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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1151 |
1151
Dynamic Advisor Solutions
Phoenix,
Arizona
| USD 3529 M | +USD 356 M | +11% | 12.8% | 70.9% | 1,096 | 16.79% | 3 |
|
| 1152 |
1152
Braun Stacey Associates
New York
| USD 3527 M | +USD 519 M | +17% | 31.3% | 231% | 124 | 18.55% | 4.3 |
|
| 1153 |
1153
BIP Wealth
Atlanta,
Georgia
| USD 3524 M | +USD 1066 M | +43% | 11.4% | 47.4% | 579 | 25.04% | 1.3 |
|
| 1154 |
1154
Intact Investment Management
Montreal,
Quebec, Canada
| USD 3519 M | +USD 10.1 M | +0.3% | 7.86% | 73.7% | 287 | 33.1% | 4.9 |
|
| 1155 |
1155
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| USD 3519 M | +USD 362 M | +11% | 26.6% | 132% | 503 | 2.98% | 10.2 |
|
| 1156 |
1156
Fisher Funds Management
Auckland,
New Zealand
| USD 3517 M | +USD 105 M | +3% | 15.7% | – | 176 | 5.11% | 1.3 |
|
| 1157 |
1157
CloudAlpha Capital Management
Hong Kong
| USD 3512 M | +USD 585 M | +20% | 132% | 2,704% | 80 | 85% | 0.2 |
|
| 1158 |
1158
RPOA Advisors
Plano,
Texas
| USD 3511 M | +USD 1226 M | +54% | 8.74% | – | 7 | 14.29% | 2.1 |
|
| 1159 |
1159
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| USD 3503 M | +USD 531 M | +18% | 21.4% | 95% | 1,018 | 15.03% | 2.4 |
|
| 1160 |
1160
Donaldson Capital Management
Evansville,
Indiana
| USD 3501 M | +USD 412 M | +13% | 13.8% | 77.7% | 323 | 30.96% | 4.4 |
|
| 1161 |
1161
Confluence Wealth Services
Mcmurray,
Pennsylvania
| USD 3498 M | +USD 918 M | +36% | 10.7% | 64.5% | 478 | 24.06% | 2.3 |
|
| 1162 |
CK
1162
Cohen Klingenstein
New York
| USD 3492 M | +USD 403 M | +13% | 16.5% | 99.1% | 209 | 2.87% | 9.2 |
|
| 1163 |
1163
Stock Yards Bank & Trust
Louisville,
Kentucky
| USD 3492 M | +USD 277 M | +9% | 15% | 82.8% | 411 | 7.06% | 6.4 |
|
| 1164 |
1164
Narodna banka Slovenska
Bratislava,
| USD 3491 M | +USD 489 M | +16% | 13.7% | – | 3 | 0% | 0.3 |
|
| 1165 |
1165
Tremblant Capital Group
West Palm Beach,
Florida
| USD 3482 M | +USD 375 M | +12% | 30.9% | 131% | 64 | 20.31% | 1.8 |
|
| 1166 |
1166
Karpus Investment Management
Pittsford,
New York
| USD 3476 M | +USD 271 M | +8% | 7.16% | 24.7% | 258 | 20.16% | 2.2 |
|
| 1167 |
1167
Iconiq Capital
San Francisco,
California
| USD 3472 M | -USD 993 M | -22% | 10.2% | 0.21% | 89 | 22.47% | 4.7 |
|
| 1168 |
TC
1168
Torno Capital
Cohasset,
Massachusetts
| USD 3469 M | +USD 2711 M | +357% | 13.9% | – | 112 | 87.5% | 0.2 |
|
| 1169 |
1169
CX Institutional
Auburn,
Indiana
| USD 3465 M | +USD 187 M | +6% | 12.8% | 62.9% | 1,655 | 11.78% | 2 |
|
| 1170 |
1170
Argent Trust Co
Nashville,
Tennessee
| USD 3462 M | +USD 515 M | +17% | 16% | 86.2% | 792 | 13.51% | 4.8 |
|
| 1171 |
1171
Joel Isaacson & Co
New York
| USD 3455 M | +USD 438 M | +15% | 13.4% | 72.5% | 497 | 11.47% | 4.9 |
|
| 1172 |
1172
Metropolis Capital
Amersham,
United Kingdom
| USD 3448 M | +USD 487 M | +16% | 4.21% | 54.4% | 16 | 0% | 4.1 |
|
| 1173 |
1173
Hamilton Capital Partners (Canada)
Toronto,
| USD 3446 M | +USD 470 M | +16% | 30.3% | 143% | 231 | 9.96% | 2 |
|
| 1174 |
SCM
1174
Silvant Capital Management
Atlanta,
Georgia
| USD 3437 M | +USD 543 M | +19% | 27.6% | 168% | 406 | 27.59% | 4.7 |
|
| 1175 |
1175
Camden Asset Management
Los Angeles,
California
| USD 3434 M | +USD 492 M | +17% | 0.07% | 15.2% | 73 | 8.22% | 1.2 |
|