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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
5076
Advisor Resource Council
Dallas,
Texas
| USD 257 M | -USD 983 M | -79% | 9.89% | 74.7% | 623 | 74% | 0.4 |
|
| 5077 |
5077
Washington State Investment Board
Olympia,
Washington
| USD 256 M | -USD 3.92 M | -2% | 12.9% | 567% | 2 | 0% | 3.9 |
|
| 5078 |
5078
Campbell Capital Management
Miami,
Florida
| USD 256 M | +USD 84.9 M | +50% | 14.7% | – | 80 | 62.5% | 1.8 |
|
| 5079 |
5079
FSA Wealth Management
Needham,
Massachusetts
| USD 256 M | +USD 20.7 M | +9% | 10.6% | – | 562 | 11.92% | 1.5 |
|
| 5080 |
5080
TOBAM
Paris,
France
| USD 256 M | +USD 22.2 M | +10% | 5.76% | 56% | 284 | 22.54% | 3.1 |
|
| 5081 |
5081
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| USD 256 M | +USD 14.3 M | +6% | 6.56% | 66% | 259 | 8.11% | 2.2 |
|
| 5082 |
5082
Global Assets Advisory
Orlando,
Florida
| USD 256 M | -USD 275 M | -52% | 12% | 95.9% | 301 | 39.87% | 0.6 |
|
| 5083 |
5083
Brown Financial Advisors
Milford,
Ohio
| USD 256 M | +USD 13.7 M | +6% | 8.99% | – | 145 | 15.17% | 0.8 |
|
| 5084 |
5084
Lowe Wealth Advisors
Columbia,
Maryland
| USD 256 M | +USD 20.8 M | +9% | 7.05% | 63.3% | 378 | 5.03% | 5.1 |
|
| 5085 |
5085
Exane Asset Management
Paris,
France
| USD 256 M | +USD 84.3 M | +49% | 6.6% | 74.5% | 33 | 42.42% | 0.7 |
|
| 5086 |
5086
Reliant Wealth Planning
Louisville,
Kentucky
| USD 256 M | +USD 36.9 M | +17% | 7.12% | 39.4% | 42 | 30.95% | 1.2 |
|
| 5087 |
5087
BKM Wealth Management
Brookfield,
Wisconsin
| USD 256 M | +USD 13.1 M | +5% | 7.75% | 69.6% | 161 | 4.35% | 1.3 |
|
| 5088 |
5088
Tieton Capital Management
Yakima,
Washington
| USD 256 M | +USD 37.1 M | +17% | 26.2% | 172% | 35 | 5.71% | 5.5 |
|
| 5089 |
5089
Stonebridge Capital Management
Los Angeles,
California
| USD 256 M | +USD 24.4 M | +11% | 11.8% | – | 88 | 5.68% | 8.4 |
|
| 5090 |
5090
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| USD 256 M | +USD 35.3 M | +16% | 8.75% | 66.8% | 111 | 10.81% | 6.1 |
|
| 5091 |
MCF
5091
MKA Charitable Fund
San Francisco,
California
| USD 256 M | +USD 22.9 M | +10% | 10.8% | 17.1% | 1 | 0% | 1.5 |
|
| 5092 |
5092
Intel Corp
Santa Clara,
California
| USD 256 M | +USD 86.8 M | +51% | 58.6% | 9.79% | 2 | 0% | 2.1 |
|
| 5093 |
5093
BHK Investment Advisors
Birmingham,
Alabama
| USD 255 M | +USD 18.9 M | +8% | 7.1% | 54.6% | 63 | 1.59% | 4.8 |
|
| 5094 |
5094
West Oak Capital
Westlake Village,
California
| USD 255 M | -USD 3.29 M | -1% | 10.7% | 110% | 327 | 10.7% | 6.6 |
|
| 5095 |
5095
Maryland Capital Advisors
Chester,
Maryland
| USD 255 M | +USD 28.6 M | +13% | 4.77% | – | 276 | 18.12% | 2.5 |
|
| 5096 |
5096
Rakuten Securities
Tokyo,
Japan
| USD 255 M | +USD 56.9 M | +29% | 45.2% | – | 895 | 14.19% | 1.1 |
|
| 5097 |
5097
Martin Capital Partners
Eugene,
Oregon
| USD 255 M | +USD 171 M | +205% | 0.57% | 42.3% | 76 | 25% | 3.7 |
|
| 5098 |
5098
Tyro Capital Management
Miami,
Florida
| USD 255 M | -USD 13.4 M | -5% | 21% | – | 16 | 50% | 0.8 |
|
| 5099 |
5099
Chaney Capital Management
Lynnwood,
Washington
| USD 255 M | +USD 30.5 M | +14% | 9.26% | – | 36 | 5.56% | 1.3 |
|
| 5100 |
5100
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| USD 255 M | – | – | 9.31% | – | 661 | – | 2.2 |
|