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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 951 |
951
ACR Alpine Capital Research
St. Louis,
Missouri
| USD 2960 M | +USD 387 M | +15% | 9.55% | 58.1% | 42 | 14.29% | 4.7 |
|
| 952 |
952
Boston Financial Management
Boston,
Massachusetts
| USD 2957 M | +USD 283 M | +11% | 12.6% | 30.1% | 321 | 7.79% | 5.2 |
|
| 953 |
953
Vestcor Inc
Fredericton,
New Brunswick, Canada
| USD 2951 M | +USD 220 M | +8% | 10.9% | 101% | 1,362 | 12.56% | 2.3 |
|
| 954 |
954
Readystate Asset Management
Chicago,
Illinois
| USD 2941 M | +USD 946 M | +47% | 6.12% | 43.4% | 731 | 47.74% | 0.3 |
|
| 955 |
955
Matson Money Inc
Mason,
Ohio
| USD 2932 M | +USD 166 M | +6% | 6.15% | 36.2% | 11 | 0% | 4.8 |
|
| 956 |
956
American Capital Management
New York
| USD 2924 M | +USD 330 M | +13% | 16.1% | 96.7% | 64 | 1.56% | 5.9 |
|
| 957 |
957
Salem Investment Counselors
Winston Salem,
North Carolina
| USD 2918 M | +USD 293 M | +11% | 11.5% | 181% | 1,169 | 11.12% | 3.6 |
|
| 958 |
958
Carnegie Investment Counsel
Pepper Pike,
Ohio
| USD 2914 M | +USD 310 M | +12% | 12.8% | 112% | 507 | 9.47% | 5.1 |
|
| 959 |
959
Prio Wealth Limited Partnership
Boston,
Massachusetts
| USD 2911 M | +USD 311 M | +12% | 12.8% | 60% | 266 | 10.15% | 6.8 |
|
| 960 |
960
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| USD 2910 M | +USD 1773 M | +156% | 12.4% | 25.1% | 191 | 15.71% | 0.8 |
|
| 961 |
961
Citizens Financial Group
Providence,
Rhode Island
| USD 2899 M | +USD 445 M | +18% | 9.98% | 95.4% | 417 | 23.02% | 4 |
|
| 962 |
962
Pure Financial Advisors
San Diego,
California
| USD 2899 M | +USD 453 M | +19% | 8.89% | 47.2% | 315 | 20.32% | 2.7 |
|
| 963 |
963
Apollon Wealth Management
Mount Pleasant,
South Carolina
| USD 2895 M | +USD 903 M | +45% | 10.8% | 96.7% | 1,121 | 23.82% | 1.6 |
|
| 964 |
964
Cassaday & Co Wealth Management
Mclean,
Virginia
| USD 2885 M | +USD 492 M | +21% | 11.6% | 78.9% | 282 | 13.12% | 0.8 |
|
| 965 |
965
Destination Wealth Management
Walnut Creek,
California
| USD 2885 M | +USD 313 M | +12% | 10.3% | 52.7% | 227 | 11.45% | 5 |
|
| 966 |
966
ARGA Investment Management
Stamford,
Connecticut
| USD 2884 M | +USD 426 M | +17% | 7.83% | 78.1% | 157 | 33.12% | 1.7 |
|
| 967 |
967
Sound Shore Management
Greenwich,
Connecticut
| USD 2883 M | +USD 271 M | +10% | 15.1% | 91.4% | 39 | 10.26% | 2.3 |
|
| 968 |
968
Associated Banc-Corp
Green Bay,
Wisconsin
| USD 2878 M | +USD 295 M | +11% | 11.2% | 88.8% | 320 | 8.75% | 7 |
|
| 969 |
BG
969
Bollard Group
Boston,
Massachusetts
| USD 2876 M | +USD 158 M | +6% | 10.8% | 64.4% | 371 | 18.06% | 6.1 |
|
| 970 |
MA
970
Mutual Advisors
Omaha,
Nebraska
| USD 2874 M | +USD 310 M | +12% | 9.91% | 68.1% | 1,089 | 18.82% | 2.8 |
|
| 971 |
971
Conning Inc
Hartford,
Connecticut
| USD 2874 M | +USD 130 M | +5% | 9.04% | 65.1% | 354 | 9.04% | 7.6 |
|
| 972 |
972
Miller Howard Investments
Kingston,
New York
| USD 2871 M | +USD 143 M | +5% | 7.43% | 72.2% | 206 | 12.62% | 3.2 |
|
| 973 |
973
Timucuan Asset Management
Jacksonville,
Florida
| USD 2862 M | +USD 367 M | +15% | 18.3% | 61.6% | 26 | 3.85% | 5 |
|
| 974 |
974
Quantinno Capital Management
New York
| USD 2857 M | +USD 660 M | +30% | 12.9% | 119% | 1,121 | 15.08% | 1.3 |
|
| 975 |
975
Westchester Capital Management (New York)
Valhalla,
New York
| USD 2857 M | -USD 570 M | -17% | 9.64% | 100% | 364 | 41.76% | 0.8 |
|