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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
3051
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| USD 513 M | +USD 30.8 M | +6% | 2.81% | 68.3% | 188 | 29.26% | 0.7 |
|
| 3052 |
3052
Coerente Capital Management
Toronto,
Ontario, Canada
| USD 512 M | -USD 16.8 M | -3% | 1.28% | 54.7% | 45 | 2.22% | 2.4 |
|
| 3053 |
3053
Bremer Bank National Association
St Paul,
Minnesota
| USD 512 M | -USD 27.7 M | -5% | 4.86% | 37.4% | 191 | 8.38% | 3.7 |
|
| 3054 |
3054
PAX Financial Group
San Antonio,
Texas
| USD 512 M | +USD 13.8 M | +3% | 1.35% | 56% | 262 | 27.86% | 2.2 |
|
| 3055 |
3055
Cheviot Value Management
Beverly Hills,
California
| USD 512 M | +USD 55.7 M | +12% | 2.11% | 77.8% | 71 | 15.49% | 5.2 |
|
| 3056 |
3056
Lathrop Investment Management
Little Rock,
Arkansas
| USD 511 M | -USD 4.95 M | -1% | 1.42% | 72.2% | 87 | 9.2% | 6.3 |
|
| 3057 |
3057
TFO Wealth Partners
Maumee,
Ohio
| USD 511 M | -USD 4.19 M | -0.8% | 0.39% | 63.6% | 802 | 94.89% | 2.5 |
|
| 3058 |
3058
Greystone Financial Group
Bloomfield Hills,
Michigan
| USD 511 M | +USD 10.2 M | +2% | 1.06% | 79.3% | 111 | 17.12% | 1.2 |
|
| 3059 |
3059
Elk River Wealth Management
Denver,
Colorado
| USD 511 M | +USD 19.3 M | +4% | 3.22% | 81.8% | 100 | 10% | 2.7 |
|
| 3060 |
AO
3060
Allen Operations
New York
| USD 511 M | -USD 15.6 M | -3% | 3.07% | 218% | 34 | 5.88% | 5 |
|
| 3061 |
3061
Brass Tax Wealth Management
Cincinnati,
Ohio
| USD 511 M | +USD 319 M | +166% | 1.91% | – | 194 | 43.81% | 0.1 |
|
| 3062 |
3062
Realta Investment Advisors
Wilmington,
Delaware
| USD 511 M | +USD 25.5 M | +5% | 4.67% | 151% | 833 | 10.56% | 1.9 |
|
| 3063 |
3063
Thrive Wealth Management
Audubon,
Pennsylvania
| USD 511 M | +USD 26.7 M | +6% | 3.35% | 84.1% | 230 | 13.91% | 1.6 |
|
| 3064 |
3064
Peak Asset Management
Louisville,
Colorado
| USD 511 M | +USD 5.68 M | +1% | 1.66% | 70.1% | 153 | 7.19% | 5.3 |
|
| 3065 |
3065
DLD Asset Management
New York
| USD 510 M | -USD 207 M | -29% | 0.14% | 10.3% | 109 | 73.39% | 0.4 |
|
| 3066 |
3066
EFG Asset Management (Americas)
Miami,
Florida
| USD 510 M | +USD 182 M | +55% | 3.78% | 112% | 139 | 20.86% | 3.7 |
|
| 3067 |
3067
Bourgeon Capital Management
Darien,
Connecticut
| USD 510 M | -USD 842 k | -0.2% | 1.39% | 121% | 117 | 11.11% | 4.3 |
|
| 3068 |
NICM
3068
Neo Ivy Capital Management
New York
| USD 510 M | – | – | 5% | – | 219 | – | 0.3 |
|
| 3069 |
3069
Capital Investment Counsel (Colorado)
Denver,
Colorado
| USD 510 M | +USD 43.2 M | +9% | 1.6% | 68.7% | 142 | 16.2% | 0.4 |
|
| 3070 |
3070
Bell Investment Advisors
Oakland,
California
| USD 509 M | -USD 2.31 M | -0.5% | 0.15% | 45% | 1,993 | 6.72% | 2.2 |
|
| 3071 |
3071
Genesis Investment Management
London,
United Kingdom
| USD 509 M | +USD 29.4 M | +6% | 5.6% | 47.4% | 17 | 17.65% | 3 |
|
| 3072 |
3072
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| USD 508 M | +USD 14.5 M | +3% | 1.57% | 44.3% | 114 | 12.28% | 0.7 |
|
| 3073 |
3073
James J. Burns & Company
Melville,
New York
| USD 508 M | +USD 222 M | +78% | 2.55% | 70.2% | 129 | 34.11% | 1 |
|
| 3074 |
3074
Pilgrim Global Advisors
Reno,
Nevada
| USD 508 M | +USD 46.2 M | +10% | 19.9% | – | 7 | 14.29% | 0.4 |
|
| 3075 |
3075
HeadInvest LLC
Portland,
Maine
| USD 508 M | -USD 4.53 M | -0.9% | 1.34% | 59.1% | 239 | 7.53% | 5.8 |
|