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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
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| USD 1255 M | +USD 120 M | +11% | 9.11% | 80.6% | 156 | 20.51% | 3.8 |
|
| 1552 |
1552
Oak Associates
Akron,
Ohio
| USD 1251 M | +USD 34.5 M | +3% | 12% | 152% | 136 | 4.41% | 5.5 |
|
| 1553 |
1553
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| USD 1250 M | +USD 42.8 M | +4% | 0.74% | 74.2% | 31 | 6.45% | 6.2 |
|
| 1554 |
1554
General Catalyst Group Management
Cambridge,
Massachusetts
| USD 1250 M | +USD 284 M | +29% | 39.6% | 161% | 10 | 0% | 1.9 |
|
| 1555 |
1555
Visionary Wealth Advisors
O'fallon,
Illinois
| USD 1249 M | +USD 69.2 M | +6% | 5.16% | 69.4% | 489 | 12.27% | 1.9 |
|
| 1556 |
SFG
1556
Sather Financial Group
Victoria,
Texas
| USD 1249 M | +USD 97.8 M | +8% | 7.38% | 70% | 99 | 9.09% | 2.9 |
|
| 1557 |
1557
Community Trust & Investment
Versailles,
Kentucky
| USD 1247 M | +USD 85.3 M | +7% | 8.41% | 123% | 120 | 10.83% | 3.4 |
|
| 1558 |
1558
Cartenna Capital
Stamford,
Connecticut
| USD 1247 M | +USD 426 M | +52% | 12% | 162% | 50 | 60% | 0.3 |
|
| 1559 |
1559
Value Partners Investments
Winnipeg,
Manitoba, Canada
| USD 1245 M | +USD 25.7 M | +2% | 3.91% | 50.7% | 72 | 6.94% | 2.2 |
|
| 1560 |
1560
Venturi Wealth Management
Austin,
Texas
| USD 1245 M | +USD 27.6 M | +2% | 5.69% | 101% | 1,320 | 28.03% | 0.9 |
|
| 1561 |
SCI
1561
S&CO Inc
Boston,
Massachusetts
| USD 1241 M | +USD 63.5 M | +5% | 6.1% | 68.8% | 187 | 5.88% | 6.3 |
|
| 1562 |
1562
Siemens
Munich,
Germany
| USD 1241 M | +USD 259 M | +26% | 27.3% | 16.8% | 2 | 0% | 1.1 |
|
| 1563 |
1563
Klingman & Associates
New York
| USD 1239 M | +USD 78 M | +7% | 5.08% | 64.9% | 219 | 10.5% | 3.8 |
|
| 1564 |
1564
Moody Lynn & Lieberson
Boston,
Massachusetts
| USD 1239 M | +USD 127 M | +11% | 11.8% | 142% | 240 | 18.33% | 4.5 |
|
| 1565 |
1565
Palo Alto Investors
Palo Alto,
California
| USD 1238 M | +USD 30.7 M | +3% | 3.08% | 157% | 32 | 12.5% | 5.1 |
|
| 1566 |
1566
City of London Investment Management
London,
United Kingdom
| USD 1236 M | -USD 70.9 M | -5% | 1.31% | 102% | 116 | 14.66% | 2.9 |
|
| 1567 |
1567
Philosophy Capital Management
Alamo,
California
| USD 1236 M | +USD 184 M | +18% | 2.42% | 77.5% | 34 | 23.53% | 0.8 |
|
| 1568 |
1568
North Star Investment Management
Chicago,
Illinois
| USD 1233 M | +USD 21.1 M | +2% | 4.64% | 80.6% | 1,332 | 5.03% | 3.9 |
|
| 1569 |
1569
Sepio Capital
Salt Lake City,
Utah
| USD 1232 M | +USD 147 M | +14% | 6.53% | 92% | 364 | 12.64% | 2.7 |
|
| 1570 |
1570
Everence Capital Management
Goshen,
Indiana
| USD 1231 M | +USD 7.55 M | +0.6% | 7.8% | 108% | 752 | 5.45% | 4 |
|
| 1571 |
1571
Wellesley Asset Management
Portsmouth,
New Hampshire
| USD 1229 M | -USD 126 M | -9% | 0% | 0% | 42 | 0% | 1.4 |
|
| 1572 |
1572
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| USD 1228 M | +USD 95 M | +8% | 7.46% | 602% | 34 | 44.12% | 1.3 |
|
| 1573 |
1573
BOK Financial Private Wealth
Denver,
Colorado
| USD 1227 M | -USD 18.3 M | -1% | 5.92% | 61.8% | 472 | 25.21% | 2.7 |
|
| 1574 |
1574
Cannell & Spears
New York
| USD 1226 M | +USD 109 M | +10% | 9.04% | 113% | 238 | 15.97% | 4.6 |
|
| 1575 |
1575
BIP Wealth
Atlanta,
Georgia
| USD 1223 M | +USD 314 M | +34% | 3.47% | 51.8% | 198 | 16.67% | 0.2 |
|