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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
2626
Aviance Capital Partners
Naples,
Florida
| USD 296 M | -USD 14.8 M | -5% | 3.69% | 98.2% | 214 | 8.41% | 2.7 |
|
| 2627 |
2627
Rampart Investment Management
Hartford,
Connecticut
| USD 296 M | +USD 17.8 M | +6% | 4.57% | 74% | 530 | 4.91% | 0.6 |
|
| 2628 |
2628
Cornerstone Advisory
Hunt Valley,
Maryland
| USD 296 M | -USD 3.3 M | -1% | 3.48% | 53.5% | 145 | 6.9% | 1.1 |
|
| 2629 |
2629
Fusion Family Wealth
Woodbury,
New York
| USD 295 M | +USD 3.36 M | +1% | 3.73% | 58.2% | 325 | 43.08% | 0.5 |
|
| 2630 |
2630
Radnor Capital Management
Wayne,
Pennsylvania
| USD 295 M | USD 0 | 0% | 2.28% | 86.6% | 173 | 0% | 0.7 |
|
| 2631 |
2631
Jacobi Capital Management
Pittston,
Pennsylvania
| USD 295 M | +USD 36.6 M | +14% | 3.92% | 76.6% | 964 | 14.21% | 0.8 |
|
| 2632 |
FAG
2632
Financial Advisory Group
Houston,
Texas
| USD 295 M | -USD 1.92 M | -0.6% | 2.8% | 20.6% | 64 | 9.38% | 2.8 |
|
| 2633 |
2633
Sand Grove Capital Management
London,
United Kingdom
| USD 295 M | -USD 270 M | -48% | 1.26% | 410% | 16 | 68.75% | 0.4 |
|
| 2634 |
2634
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| USD 295 M | +USD 19.8 M | +7% | 5.08% | 52.1% | 160 | 10.63% | 3.2 |
|
| 2635 |
SGH
2635
Sivik Global Healthcare
Greenwich,
Connecticut
| USD 294 M | +USD 20.7 M | +8% | 6.38% | 83.8% | 92 | 46.74% | 1 |
|
| 2636 |
2636
Periscope Capital
Toronto,
Ontario, Canada
| USD 294 M | +USD 24.9 M | +9% | 0.64% | 28.8% | 120 | 43.33% | 0.3 |
|
| 2637 |
2637
JCIC Asset Management
Toronto,
Ontario, Canada
| USD 294 M | +USD 3.16 M | +1% | 7.84% | – | 70 | 28.57% | 2 |
|
| 2638 |
PAM
2638
Pagoda Asset Management
New York
| USD 293 M | -USD 979 k | -0.3% | 8.29% | – | 21 | 38.1% | 0.5 |
|
| 2639 |
2639
Private Capital Advisors
Darien,
Connecticut
| USD 293 M | -USD 16.3 M | -5% | 5.37% | 132% | 137 | 26.28% | 2.6 |
|
| 2640 |
2640
Valley National Advisers
Bethlehem,
Pennsylvania
| USD 293 M | +USD 14.4 M | +5% | 1.94% | 79% | 736 | 11.14% | 1.9 |
|
| 2641 |
2641
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| USD 293 M | +USD 6.28 M | +2% | 4.11% | 17.8% | 1 | 0% | 4.3 |
|
| 2642 |
2642
NFC Investments
Memphis,
Tennessee
| USD 291 M | +USD 9.22 M | +3% | 6.44% | – | 45 | 6.67% | 2.7 |
|
| 2643 |
2643
Lenox Wealth Management
Cincinnati,
Ohio
| USD 291 M | +USD 44.4 M | +18% | 4.08% | 24.7% | 534 | 13.11% | 1.2 |
|
| 2644 |
PA
2644
Paracle Advisors
Mercer Island,
Washington
| USD 291 M | +USD 27.2 M | +10% | 3.52% | 30.9% | 49 | 14.29% | 1.7 |
|
| 2645 |
2645
Amarillo National Bank
Amarillo,
Texas
| USD 291 M | +USD 5.22 M | +2% | 2.64% | 56.3% | 85 | 10.59% | 2.9 |
|
| 2646 |
2646
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| USD 291 M | +USD 35.7 M | +14% | 4.61% | 140% | 195 | 31.79% | 1.5 |
|
| 2647 |
IIA
2647
IPG Investment Advisors
San Diego,
California
| USD 290 M | +USD 41.5 M | +17% | 6.72% | 106% | 168 | 34.52% | 1.5 |
|
| 2648 |
TIM
2648
Total Investment Management
Scottsdale,
Arizona
| USD 290 M | -USD 12.3 M | -4% | 3.88% | 38.3% | 41 | 17.07% | 0.6 |
|
| 2649 |
2649
FRG Family Wealth Advisors
Bellevue,
Washington
| USD 290 M | +USD 18.5 M | +7% | 6.22% | 76.4% | 140 | 4.29% | 1.5 |
|
| 2650 |
2650
Empirical Finance
Havertown,
Pennsylvania
| USD 290 M | +USD 29.7 M | +11% | 6.18% | 124% | 168 | 39.88% | 0.4 |
|