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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
Members Trust
Tampa,
Florida
| USD 3297 M | -USD 55.9 M | -2% | 0.09% | 31.5% | 122 | 7.38% | 2.4 |
|
| 927 |
927
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| USD 3296 M | +USD 82.2 M | +3% | 2.87% | 90.4% | 2,290 | 15.41% | 3.1 |
|
| 928 |
928
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
| USD 3294 M | +USD 48.2 M | +1% | 0.42% | 42.1% | 126 | 7.14% | 5.8 |
|
| 929 |
929
Systematic Financial Management
Teaneck,
New Jersey
| USD 3292 M | -USD 291 M | -8% | 2.59% | 120% | 254 | 3.15% | 6.6 |
|
| 930 |
930
First Horizon Advisors
Memphis,
Tennessee
| USD 3290 M | +USD 54.6 M | +2% | 1.51% | 55.2% | 2,429 | 10.87% | 4.1 |
|
| 931 |
931
Mackay Shields LLC
New York
| USD 3290 M | -USD 318 M | -9% | 0.02% | 8.26% | 142 | 7.75% | 2.5 |
|
| 932 |
932
Apollon Wealth Management
Mount Pleasant,
South Carolina
| USD 3284 M | +USD 108 M | +3% | 3.45% | 87.5% | 1,181 | 12.53% | 1.9 |
|
| 933 |
933
Capital International Sarl
Los Angeles,
California
| USD 3275 M | +USD 259 M | +9% | 5.45% | 149% | 280 | 16.43% | 3 |
|
| 934 |
934
Nuance Investments
Kansas City,
Missouri
| USD 3272 M | -USD 540 M | -14% | 5.38% | 3.13% | 55 | 23.64% | 2.4 |
|
| 935 |
935
EcoR1 Capital
San Francisco,
California
| USD 3269 M | -USD 685 M | -17% | 12.4% | 310% | 65 | 24.62% | 1.8 |
|
| 936 |
936
NFJ Investment Group
Dallas,
Texas
| USD 3258 M | -USD 404 M | -11% | 3.08% | 80.7% | 262 | 14.12% | 1.6 |
|
| 937 |
937
Facet Wealth Inc
Baltimore,
Maryland
| USD 3255 M | +USD 290 M | +10% | 1.37% | 48.1% | 147 | 21.77% | 1.5 |
|
| 938 |
938
Swan Global Investments
Durango,
Colorado
| USD 3255 M | +USD 45.2 M | +1% | 3.13% | 62.5% | 43 | 11.63% | 4.7 |
|
| 939 |
939
ACR Alpine Capital Research
St. Louis,
Missouri
| USD 3237 M | -USD 60.1 M | -2% | 2.82% | 58.1% | 40 | 15% | 4.9 |
|
| 940 |
940
Associated Banc-Corp
Green Bay,
Wisconsin
| USD 3215 M | +USD 60.5 M | +2% | 3.3% | 88.8% | 327 | 7.65% | 7.2 |
|
| 941 |
941
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| USD 3215 M | -USD 13.7 M | -0.4% | 1.17% | 55.6% | 191 | 17.8% | 3.4 |
|
| 942 |
KCM
942
Kensico Capital Management
Greenwich,
Connecticut
| USD 3212 M | +USD 173 M | +6% | 6.34% | 304% | 30 | 36.67% | 2.5 |
|
| 943 |
943
Carnegie Investment Counsel
Pepper Pike,
Ohio
| USD 3209 M | -USD 5.06 M | -0.2% | 2.96% | 112% | 510 | 11.57% | 5.5 |
|
| 944 |
944
SONA Asset Management (US)
New York
| USD 3204 M | +USD 216 M | +7% | 0.7% | 41% | 91 | 41.76% | 0.3 |
|
| 945 |
945
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| USD 3201 M | +USD 151 M | +5% | 1.74% | 65.6% | 868 | 13.48% | 2.9 |
|
| 946 |
946
Valeo Financial Advisors
Carmel,
Indiana
| USD 3200 M | +USD 409 M | +15% | 2.95% | 82.7% | 726 | 14.74% | 3.4 |
|
| 947 |
947
Global Retirement Partners
San Rafael,
California
| USD 3194 M | +USD 512 M | +19% | 2.71% | – | 3,685 | 11.8% | 1.9 |
|
| 948 |
948
Marathon Asset Management (UK)
London,
United Kingdom
| USD 3192 M | -USD 554 M | -15% | 1.89% | 80.8% | 88 | 9.09% | 4.1 |
|
| 949 |
949
Braidwell
Stamford,
Connecticut
| USD 3188 M | +USD 85 M | +3% | 7.84% | 96.5% | 85 | 31.76% | 0.7 |
|
| 950 |
950
Cassaday & Co Wealth Management
Mclean,
Virginia
| USD 3180 M | +USD 104 M | +3% | 2.77% | 70% | 319 | 16.3% | 1.2 |
|