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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
Elser Financial Planning
Indianapolis,
Indiana
| USD 2060 M | +USD 1922 M | +1,390% | 14.8% | – | 141 | 49.65% | 0.7 |
|
| 1477 |
1477
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| USD 2055 M | -USD 44.4 M | -2% | 0.3% | 68.1% | 127 | 14.17% | 4.4 |
|
| 1478 |
1478
PFG Advisors
Phoenix,
Arizona
| USD 2054 M | -USD 6.03 M | -0.3% | 0.29% | 82.7% | 829 | 12.42% | 2.5 |
|
| 1479 |
1479
Norris Perne & French
Grand Rapids,
Michigan
| USD 2052 M | +USD 537 M | +35% | 1.35% | 91.1% | 178 | 20.22% | 5.3 |
|
| 1480 |
1480
RBF Capital
San Francisco,
California
| USD 2046 M | -USD 207 M | -9% | 0.25% | 147% | 575 | 18.09% | 5.2 |
|
| 1481 |
1481
Procyon Advisors
Shelton,
Connecticut
| USD 2041 M | +USD 15.6 M | +0.8% | 1.35% | 92.3% | 628 | 17.04% | 2.7 |
|
| 1482 |
1482
Tandem Investment Advisors
Charleston,
South Carolina
| USD 2040 M | -USD 646 M | -24% | 8.02% | 10.4% | 94 | 25.53% | 4 |
|
| 1483 |
1483
Investure LLC
Charlottesville,
Virginia
| USD 2039 M | +USD 250 M | +14% | 2.42% | 55.4% | 17 | 11.76% | 5.2 |
|
| 1484 |
1484
Southeastern Asset Management
Memphis,
Tennessee
| USD 2033 M | -USD 212 M | -9% | 3.52% | 26.7% | 53 | 7.55% | 3.5 |
|
| 1485 |
1485
Generate Investment Management
Auckland,
New Zealand
| USD 2030 M | -USD 162 M | -7% | 4.97% | 153% | 94 | 44.68% | 1 |
|
| 1486 |
1486
Leeward Investments
Boston,
Massachusetts
| USD 2027 M | +USD 51.1 M | +3% | 9.26% | 88% | 147 | 7.48% | 3 |
|
| 1487 |
1487
NXG Investment Management
Dallas,
Texas
| USD 2020 M | +USD 276 M | +16% | 21.4% | 121% | 72 | 25% | 3.5 |
|
| 1488 |
1488
Alerus Financial
Grand Forks,
North Dakota
| USD 2020 M | -USD 24.5 M | -1% | 0.69% | 97.1% | 562 | 18.86% | 2 |
|
| 1489 |
1489
Burkehill Global Management
New York
| USD 2017 M | +USD 498 M | +33% | 11.9% | – | 218 | 43.12% | 0.3 |
|
| 1490 |
1490
Consulta
London,
United Kingdom
| USD 2009 M | -USD 29.1 M | -1% | 8.35% | 30.7% | 15 | 20% | 1.9 |
|
| 1491 |
1491
Lowe Brockenbrough & Co
Richmond,
Virginia
| USD 2006 M | -USD 25.6 M | -1% | 0.86% | 78.8% | 335 | 2.99% | 6.7 |
|
| 1492 |
1492
Meiji Yasuda Asset Management
Tokyo,
Japan
| USD 2003 M | -USD 76.8 M | -4% | 1.62% | 93.9% | 583 | 12.35% | 6 |
|
| 1493 |
1493
Logos Global Management
San Francisco,
California
| USD 2003 M | +USD 348 M | +21% | 47.4% | 1,585% | 84 | 39.29% | 0.9 |
|
| 1494 |
1494
Rivernorth Capital Management
West Palm Beach,
Florida
| USD 2001 M | -USD 115 M | -5% | 3.05% | 9.04% | 674 | 48.81% | 0.9 |
|
| 1495 |
CWM
1495
Cornerstone Wealth Management
St. Peters,
Missouri
| USD 1999 M | +USD 76.6 M | +4% | 0.34% | 69.8% | 743 | 11.31% | 4.1 |
|
| 1496 |
1496
Cormorant Asset Management
Boston,
Massachusetts
| USD 1991 M | -USD 172 M | -8% | 33.7% | 3,977% | 53 | 45.28% | 1.5 |
|
| 1497 |
1497
Smith Salley Wealth Management
Greensboro,
North Carolina
| USD 1989 M | -USD 30.3 M | -1% | 1.66% | 106% | 275 | 6.91% | 5.2 |
|
| 1498 |
1498
Syon Capital
San Francisco,
California
| USD 1988 M | -USD 17.3 M | -0.9% | 1.56% | 74% | 971 | 14.52% | 1.3 |
|
| 1499 |
1499
Reynders McVeigh Capital Management
Boston,
Massachusetts
| USD 1982 M | -USD 148 M | -7% | 3.47% | 119% | 209 | 12.92% | 7.4 |
|
| 1500 |
1500
First Western Trust Bank
Denver,
Colorado
| USD 1980 M | -USD 53.7 M | -3% | 3.72% | 32% | 214 | 12.15% | 3 |
|