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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 976 |
976
Aristotle Atlantic Partners
Sarasota,
Florida
| USD 2655 M | +USD 711 M | +37% | 13.4% | 144% | 103 | 4.85% | 3.6 |
|
| 977 |
977
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| USD 2652 M | +USD 140 M | +6% | 6.01% | 77.8% | 1,809 | 6.19% | 3.3 |
|
| 978 |
978
ACR Alpine Capital Research
St. Louis,
Missouri
| USD 2652 M | +USD 194 M | +8% | 6.3% | 58.1% | 39 | 0% | 4.3 |
|
| 979 |
979
PGIM Custom Harvest
Newark,
New Jersey
| USD 2651 M | +USD 241 M | +10% | 8.25% | 78.2% | 207 | 26.57% | 1.7 |
|
| 980 |
980
Summit Trail Advisors
New York
| USD 2650 M | +USD 168 M | +7% | 5.27% | 74.8% | 551 | 30.31% | 1.2 |
|
| 981 |
981
Mission Wealth Management
Santa Barbara,
California
| USD 2647 M | +USD 259 M | +11% | 6.92% | 92.1% | 574 | 9.76% | 3.4 |
|
| 982 |
982
Associated Banc-Corp
Green Bay,
Wisconsin
| USD 2646 M | +USD 157 M | +6% | 7.76% | 88.8% | 319 | 6.27% | 6.8 |
|
| 983 |
983
Engineers Gate Manager
New York
| USD 2645 M | +USD 252 M | +11% | 2.72% | 51.9% | 2,138 | 45.84% | 0.7 |
|
| 984 |
984
GMT Capital
Atlanta,
Georgia
| USD 2645 M | +USD 95 M | +4% | 9.09% | 200% | 105 | 29.52% | 1.1 |
|
| 985 |
985
Becker Capital Management
Portland,
Oregon
| USD 2643 M | +USD 113 M | +4% | 5.18% | 89.2% | 277 | 9.39% | 3.7 |
|
| 986 |
986
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
| USD 2639 M | -USD 188 M | -7% | 4.13% | 15.7% | 63 | 14.29% | 4.3 |
|
| 987 |
MA
987
Mutual Advisors
Omaha,
Nebraska
| USD 2635 M | +USD 198 M | +8% | 5.31% | 68.1% | 1,085 | 18.89% | 2.5 |
|
| 988 |
988
Abdiel Capital Advisors
New York
| USD 2632 M | +USD 351 M | +15% | 22% | 43.7% | 9 | 0% | 3 |
|
| 989 |
989
Benjamin F. Edwards & Company
St. Louis,
Missouri
| USD 2629 M | +USD 240 M | +10% | 4.79% | 19.7% | 1,879 | 8.99% | 4.6 |
|
| 990 |
990
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| USD 2626 M | +USD 317 M | +14% | 5.41% | 74.8% | 930 | 13.98% | 2.2 |
|
| 991 |
991
Ziegler Capital Management
Chicago,
Illinois
| USD 2616 M | +USD 81.8 M | +3% | 8.12% | 56% | 433 | 17.32% | 3 |
|
| 992 |
992
Dearborn Partners
Chicago,
Illinois
| USD 2613 M | +USD 71.3 M | +3% | 5.35% | 46.1% | 252 | 10.32% | 5.7 |
|
| 993 |
993
Prospera Financial Services
Dallas,
Texas
| USD 2613 M | +USD 180 M | +7% | 5.97% | 97.4% | 1,097 | 21.15% | 2.5 |
|
| 994 |
994
Altrinsic Global Advisors
Stamford,
Connecticut
| USD 2612 M | +USD 31.3 M | +1% | 0.15% | 45% | 48 | 10.42% | 4.5 |
|
| 995 |
995
Metropolis Capital
Amersham,
United Kingdom
| USD 2606 M | +USD 228 M | +10% | 7.59% | 64.4% | 16 | 6.25% | 3 |
|
| 996 |
996
Redmile Group
San Francisco,
California
| USD 2605 M | +USD 301 M | +13% | 64% | 777% | 82 | 19.51% | 2.5 |
|
| 997 |
997
AEW Capital Management
Boston,
Massachusetts
| USD 2598 M | -USD 77.6 M | -3% | 3.23% | 37.1% | 47 | 2.13% | 3.3 |
|
| 998 |
998
Anomaly Capital Management
New York
| USD 2591 M | +USD 319 M | +14% | 11.2% | 108% | 41 | 43.9% | 0.5 |
|
| 999 |
999
SigFig Wealth Management
San Francisco,
California
| USD 2579 M | +USD 765 M | +42% | 3.38% | 49.3% | 106 | 9.43% | 2.9 |
|
| 1000 |
1000
PFM Health Sciences
San Francisco,
California
| USD 2576 M | +USD 312 M | +14% | 10.8% | 241% | 96 | 33.33% | 1.4 |
|