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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1351 |
1351
Foster Group
West Des Moines,
Iowa
| USD 1404 M | +USD 189 M | +16% | 11.3% | 54.4% | 150 | 13.33% | 1.3 |
|
| 1352 |
1352
Lake Street Advisors Group
Portsmouth,
New Hampshire
| USD 1403 M | -USD 167 M | -11% | 13.8% | 16% | 345 | 18.26% | 1.4 |
|
| 1353 |
1353
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| USD 1402 M | -USD 276 M | -16% | 17.7% | 67.9% | 57 | 1.75% | 5.4 |
|
| 1354 |
1354
Context Capital Management
Lajolla,
California
| USD 1399 M | -USD 139 M | -9% | 0.06% | 3.38% | 744 | 22.72% | 0.4 |
|
| 1355 |
1355
Credential Qtrade Securities
Vancouver,
| USD 1397 M | -USD 184 M | -12% | 13.5% | 27.7% | 384 | 15.89% | 2.4 |
|
| 1356 |
1356
Senator Investment Group
New York
| USD 1397 M | -USD 1828 M | -57% | 10.6% | 252% | 90 | 60% | 0.7 |
|
| 1357 |
1357
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| USD 1396 M | -USD 19.6 M | -1% | 13.9% | 58.1% | 768 | 20.31% | 4.1 |
|
| 1358 |
1358
City of London Investment Management
London,
United Kingdom
| USD 1395 M | -USD 188 M | -12% | 12.4% | 102% | 128 | 24.22% | 2.8 |
|
| 1359 |
1359
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| USD 1394 M | -USD 276 M | -17% | 13.9% | 142% | 348 | 12.64% | 4.6 |
|
| 1360 |
1360
Sabal Trust
St. Petersburg,
Florida
| USD 1393 M | -USD 51.6 M | -4% | 9.34% | 18.4% | 169 | 21.89% | 4.4 |
|
| 1361 |
RIG
1361
Roosevelt Investment Group
New York
| USD 1392 M | -USD 283 M | -17% | 12.3% | 57.6% | 305 | 10.49% | 2.7 |
|
| 1362 |
1362
SteelPeak Wealth
Woodland Hills,
California
| USD 1391 M | -USD 375 M | -21% | 17.4% | 140% | 501 | 36.33% | 1.3 |
|
| 1363 |
1363
Moors & Cabot
Boston,
Massachusetts
| USD 1390 M | -USD 235 M | -14% | 12% | 124% | 945 | 18.62% | 3.8 |
|
| 1364 |
1364
Rational Advisors
Huntington,
New York
| USD 1390 M | -USD 300 M | -18% | 10.1% | 37.7% | 268 | 11.94% | 0.8 |
|
| 1365 |
1365
Global Strategic Investment Solutions
Scottsdale,
Arizona
| USD 1390 M | -USD 209 M | -13% | 14.5% | 56.8% | 142 | 19.72% | 2.1 |
|
| 1366 |
1366
Altium Wealth Management
Purchase,
New York
| USD 1389 M | -USD 163 M | -10% | 13.8% | 24.9% | 399 | 11.78% | 2.7 |
|
| 1367 |
1367
Dymon Asia Capital (Singapore)
Singapore
| USD 1388 M | -USD 39.3 M | -3% | 13.5% | 268% | 180 | 65.56% | 0.2 |
|
| 1368 |
1368
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| USD 1387 M | +USD 63.2 M | +5% | 11.8% | 64.4% | 140 | 17.14% | 4.7 |
|
| 1369 |
1369
Empire Life Investments
Toronto,
Ontario, Canada
| USD 1387 M | -USD 175 M | -11% | 10.8% | 90.8% | 106 | 11.32% | 3.1 |
|
| 1370 |
1370
Annex Advisory Services
Brookfield,
Wisconsin
| USD 1385 M | +USD 17.9 M | +1% | 15.2% | 85.8% | 276 | 16.67% | 2.8 |
|
| 1371 |
1371
Tybourne Capital Management
Hong Kong
| USD 1384 M | -USD 305 M | -18% | 22% | 109% | 30 | 10% | 1.6 |
|
| 1372 |
1372
Bank of Finland
Helsinki,
Finland
| USD 1382 M | -USD 246 M | -15% | 16% | 66.7% | 4 | 50% | 0.8 |
|
| 1373 |
DFO
1373
Duquesne Family Office
New York
| USD 1382 M | -USD 923 M | -40% | 16.6% | 345% | 60 | 43.33% | 0.8 |
|
| 1374 |
1374
Chicago Partners Investment Group
Chicago,
Illinois
| USD 1381 M | +USD 71.4 M | +5% | 14.1% | 75.8% | 607 | 9.56% | 3 |
|
| 1375 |
FWM
1375
Frontier Wealth Management
Kansas City,
Missouri
| USD 1378 M | -USD 6647 M | -83% | 12.5% | 42.8% | 434 | 16.82% | 3.7 |
|