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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1001 |
1001
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
| USD 2408 M | +USD 357 M | +17% | 11.4% | 241% | 217 | 29.49% | 0.4 |
|
| 1002 |
1002
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| USD 2406 M | +USD 360 M | +18% | 12.3% | 119% | 187 | 21.39% | 3.3 |
|
| 1003 |
1003
NorthCrest Asset Manangement
Plymouth,
Minnesota
| USD 2403 M | +USD 642 M | +36% | 7.66% | 135% | 509 | 27.7% | 0.9 |
|
| 1004 |
1004
Granite Investment Partners
El Segundo,
California
| USD 2401 M | -USD 5.28 M | -0.2% | 11% | 131% | 283 | 18.37% | 4.3 |
|
| 1005 |
1005
Shelton Capital Management
Denver,
Colorado
| USD 2401 M | +USD 1446 M | +151% | 14.6% | 161% | 777 | 18.92% | 4.4 |
|
| 1006 |
1006
Engineers Gate Manager
New York
| USD 2393 M | +USD 729 M | +44% | 3.65% | 51.9% | 2,145 | 48.48% | 0.7 |
|
| 1007 |
1007
Meyer Handelman Company
Rye Brook,
New York
| USD 2392 M | -USD 797 k | -0% | 3.68% | 97.4% | 194 | 7.22% | 7.8 |
|
| 1008 |
1008
Clifford Swan Investment Counsel
Pasadena,
California
| USD 2391 M | +USD 92.6 M | +4% | 6.78% | 73.2% | 309 | 6.8% | 7 |
|
| 1009 |
1009
Timucuan Asset Management
Jacksonville,
Florida
| USD 2390 M | +USD 84.3 M | +4% | 13.2% | 61.6% | 34 | 11.76% | 4.2 |
|
| 1010 |
1010
Benjamin F. Edwards & Company
St. Louis,
Missouri
| USD 2389 M | +USD 163 M | +7% | 5.08% | 19.7% | 1,949 | 11.24% | 4.5 |
|
| 1011 |
1011
Mission Wealth Management
Santa Barbara,
California
| USD 2388 M | +USD 298 M | +14% | 7.72% | 92.1% | 565 | 9.91% | 3.3 |
|
| 1012 |
1012
Kingsview Wealth Management
Grants Pass,
Oregon
| USD 2382 M | +USD 79.1 M | +3% | 6.43% | 71.5% | 962 | 20.89% | 2.5 |
|
| 1013 |
1013
Metropolis Capital
Amersham,
United Kingdom
| USD 2377 M | +USD 332 M | +16% | 11% | 61.7% | 16 | 12.5% | 2.9 |
|
| 1014 |
1014
Parsec Financial Management
Asheville,
North Carolina
| USD 2375 M | +USD 127 M | +6% | 6.09% | 70.7% | 298 | 5.37% | 5.3 |
|
| 1015 |
1015
Providence Equity Partners
Providence,
Rhode Island
| USD 2373 M | +USD 108 M | +5% | 26.7% | 12.4% | 10 | 70% | 1 |
|
| 1016 |
1016
Suvretta Capital Management
New York
| USD 2367 M | -USD 13.6 M | -0.6% | 6.3% | 364% | 115 | 40% | 0.8 |
|
| 1017 |
1017
OFI Invest Asset Management
Paris,
France
| USD 2367 M | – | – | 8.23% | – | 133 | – | 0 |
|
| 1018 |
1018
Busey Bank
Urbana,
Illinois
| USD 2364 M | +USD 140 M | +6% | 7.23% | 108% | 330 | 6.97% | 5.2 |
|
| 1019 |
1019
Hill Path Capital
New York
| USD 2349 M | +USD 217 M | +10% | 13.6% | 5.23% | 8 | 12.5% | 3.1 |
|
| 1020 |
1020
Cassaday & Co Wealth Management
Mclean,
Virginia
| USD 2344 M | +USD 180 M | +8% | 10.1% | 78.9% | 271 | 13.65% | 0.2 |
|
| 1021 |
1021
FineMark National Bank & Trust
Fort Myers,
Florida
| USD 2341 M | +USD 119 M | +5% | 6.8% | 69.8% | 442 | 11.31% | 5.4 |
|
| 1022 |
1022
Riverstone Holdings
New York
| USD 2338 M | -USD 97.3 M | -4% | 29.5% | 89.8% | 10 | 20% | 2.9 |
|
| 1023 |
1023
Heritage Investors Management Corp
Bethesda,
Maryland
| USD 2334 M | +USD 140 M | +6% | 8.34% | 114% | 266 | 8.27% | 5.9 |
|
| 1024 |
1024
Partners Capital Investment Group
Boston,
Massachusetts
| USD 2329 M | +USD 236 M | +11% | 5.02% | 47.5% | 158 | 26.58% | 2.2 |
|
| 1025 |
1025
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| USD 2327 M | +USD 234 M | +11% | 5.18% | 65.6% | 762 | 18.24% | 2.5 |
|