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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 926 |
926
Investment Counselors of Maryland
Baltimore,
Maryland
| USD 1918 M | +USD 381 M | +25% | 22.6% | 58% | 199 | 28.14% | 3.3 |
|
| 927 |
927
FDx Advisors
Chicago,
Illinois
| USD 1909 M | +USD 371 M | +24% | 22.3% | 66.2% | 643 | 32.35% | 3.1 |
|
| 928 |
928
Vident Investment Advisory
Alpharetta,
Georgia
| USD 1906 M | +USD 378 M | +25% | 28.9% | 82.6% | 899 | 19.91% | 1.3 |
|
| 929 |
929
Cambridge Trust
Cambridge,
Massachusetts
| USD 1905 M | +USD 448 M | +31% | 22% | 42.9% | 257 | 19.07% | 4.2 |
|
| 930 |
930
Voya Financial Advisors
Windsor,
Connecticut
| USD 1904 M | +USD 97.6 M | +5% | 17.7% | 44.8% | 634 | 15.93% | 3.1 |
|
| 931 |
931
Edgestream Partners
Princeton,
New Jersey
| USD 1902 M | +USD 820 M | +76% | 22.9% | 41.7% | 347 | 29.97% | 0.7 |
|
| 932 |
932
First Hawaiian Bank
Honolulu,
Hawaii
| USD 1898 M | +USD 252 M | +15% | 19.9% | 72.7% | 862 | 19.84% | 1.7 |
|
| 933 |
933
Adams Diversified Equity Fund
Baltimore,
Maryland
| USD 1888 M | +USD 309 M | +20% | 21.8% | 165% | 121 | 33.06% | 2.4 |
|
| 934 |
934
BlueCrest Capital Management
St Helier,
Jersey
| USD 1885 M | +USD 435 M | +30% | 54.9% | 59.1% | 314 | 54.46% | 0.4 |
|
| 935 |
935
Japan Post Holdings
Tokyo,
Japan
| USD 1884 M | +USD 93.6 M | +5% | 5.23% | 68% | 1 | 0% | 0.5 |
|
| 936 |
936
Tiedemann Advisors
New York
| USD 1882 M | +USD 337 M | +22% | 18% | 31.5% | 325 | 20% | 2.2 |
|
| 937 |
937
Meyer Handelman Company
Rye Brook,
New York
| USD 1876 M | +USD 247 M | +15% | 16.8% | 83.8% | 186 | 3.23% | 5.7 |
|
| 938 |
938
AMI Asset Management
Los Angeles,
California
| USD 1875 M | +USD 291 M | +18% | 29.1% | 96.6% | 85 | 12.94% | 2.6 |
|
| 939 |
939
Hamlin Capital Management
New York
| USD 1872 M | +USD 203 M | +12% | 20% | 67.9% | 44 | 22.73% | 2 |
|
| 940 |
940
Sumitomo Life Insurance
Tokyo,
Japan
| USD 1866 M | +USD 460 M | +33% | 21.1% | 69.6% | 270 | 4.07% | 5.2 |
|
| 941 |
941
Boston Financial Management
Boston,
Massachusetts
| USD 1859 M | +USD 303 M | +19% | 19.1% | 30.1% | 285 | 9.82% | 3.9 |
|
| 942 |
942
MD Financial Management
Ottawa,
Ontario, Canada
| USD 1851 M | +USD 233 M | +14% | 15.3% | 46.5% | 46 | 8.7% | 2.1 |
|
| 943 |
943
Dearborn Partners
Chicago,
Illinois
| USD 1851 M | +USD 238 M | +15% | 17.2% | 46.1% | 231 | 12.12% | 4.1 |
|
| 944 |
944
Dana Investment Advisors
Waukesha,
Wisconsin
| USD 1850 M | +USD 209 M | +13% | 25.1% | 117% | 307 | 27.36% | 2.3 |
|
| 945 |
945
Destination Wealth Management
Walnut Creek,
California
| USD 1849 M | +USD 217 M | +13% | 15.5% | 52.7% | 168 | 19.05% | 4.4 |
|
| 946 |
946
Orion Portfolio Solutions
Omaha,
Nebraska
| USD 1848 M | +USD 393 M | +27% | 16.4% | 25.6% | 2,638 | 26.88% | 0.4 |
|
| 947 |
947
Schwartz Investment Counsel
Plymouth,
Michigan
| USD 1844 M | +USD 340 M | +23% | 26.1% | 87.8% | 130 | 16.92% | 3.4 |
|
| 948 |
948
Waverton Investment Management
London,
United Kingdom
| USD 1844 M | +USD 301 M | +20% | 23.5% | 129% | 52 | 11.54% | 3.5 |
|
| 949 |
949
Matson Money Inc
Mason,
Ohio
| USD 1831 M | -USD 99.3 M | -5% | 7.07% | 36.2% | 10 | 0% | 1.5 |
|
| 950 |
950
Klingenstein Fields & Co
New York
| USD 1830 M | +USD 296 M | +19% | 20.7% | 93.4% | 180 | 7.78% | 5.4 |
|