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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1476 |
1476
Bank of Hawaii
Honolulu,
Hawaii
| USD 2002 M | +USD 107 M | +6% | 8.05% | 73.5% | 245 | 10.2% | 6.2 |
|
| 1477 |
1477
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| USD 2002 M | +USD 153 M | +8% | 10.3% | 135% | 182 | 12.09% | 4.9 |
|
| 1478 |
1478
GW Henssler & Associates
Kennesaw,
Georgia
| USD 2001 M | +USD 129 M | +7% | 7.4% | 71.7% | 250 | 33.2% | 3.3 |
|
| 1479 |
1479
Strategic Financial Services
Utica,
New York
| USD 1993 M | +USD 134 M | +7% | 7.07% | 58.7% | 146 | 8.22% | 6.1 |
|
| 1480 |
1480
Soma Equity Partners
San Francisco,
California
| USD 1992 M | -USD 23.9 M | -1% | 9.36% | 151% | 19 | 26.32% | 2.1 |
|
| 1481 |
MRG
1481
Milestone Resources Group
Road Town Tortola,
British Virgin Islands
| USD 1991 M | +USD 75.8 M | +4% | 1.9% | 95% | 13 | 23.08% | 4.2 |
|
| 1482 |
1482
Soleus Capital Management
Greenwich,
Connecticut
| USD 1986 M | +USD 476 M | +32% | 32.6% | 508% | 113 | 38.05% | 1.2 |
|
| 1483 |
1483
AE Industrial Partners
Boca Raton,
Florida
| USD 1986 M | +USD 226 M | +13% | 46.8% | – | 4 | 50% | 0.5 |
|
| 1484 |
1484
Klingman & Associates
New York
| USD 1982 M | +USD 169 M | +9% | 6.98% | 64.9% | 344 | 15.99% | 3.9 |
|
| 1485 |
1485
TruWealth Advisors
Metairie,
Louisiana
| USD 1979 M | +USD 163 M | +9% | 6.67% | 56.3% | 190 | 11.58% | 2.7 |
|
| 1486 |
1486
Atairos Group
Bryn Mawr,
Pennsylvania
| USD 1976 M | -USD 48 M | -2% | 1.47% | 27.9% | 5 | 0% | 3.9 |
|
| 1487 |
1487
Lombard Odier Asset Management (Europe)
London,
United Kingdom
| USD 1975 M | +USD 551 M | +39% | 9.75% | 79.7% | 179 | 43.02% | 1.2 |
|
| 1488 |
1488
Generate Investment Management
Auckland,
New Zealand
| USD 1971 M | +USD 168 M | +9% | 7.96% | 153% | 102 | 32.35% | 0.9 |
|
| 1489 |
1489
Fairview Capital Investment Management
Greenbrae,
California
| USD 1970 M | +USD 37.5 M | +2% | 4.72% | 61.7% | 178 | 7.87% | 5.7 |
|
| 1490 |
1490
Osborne Partners Capital Management
San Francisco,
California
| USD 1970 M | +USD 89 M | +5% | 6.93% | 60.8% | 216 | 9.72% | 5.7 |
|
| 1491 |
1491
Bpifrance
Maisons Alfort, Cedex,
France
| USD 1968 M | -USD 121 M | -6% | 5.09% | 53.2% | 3 | 33.33% | 5.6 |
|
| 1492 |
1492
Acropolis Investment Management
St. Louis,
Missouri
| USD 1968 M | +USD 148 M | +8% | 5.74% | 51% | 273 | 12.82% | 6 |
|
| 1493 |
1493
Alerus Financial
Grand Forks,
North Dakota
| USD 1966 M | +USD 577 M | +42% | 8.4% | 97.1% | 577 | 19.24% | 1.5 |
|
| 1494 |
1494
Cerity Partners OCIO
New York
| USD 1961 M | +USD 157 M | +9% | 4.94% | – | 26 | 3.85% | 4 |
|
| 1495 |
1495
Sun Life Financial
Toronto,
Ontario, Canada
| USD 1961 M | +USD 132 M | +7% | 7.53% | 65.7% | 38 | 7.89% | 4.2 |
|
| 1496 |
1496
Southeastern Asset Management
Memphis,
Tennessee
| USD 1959 M | -USD 24.4 M | -1% | 2.53% | 26.7% | 55 | 21.82% | 3.1 |
|
| 1497 |
1497
Leeward Investments
Boston,
Massachusetts
| USD 1957 M | +USD 78.4 M | +4% | 8.63% | 88% | 147 | 7.48% | 2.7 |
|
| 1498 |
1498
AG2R La Mondiale Gestion d'Actifs
Paris,
France
| USD 1947 M | USD 0 | 0% | 8.08% | – | 364 | 0% | 0.5 |
|
| 1499 |
1499
Lowe Brockenbrough & Co
Richmond,
Virginia
| USD 1944 M | +USD 165 M | +9% | 8.1% | 78.8% | 344 | 11.63% | 6.2 |
|
| 1500 |
1500
Smith Salley Wealth Management
Greensboro,
North Carolina
| USD 1943 M | +USD 215 M | +12% | 9.5% | 106% | 272 | 9.56% | 4.9 |
|