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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
3401
Rempart Asset Management
Montreal,
Canada
| USD 541 M | +USD 19.9 M | +4% | 5.59% | 70.5% | 35 | 2.86% | 4.1 |
|
| 3402 |
3402
Investors Research Corp
Atlanta,
Georgia
| USD 540 M | +USD 30.4 M | +6% | 7.16% | 62.1% | 953 | 11.65% | 4.7 |
|
| 3403 |
3403
Palo Alto Investors
Palo Alto,
California
| USD 540 M | +USD 70.4 M | +15% | 26.6% | 157% | 48 | 14.58% | 3.6 |
|
| 3404 |
3404
Gould Asset Management
Claremont,
California
| USD 539 M | +USD 28 M | +5% | 5.45% | 42.8% | 174 | 6.9% | 5.9 |
|
| 3405 |
3405
America First Investment Advisors
Omaha,
Nebraska
| USD 538 M | +USD 36.9 M | +7% | 9.23% | 78.2% | 44 | 2.27% | 8.8 |
|
| 3406 |
3406
McNamara Financial Services
Marshfield,
Massachusetts
| USD 538 M | +USD 33.6 M | +7% | 5.79% | 42.6% | 95 | 3.16% | 4.2 |
|
| 3407 |
3407
LMG Wealth Partners
Shreveport,
Louisiana
| USD 538 M | +USD 51.1 M | +10% | 8.99% | 88.9% | 153 | 10.46% | 1.8 |
|
| 3408 |
RIS
3408
Richmond Investment Services
Mequon,
Wisconsin
| USD 537 M | +USD 63.9 M | +13% | 9.7% | – | 232 | 14.22% | 0.4 |
|
| 3409 |
3409
Kapitalo Investimentos
Sao Paulo,
Brazil
| USD 537 M | +USD 75.7 M | +16% | 5.37% | 66.5% | 148 | 76.35% | 0.4 |
|
| 3410 |
3410
GenWealth Group
Maplewood,
New Jersey
| USD 537 M | +USD 41.2 M | +8% | 7.24% | 73.9% | 75 | 6.67% | 4.9 |
|
| 3411 |
3411
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| USD 536 M | +USD 27.5 M | +5% | 6.62% | 58.9% | 127 | 24.41% | 1.8 |
|
| 3412 |
3412
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| USD 535 M | +USD 84.9 M | +19% | 6.05% | 71.1% | 274 | 13.5% | 2.5 |
|
| 3413 |
3413
Permanent Capital Management
Chicago,
Illinois
| USD 535 M | – | – | 6.07% | – | 151 | – | 0.5 |
|
| 3414 |
3414
VeraBank
Henderson,
Texas
| USD 535 M | +USD 36.4 M | +7% | 7.08% | 60.6% | 193 | 7.77% | 3.9 |
|
| 3415 |
SM
3415
Sciencast Management
Princeton,
New Jersey
| USD 535 M | +USD 50.6 M | +10% | 6.53% | 72.5% | 404 | 75.99% | 0.2 |
|
| 3416 |
3416
Columbia Asset Management
Ann Arbor,
Michigan
| USD 534 M | +USD 25.6 M | +5% | 8.29% | 94.1% | 176 | 7.95% | 6.9 |
|
| 3417 |
3417
P. Schoenfeld Asset Management (PSAM)
New York
| USD 534 M | +USD 128 M | +31% | 43.7% | 367% | 54 | 68.52% | 0.6 |
|
| 3418 |
3418
Sycale Advisors
New York
| USD 534 M | +USD 77.5 M | +17% | 2.13% | 31.5% | 27 | 29.63% | 0.9 |
|
| 3419 |
3419
Sovereign Financial Group
Stamford,
Connecticut
| USD 534 M | +USD 48.9 M | +10% | 8.97% | 90.7% | 345 | 14.49% | 2.7 |
|
| 3420 |
3420
Lincoln Capital
Lincoln,
Nebraska
| USD 534 M | +USD 14.2 M | +3% | 4.98% | 67.1% | 128 | 7.03% | 6 |
|
| 3421 |
3421
Oak Hill Wealth Advisors
Lansdowne,
Virginia
| USD 534 M | +USD 51.2 M | +11% | 6.4% | 48% | 150 | 4.67% | 0.7 |
|
| 3422 |
3422
Pier 88 Investment Partners
San Francisco,
California
| USD 533 M | -USD 4.3 M | -0.8% | 3.58% | 36.1% | 131 | 32.82% | 1.5 |
|
| 3423 |
3423
RAM Investment Partners
Bellevue,
Washington
| USD 533 M | +USD 56.7 M | +12% | 6.31% | 61.9% | 104 | 8.65% | 1.6 |
|
| 3424 |
3424
Winslow Asset Management
Beachwood,
Ohio
| USD 533 M | +USD 37.2 M | +8% | 10.2% | 89.9% | 78 | 3.85% | 7.5 |
|
| 3425 |
3425
Third Avenue Management
New York
| USD 533 M | +USD 47.8 M | +10% | 13.2% | 113% | 54 | 11.11% | 5.8 |
|