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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
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| USD 2404 M | +USD 72.4 M | +3% | 1.34% | 80.6% | 197 | 15.23% | 3.9 |
|
| 1352 |
1352
Leavell Investment Management
Mobile,
Alabama
| USD 2404 M | +USD 31.5 M | +1% | 2.38% | 84.5% | 612 | 8.33% | 5.8 |
|
| 1353 |
1353
Davidson Investment Advisors
Great Falls,
Montana
| USD 2403 M | +USD 46.7 M | +2% | 3.13% | 79% | 125 | 7.2% | 5.5 |
|
| 1354 |
1354
Trajan Wealth
Scottsdale,
Arizona
| USD 2400 M | +USD 83.8 M | +4% | 2.75% | – | 165 | 10.3% | 1.4 |
|
| 1355 |
1355
Summitry LLC
Foster City,
California
| USD 2400 M | +USD 32.9 M | +1% | 3.52% | 68.1% | 276 | 28.62% | 2.3 |
|
| 1356 |
1356
Trust Company of Vermont
Brattleboro,
Vermont
| USD 2396 M | +USD 98 M | +4% | 3.21% | – | 1,196 | 13.96% | 4.1 |
|
| 1357 |
1357
Birch Hill Investment Advisors
Boston,
Massachusetts
| USD 2393 M | +USD 25.2 M | +1% | 3.26% | 80.1% | 206 | 7.28% | 7 |
|
| 1358 |
1358
BLB&B Advisors
Montgomeryville,
Pennsylvania
| USD 2392 M | +USD 75.6 M | +3% | 2.04% | 82% | 288 | 8.33% | 7 |
|
| 1359 |
1359
Advocacy Wealth Management Services
Atlanta,
Georgia
| USD 2390 M | +USD 86.1 M | +4% | 2.49% | 48.3% | 148 | 8.11% | 1.1 |
|
| 1360 |
1360
Linscomb Wealth
Houston,
Texas
| USD 2382 M | +USD 60.8 M | +3% | 2.81% | 75.2% | 318 | 7.55% | 7.2 |
|
| 1361 |
1361
Westchester Capital Management (New York)
Valhalla,
New York
| USD 2381 M | +USD 194 M | +9% | 9.62% | 100% | 342 | 40.64% | 0.5 |
|
| 1362 |
1362
Logan Capital Management
Newtown Square,
Pennsylvania
| USD 2376 M | +USD 5.87 M | +0.2% | 2.67% | 134% | 487 | 44.56% | 8.1 |
|
| 1363 |
1363
Paradigm Capital Management Inc
Albany,
New York
| USD 2376 M | +USD 69.1 M | +3% | 7.59% | 237% | 129 | 12.4% | 7.6 |
|
| 1364 |
1364
Quinn Opportunity Partners
Charlottesville,
Virginia
| USD 2370 M | +USD 959 M | +68% | 5.31% | 77.6% | 421 | 33.73% | 1.1 |
|
| 1365 |
1365
Seizert Capital Partners
Birmingham,
Michigan
| USD 2367 M | +USD 59.3 M | +3% | 4.76% | 75.2% | 189 | 15.87% | 3.2 |
|
| 1366 |
1366
Bpifrance
Maisons Alfort, Cedex,
France
| USD 2366 M | +USD 398 M | +20% | 17.6% | 53.2% | 2 | 0% | 5.9 |
|
| 1367 |
1367
Osterweis Capital Management
San Francisco,
California
| USD 2363 M | +USD 147 M | +7% | 3.87% | 93.7% | 321 | 21.81% | 2 |
|
| 1368 |
1368
Advance Capital Management
Southfield,
Michigan
| USD 2359 M | +USD 54.4 M | +2% | 2.07% | 54.4% | 186 | 11.83% | 2.3 |
|
| 1369 |
1369
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| USD 2353 M | +USD 136 M | +6% | 4.87% | 135% | 325 | 35.69% | 2 |
|
| 1370 |
1370
VestGen Advisors
Inverness,
Illinois
| USD 2350 M | -USD 652 M | -22% | 3.05% | – | 853 | 30.95% | 0.5 |
|
| 1371 |
1371
Bell Bank
Fargo,
North Dakota
| USD 2340 M | +USD 31.1 M | +1% | 2.33% | 71% | 208 | 11.54% | 4.9 |
|
| 1372 |
1372
CAS Investment Partners
Westport,
Connecticut
| USD 2337 M | +USD 94.8 M | +4% | 11.3% | 527% | 5 | 0% | 4.4 |
|
| 1373 |
1373
Moors & Cabot
Boston,
Massachusetts
| USD 2336 M | +USD 44.2 M | +2% | 2.54% | 124% | 975 | 12.62% | 5 |
|
| 1374 |
1374
Granahan Investment Management
Waltham,
Massachusetts
| USD 2335 M | -USD 107 M | -4% | 0.46% | 265% | 173 | 24.86% | 2.2 |
|
| 1375 |
1375
Nationwide Fund Advisors
Columbus,
Ohio
| USD 2335 M | +USD 522 M | +29% | 1% | 34.1% | 10 | 0% | 3.1 |
|