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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
United Services Automobile Association
San Antonio,
Texas
| USD 3250 M | +USD 182 M | +6% | 0.62% | 31.8% | 1,071 | 63.68% | 1.3 |
|
| 977 |
977
IFP Advisors
Tampa,
Florida
| USD 3243 M | +USD 189 M | +6% | 1.24% | 80.6% | 4,718 | 14.56% | 3.7 |
|
| 978 |
978
Grimes & Company
Westborough,
Massachusetts
| USD 3235 M | -USD 236 M | -7% | 2.27% | 74.7% | 405 | 15.31% | 5.2 |
|
| 979 |
979
Greenwoods Asset Management (HK)
Hong Kong
| USD 3228 M | +USD 62.6 M | +2% | 8.54% | 274% | 39 | 28.21% | 1.7 |
|
| 980 |
980
J.W. Cole Advisors
Tampa,
Florida
| USD 3222 M | +USD 745 M | +30% | 1.58% | 84.9% | 1,360 | 37.65% | 1.8 |
|
| 981 |
981
Timucuan Asset Management
Jacksonville,
Florida
| USD 3216 M | -USD 52.9 M | -2% | 2.55% | 61.6% | 30 | 10% | 4.6 |
|
| 982 |
982
IHT Wealth Management
Chicago,
Illinois
| USD 3202 M | +USD 102 M | +3% | 2.31% | 74.8% | 1,165 | 14.33% | 3.5 |
|
| 983 |
983
Antipodes Partners
Royal Exchange,
Australia
| USD 3193 M | +USD 315 M | +11% | 3.7% | 96.4% | 117 | 44.44% | 0.9 |
|
| 984 |
984
Baker Avenue Asset Management
San Francisco,
California
| USD 3193 M | -USD 74.2 M | -2% | 2.92% | 95.6% | 500 | 23.4% | 3 |
|
| 985 |
985
Kestra Investment Management
Austin,
Texas
| USD 3192 M | +USD 647 M | +25% | 0.41% | – | 1,451 | 58.58% | 0.3 |
|
| 986 |
986
Alesco Advisors
Pittsford,
New York
| USD 3186 M | +USD 3.2 M | +0.1% | 1.28% | 46.9% | 196 | 5.1% | 5.8 |
|
| 987 |
987
BW Gestao de Investimentos
Sao Paulo,
Brazil
| USD 3182 M | +USD 44.2 M | +1% | 3.08% | 95.1% | 172 | 65.12% | 0.7 |
|
| 988 |
988
Intermede Investment Partners
London,
United Kingdom
| USD 3179 M | -USD 569 M | -15% | 4.52% | 76.7% | 38 | 28.95% | 3.4 |
|
| 989 |
CFM
989
Comprehensive Financial Management
Los Gatos,
California
| USD 3176 M | -USD 456 M | -13% | 9.61% | 33.7% | 42 | 7.14% | 3.7 |
|
| 990 |
990
Two Seas Capital
Rye,
New York
| USD 3174 M | +USD 2017 M | +174% | 20.4% | 344% | 38 | 39.47% | 0.9 |
|
| 991 |
991
Destination Wealth Management
Walnut Creek,
California
| USD 3174 M | -USD 23.5 M | -0.7% | 0.66% | 52.7% | 266 | 11.65% | 5.2 |
|
| 992 |
992
SIG North Trading
Bala Cynwyd,
Pennsylvania
| USD 3163 M | +USD 144 M | +5% | 0.55% | – | 270 | 14.81% | 2.2 |
|
| 993 |
993
Cary Street Partners
Richmond,
Virginia
| USD 3161 M | +USD 86.6 M | +3% | 1.32% | – | 910 | 14.62% | 0.2 |
|
| 994 |
994
Advent International
Boston,
Massachusetts
| USD 3160 M | -USD 1120 M | -26% | 15.8% | 15.9% | 24 | 4.17% | 2.6 |
|
| 995 |
995
Locust Wood Capital Advisers
New York
| USD 3157 M | +USD 259 M | +9% | 3.17% | 113% | 62 | 46.77% | 3.3 |
|
| 996 |
996
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| USD 3148 M | -USD 42.5 M | -1% | 0.92% | 86.6% | 1,805 | 4.93% | 4.8 |
|
| 997 |
997
Miller Howard Investments
Kingston,
New York
| USD 3141 M | +USD 99.2 M | +3% | 7.01% | 72.2% | 147 | 12.93% | 4.6 |
|
| 998 |
998
Quantbot Technologies
New York
| USD 3141 M | +USD 404 M | +15% | 6.58% | 33.6% | 1,968 | 55.64% | 0.5 |
|
| 999 |
999
Sigma Planning Corp
Ann Arbor,
Michigan
| USD 3136 M | -USD 48.7 M | -2% | 2.13% | 97.5% | 1,301 | 18.29% | 4.1 |
|
| 1000 |
1000
Quotient Wealth Partners
Dallas,
Texas
| USD 3131 M | +USD 73.4 M | +2% | 0.32% | – | 355 | 15.21% | 1 |
|