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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 826 |
826
Pure Financial Advisors
San Diego,
California
| USD 4166 M | +USD 561 M | +16% | 6.32% | 47.2% | 343 | 13.7% | 3.2 |
|
| 827 |
827
AlTi Global
New York
| USD 4161 M | +USD 437 M | +12% | 6.37% | – | 415 | 15.66% | 0.6 |
|
| 828 |
828
Canoe Financial
Calgary,
Alberta, Canada
| USD 4160 M | -USD 1236 M | -23% | 8.41% | 84.1% | 117 | 45.3% | 0.7 |
|
| 829 |
829
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
| USD 4151 M | +USD 223 M | +6% | 6.33% | 50.3% | 275 | 15.27% | 1.4 |
|
| 830 |
830
Jericho Capital Asset Management
New York
| USD 4146 M | +USD 822 M | +25% | 13.5% | 573% | 30 | 46.67% | 0.6 |
|
| 831 |
831
Skye Global Management
West Palm Beach,
Florida
| USD 4142 M | -USD 278 M | -6% | 1.88% | 77.8% | 40 | 30% | 1.4 |
|
| 832 |
832
Principal Securities
Des Moines,
Iowa
| USD 4135 M | +USD 507 M | +14% | 6.11% | – | 3,578 | 9.28% | 0.7 |
|
| 833 |
833
Mission Wealth Management
Santa Barbara,
California
| USD 4132 M | +USD 356 M | +9% | 6.41% | 92.1% | 719 | 9.32% | 3.5 |
|
| 834 |
834
EULAV Asset Management
Sarasota,
Florida
| USD 4109 M | +USD 409 M | +11% | 10% | 96% | 173 | 6.36% | 6.4 |
|
| 835 |
835
Advent Capital Management
New York
| USD 4106 M | -USD 58.7 M | -1% | 1.18% | 2.9% | 249 | 30.92% | 1.1 |
|
| 836 |
836
Country Trust Bank
Bloomington,
Illinois
| USD 4093 M | +USD 134 M | +3% | 5.19% | 76.2% | 403 | 12.9% | 4.3 |
|
| 837 |
837
Auto-Owners Insurance
Lansing,
Michigan
| USD 4086 M | +USD 301 M | +8% | 8% | 82.2% | 116 | 0.86% | 1.7 |
|
| 838 |
838
Donor Advised Charitable Giving
San Francisco,
California
| USD 4076 M | -USD 182 M | -4% | 1.54% | 365% | 40 | 22.5% | 2.7 |
|
| 839 |
839
WestEnd Advisors
Charlotte,
North Carolina
| USD 4075 M | +USD 206 M | +5% | 6.76% | 59.9% | 404 | 11.14% | 0.8 |
|
| 840 |
840
Axxcess Wealth Management
Carlsbad,
California
| USD 4075 M | +USD 296 M | +8% | 6.55% | 81.2% | 955 | 19.06% | 1.4 |
|
| 841 |
841
Trillium Asset Management
Boston,
Massachusetts
| USD 4073 M | +USD 113 M | +3% | 5.89% | 81.7% | 248 | 8.06% | 6.1 |
|
| 842 |
842
Causeway Capital Management
Los Angeles,
California
| USD 4070 M | +USD 401 M | +11% | 11.3% | 72.8% | 105 | 21.9% | 2.9 |
|
| 843 |
843
Great Valley Advisor Group
Wilmington,
Delaware
| USD 4069 M | +USD 495 M | +14% | 5.82% | 73.9% | 850 | 11.06% | 2.7 |
|
| 844 |
DCP
844
Darsana Capital Partners
New York
| USD 4062 M | +USD 403 M | +11% | 13% | 144% | 17 | 29.41% | 1.5 |
|
| 845 |
845
UBS O'Connor
Chicago,
Illinois
| USD 4053 M | +USD 503 M | +14% | 6.07% | 180% | 654 | 42.05% | 1 |
|
| 846 |
846
E. Ohman J:or Asset Management
Stockholm,
Sweden
| USD 4040 M | +USD 9.9 M | +0.2% | 5.33% | 132% | 430 | 8.6% | 5.3 |
|
| 847 |
847
Summit Trail Advisors
New York
| USD 4034 M | +USD 229 M | +6% | 4.76% | 74.8% | 747 | 21.29% | 1.7 |
|
| 848 |
848
Orgel Wealth Management
Altoona,
Wisconsin
| USD 3995 M | +USD 291 M | +8% | 5.36% | 39.6% | 81 | 3.7% | 3.5 |
|
| 849 |
849
ClearBridge Investments (Australia)
Sydney,
Australia
| USD 3994 M | +USD 570 M | +17% | 16.7% | 27.2% | 28 | 25% | 3.8 |
|
| 850 |
850
Hamlin Capital Management
New York
| USD 3984 M | +USD 587 M | +17% | 10.6% | 67.9% | 26 | 3.85% | 4.1 |
|