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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1326 |
1326
Thematics Asset Management
Paris,
France
| USD 2224 M | +USD 246 M | +12% | 18.4% | 113% | 130 | 6.15% | 2.1 |
|
| 1327 |
1327
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| USD 2222 M | +USD 179 M | +9% | 9.83% | 58.1% | 933 | 33.23% | 4.6 |
|
| 1328 |
1328
Impactive Capital
New York City,
New York
| USD 2219 M | +USD 33.8 M | +2% | 10.4% | 25% | 11 | 27.27% | 2.5 |
|
| 1329 |
1329
Aviso Financial
Toronto,
Ontario, Canada
| USD 2218 M | +USD 190 M | +9% | 11.2% | – | 376 | 13.56% | 0.8 |
|
| 1330 |
1330
Patient Capital Management
Baltimore,
Maryland
| USD 2216 M | +USD 271 M | +14% | 19% | 131% | 43 | 16.28% | 2.2 |
|
| 1331 |
1331
EverSource Wealth Advisors
Birmingham,
Alabama
| USD 2215 M | +USD 393 M | +22% | 11.6% | 89.7% | 4,413 | 12.85% | 1.8 |
|
| 1332 |
1332
Integrated Advisors Network
Dallas,
Texas
| USD 2215 M | +USD 233 M | +12% | 12.2% | 107% | 805 | 18.63% | 3 |
|
| 1333 |
1333
Azora Capital LP
Miami,
Florida
| USD 2212 M | +USD 739 M | +50% | 20.9% | 175% | 74 | 66.22% | 0.6 |
|
| 1334 |
1334
IDG China Capital Fund III Associates
Central Hong Kong,
China
| USD 2209 M | +USD 2143 M | +3,240% | 115% | – | 3 | 33.33% | 0.3 |
|
| 1335 |
1335
Summitry LLC
Foster City,
California
| USD 2209 M | +USD 230 M | +12% | 9.8% | 68.1% | 181 | 23.2% | 2.9 |
|
| 1336 |
1336
Advance Capital Management
Southfield,
Michigan
| USD 2206 M | +USD 115 M | +6% | 7.7% | 54.4% | 174 | 10.34% | 2.1 |
|
| 1337 |
1337
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| USD 2205 M | +USD 117 M | +6% | 5.75% | 70.4% | 295 | 7.8% | 4.3 |
|
| 1338 |
1338
Stratos Investment Management
Beachwood,
Ohio
| USD 2184 M | +USD 307 M | +16% | 9.24% | 58.2% | 380 | 23.42% | 2 |
|
| 1339 |
1339
Basswood Capital Management
New York
| USD 2178 M | +USD 396 M | +22% | 8.63% | 111% | 127 | 19.69% | 4.3 |
|
| 1340 |
1340
Arax Advisory Partners
Denver,
Colorado
| USD 2176 M | +USD 617 M | +40% | 8.04% | 64.7% | 3,224 | 23.51% | 2 |
|
| 1341 |
1341
Linscomb Wealth
Houston,
Texas
| USD 2176 M | +USD 168 M | +8% | 9% | 75.2% | 309 | 7.12% | 7 |
|
| 1342 |
1342
Motley Fool Asset Management
Alexandria,
Virginia
| USD 2168 M | +USD 384 M | +22% | 16.9% | 117% | 236 | 8.05% | 3.1 |
|
| 1343 |
1343
Zhang Financial
Portage,
Michigan
| USD 2167 M | +USD 276 M | +15% | 9.57% | 67.9% | 319 | 14.42% | 4.1 |
|
| 1344 |
1344
PFG Advisors
Phoenix,
Arizona
| USD 2165 M | +USD 375 M | +21% | 10.8% | 82.7% | 791 | 33.38% | 2.6 |
|
| 1345 |
1345
Black Creek Investment Management
Toronto,
Ontario, Canada
| USD 2164 M | +USD 31.3 M | +1% | 11% | 11.1% | 26 | 7.69% | 4.4 |
|
| 1346 |
1346
Constellation Investments
Montgomery,
Ohio
| USD 2162 M | +USD 57.3 M | +3% | 7.6% | – | 20 | 5% | 1.1 |
|
| 1347 |
1347
Moors & Cabot
Boston,
Massachusetts
| USD 2152 M | +USD 181 M | +9% | 11.7% | 124% | 950 | 15.16% | 5 |
|
| 1348 |
1348
Logan Capital Management
Newtown Square,
Pennsylvania
| USD 2150 M | -USD 49.6 M | -2% | 14.4% | 134% | 581 | 16.18% | 5.5 |
|
| 1349 |
1349
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| USD 2146 M | +USD 261 M | +14% | 12.7% | 80.6% | 172 | 12.79% | 4 |
|
| 1350 |
1350
Bell Bank
Fargo,
North Dakota
| USD 2145 M | +USD 293 M | +16% | 8.87% | 71% | 204 | 11.76% | 5 |
|