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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
2726
Qtron Investments
Boston,
Massachusetts
| USD 668 M | -USD 44.1 M | -6% | 0.99% | 140% | 435 | 19.08% | 2.7 |
|
| 2727 |
2727
Thompson Investment Management
Madison,
Wisconsin
| USD 667 M | -USD 28.7 M | -4% | 0.39% | 100% | 505 | 5.94% | 3.6 |
|
| 2728 |
2728
Black Diamond Financial
Towson,
Maryland
| USD 666 M | -USD 1.47 M | -0.2% | 1.72% | 68.3% | 153 | 9.15% | 3.2 |
|
| 2729 |
2729
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| USD 665 M | -USD 319 k | -0% | 1.86% | 84.5% | 429 | 16.08% | 3.4 |
|
| 2730 |
2730
SkyView Investment Advisors
Shrewsbury,
New Jersey
| USD 665 M | +USD 38.2 M | +6% | 0.95% | 70.3% | 366 | 25.14% | 1.1 |
|
| 2731 |
2731
Abacus Wealth Partners
Santa Monica,
California
| USD 665 M | -USD 4.74 M | -0.7% | 1.38% | 49.5% | 102 | 19.61% | 2.3 |
|
| 2732 |
2732
Occidental Asset Management
Burlingame,
California
| USD 662 M | +USD 21.7 M | +3% | 1.97% | 97.4% | 271 | 25.83% | 3.5 |
|
| 2733 |
2733
Gabelli & Co Investment Advisers
Rye,
New York
| USD 662 M | +USD 75.3 M | +13% | 12.1% | 248% | 299 | 32.44% | 1.4 |
|
| 2734 |
2734
Goldstone Financial Group
Oakbrook Terrace,
Illinois
| USD 661 M | +USD 22.5 M | +4% | 1.91% | 54.9% | 219 | 16.89% | 1.4 |
|
| 2735 |
2735
Steel Grove Capital Advisors
Memphis,
Tennessee
| USD 661 M | -USD 67.4 M | -9% | 3.78% | 106% | 197 | 19.8% | 3.4 |
|
| 2736 |
KWMG
2736
King Wealth Management Group
Naples,
Florida
| USD 660 M | -USD 25.8 M | -4% | 3.88% | 86% | 164 | 10.37% | 5.6 |
|
| 2737 |
CM
2737
Conifer Management
New York
| USD 660 M | -USD 116 M | -15% | 2.53% | 22.7% | 6 | 16.67% | 3.7 |
|
| 2738 |
2738
Passaic Partners
Newark,
New Jersey
| USD 660 M | -USD 28.7 M | -4% | 0.32% | 53.2% | 14 | 7.14% | 1.7 |
|
| 2739 |
2739
Irenic Capital Management
New York
| USD 660 M | -USD 271 M | -29% | 1.5% | 93.6% | 32 | 53.13% | 0.8 |
|
| 2740 |
2740
Two Sigma Securities
New York
| USD 659 M | -USD 95.1 M | -13% | 1.54% | 109% | 2,397 | 77.01% | 0.3 |
|
| 2741 |
2741
D'Orazio & Associates
Falls Church,
Virginia
| USD 659 M | -USD 20.2 M | -3% | 2.26% | 66.7% | 271 | 12.55% | 3 |
|
| 2742 |
2742
Cullen Investment Group
Lafayette,
Louisiana
| USD 659 M | -USD 18.6 M | -3% | 0.54% | 102% | 183 | 8.74% | 1.2 |
|
| 2743 |
2743
Fort Sheridan Advisors
Highland Park,
Illinois
| USD 659 M | -USD 26.5 M | -4% | 0.97% | 109% | 259 | 9.27% | 3.2 |
|
| 2744 |
2744
BSW Wealth Partners
Boulder,
Colorado
| USD 659 M | -USD 22.6 M | -3% | 0.75% | 75.4% | 335 | 16.72% | 3.6 |
|
| 2745 |
2745
Mayflower Financial Advisors
Boston,
Massachusetts
| USD 658 M | -USD 11.4 M | -2% | 1.68% | 68.7% | 403 | 9.43% | 2.9 |
|
| 2746 |
2746
2Xideas
Kusnacht,
Switzerland
| USD 658 M | -USD 88.5 M | -12% | 2.14% | 40.6% | 64 | 12.5% | 2.5 |
|
| 2747 |
2747
Wealth Management Nebraska
Norfolk,
Nebraska
| USD 657 M | +USD 42.6 M | +7% | 0.68% | – | 83 | 25.3% | 0.2 |
|
| 2748 |
2748
Jamison Private Wealth Management
Milton,
Georgia
| USD 656 M | -USD 21.2 M | -3% | 1.08% | 130% | 207 | 6.76% | 1.4 |
|
| 2749 |
2749
ZEGA Investments
Palm Beach Gardens,
Florida
| USD 656 M | +USD 258 M | +65% | 4.41% | – | 165 | 35.15% | 0.2 |
|
| 2750 |
2750
Bay Colony Advisors
Concord,
Massachusetts
| USD 656 M | -USD 19.2 M | -3% | 1.17% | 91.8% | 495 | 19.19% | 2.9 |
|