18 | 22.22% | 2.1 |
|
| 2615 |
2615
First Light Asset Management
Edina,
Minnesota
| USD 771 M | -USD 104 M | -12% | 0.86% | 364% | 45 | 33.33% | 2.2 |
|
| 2616 |
2616
MidWestOne Financial Group
Iowa City,
Iowa
| USD 770 M | +USD 66 M | +9% | 6.49% | 62.7% | 312 | 15.38% | 3.3 |
|
| 2617 |
VS
2617
VK Services
Menlo Park,
California
| USD 770 M | +USD 382 M | +99% | 99.2% | 1,605% | 2 | 0% | 3.8 |
|
| 2618 |
2618
Lansdowne Partners (UK)
London,
United Kingdom
| USD 770 M | +USD 63.9 M | +9% | 16.8% | 293% | 23 | 21.74% | 2.2 |
|
| 2619 |
2619
Managed Asset Portfolios
Rochester,
Michigan
| USD 770 M | +USD 47.9 M | +7% | 11% | 99.2% | 53 | 15.09% | 4 |
|
| 2620 |
2620
Revolve Wealth Partners
Hackensack,
New Jersey
| USD 770 M | +USD 78.1 M | +11% | 8.74% | 67.4% | 246 | 15.85% | 2 |
|
| 2621 |
2621
Great Waters Wealth Management
Shoreview,
Minnesota
| USD 769 M | +USD 48.1 M | +7% | 6.89% | 49% | 111 | 8.11% | 1.9 |
|
| 2622 |
CM
2622
Conifer Management
New York
| USD 768 M | +USD 109 M | +16% | 19.2% | 22.7% | 6 | 16.67% | 3.3 |
|
| 2623 |
2623
Hill Investment Group Partners
St. Louis,
Missouri
| USD 768 M | +USD 39.7 M | +5% | 7.2% | 50.6% | 52 | 5.77% | 2.6 |
|
| 2624 |
PS
2624
Portfolio Strategies
Monsey,
New York
| USD 768 M | +USD 122 M | +19% | 19.7% | 120% | 54 | 16.67% | 3.3 |
|
| 2625 |
2625
Marietta Wealth Management
Marietta,
Georgia
| USD 767 M | +USD 85.6 M | +13% | 10.5% | 93% | 116 | 7.76% | 4.5 |
|