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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1401 |
1401
Paralel Advisors
Denver,
Colorado
| USD 2589 M | +USD 183 M | +8% | 11.4% | 75.4% | 154 | 50.65% | 1.6 |
|
| 1402 |
1402
McAdam LLC
Philadelphia,
Pennsylvania
| USD 2588 M | +USD 369 M | +17% | 13% | 57.4% | 556 | 26.26% | 2.7 |
|
| 1403 |
1403
Centaurus Financial
Anaheim,
California
| USD 2588 M | +USD 484 M | +23% | 22.4% | 83.5% | 1,163 | 13.67% | 3.2 |
|
| 1404 |
1404
Venturi Wealth Management
Austin,
Texas
| USD 2585 M | +USD 365 M | +16% | 25% | 101% | 690 | 21.16% | 2.7 |
|
| 1405 |
1405
PFG Investments
Woodbury,
New York
| USD 2582 M | +USD 435 M | +20% | 21.6% | 106% | 1,356 | 16.67% | 1.8 |
|
| 1406 |
1406
Trilogy Capital
Irvine,
California
| USD 2576 M | +USD 307 M | +14% | 13.6% | 54.1% | 426 | 13.85% | 2.6 |
|
| 1407 |
1407
Paulson & Co
New York
| USD 2576 M | -USD 536 M | -17% | 4.85% | 251% | 10 | 30% | 7.5 |
|
| 1408 |
1408
Root Financial Partners
Encinitas,
California
| USD 2574 M | +USD 412 M | +19% | 12% | 57% | 3,472 | 88.42% | 1.4 |
|
| 1409 |
1409
Eclipse Ventures
Palo Alto,
California
| USD 2574 M | +USD 2534 M | +6,402% | 28.3% | – | 2 | 50% | 2.3 |
|
| 1410 |
1410
Moors & Cabot
Boston,
Massachusetts
| USD 2572 M | +USD 236 M | +10% | 18% | 124% | 1,008 | 12.7% | 5.1 |
|
| 1411 |
CL
1411
CSS LLC
Chicago,
Illinois
| USD 2569 M | +USD 481 M | +23% | 13.5% | 128% | 1,241 | 43.27% | 1 |
|
| 1412 |
1412
Chesley Taft & Associates
Chicago,
Illinois
| USD 2568 M | +USD 176 M | +7% | 13.3% | 93.1% | 388 | 9.54% | 6.3 |
|
| 1413 |
1413
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| USD 2566 M | +USD 203 M | +9% | 11% | 81.9% | 198 | 10.61% | 6.2 |
|
| 1414 |
1414
Turtle Creek Asset Management
Toronto,
Ontario, Canada
| USD 2560 M | -USD 113 M | -4% | 4.74% | 2.37% | 40 | 7.5% | 4 |
|
| 1415 |
1415
Ausdal Financial Partners
Davenport,
Iowa
| USD 2559 M | +USD 309 M | +14% | 15.5% | 63.2% | 1,122 | 19.25% | 2.8 |
|
| 1416 |
1416
Capital Counsel
New York
| USD 2558 M | +USD 208 M | +9% | 18.3% | 94.9% | 66 | 18.18% | 6.7 |
|
| 1417 |
1417
Rockland Trust
Hanover,
Massachusetts
| USD 2550 M | +USD 51.7 M | +2% | 6.03% | 61.5% | 330 | 10.61% | 5.9 |
|
| 1418 |
1418
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| USD 2548 M | +USD 216 M | +9% | 16.4% | 70.4% | 280 | 9.64% | 5.1 |
|
| 1419 |
1419
North Star Asset Management
Neenah,
Wisconsin
| USD 2543 M | +USD 237 M | +10% | 16.1% | 62% | 380 | 8.42% | 6.7 |
|
| 1420 |
1420
Sageworth Trust
Lancaster,
Pennsylvania
| USD 2538 M | +USD 212 M | +9% | 13.4% | 64.5% | 184 | 37.5% | 3.8 |
|
| 1421 |
1421
Quantbot Technologies
New York
| USD 2535 M | +USD 91.3 M | +4% | 13.3% | 33.6% | 2,365 | 50.19% | 0.6 |
|
| 1422 |
1422
Acropolis Investment Management
St. Louis,
Missouri
| USD 2535 M | +USD 272 M | +12% | 11.2% | 51% | 400 | 8% | 4.7 |
|
| 1423 |
1423
Pine Valley Investments
Marlton,
New Jersey
| USD 2533 M | +USD 353 M | +16% | 17.5% | 93.9% | 645 | 12.09% | 2.1 |
|
| 1424 |
1424
Visionary Wealth Advisors
O'fallon,
Illinois
| USD 2533 M | +USD 272 M | +12% | 13.2% | 69.4% | 695 | 12.37% | 3 |
|
| 1425 |
1425
Integral Health Asset Management
New York
| USD 2532 M | +USD 441 M | +21% | 33.5% | 564% | 120 | 48.33% | 0.7 |
|