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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1526 |
1526
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
| USD 691 M | +USD 67.3 M | +11% | 6.21% | 54.1% | 192 | 19.79% | 1 |
|
| 1527 |
1527
IQ EQ Fund Management
Dublin 2,
Ireland
| USD 690 M | – | – | 3.32% | 109% | 64 | – | 0 |
|
| 1528 |
SCI
1528
S&CO Inc
Boston,
Massachusetts
| USD 690 M | +USD 36.3 M | +6% | 4.41% | 68.8% | 150 | 12.67% | 1.2 |
|
| 1529 |
1529
Kingstown Capital Management
New York
| USD 689 M | +USD 5.14 M | +0.8% | 2.72% | 38.6% | 18 | 27.78% | 0.8 |
|
| 1530 |
1530
Opus Capital Group
Cincinnati,
Ohio
| USD 689 M | -USD 37.9 M | -5% | 9.89% | 53.7% | 256 | 23.05% | 0.9 |
|
| 1531 |
1531
S&T Bank
Indiana,
Pennsylvania
| USD 689 M | +USD 19.3 M | +3% | 5.91% | 193% | 91 | 13.19% | 1.3 |
|
| 1532 |
1532
Broadmark Asset Management
San Francisco,
California
| USD 688 M | +USD 443 M | +180% | 4.32% | 39.6% | 2 | 50% | 1.5 |
|
| 1533 |
1533
D.J. St. Germain
Springfield,
Massachusetts
| USD 687 M | +USD 24.3 M | +4% | 3.92% | 65.3% | 120 | 13.33% | 1.3 |
|
| 1534 |
1534
Essex Investment Management
Boston,
Massachusetts
| USD 687 M | +USD 33.2 M | +5% | 11.2% | 370% | 393 | 25.7% | 1 |
|
| 1535 |
1535
Trust Company of Vermont
Brattleboro,
Vermont
| USD 686 M | +USD 24.6 M | +4% | 4.08% | – | 872 | 9.17% | 1.2 |
|
| 1536 |
1536
Bank of the West
Monterey Park,
California
| USD 685 M | +USD 96 M | +16% | 3.46% | 35.4% | 293 | 15.7% | 1.1 |
|
| 1537 |
SAM
1537
Southpaw Asset Management
Stamford,
Connecticut
| USD 684 M | +USD 435 M | +175% | 0% | 0.05% | 12 | 16.67% | 0.4 |
|
| 1538 |
1538
Prelude Capital Management
New York
| USD 683 M | -USD 27.6 M | -4% | 9.83% | 198% | 2,480 | 50.93% | 0.5 |
|
| 1539 |
1539
Legacy Private Trust
Neenah,
Wisconsin
| USD 682 M | +USD 26.6 M | +4% | 5.68% | 71.1% | 276 | 16.3% | 1 |
|
| 1540 |
1540
Edgemoor Investment Advisors
Bethesda,
Maryland
| USD 681 M | +USD 109 k | +0% | 4.38% | 109% | 143 | 11.89% | 1.2 |
|
| 1541 |
1541
Pekin Hardy Strauss
Chicago,
Illinois
| USD 680 M | +USD 91.4 M | +16% | 2.14% | 102% | 253 | 45.85% | 0.7 |
|
| 1542 |
1542
FineMark National Bank & Trust
Fort Myers,
Florida
| USD 680 M | +USD 54.5 M | +9% | 4.46% | 69.8% | 1,497 | 13.56% | 1.2 |
|
| 1543 |
1543
Sheffield Asset Management
Chicago,
Illinois
| USD 679 M | -USD 12.5 M | -2% | 3.78% | 24.5% | 16 | 31.25% | 0.8 |
|
| 1544 |
SMA
1544
Simply Money Advisors
Cincinnati,
Ohio
| USD 675 M | +USD 18.8 M | +3% | 1.66% | 11.5% | 26 | 19.23% | 1 |
|
| 1545 |
1545
Meiji Yasuda Life Insurance
Tokyo,
Japan
| USD 675 M | +USD 19.7 M | +3% | 4.86% | 27.5% | 419 | 16.71% | 1.2 |
|
| 1546 |
1546
Pier Capital
Stamford,
Connecticut
| USD 674 M | +USD 48.7 M | +8% | 15.4% | 223% | 166 | 53.01% | 0.5 |
|
| 1547 |
1547
Raytheon Master Pension Trust
Waltham,
Massachusetts
| USD 674 M | +USD 327 M | +94% | 3.59% | 36.3% | 9 | 55.56% | 0.2 |
|
| 1548 |
1548
Spinnaker Trust
Portland,
Maine
| USD 673 M | +USD 54 M | +9% | 5.08% | 68.2% | 210 | 18.57% | 1.1 |
|
| 1549 |
1549
HighTower Trust
Houston,
Texas
| USD 673 M | +USD 3.94 M | +0.6% | 0.97% | 90.4% | 155 | 22.58% | 1.1 |
|
| 1550 |
1550
Cove Street Capital
El Segundo,
California
| USD 671 M | +USD 29.4 M | +5% | 2.43% | 84.2% | 117 | 27.35% | 0.8 |
|