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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
Anchor Capital Advisors
Boston,
Massachusetts
| USD 3407 M | +USD 56.7 M | +2% | 4.93% | 64.3% | 249 | 6.83% | 5.5 |
|
| 1002 |
1002
Quotient Wealth Partners
Dallas,
Texas
| USD 3399 M | +USD 268 M | +9% | 6.85% | – | 356 | 10.67% | 1.2 |
|
| 1003 |
1003
Arkadios Wealth Advisors
Atlanta,
Georgia
| USD 3391 M | +USD 744 M | +28% | 10.8% | 91.1% | 1,383 | 22.49% | 1.8 |
|
| 1004 |
1004
Snowden Capital Advisors
New York
| USD 3386 M | +USD 261 M | +8% | 12% | 100% | 1,281 | 13.04% | 3.8 |
|
| 1005 |
1005
Cerberus Capital Management
New York
| USD 3385 M | +USD 35.4 M | +1% | 0.77% | 22.4% | 6 | 50% | 1.8 |
|
| 1006 |
1006
Avanza Fonder
Stockholm,
Sweden
| USD 3376 M | +USD 328 M | +11% | 14.4% | – | 492 | 18.5% | 0.4 |
|
| 1007 |
1007
WesBanco Bank
Wheeling,
West Virginia
| USD 3370 M | +USD 489 M | +17% | 10.3% | 87.2% | 675 | 12.3% | 5.2 |
|
| 1008 |
1008
Leonard Green & Partners
Los Angeles,
California
| USD 3367 M | -USD 695 M | -17% | 6.96% | 53.9% | 8 | 0% | 3.2 |
|
| 1009 |
1009
Meiji Yasuda Life Insurance
Tokyo,
Japan
| USD 3361 M | -USD 1646 M | -33% | 2.7% | 27.5% | 261 | 24.14% | 5.2 |
|
| 1010 |
1010
Van Berkom & Associates
Montreal,
Quebec, Canada
| USD 3360 M | +USD 246 M | +8% | 10.4% | 45% | 65 | 6.15% | 4.3 |
|
| 1011 |
1011
Castleark Management
Chicago,
Illinois
| USD 3327 M | +USD 442 M | +15% | 21.5% | 248% | 347 | 40.06% | 3.3 |
|
| 1012 |
1012
Sigma Planning Corp
Ann Arbor,
Michigan
| USD 3326 M | +USD 190 M | +6% | 10.3% | 87.3% | 1,348 | 18.47% | 4.1 |
|
| 1013 |
1013
Evergreen Capital Management
Bellevue,
Washington
| USD 3326 M | +USD 346 M | +12% | 7.4% | 77.2% | 1,275 | 24.86% | 2.8 |
|
| 1014 |
1014
Peregrine Capital Management
Minneapolis,
Minnesota
| USD 3318 M | +USD 305 M | +10% | 17.6% | 95% | 347 | 10.66% | 3.6 |
|
| 1015 |
1015
Suvretta Capital Management
New York
| USD 3317 M | +USD 622 M | +23% | 12.9% | 364% | 112 | 23.21% | 1.8 |
|
| 1016 |
1016
Vestcor Inc
Fredericton,
New Brunswick, Canada
| USD 3310 M | +USD 335 M | +11% | 8.67% | 101% | 1,258 | 16.14% | 3.3 |
|
| 1017 |
1017
Kestra Investment Management
Austin,
Texas
| USD 3300 M | +USD 108 M | +3% | 7.84% | – | 995 | 37.39% | 0.5 |
|
| 1018 |
1018
JMG Financial Group
Downers Grove,
Illinois
| USD 3299 M | +USD 334 M | +11% | 9.49% | 58.7% | 127 | 7.87% | 6 |
|
| 1019 |
1019
Lincoln National Corp
Radnor,
Pennsylvania
| USD 3297 M | +USD 194 M | +6% | 7.01% | 42.9% | 22 | 13.64% | 6.9 |
|
| 1020 |
1020
CapitalatWork SA
Auderghem,
| USD 3293 M | +USD 208 M | +7% | 9.81% | – | 88 | 11.36% | 1.2 |
|
| 1021 |
1021
Aristotle Atlantic Partners
Sarasota,
Florida
| USD 3288 M | +USD 324 M | +11% | 19.4% | 144% | 90 | 6.67% | 5.3 |
|
| 1022 |
1022
MUFG Securities (Canada)
New York
| USD 3287 M | +USD 418 M | +15% | 12.7% | – | 43 | 2.33% | 1.4 |
|
| 1023 |
1023
Mizuho Markets Americas
New York
| USD 3286 M | -USD 1587 M | -33% | 13.4% | 121% | 232 | 39.66% | 1.3 |
|
| 1024 |
1024
Busey Bank
Urbana,
Illinois
| USD 3276 M | +USD 309 M | +10% | 12.4% | 94.2% | 374 | 10.16% | 6 |
|
| 1025 |
1025
Evelyn Partners Investment Management
London,
| USD 3270 M | +USD 263 M | +9% | 11.4% | – | 438 | 9.36% | 0.5 |
|