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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1026 |
1026
Balentine LLC
Atlanta,
Georgia
| USD 1660 M | +USD 220 M | +15% | 2.95% | 59.8% | 770 | 45.45% | 0.5 |
|
| 1027 |
1027
BBVA USA Bancshares
Houston,
Texas
| USD 1659 M | +USD 68.1 M | +4% | 4.5% | 66.2% | 552 | 10.51% | 3.8 |
|
| 1028 |
1028
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
| USD 1657 M | +USD 19.3 M | +1% | 2.91% | 46.7% | 238 | 12.61% | 1.7 |
|
| 1029 |
1029
LS Investment Advisors
Bloomfield Hills,
Michigan
| USD 1654 M | +USD 49.4 M | +3% | 4.75% | 98.7% | 1,738 | 3.05% | 4.1 |
|
| 1030 |
1030
Burney Company
Reston,
Virginia
| USD 1649 M | +USD 34.9 M | +2% | 4.08% | 129% | 467 | 9.85% | 3.6 |
|
| 1031 |
1031
Weiss Asset Management
Boston,
Massachusetts
| USD 1648 M | +USD 370 M | +29% | 1.04% | 138% | 457 | 56.02% | 0.3 |
|
| 1032 |
1032
Taconic Capital Advisors
New York
| USD 1643 M | -USD 133 M | -8% | 3.38% | 273% | 66 | 50% | 0.8 |
|
| 1033 |
1033
Two Creeks Capital Management
New York
| USD 1642 M | +USD 160 M | +11% | 3.58% | 38.8% | 22 | 13.64% | 1.8 |
|
| 1034 |
1034
Ursa Fund Management
Danville,
California
| USD 1641 M | +USD 436 M | +36% | 6.2% | 93.5% | 20 | 65% | 0.5 |
|
| 1035 |
1035
Dearborn Partners
Chicago,
Illinois
| USD 1638 M | +USD 139 M | +9% | 5.24% | 46.1% | 232 | 14.22% | 3.4 |
|
| 1036 |
1036
Bailard
Foster City,
California
| USD 1636 M | +USD 23.5 M | +1% | 4.29% | 105% | 630 | 28.89% | 1.6 |
|
| 1037 |
1037
NewEdge Advisors
New Orleans,
Louisiana
| USD 1633 M | +USD 85 M | +5% | 3.65% | 88% | 717 | 15.48% | 1.5 |
|
| 1038 |
1038
Tremblant Capital Group
West Palm Beach,
Florida
| USD 1633 M | -USD 94.8 M | -5% | 1.11% | 131% | 49 | 36.73% | 1.7 |
|
| 1039 |
1039
Advisory Services Network
Atlanta,
Georgia
| USD 1631 M | +USD 207 M | +15% | 3.48% | 105% | 3,016 | 18.3% | 2.4 |
|
| 1040 |
1040
St. Denis J. Villere & Co
New Orleans,
Louisiana
| USD 1630 M | +USD 104 M | +7% | 4.33% | 32.6% | 49 | 14.29% | 3.8 |
|
| 1041 |
1041
Cortina Asset Management
Milwaukee,
Wisconsin
| USD 1615 M | +USD 14.8 M | +0.9% | 5.71% | 115% | 195 | 17.95% | 1.7 |
|
| 1042 |
1042
Iconiq Capital
San Francisco,
California
| USD 1613 M | +USD 675 M | +72% | 6.99% | 0.21% | 54 | 24.07% | 2.7 |
|
| 1043 |
1043
Geneos Wealth Management
Englewood,
Colorado
| USD 1612 M | +USD 96.8 M | +6% | 2.53% | 66.7% | 2,541 | 7.67% | 2.3 |
|
| 1044 |
1044
Parsec Financial Management
Asheville,
North Carolina
| USD 1610 M | +USD 36.3 M | +2% | 3.2% | 70.7% | 258 | 8.14% | 3.7 |
|
| 1045 |
1045
Basswood Capital Management
New York
| USD 1610 M | +USD 68.1 M | +4% | 7.12% | 111% | 142 | 19.72% | 3.1 |
|
| 1046 |
1046
Glenview Trust
Louisville,
Kentucky
| USD 1610 M | +USD 50.4 M | +3% | 3.65% | 99.2% | 329 | 3.65% | 3.5 |
|
| 1047 |
1047
Praesidium Investment Management Company
New York
| USD 1605 M | +USD 99.2 M | +7% | 4.72% | 79% | 13 | 0% | 3.2 |
|
| 1048 |
1048
Oak Associates
Akron,
Ohio
| USD 1604 M | -USD 32.5 M | -2% | 2.21% | 152% | 157 | 7.01% | 3.7 |
|
| 1049 |
1049
EP Wealth Advisors
Torrance,
California
| USD 1601 M | +USD 561 M | +54% | 4.04% | – | 349 | 41.83% | 1.4 |
|
| 1050 |
1050
Motley Fool Wealth Management
Alexandria,
Virginia
| USD 1595 M | +USD 41.6 M | +3% | 4.55% | 70.7% | 142 | 11.27% | 2.8 |
|