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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
CapitalatWork SA
Auderghem,
| USD 3094 M | +USD 150 M | +5% | 3.71% | – | 81 | 7.41% | 0.9 |
|
| 1027 |
1027
First Hawaiian Bank
Honolulu,
Hawaii
| USD 3085 M | -USD 46 M | -1% | 0.71% | 72.7% | 914 | 8.97% | 3.7 |
|
| 1028 |
1028
Evelyn Partners Investment Management
London,
| USD 3085 M | – | – | 2.93% | – | 416 | – | 0 |
|
| 1029 |
LFCM
1029
Long Focus Capital Management
San Juan,
Puerto Rico
| USD 3083 M | +USD 228 M | +8% | 27.2% | 120% | 115 | 23.48% | 1.9 |
|
| 1030 |
1030
Ameritas Investment Partners
Lincoln,
Nebraska
| USD 3075 M | +USD 3.73 M | +0.1% | 3.34% | 120% | 3,181 | 3.05% | 6 |
|
| 1031 |
1031
Cary Street Partners
Richmond,
Virginia
| USD 3074 M | – | – | 0.39% | – | 829 | – | 0 |
|
| 1032 |
1032
Evergreen Capital Management
Bellevue,
Washington
| USD 3072 M | +USD 92.1 M | +3% | 0.98% | 82.9% | 1,130 | 16.9% | 2.7 |
|
| 1033 |
1033
NorthRock Partners
Minneapolis,
Minnesota
| USD 3070 M | +USD 28.5 M | +0.9% | 1.64% | 62.8% | 881 | 17.48% | 2.1 |
|
| 1034 |
1034
United Services Automobile Association
San Antonio,
Texas
| USD 3067 M | -USD 855 M | -22% | 0.44% | 31.8% | 405 | 9.88% | 3.3 |
|
| 1035 |
1035
ARGA Investment Management
Stamford,
Connecticut
| USD 3064 M | +USD 43.3 M | +1% | 2.41% | 93.6% | 132 | 10.61% | 2.4 |
|
| 1036 |
1036
Becker Capital Management
Portland,
Oregon
| USD 3063 M | -USD 13.3 M | -0.4% | 1.66% | 89.2% | 284 | 7.39% | 4.7 |
|
| 1037 |
1037
Caprock Group
Boise,
Idaho
| USD 3060 M | +USD 311 M | +11% | 4.3% | – | 1,062 | 21.28% | 2.5 |
|
| 1038 |
1038
GeoWealth Management
Chicago,
Illinois
| USD 3058 M | +USD 226 M | +8% | 0.46% | 58% | 1,908 | 17.4% | 0.9 |
|
| 1039 |
1039
Quotient Wealth Partners
Dallas,
Texas
| USD 3057 M | +USD 14.6 M | +0.5% | 1.16% | – | 340 | 12.06% | 0.8 |
|
| 1040 |
1040
IFP Advisors
Tampa,
Florida
| USD 3054 M | +USD 279 M | +10% | 1.18% | 80.6% | 4,699 | 24.13% | 3.3 |
|
| 1041 |
1041
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| USD 3051 M | +USD 14.5 M | +0.5% | 4.32% | 148% | 500 | 2% | 9.3 |
|
| 1042 |
1042
B. Riley Wealth Advisors
Boca Raton,
Florida
| USD 3051 M | -USD 545 M | -15% | 2.98% | 118% | 1,323 | 18.67% | 4.5 |
|
| 1043 |
1043
Salem Investment Counselors
Winston Salem,
North Carolina
| USD 3049 M | -USD 272 M | -8% | 3.07% | 181% | 1,285 | 14.01% | 3.9 |
|
| 1044 |
1044
Aristeia Capital
Greenwich,
Connecticut
| USD 3048 M | -USD 1763 M | -37% | 10.1% | 73.2% | 503 | 48.91% | 0.6 |
|
| 1045 |
1045
Busey Bank
Urbana,
Illinois
| USD 3047 M | -USD 17.1 M | -0.6% | 1.69% | 108% | 362 | 10.77% | 6 |
|
| 1046 |
1046
Miller Howard Investments
Kingston,
New York
| USD 3042 M | -USD 201 M | -6% | 3.29% | 72.2% | 203 | 36.95% | 4.7 |
|
| 1047 |
1047
Maj Invest Holding A/S
Copenhagen K,
Denmark
| USD 3041 M | -USD 729 M | -19% | 2.71% | 106% | 41 | 7.32% | 3.1 |
|
| 1048 |
1048
Troy Asset Management
London,
United Kingdom
| USD 3036 M | -USD 137 M | -4% | 4.86% | 66.6% | 33 | 0% | 5.4 |
|
| 1049 |
1049
Dana Investment Advisors
Waukesha,
Wisconsin
| USD 3030 M | +USD 8.15 M | +0.3% | 4.4% | 131% | 560 | 8.93% | 2.9 |
|
| 1050 |
1050
Sound Shore Management
Greenwich,
Connecticut
| USD 3029 M | -USD 45.7 M | -1% | 2.26% | 93.5% | 49 | 36.73% | 1.9 |
|