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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
First Interstate Bank
Billings,
Montana
| USD 1646 M | +USD 141 M | +9% | 6.21% | 49.7% | 191 | 13.61% | 4.5 |
|
| 1502 |
1502
Visionary Wealth Advisors
O'fallon,
Illinois
| USD 1643 M | +USD 114 M | +7% | 5.98% | 69.4% | 556 | 13.13% | 2.5 |
|
| 1503 |
1503
Empire Life Investments
Toronto,
Ontario, Canada
| USD 1640 M | +USD 54.7 M | +3% | 6.3% | 90.8% | 102 | 13.73% | 3.9 |
|
| 1504 |
1504
NWAM LLC
Mercer Island,
Washington
| USD 1640 M | +USD 1299 M | +382% | 5.85% | 112% | 630 | 76.83% | 0.8 |
|
| 1505 |
1505
Roffman Miller Associates
Philadelphia,
Pennsylvania
| USD 1639 M | +USD 120 M | +8% | 7.1% | 83.5% | 80 | 6.25% | 7 |
|
| 1506 |
1506
Edgar Lomax Company
Kingstowne,
Virginia
| USD 1638 M | +USD 94.7 M | +6% | 8.94% | 66.2% | 65 | 0% | 4.8 |
|
| 1507 |
1507
Glendon Capital Management
Santa Monica,
California
| USD 1635 M | +USD 323 M | +25% | 25.2% | 142% | 25 | 16% | 2.9 |
|
| 1508 |
1508
Y-Intercept (HK)
Hong Kong
| USD 1634 M | -USD 190 M | -10% | 7.78% | 41.6% | 1,936 | 67.87% | 0.3 |
|
| 1509 |
1509
Meritage Portfolio Management
Overland Park,
Kansas
| USD 1633 M | +USD 48.4 M | +3% | 5.9% | 97.4% | 360 | 13.89% | 3.2 |
|
| 1510 |
1510
TruWealth Advisors
Metairie,
Louisiana
| USD 1632 M | +USD 128 M | +9% | 4.19% | 56.3% | 169 | 9.47% | 2.3 |
|
| 1511 |
1511
Mogy Joel R Investment Counsel
Beverly Hills,
California
| USD 1632 M | +USD 54.2 M | +3% | 4.45% | 121% | 115 | 8.7% | 7.7 |
|
| 1512 |
1512
Modern Wealth Management
Lenexa,
Kansas
| USD 1632 M | +USD 276 M | +20% | 5.47% | – | 472 | 22.03% | 0.5 |
|
| 1513 |
1513
Fifth Third Wealth Advisors
Cincinnati,
Ohio
| USD 1632 M | +USD 313 M | +24% | 6.42% | 114% | 746 | 17.16% | 0.5 |
|
| 1514 |
MCI
1514
McDonald Capital Investors
Orinda,
California
| USD 1630 M | +USD 28.9 M | +2% | 9.89% | 60.1% | 23 | 13.04% | 6.7 |
|
| 1515 |
1515
Fernbridge Capital Management
Los Angeles,
California
| USD 1629 M | +USD 125 M | +8% | 5.41% | 12.4% | 25 | 20% | 1.3 |
|
| 1516 |
1516
CenterBook Partners
Greenwich,
Connecticut
| USD 1627 M | +USD 17.6 M | +1% | 3.71% | 62.4% | 550 | 49.27% | 0.8 |
|
| 1517 |
1517
Capstone Financial Advisors
Downers Grove,
Illinois
| USD 1626 M | +USD 111 M | +7% | 7.5% | 54.5% | 170 | 14.12% | 4.1 |
|
| 1518 |
1518
Good Life Advisors
Reading,
Pennsylvania
| USD 1625 M | +USD 412 M | +34% | 6.12% | 60% | 579 | 23.49% | 2.8 |
|
| 1519 |
1519
Moody Lynn & Lieberson
Boston,
Massachusetts
| USD 1623 M | +USD 95.2 M | +6% | 6.81% | 142% | 269 | 17.84% | 4.5 |
|
| 1520 |
1520
Spinnaker Trust
Portland,
Maine
| USD 1623 M | +USD 60.8 M | +4% | 7.21% | 68.2% | 291 | 8.25% | 6 |
|
| 1521 |
1521
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| USD 1621 M | +USD 261 M | +19% | 7.92% | 99.5% | 278 | 15.11% | 5.7 |
|
| 1522 |
1522
Consulta
London,
United Kingdom
| USD 1620 M | +USD 152 M | +10% | 1.98% | 30.7% | 17 | 29.41% | 2.6 |
|
| 1523 |
1523
Klingman & Associates
New York
| USD 1615 M | +USD 134 M | +9% | 6.45% | 64.9% | 275 | 12.36% | 3.9 |
|
| 1524 |
1524
Strategic Blueprint
Atlanta,
Georgia
| USD 1606 M | +USD 134 M | +9% | 5.44% | 82.1% | 692 | 17.2% | 2.2 |
|
| 1525 |
1525
Luxor Capital Group
New York
| USD 1603 M | +USD 178 M | +13% | 16.2% | 131% | 57 | 49.12% | 1.2 |
|