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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1551 |
1551
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| USD 845 M | +USD 29.7 M | +4% | 2.13% | 181% | 658 | 5.47% | 4.4 |
|
| 1552 |
1552
Stack Financial Management
Whitefish,
Montana
| USD 841 M | -USD 50.1 M | -6% | 1.9% | 58.4% | 50 | 16% | 3.4 |
|
| 1553 |
1553
Windward Capital Management
Los Angeles,
California
| USD 836 M | +USD 34 M | +4% | 3.71% | 78.5% | 79 | 0% | 4.2 |
|
| 1554 |
1554
WFM Asia
Road Town, Tortola,
British Virgin Islands
| USD 836 M | -USD 137 M | -14% | 10.3% | 89.9% | 12 | 0% | 2.2 |
|
| 1555 |
1555
QVR
San Francisco,
California
| USD 836 M | +USD 52.4 M | +7% | 2.96% | – | 92 | 63.04% | 0.5 |
|
| 1556 |
1556
Bernzott Capital Advisors
Camarillo,
California
| USD 835 M | +USD 4.53 M | +0.5% | 0.08% | 46.6% | 44 | 4.55% | 3.9 |
|
| 1557 |
1557
La Financiere de L'Echiquier
Paris,
France
| USD 834 M | +USD 149 M | +22% | 1.51% | 28.1% | 66 | 33.33% | 1 |
|
| 1558 |
1558
Community Trust & Investment
Versailles,
Kentucky
| USD 833 M | +USD 21.1 M | +3% | 1.75% | 123% | 68 | 17.65% | 2.8 |
|
| 1559 |
1559
TCF National Bank
Sioux Falls,
South Dakota
| USD 831 M | – | – | 1.21% | – | 351 | – | 0 |
|
| 1560 |
1560
Avity Investment Management
Greenwich,
Connecticut
| USD 830 M | -USD 10.7 M | -1% | 1.67% | 119% | 83 | 10.84% | 3.8 |
|
| 1561 |
1561
First Citizens Bank & Trust
Raleigh,
North Carolina
| USD 830 M | -USD 86.8 M | -9% | 1.95% | 69% | 460 | 29.78% | 2.5 |
|
| 1562 |
1562
Sargent Bickham Lagudis
Boulder,
Colorado
| USD 830 M | -USD 11.6 M | -1% | 1.29% | 19.1% | 834 | 14.15% | 2.6 |
|
| 1563 |
1563
Atalan Capital Partners
New York
| USD 829 M | +USD 56.4 M | +7% | 1.26% | 319% | 16 | 37.5% | 1.4 |
|
| 1564 |
1564
Alaska Wealth Advisors
Anchorage,
Alaska
| USD 829 M | -USD 105 M | -11% | 0.49% | 44.3% | 66 | 57.58% | 1.2 |
|
| 1565 |
1565
Alaska Permanent Capital Management
Anchorage,
Alaska
| USD 829 M | +USD 69.3 M | +9% | 0.49% | 42.8% | 68 | 57.35% | 2.5 |
|
| 1566 |
1566
Appleton Partners
Boston,
Massachusetts
| USD 828 M | +USD 19.2 M | +2% | 2.21% | 101% | 291 | 7.22% | 3.3 |
|
| 1567 |
1567
Bank of the West
Monterey Park,
California
| USD 828 M | -USD 22.8 M | -3% | 0.88% | 35.4% | 284 | 9.15% | 4.3 |
|
| 1568 |
1568
Jag Capital Management
St Louis,
Missouri
| USD 828 M | -USD 58.1 M | -7% | 2.24% | 230% | 205 | 15.12% | 1.8 |
|
| 1569 |
1569
Advisor Partners
Walnut Creek,
California
| USD 827 M | +USD 7.34 M | +0.9% | 2.26% | 63.8% | 710 | 14.65% | 2.8 |
|
| 1570 |
1570
Rehmann Capital Advisory Group
Lansing,
Michigan
| USD 827 M | +USD 14.4 M | +2% | 1.71% | 64.6% | 2,289 | 36% | 1.6 |
|
| 1571 |
1571
Empirical Wealth Management
Seattle,
Washington
| USD 826 M | +USD 58.2 M | +8% | 0.73% | 78.8% | 305 | 19.02% | 2.2 |
|
| 1572 |
1572
Mangrove Partners
Greenwich,
Connecticut
| USD 825 M | -USD 59.1 M | -7% | 3.37% | 185% | 116 | 38.79% | 0.7 |
|
| 1573 |
1573
Quinn Opportunity Partners
Charlottesville,
Virginia
| USD 824 M | +USD 20 M | +2% | 0.22% | 77.6% | 219 | 28.31% | 1.3 |
|
| 1574 |
1574
Cetera Investment Advisers
Schaumburg,
Illinois
| USD 823 M | +USD 47.3 M | +6% | 1.47% | 73.4% | 568 | 14.44% | 2 |
|
| 1575 |
1575
Bragg Financial Advisors
Charlotte,
North Carolina
| USD 823 M | +USD 11.1 M | +1% | 1.46% | 101% | 276 | 6.16% | 4.5 |
|