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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
Meridian Wealth Management
Lexington,
Kentucky
| USD 1566 M | -USD 65.9 M | -4% | 10.5% | 117% | 622 | 18.01% | 2.5 |
|
| 1427 |
1427
Wolf Hill Capital Management
Greenwich,
Connecticut
| USD 1566 M | +USD 367 M | +31% | 16.9% | 384% | 37 | 51.35% | 0.6 |
|
| 1428 |
1428
Caprock Group
Boise,
Idaho
| USD 1565 M | +USD 243 M | +18% | 12.1% | – | 727 | 14.03% | 2.9 |
|
| 1429 |
1429
CreativeOne Wealth
Overland Park,
Kansas
| USD 1562 M | +USD 172 M | +12% | 9.2% | 67.6% | 684 | 26.61% | 2.2 |
|
| 1430 |
M
1430
MOTCO
San Antonio,
Texas
| USD 1560 M | +USD 97.8 M | +7% | 6.38% | 63.5% | 859 | 13.04% | 4.5 |
|
| 1431 |
1431
Fairholme Capital Management
South Miami,
Florida
| USD 1558 M | +USD 151 M | +11% | 9.28% | 36.2% | 8 | 12.5% | 3.6 |
|
| 1432 |
1432
Goelzer Investment Management
Carmel,
Indiana
| USD 1555 M | +USD 134 M | +9% | 10.2% | 97.2% | 237 | 10.13% | 5.6 |
|
| 1433 |
1433
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| USD 1554 M | +USD 460 M | +42% | 13.8% | 137% | 396 | 11.62% | 2.1 |
|
| 1434 |
1434
Empire Life Investments
Toronto,
Ontario, Canada
| USD 1549 M | +USD 183 M | +13% | 9.27% | 90.8% | 102 | 13.73% | 3.8 |
|
| 1435 |
1435
Basswood Capital Management
New York
| USD 1549 M | +USD 232 M | +18% | 26.2% | 111% | 109 | 12.84% | 4.2 |
|
| 1436 |
1436
JANA Partners Management
New York
| USD 1549 M | +USD 147 M | +11% | 16% | 47.2% | 10 | 30% | 0.2 |
|
| 1437 |
1437
Alta Capital Management
Salt Lake City,
Utah
| USD 1549 M | +USD 160 M | +12% | 14.2% | 89.2% | 97 | 14.43% | 5.1 |
|
| 1438 |
1438
CoreCap Advisors
Southfield,
Michigan
| USD 1549 M | +USD 161 M | +12% | 9.75% | 89.8% | 642 | 20.25% | 1.4 |
|
| 1439 |
1439
Smith Salley Wealth Management
Greensboro,
North Carolina
| USD 1548 M | +USD 200 M | +15% | 11.9% | 106% | 248 | 10.08% | 4.9 |
|
| 1440 |
1440
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| USD 1543 M | +USD 248 M | +19% | 14.7% | 142% | 39 | 23.08% | 2.1 |
|
| 1441 |
1441
Steele Capital Management
Dubuque,
Iowa
| USD 1536 M | – | – | 9.79% | – | 165 | – | 0 |
|
| 1442 |
1442
WealthSource Partners
San Luis Obispo,
California
| USD 1536 M | +USD 72.4 M | +5% | 8.78% | 16.8% | 534 | 14.61% | 3 |
|
| 1443 |
1443
Summit Financial
Parsippany,
New Jersey
| USD 1530 M | +USD 176 M | +13% | 11.9% | 81.8% | 369 | 14.91% | 1.7 |
|
| 1444 |
FP
1444
FPR Partners
San Francisco,
California
| USD 1530 M | -USD 317 M | -17% | 9.09% | 33% | 15 | 0% | 6.7 |
|
| 1445 |
1445
Edgar Lomax Company
Kingstowne,
Virginia
| USD 1530 M | +USD 61 M | +4% | 9.64% | 66.2% | 57 | 0% | 5.2 |
|
| 1446 |
1446
Financial Advocates Investment Management
Olympia,
Washington
| USD 1529 M | +USD 140 M | +10% | 10.5% | 89.9% | 792 | 19.7% | 2.8 |
|
| 1447 |
1447
Osborne Partners Capital Management
San Francisco,
California
| USD 1528 M | +USD 177 M | +13% | 10.1% | 60.8% | 213 | 10.8% | 4.8 |
|
| 1448 |
1448
Summit Global Investments
Bountiful,
Utah
| USD 1527 M | +USD 25.8 M | +2% | 9.98% | 68.4% | 623 | 39% | 1.3 |
|
| 1449 |
1449
Cowen and Company
New York
| USD 1525 M | +USD 95.3 M | +7% | 18.1% | 120% | 811 | 48.34% | 0.7 |
|
| 1450 |
1450
Cobblestone Capital Advisors
Rochester,
New York
| USD 1520 M | +USD 172 M | +13% | 11.1% | 83.3% | 283 | 7.77% | 5.8 |
|