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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1176 |
1176
J.W. Cole Advisors
Tampa,
Florida
| USD 2961 M | -USD 1162 M | -28% | 0.67% | 84.9% | 1,550 | 55.23% | 2.2 |
|
| 1177 |
1177
Washington Trust
Westerly,
Rhode Island
| USD 2959 M | -USD 101 M | -3% | 1.92% | 104% | 293 | 8.87% | 7.4 |
|
| 1178 |
1178
Fifth Third Wealth Advisors
Cincinnati,
Ohio
| USD 2958 M | +USD 107 M | +4% | 0.72% | 114% | 881 | 18.27% | 1.5 |
|
| 1179 |
1179
Munro Partners
Melbourne,
Australia
| USD 2951 M | -USD 899 M | -23% | 12.3% | 350% | 81 | 51.85% | 1.6 |
|
| 1180 |
1180
Argent Trust Co
Nashville,
Tennessee
| USD 2947 M | +USD 31.1 M | +1% | 0.15% | 86.2% | 735 | 10.34% | 5 |
|
| 1181 |
1181
CWA Asset Management Group
Naples,
Florida
| USD 2945 M | +USD 171 M | +6% | 4.66% | – | 758 | 25.73% | 2.7 |
|
| 1182 |
1182
Camden Asset Management
Los Angeles,
California
| USD 2942 M | -USD 1010 M | -26% | 0.12% | 15.2% | 68 | 7.35% | 1.6 |
|
| 1183 |
1183
Voyager Global Management
New York
| USD 2940 M | -USD 480 M | -14% | 13.7% | 56.1% | 10 | 30% | 2.5 |
|
| 1184 |
1184
CoreCap Advisors
Southfield,
Michigan
| USD 2938 M | +USD 74.6 M | +3% | 0.29% | 89.8% | 3,142 | 13.08% | 1.6 |
|
| 1185 |
1185
Clifford Swan Investment Counsel
Pasadena,
California
| USD 2938 M | -USD 75.6 M | -3% | 1.51% | 73.2% | 340 | 7.35% | 8 |
|
| 1186 |
1186
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
| USD 2937 M | -USD 13 M | -0.4% | 10.6% | 2.43% | 13 | 23.08% | 5.7 |
|
| 1187 |
1187
First National Trust
Hermitage,
Pennsylvania
| USD 2935 M | -USD 63.7 M | -2% | 0.13% | 92.7% | 420 | 7.14% | 6.9 |
|
| 1188 |
1188
Spire Wealth Management
Mclean,
Virginia
| USD 2931 M | -USD 55.1 M | -2% | 0% | 112% | 2,434 | 13.31% | 3.3 |
|
| 1189 |
1189
CloudAlpha Capital Management
Hong Kong
| USD 2927 M | +USD 804 M | +38% | 47.6% | 2,704% | 90 | 73.33% | 0.2 |
|
| 1190 |
1190
Meiji Yasuda Life Insurance
Tokyo,
Japan
| USD 2926 M | -USD 525 M | -15% | 1.38% | 27.5% | 250 | 22% | 5.1 |
|
| 1191 |
SCM
1191
Steadfast Capital Management
New York
| USD 2923 M | -USD 2901 M | -50% | 3.47% | 173% | 164 | 76.83% | 0.7 |
|
| 1192 |
CCPM
1192
Cooper Creek Partners Management
New York
| USD 2922 M | +USD 708 M | +32% | 8.43% | 86.4% | 130 | 47.69% | 1.3 |
|
| 1193 |
1193
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| USD 2919 M | -USD 17.9 M | -0.6% | 1.48% | 58.1% | 117 | 10.26% | 3.4 |
|
| 1194 |
1194
BCV Asset Management
Winnipeg,
| USD 2907 M | -USD 1047 M | -26% | 0.05% | – | 124 | 44.35% | 0.1 |
|
| 1195 |
1195
Calamos Wealth Management
Naperville,
Illinois
| USD 2907 M | +USD 4.62 M | +0.2% | 3.23% | 102% | 592 | 29.9% | 2.6 |
|
| 1196 |
1196
North Reef Capital Management
Laguna Beach,
California
| USD 2906 M | +USD 421 M | +17% | 5.56% | 81.9% | 73 | 41.1% | 0.9 |
|
| 1197 |
1197
Elm Partners Management
Philadelphia,
Pennsylvania
| USD 2904 M | +USD 202 M | +7% | 0.2% | 46.9% | 167 | 11.98% | 1.8 |
|
| 1198 |
1198
Silvant Capital Management
Atlanta,
Georgia
| USD 2894 M | -USD 66.7 M | -2% | 6.28% | 168% | 328 | 9.15% | 5.7 |
|
| 1199 |
1199
Zhang Financial
Portage,
Michigan
| USD 2892 M | +USD 211 M | +8% | 1.75% | 67.9% | 384 | 16.15% | 3.7 |
|
| 1200 |
1200
Ascent Group
Virginia Beach,
Virginia
| USD 2890 M | -USD 35.3 M | -1% | 1.15% | 91.7% | 804 | 13.18% | 2.3 |
|