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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1501 |
1501
3EDGE Asset Management
Naples,
Florida
| USD 1328 M | -USD 673 k | -0.1% | 1.81% | 44.1% | 54 | 44.44% | 1 |
|
| 1502 |
1502
American Family Insurance Mutual Holding
Madison,
Wisconsin
| USD 1326 M | -USD 69.4 M | -5% | 0.44% | 2.63% | 12 | 16.67% | 2.1 |
|
| 1503 |
1503
TOBAM
Paris,
France
| USD 1326 M | -USD 191 M | -13% | 0.64% | 56% | 397 | 18.89% | 2.2 |
|
| 1504 |
1504
Lowe Brockenbrough & Co
Richmond,
Virginia
| USD 1326 M | +USD 91.7 M | +7% | 7.11% | 78.8% | 270 | 3.33% | 6 |
|
| 1505 |
1505
E.S. Barr & Co
Lexington,
Kentucky
| USD 1326 M | +USD 118 M | +10% | 8.34% | 73.5% | 95 | 11.58% | 6.3 |
|
| 1506 |
1506
CSM Advisors
Warrendale,
Pennsylvania
| USD 1324 M | +USD 166 M | +14% | 5.83% | 105% | 147 | 4.08% | 1.6 |
|
| 1507 |
BFS
1507
Bard Financial Services
Branford,
Connecticut
| USD 1321 M | +USD 71.4 M | +6% | 5.85% | 90.1% | 337 | 6.53% | 2 |
|
| 1508 |
1508
Evensky & Katz
Coral Gables,
Florida
| USD 1319 M | +USD 80.1 M | +6% | 5.08% | 57.1% | 89 | 3.37% | 4.6 |
|
| 1509 |
1509
Polaris Wealth Advisory Group
San Rafael,
California
| USD 1319 M | -USD 37.6 M | -3% | 5.26% | 64% | 199 | 43.72% | 2.1 |
|
| 1510 |
1510
Concourse Financial Group Securities
Birmingham,
Alabama
| USD 1318 M | +USD 28.1 M | +2% | 4.79% | 18.1% | 2,489 | 11.45% | 2.7 |
|
| 1511 |
1511
Heard Capital LLC
Chicago,
Illinois
| USD 1316 M | +USD 102 M | +8% | 11.9% | 161% | 32 | 31.25% | 2.2 |
|
| 1512 |
1512
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| USD 1315 M | +USD 104 M | +9% | 11.7% | 25.1% | 220 | 11.82% | 0.4 |
|
| 1513 |
1513
Fairholme Capital Management
South Miami,
Florida
| USD 1315 M | +USD 106 M | +9% | 14.4% | 36.2% | 15 | 53.33% | 2.4 |
|
| 1514 |
1514
Wilkinson Global Asset Management
New York
| USD 1315 M | +USD 50.2 M | +4% | 7.91% | 86.5% | 96 | 7.29% | 1.8 |
|
| 1515 |
1515
PFG Advisors
Phoenix,
Arizona
| USD 1313 M | +USD 118 M | +10% | 6.11% | 82.7% | 696 | 12.07% | 1.7 |
|
| 1516 |
1516
Virtu Financial
New York
| USD 1311 M | +USD 371 M | +40% | 6.22% | 160% | 2,451 | 79.44% | 0.2 |
|
| 1517 |
1517
Parsons Capital Management
Providence,
Rhode Island
| USD 1310 M | +USD 67.1 M | +5% | 6.87% | 84.9% | 430 | 3.02% | 5.8 |
|
| 1518 |
1518
NEA Management Company
Timonium,
Maryland
| USD 1310 M | -USD 137 M | -9% | 19.4% | 823% | 54 | 20.37% | 3.5 |
|
| 1519 |
1519
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| USD 1309 M | +USD 167 M | +15% | 6.23% | 77.5% | 607 | 23.89% | 1.8 |
|
| 1520 |
1520
Equitable Trust
Nashville,
Tennessee
| USD 1308 M | +USD 37.8 M | +3% | 4.94% | 109% | 418 | 7.89% | 2.8 |
|
| 1521 |
1521
AIP LLC
New York
| USD 1305 M | +USD 222 M | +20% | 20.8% | 54.9% | 2 | 0% | 3.1 |
|
| 1522 |
BFO
1522
Boston Family Office
Boston,
Massachusetts
| USD 1305 M | +USD 56.8 M | +5% | 6.64% | 53.4% | 271 | 8.12% | 6.7 |
|
| 1523 |
1523
Weiss Asset Management
Boston,
Massachusetts
| USD 1304 M | -USD 259 M | -17% | 6.69% | 138% | 383 | 57.96% | 0.6 |
|
| 1524 |
1524
Bar Harbor Wealth Management
Concord,
New Hampshire
| USD 1304 M | +USD 48.1 M | +4% | 5.97% | 85% | 259 | 5.02% | 6 |
|
| 1525 |
1525
North Reef Capital Management
Laguna Beach,
California
| USD 1301 M | +USD 408 M | +46% | 0.56% | 81.9% | 44 | 27.27% | 0.8 |
|