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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Nucleo Capital
Sao Paulo, Sp,
Brazil
| USD 243 M | +USD 119 M | +97% | 65.2% | 116% | 4 | 50% | 0.3 |
|
| 3302 |
SL
3302
SWF LLC
Omaha,
Nebraska
| USD 243 M | -USD 4.43 M | -2% | 1.74% | 82.9% | 2 | 0% | 2.5 |
|
| 3303 |
3303
Leelyn Smith
Geneva,
Illinois
| USD 243 M | +USD 55.2 M | +29% | 16.1% | 86% | 439 | 34.4% | 0.3 |
|
| 3304 |
3304
Benedict Financial Advisors
Atlanta,
Georgia
| USD 242 M | +USD 30.1 M | +14% | 13.9% | 72.4% | 103 | 10.68% | 4.2 |
|
| 3305 |
3305
Waterton Global Resource Management
Toronto,
Ontario, Canada
| USD 242 M | +USD 110 M | +83% | 68.1% | 21% | 6 | 33.33% | 0.5 |
|
| 3306 |
3306
Wellspring Financial Advisors
Cleveland,
Ohio
| USD 242 M | +USD 34.9 M | +17% | 19.3% | 77.2% | 98 | 19.39% | 0.2 |
|
| 3307 |
3307
Security National Bank
Omaha,
Nebraska
| USD 242 M | +USD 51.7 M | +27% | 25.9% | 125% | 69 | 8.7% | 2.3 |
|
| 3308 |
3308
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| USD 242 M | -USD 13.2 M | -5% | 20.5% | 40% | 16 | 31.25% | 3.4 |
|
| 3309 |
3309
Banco BTG Pactual
Rio De Janeiro,
Brazil
| USD 242 M | +USD 146 M | +151% | 40.3% | 135% | 107 | 69.16% | 0.4 |
|
| 3310 |
3310
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| USD 242 M | +USD 24.2 M | +11% | 14.9% | 49.3% | 47 | 14.89% | 5.1 |
|
| 3311 |
3311
GeoWealth Management
Chicago,
Illinois
| USD 242 M | +USD 100 M | +71% | 11.4% | 58% | 172 | 59.88% | 0.3 |
|
| 3312 |
3312
Mosaic Family Wealth
St. Louis,
Missouri
| USD 242 M | +USD 44.6 M | +23% | 21.2% | 85.2% | 149 | 16.78% | 3.5 |
|
| 3313 |
3313
Glenview State Bank Trust Department
Glenview,
Illinois
| USD 242 M | +USD 33.9 M | +16% | 17.7% | 76.6% | 111 | 11.71% | 4.5 |
|
| 3314 |
3314
Great Diamond Partners
Portland,
Maine
| USD 242 M | +USD 47.3 M | +24% | 20.7% | 86.1% | 155 | 23.87% | 0.4 |
|
| 3315 |
3315
HNP Capital
Rochester,
New York
| USD 241 M | -USD 433 M | -64% | 15.7% | 52.4% | 319 | 79% | 0.7 |
|
| 3316 |
3316
Susquehanna International Securities
Dublin,
Ireland
| USD 241 M | -USD 5.61 M | -2% | 9.8% | 2.8% | 112 | 58.93% | 0.4 |
|
| 3317 |
3317
Wilsey Asset Management
San Diego,
California
| USD 241 M | +USD 45.8 M | +23% | 19.6% | 66.9% | 25 | 28% | 2.7 |
|
| 3318 |
3318
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| USD 241 M | +USD 52 M | +27% | 25.6% | 111% | 460 | 11.09% | 2.2 |
|
| 3319 |
3319
Boston Research & Management
Manchester,
Massachusetts
| USD 241 M | +USD 41.5 M | +21% | 19% | 53.2% | 98 | 7.14% | 5.6 |
|
| 3320 |
3320
Oakwood Capital Management
Los Angeles,
California
| USD 240 M | +USD 51.2 M | +27% | 20.4% | 72.7% | 58 | 25.86% | 2.8 |
|
| 3321 |
TFS
3321
Thoroughbred Financial Services
Brentwood,
Tennessee
| USD 240 M | -USD 40.4 M | -14% | 24.3% | 166% | 270 | 29.63% | 1 |
|
| 3322 |
3322
O'Brien Wealth Partners
Waltham,
Massachusetts
| USD 240 M | +USD 62.1 M | +35% | 18.7% | 56.7% | 36 | 36.11% | 2.2 |
|
| 3323 |
3323
Redmond Asset Management
Henrico,
Virginia
| USD 240 M | +USD 39.1 M | +19% | 29.4% | 68.2% | 169 | 10.06% | 3 |
|
| 3324 |
3324
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
| USD 240 M | +USD 38.8 M | +19% | 18.7% | 116% | 276 | 49.28% | 0.3 |
|
| 3325 |
3325
Martin Investment Management
Palm Beach Gardens,
Florida
| USD 240 M | +USD 42.5 M | +22% | 19.7% | 44% | 47 | 21.28% | 3.4 |
|