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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1051 |
1051
Adapt Investment Managers
Geneva,
Switzerland
| USD 2926 M | -USD 946 M | -24% | 12.1% | – | 120 | 74.17% | 0.1 |
|
| 1052 |
1052
Heritage Investors Management Corp
Bethesda,
Maryland
| USD 2917 M | -USD 181 M | -6% | 4.79% | 114% | 264 | 7.2% | 7 |
|
| 1053 |
1053
Intact Investment Management
Montreal,
Quebec, Canada
| USD 2917 M | +USD 53.7 M | +2% | 1.69% | 85.8% | 366 | 29.78% | 3.6 |
|
| 1054 |
1054
Apella Capital
West Hartford,
Connecticut
| USD 2914 M | +USD 307 M | +12% | 0.42% | 48.6% | 398 | 17.09% | 2.4 |
|
| 1055 |
1055
Marsico Capital Management
Denver,
Colorado
| USD 2913 M | -USD 764 M | -21% | 3.8% | 288% | 75 | 28% | 2.8 |
|
| 1056 |
1056
Schwartz Investment Counsel
Plymouth,
Michigan
| USD 2910 M | +USD 135 M | +5% | 3.22% | 85.6% | 130 | 4.62% | 5.2 |
|
| 1057 |
1057
Independent Financial Group
San Diego,
California
| USD 2909 M | -USD 100 M | -3% | 3.94% | 149% | 1,285 | 18.75% | 2.4 |
|
| 1058 |
1058
Robertson Stephens Wealth Management
San Francisco,
California
| USD 2909 M | +USD 84.4 M | +3% | 2.36% | 109% | 601 | 16.97% | 2.6 |
|
| 1059 |
1059
Ameritas Investment Partners
Lincoln,
Nebraska
| USD 2907 M | -USD 168 M | -5% | 3.5% | 120% | 3,182 | 3.02% | 6.2 |
|
| 1060 |
1060
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
| USD 2906 M | -USD 357 M | -11% | 6.69% | 2.43% | 12 | 25% | 5.4 |
|
| 1061 |
1061
Gulf International Bank (UK)
London,
United Kingdom
| USD 2900 M | -USD 1060 M | -27% | 2.6% | 152% | 646 | 3.87% | 8.7 |
|
| 1062 |
1062
Castleark Management
Chicago,
Illinois
| USD 2885 M | +USD 18.3 M | +0.6% | 4.29% | 248% | 355 | 41.41% | 3.3 |
|
| 1063 |
1063
WesBanco Bank
Wheeling,
West Virginia
| USD 2881 M | -USD 48.6 M | -2% | 2.49% | 97.3% | 650 | 9.38% | 5.3 |
|
| 1064 |
1064
Aspiriant LLC
Los Angeles,
California
| USD 2881 M | +USD 111 M | +4% | 0.68% | 52.7% | 308 | 12.99% | 5.1 |
|
| 1065 |
1065
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| USD 2876 M | -USD 175 M | -6% | 2.64% | 148% | 500 | 1.6% | 9.5 |
|
| 1066 |
1066
Caxton Associates (UK)
London,
| USD 2874 M | – | – | 5.8% | – | 740 | – | 0 |
|
| 1067 |
1067
Salem Investment Counselors
Winston Salem,
North Carolina
| USD 2872 M | -USD 178 M | -6% | 3.42% | 181% | 1,269 | 8.98% | 4 |
|
| 1068 |
1068
Members Trust
Tampa,
Florida
| USD 2870 M | -USD 31.6 M | -1% | 0.08% | 31.5% | 130 | 12.31% | 2.8 |
|
| 1069 |
1069
Meyer Handelman Company
Rye Brook,
New York
| USD 2870 M | -USD 20.3 M | -0.7% | 1.1% | 97.4% | 218 | 5.96% | 8.1 |
|
| 1070 |
1070
MUFG Securities (Canada)
New York
| USD 2869 M | +USD 100 M | +4% | 2.32% | – | 42 | 0% | 1.2 |
|
| 1071 |
1071
Journey Strategic Wealth
Summit,
New Jersey
| USD 2867 M | +USD 191 M | +7% | 3.81% | 62.2% | 554 | 18.23% | 1.2 |
|
| 1072 |
1072
Tandem Investment Advisors
Charleston,
South Carolina
| USD 2866 M | +USD 225 M | +9% | 6.15% | 18.7% | 87 | 25.29% | 4.7 |
|
| 1073 |
1073
Conning Inc
Hartford,
Connecticut
| USD 2859 M | +USD 4.67 M | +0.2% | 1.72% | 65.1% | 361 | 7.2% | 8 |
|
| 1074 |
1074
Sound Shore Management
Greenwich,
Connecticut
| USD 2855 M | -USD 174 M | -6% | 1.48% | 91.4% | 41 | 12.2% | 2 |
|
| 1075 |
1075
Stonehage Fleming Financial Services
St. Helier,
Jersey
| USD 2848 M | -USD 725 M | -20% | 1.83% | 74.9% | 230 | 23.04% | 2.7 |
|