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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1076 |
BAM
1076
Barrett Asset Management
New York
| USD 2649 M | +USD 471 M | +22% | 10.4% | 78.4% | 678 | 43.07% | 3.3 |
|
| 1077 |
1077
Busey Bank
Urbana,
Illinois
| USD 2644 M | +USD 161 M | +6% | 10.4% | 108% | 375 | 7.73% | 3.9 |
|
| 1078 |
1078
Valley Forge Capital Management
Miami,
Florida
| USD 2644 M | +USD 127 M | +5% | 6.44% | 49% | 9 | 0% | 4.1 |
|
| 1079 |
1079
FineMark National Bank & Trust
Fort Myers,
Florida
| USD 2643 M | +USD 280 M | +12% | 11.2% | 69.8% | 493 | 13.79% | 4.3 |
|
| 1080 |
1080
Adams Diversified Equity Fund
Baltimore,
Maryland
| USD 2637 M | +USD 106 M | +4% | 13.8% | 165% | 104 | 18.27% | 3 |
|
| 1081 |
1081
Formuepleje A/S
Aarhus C,
Denmark
| USD 2627 M | +USD 129 M | +5% | 7.78% | 92.1% | 62 | 4.84% | 2.6 |
|
| 1082 |
1082
General Catalyst Group Management
Cambridge,
Massachusetts
| USD 2627 M | +USD 662 M | +34% | 4.2% | 161% | 15 | 33.33% | 0.5 |
|
| 1083 |
1083
Spring Creek Capital
Wichita,
Kansas
| USD 2627 M | +USD 574 M | +28% | 5.9% | 312% | 761 | 34.95% | 0.4 |
|
| 1084 |
1084
Geneos Wealth Management
Englewood,
Colorado
| USD 2627 M | +USD 16.4 M | +0.6% | 7.66% | 66.7% | 2,947 | 10.38% | 3.7 |
|
| 1085 |
1085
First Heartland Consultants
Lake St. Louis,
Missouri
| USD 2624 M | +USD 1967 M | +299% | 1.4% | 59.2% | 423 | 21.51% | 2.8 |
|
| 1086 |
1086
Modera Wealth Management
Westwood,
New Jersey
| USD 2619 M | +USD 672 M | +34% | 6.45% | 75.5% | 609 | 56.32% | 1.4 |
|
| 1087 |
1087
Summit Partners Public Asset Management
Boston,
Massachusetts
| USD 2615 M | -USD 571 M | -18% | 7.23% | 1,167% | 181 | 71.27% | 0.7 |
|
| 1088 |
1088
Fortress Investment Group
New York
| USD 2606 M | +USD 830 M | +47% | 2.83% | 97.5% | 386 | 30.31% | 0.6 |
|
| 1089 |
1089
Connectus Wealth
Cincinnati,
Ohio
| USD 2583 M | +USD 1689 M | +189% | 10.8% | 37.8% | 336 | 91.96% | 0.1 |
|
| 1090 |
1090
Boxer Capital
San Diego,
California
| USD 2575 M | -USD 289 M | -10% | 0.45% | 262% | 95 | 32.63% | 1.4 |
|
| 1091 |
1091
Beacon Investment Advisory Services
Morristown,
New Jersey
| USD 2574 M | +USD 159 M | +7% | 7.43% | 95.8% | 313 | 7.67% | 2.7 |
|
| 1092 |
1092
Schwartz Investment Counsel
Plymouth,
Michigan
| USD 2574 M | +USD 142 M | +6% | 8.51% | 85.6% | 140 | 6.43% | 3.7 |
|
| 1093 |
1093
Heritage Investors Management Corp
Bethesda,
Maryland
| USD 2573 M | +USD 194 M | +8% | 9.6% | 114% | 288 | 8.33% | 4.5 |
|
| 1094 |
E
1094
Ergoteles
New York
| USD 2573 M | -USD 156 M | -6% | 6% | 76.4% | 1,822 | 71.68% | 0.2 |
|
| 1095 |
1095
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| USD 2564 M | +USD 237 M | +10% | 9.23% | – | 1,431 | 14.4% | 1.3 |
|
| 1096 |
1096
Miracle Mile Advisors
Los Angeles,
California
| USD 2563 M | +USD 488 M | +24% | 6.37% | 56% | 491 | 24.44% | 1.8 |
|
| 1097 |
1097
Park National Corp
Newark,
Ohio
| USD 2563 M | +USD 189 M | +8% | 11.1% | 92.7% | 315 | 8.25% | 5.4 |
|
| 1098 |
1098
Lombard Odier Asset Management (USA)
New York
| USD 2562 M | +USD 279 M | +12% | 5.13% | 96.8% | 498 | 65.66% | 0.4 |
|
| 1099 |
1099
Guinness Asset Management
London,
United Kingdom
| USD 2558 M | +USD 445 M | +21% | 13.9% | 73.9% | 99 | 0% | 4.5 |
|
| 1100 |
1100
First Citizens Bank & Trust
Raleigh,
North Carolina
| USD 2556 M | +USD 463 M | +22% | 9.45% | 69% | 452 | 14.6% | 3 |
|