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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
American Family Investments
Madison,
Wisconsin
| USD 2064 M | +USD 646 M | +46% | 0.08% | – | 11 | 9.09% | 0.4 |
|
| 1352 |
1352
Trust Company of Vermont
Brattleboro,
Vermont
| USD 2059 M | +USD 63.6 M | +3% | 0.8% | – | 1,145 | 15.2% | 3.6 |
|
| 1353 |
1353
Davidson Investment Advisors
Great Falls,
Montana
| USD 2058 M | -USD 13.6 M | -0.7% | 2.33% | 79% | 125 | 8% | 4.9 |
|
| 1354 |
1354
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| USD 2054 M | -USD 130 M | -6% | 3.31% | 79.2% | 34 | 11.76% | 3.7 |
|
| 1355 |
1355
GTS Securities
Miami,
Florida
| USD 2053 M | -USD 43.9 mil M | -96% | 0.98% | 104% | 4,405 | 80.98% | 0.6 |
|
| 1356 |
1356
GMT Capital
Atlanta,
Georgia
| USD 2052 M | -USD 454 M | -18% | 7.15% | 200% | 76 | 31.58% | 2.1 |
|
| 1357 |
1357
Summitry LLC
Foster City,
California
| USD 2041 M | -USD 52.7 M | -3% | 5.49% | 68.1% | 155 | 21.29% | 3.3 |
|
| 1358 |
1358
Leavell Investment Management
Mobile,
Alabama
| USD 2040 M | +USD 33.6 M | +2% | 1.09% | 84.5% | 559 | 7.87% | 5.8 |
|
| 1359 |
1359
Caisse Des Depots Et Consignations
Paris,
France
| USD 2037 M | – | – | 2.16% | – | 222 | – | 0 |
|
| 1360 |
1360
Distillate Capital Partners
Chicago,
Illinois
| USD 2035 M | +USD 39 M | +2% | 5.86% | 9.94% | 128 | 57.81% | 0.4 |
|
| 1361 |
1361
Connecticut Wealth Management
Farmington,
Connecticut
| USD 2035 M | -USD 30.7 M | -1% | 0.05% | 70.2% | 332 | 20.78% | 2.8 |
|
| 1362 |
1362
JANA Partners Management
New York
| USD 2033 M | +USD 107 M | +6% | 4.23% | 47.2% | 14 | 35.71% | 0.8 |
|
| 1363 |
1363
Venturi Wealth Management
Austin,
Texas
| USD 2032 M | +USD 122 M | +6% | 0.46% | 101% | 2,090 | 22.49% | 1.4 |
|
| 1364 |
1364
Capital Asset Advisory Services
Williamston,
Michigan
| USD 2031 M | +USD 31.8 M | +2% | 0.43% | 56.8% | 332 | 11.45% | 3.5 |
|
| 1365 |
1365
MKP Capital Management
New York
| USD 2030 M | +USD 857 M | +73% | 2.39% | 69.8% | 16 | 87.5% | 0.7 |
|
| 1366 |
1366
Simplify Asset Management
Las Vegas,
Nevada
| USD 2024 M | -USD 122 M | -6% | 0.64% | 48.4% | 129 | 46.51% | 1.1 |
|
| 1367 |
1367
Heritage Wealth Advisors
Richmond,
Virginia
| USD 2017 M | -USD 115 M | -5% | 0.79% | 65% | 661 | 7.41% | 4 |
|
| 1368 |
1368
Bank of Italy
Rome,
Italy
| USD 2013 M | -USD 423 M | -17% | 6.09% | 20.9% | 8 | 0% | 5.1 |
|
| 1369 |
1369
Cornerstone Investment Partners
Atlanta,
Georgia
| USD 2012 M | -USD 11.2 M | -0.6% | 2.81% | 166% | 293 | 39.59% | 1.4 |
|
| 1370 |
1370
Linscomb Wealth
Houston,
Texas
| USD 2009 M | -USD 8.41 M | -0.4% | 0.41% | 75.2% | 299 | 6.69% | 7 |
|
| 1371 |
1371
Leeward Investments
Boston,
Massachusetts
| USD 2008 M | -USD 148 M | -7% | 0.99% | 88% | 150 | 6.67% | 2.3 |
|
| 1372 |
1372
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| USD 2008 M | +USD 22.1 M | +1% | 2.28% | 68.1% | 105 | 12.38% | 4.9 |
|
| 1373 |
1373
Smithfield Trust
Pittsburgh,
Pennsylvania
| USD 2008 M | -USD 32.3 M | -2% | 0.77% | 50% | 1,088 | 8.27% | 6.3 |
|
| 1374 |
1374
Hill Path Capital
New York
| USD 2007 M | +USD 114 M | +6% | 8.07% | 5.23% | 5 | 0% | 5.3 |
|
| 1375 |
1375
CBIZ Investment Advisory Services
Independence,
Ohio
| USD 2004 M | +USD 78.1 M | +4% | 1.48% | 48.7% | 517 | 29.59% | 0.6 |
|