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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1301 |
1301
Altshuler Shaham
Tel Aviv,
Israel
| USD 1809 M | -USD 1876 M | -51% | 11.1% | 108% | 327 | 34.56% | 1.4 |
|
| 1302 |
1302
Northeast Financial Consultants
Westport,
Connecticut
| USD 1808 M | +USD 212 M | +13% | 10.6% | 63.8% | 293 | 7.17% | 4.2 |
|
| 1303 |
1303
NEPC LLC
Boston,
Massachusetts
| USD 1807 M | +USD 243 M | +16% | 6.03% | 21.3% | 42 | 9.52% | 2 |
|
| 1304 |
1304
Waters Parkerson & Co
New Orleans,
Louisiana
| USD 1806 M | +USD 135 M | +8% | 10.7% | 54.3% | 186 | 6.99% | 6.7 |
|
| 1305 |
1305
ClariVest Asset Management
San Diego,
California
| USD 1804 M | -USD 33.2 M | -2% | 16.2% | 106% | 968 | 26.34% | 1.7 |
|
| 1306 |
1306
Nippon Life Global Investors Americas
New York
| USD 1798 M | +USD 172 M | +11% | 14.3% | 173% | 143 | 17.48% | 2.9 |
|
| 1307 |
1307
Edge Capital Group
Atlanta,
Georgia
| USD 1796 M | +USD 253 M | +16% | 10.1% | 27.7% | 312 | 11.22% | 3 |
|
| 1308 |
1308
Apella Capital
West Hartford,
Connecticut
| USD 1795 M | +USD 380 M | +27% | 8.33% | 48.6% | 297 | 14.48% | 2.1 |
|
| 1309 |
CA
1309
Cullinan Associates
Louisville,
Kentucky
| USD 1794 M | +USD 76.6 M | +4% | 13.6% | 107% | 250 | 9.2% | 5.5 |
|
| 1310 |
1310
Montag & Associates
Atlanta,
Georgia
| USD 1793 M | +USD 209 M | +13% | 11.7% | 82.9% | 949 | 9.69% | 3.7 |
|
| 1311 |
1311
Port Capital
Chicago,
Illinois
| USD 1793 M | +USD 190 M | +12% | 11.9% | 74.4% | 89 | 10.11% | 3.8 |
|
| 1312 |
1312
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| USD 1791 M | -USD 156 M | -8% | 13.8% | 125% | 10 | 80% | 0.3 |
|
| 1313 |
1313
Alpha Cubed Investments
Irvine,
California
| USD 1788 M | +USD 300 M | +20% | 12.9% | 126% | 303 | 21.12% | 4.1 |
|
| 1314 |
1314
Sofinnova Investments
Menlo Park,
California
| USD 1788 M | +USD 202 M | +13% | 58.7% | 450% | 83 | 45.78% | 1.4 |
|
| 1315 |
1315
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| USD 1783 M | +USD 239 M | +15% | 10.3% | 85.6% | 706 | 18.41% | 2.2 |
|
| 1316 |
1316
Level Four Advisory Services
Dallas,
Texas
| USD 1783 M | +USD 231 M | +15% | 11.7% | 92.2% | 866 | 22.4% | 2.8 |
|
| 1317 |
1317
Chesley Taft & Associates
Chicago,
Illinois
| USD 1782 M | +USD 241 M | +16% | 11.7% | 93.1% | 308 | 8.44% | 6.1 |
|
| 1318 |
1318
Smithfield Trust
Pittsburgh,
Pennsylvania
| USD 1781 M | +USD 154 M | +9% | 8.34% | 50% | 1,066 | 10.32% | 5.9 |
|
| 1319 |
1319
Cornerstone Investment Partners
Atlanta,
Georgia
| USD 1776 M | +USD 175 M | +11% | 13.6% | 166% | 258 | 34.5% | 1.5 |
|
| 1320 |
1320
Gratus Capital
Atlanta,
Georgia
| USD 1775 M | +USD 300 M | +20% | 11.8% | 51.4% | 275 | 11.64% | 3.2 |
|
| 1321 |
1321
Bogart Wealth LLC
Mclean,
Virginia
| USD 1772 M | +USD 153 M | +9% | 7.91% | 60.5% | 1,135 | 12.25% | 2.7 |
|
| 1322 |
1322
Money Design
Tokyo,
Japan
| USD 1772 M | +USD 125 M | +8% | 7.93% | 26.4% | 85 | 11.76% | 3.1 |
|
| 1323 |
1323
Integrated Advisors Network
Dallas,
Texas
| USD 1769 M | +USD 133 M | +8% | 11% | 107% | 719 | 15.16% | 2.4 |
|
| 1324 |
1324
WesBanco Bank
Wheeling,
West Virginia
| USD 1766 M | -USD 526 M | -23% | 11% | 87.2% | 570 | 35.09% | 7.1 |
|
| 1325 |
1325
QVT Financial
New York
| USD 1765 M | -USD 3.32 M | -0.2% | 0.6% | 267% | 40 | 15% | 3.6 |
|