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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
WealthSource Partners
San Luis Obispo,
California
| USD 1413 M | +USD 61.8 M | +5% | 6.47% | 16.8% | 544 | 22.06% | 2.6 |
|
| 1352 |
1352
Silvant Capital Management
Atlanta,
Georgia
| USD 1412 M | -USD 57.7 M | -4% | 7.66% | 168% | 379 | 23.75% | 3.7 |
|
| 1353 |
1353
Dakota Wealth Management
Palm Beach Gardens,
Florida
| USD 1411 M | +USD 175 M | +14% | 8.65% | 112% | 675 | 26.52% | 1.6 |
|
| 1354 |
1354
Trilogy Capital
Irvine,
California
| USD 1410 M | +USD 294 M | +26% | 7.51% | 57.6% | 251 | 33.86% | 1.4 |
|
| 1355 |
1355
Apollon Wealth Management
Mount Pleasant,
South Carolina
| USD 1409 M | +USD 195 M | +16% | 8.41% | 96.7% | 928 | 20.15% | 1.2 |
|
| 1356 |
1356
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| USD 1408 M | +USD 231 M | +20% | 9.87% | 64.4% | 134 | 14.93% | 4.9 |
|
| 1357 |
1357
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| USD 1407 M | +USD 103 M | +8% | 5.5% | 70.5% | 134 | 19.4% | 2.6 |
|
| 1358 |
1358
Two Creeks Capital Management
New York
| USD 1402 M | +USD 20.1 M | +1% | 11.2% | 38.8% | 15 | 20% | 2.9 |
|
| 1359 |
1359
CoreCap Advisors
Southfield,
Michigan
| USD 1400 M | +USD 209 M | +18% | 7.02% | 89.8% | 2,410 | 76.93% | 0.2 |
|
| 1360 |
1360
Janney Capital Management
Pittsburgh,
Pennsylvania
| USD 1400 M | +USD 173 M | +14% | 12.4% | 70.7% | 250 | 18% | 3.2 |
|
| 1361 |
1361
Comerica Securities
Detroit,
Michigan
| USD 1399 M | +USD 185 M | +15% | 9.21% | 25.6% | 1,515 | 72.15% | 1.2 |
|
| 1362 |
1362
Halbert Hargrove Global Advisors
Long Beach,
California
| USD 1399 M | +USD 105 M | +8% | 8.07% | 68.2% | 175 | 18.86% | 2.5 |
|
| 1363 |
1363
FIFTHDELTA
London,
United Kingdom
| USD 1395 M | -USD 30.9 M | -2% | 11% | 16.6% | 13 | 38.46% | 0.7 |
|
| 1364 |
1364
Credential Qtrade Securities
Vancouver,
| USD 1394 M | +USD 106 M | +8% | 9.68% | 27.7% | 413 | 27.36% | 2.8 |
|
| 1365 |
1365
Quantbot Technologies
New York
| USD 1394 M | +USD 69.5 M | +5% | 4.9% | 33.6% | 2,257 | 59.95% | 0.4 |
|
| 1366 |
1366
Gladius Capital Management
Chicago,
Illinois
| USD 1393 M | -USD 878 M | -39% | 8.7% | 78% | 471 | 48.83% | 0.5 |
|
| 1367 |
1367
NYL Investors
New York
| USD 1391 M | +USD 536 M | +63% | 2.82% | 12.7% | 33 | 9.09% | 3.3 |
|
| 1368 |
1368
Carlson Capital Management
Northfield,
Minnesota
| USD 1386 M | +USD 211 M | +18% | 9.69% | 9.85% | 173 | 12.72% | 4.1 |
|
| 1369 |
1369
Port Capital
Chicago,
Illinois
| USD 1383 M | +USD 152 M | +12% | 13.8% | 74.4% | 71 | 7.04% | 3.9 |
|
| 1370 |
1370
Venture Visionary Partners
Sylvania,
Ohio
| USD 1382 M | +USD 149 M | +12% | 9.87% | 95.4% | 512 | 17.38% | 1.9 |
|
| 1371 |
1371
Mountain Pacific Investment Advisers
Boise,
Idaho
| USD 1379 M | +USD 101 M | +8% | 9.57% | 79.5% | 130 | 2.31% | 6.5 |
|
| 1372 |
1372
Cadian Capital Management
New York
| USD 1379 M | -USD 332 M | -19% | 1.21% | 19.5% | 58 | 50% | 1.3 |
|
| 1373 |
1373
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| USD 1379 M | +USD 146 M | +12% | 12.7% | 68.1% | 95 | 7.37% | 4.3 |
|
| 1374 |
1374
Osterweis Capital Management
San Francisco,
California
| USD 1377 M | +USD 44.3 M | +3% | 7.52% | 93.7% | 262 | 19.08% | 1.5 |
|
| 1375 |
1375
Steelhead Partners
Seattle,
Washington
| USD 1373 M | +USD 22.1 M | +2% | 0% | 0.4% | 42 | 2.38% | 0.8 |
|