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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1426 |
1426
Honeycomb Asset Management
New York
| USD 1039 M | +USD 261 M | +34% | 9.07% | 49% | 41 | 53.66% | 0.3 |
|
| 1427 |
1427
First Citizens Bank & Trust
Raleigh,
North Carolina
| USD 1039 M | +USD 209 M | +25% | 8.73% | 69% | 418 | 24.88% | 2.5 |
|
| 1428 |
1428
E.S. Barr & Co
Lexington,
Kentucky
| USD 1039 M | +USD 26.6 M | +3% | 8.64% | 73.5% | 83 | 3.61% | 4.8 |
|
| 1429 |
1429
Reynders McVeigh Capital Management
Boston,
Massachusetts
| USD 1038 M | +USD 101 M | +11% | 9.28% | 108% | 240 | 11.67% | 3.8 |
|
| 1430 |
1430
Moody Lynn & Lieberson
Boston,
Massachusetts
| USD 1037 M | +USD 141 M | +16% | 10.9% | 142% | 213 | 17.37% | 3.2 |
|
| 1431 |
1431
Ulysses Management
New York
| USD 1032 M | -USD 44.5 M | -4% | 10.9% | 51.8% | 59 | 38.98% | 1.4 |
|
| 1432 |
1432
Valeo Financial Advisors
Carmel,
Indiana
| USD 1030 M | +USD 125 M | +14% | 8.76% | 82.7% | 1,801 | 15.77% | 1.6 |
|
| 1433 |
1433
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| USD 1030 M | +USD 62.6 M | +6% | 5.84% | 99.5% | 218 | 11.47% | 4.2 |
|
| 1434 |
1434
Diameter Capital Partners
New York
| USD 1030 M | +USD 747 M | +264% | 13.3% | 378% | 28 | 71.43% | 0.4 |
|
| 1435 |
1435
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| USD 1029 M | +USD 105 M | +11% | 10.6% | 61.9% | 510 | 15.29% | 2.7 |
|
| 1436 |
1436
Virtu Financial
New York
| USD 1029 M | -USD 253 M | -20% | 8.46% | 160% | 2,102 | 67.7% | 0.3 |
|
| 1437 |
1437
Davidson Investment Advisors
Great Falls,
Montana
| USD 1028 M | +USD 65.6 M | +7% | 8.79% | 79% | 111 | 15.32% | 4.1 |
|
| 1438 |
1438
Edge Capital Group
Atlanta,
Georgia
| USD 1028 M | +USD 39.5 M | +4% | 6.96% | 27.7% | 242 | 10.74% | 0.9 |
|
| 1439 |
1439
JMG Financial Group
Downers Grove,
Illinois
| USD 1028 M | +USD 72.2 M | +8% | 7.11% | 58.7% | 80 | 12.5% | 4.2 |
|
| 1440 |
SGCIA
1440
Smith Graham & Co Investment Advisors
Houston,
Texas
| USD 1026 M | +USD 85.9 M | +9% | 12.7% | 56.9% | 136 | 5.88% | 4.8 |
|
| 1441 |
1441
Equitable Trust
Nashville,
Tennessee
| USD 1024 M | +USD 74.6 M | +8% | 8.32% | 109% | 301 | 12.62% | 1.2 |
|
| 1442 |
1442
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 1021 M | +USD 60.2 M | +6% | 15.4% | 34.1% | 14 | 28.57% | 1.4 |
|
| 1443 |
CDH
1443
Charles D. Hyman
| USD 1020 M | +USD 64.2 M | +7% | 6.66% | 36.8% | 209 | 11.96% | 3.7 |
|
| 1444 |
1444
Neville Rodie & Shaw
New York
| USD 1020 M | +USD 74.7 M | +8% | 8.88% | 125% | 254 | 5.51% | 4.8 |
|
| 1445 |
1445
Trilogy Capital
Irvine,
California
| USD 1020 M | +USD 81 M | +9% | 5.04% | 57.6% | 127 | 21.26% | 1.3 |
|
| 1446 |
1446
Aozora Bank
Tokyo,
Japan
| USD 1018 M | +USD 93.9 M | +10% | 0.59% | 5.45% | 4 | 50% | 2.4 |
|
| 1447 |
1447
Beaumont Financial Advisors
Needham,
Massachusetts
| USD 1017 M | +USD 14.3 M | +1% | 6.71% | 93.3% | 304 | 17.76% | 2.3 |
|
| 1448 |
1448
Lake Street Advisors Group
Portsmouth,
New Hampshire
| USD 1016 M | +USD 93.7 M | +10% | 7.4% | 16% | 260 | 13.46% | 1.4 |
|
| 1449 |
1449
Welch Group
Birmingham,
Alabama
| USD 1016 M | +USD 42.7 M | +4% | 4.14% | 73.2% | 160 | 11.88% | 4.1 |
|
| 1450 |
1450
Laird Norton Wetherby Wealth Management
San Francisco,
California
| USD 1015 M | +USD 57.5 M | +6% | 9.81% | – | 737 | 9.5% | 3.8 |
|