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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
GM Advisory Group
Melville,
New York
| USD 1224 M | +USD 15.8 M | +1% | 2.82% | 53.6% | 200 | 7.5% | 3 |
|
| 1552 |
1552
SSI Investment Management
Los Angeles,
California
| USD 1222 M | -USD 203 M | -14% | 0.64% | 15.7% | 247 | 6.07% | 2.8 |
|
| 1553 |
BFO
1553
Boston Family Office
Boston,
Massachusetts
| USD 1220 M | -USD 84.7 M | -6% | 4.64% | 53.4% | 265 | 6.42% | 7 |
|
| 1554 |
1554
McAdam LLC
Philadelphia,
Pennsylvania
| USD 1220 M | +USD 8.07 M | +0.7% | 3.81% | 65.4% | 273 | 8.06% | 2.6 |
|
| 1555 |
1555
Foster & Motley
Cincinnati,
Ohio
| USD 1220 M | -USD 71.3 M | -6% | 2.8% | 68.8% | 399 | 14.29% | 4.3 |
|
| 1556 |
SCI
1556
S&CO Inc
Boston,
Massachusetts
| USD 1218 M | -USD 23.4 M | -2% | 1.46% | 68.8% | 189 | 5.82% | 6.4 |
|
| 1557 |
1557
Baystate Wealth Management
Boston,
Massachusetts
| USD 1214 M | -USD 4.42 M | -0.4% | 3.73% | 14.6% | 1,110 | 12.97% | 3.7 |
|
| 1558 |
1558
Winton Group
London,
United Kingdom
| USD 1214 M | +USD 18.7 M | +2% | 0.11% | 128% | 971 | 45.42% | 1.2 |
|
| 1559 |
1559
U.S. Global Investors (USGI)
San Antonio,
Texas
| USD 1213 M | -USD 473 M | -28% | 18.9% | 151% | 147 | 35.37% | 1.9 |
|
| 1560 |
1560
Equitable Trust
Nashville,
Tennessee
| USD 1210 M | -USD 97.9 M | -7% | 3.9% | 109% | 423 | 10.87% | 3 |
|
| 1561 |
1561
Stadion Money Management
Watkinsville,
Georgia
| USD 1209 M | -USD 331 M | -21% | 3.54% | 55.3% | 32 | 56.25% | 2 |
|
| 1562 |
1562
BC Partners Advisors
New York
| USD 1208 M | -USD 12.6 mil M | -91% | 17.9% | 25.6% | 5 | 20% | 2.4 |
|
| 1563 |
1563
Value Partners Investments
Winnipeg,
Manitoba, Canada
| USD 1208 M | -USD 37.2 M | -3% | 4.81% | 50.7% | 74 | 8.11% | 2.3 |
|
| 1564 |
1564
Courier Capital
Buffalo,
New York
| USD 1206 M | -USD 63.6 M | -5% | 3.31% | 70.8% | 372 | 11.56% | 5.5 |
|
| 1565 |
1565
FDx Advisors
Chicago,
Illinois
| USD 1205 M | -USD 618 M | -34% | 3.01% | 66.2% | 801 | 29.34% | 4.2 |
|
| 1566 |
1566
Comerica Securities
Detroit,
Michigan
| USD 1204 M | -USD 238 M | -16% | 3.18% | 25.6% | 487 | 11.09% | 4.4 |
|
| 1567 |
ACM
1567
Ashe Capital Management
Englewood Cliffs,
New Jersey
| USD 1204 M | -USD 72.5 M | -6% | 4.48% | 70.7% | 11 | 27.27% | 4.1 |
|
| 1568 |
1568
Flagship Harbor Advisors
Boston,
Massachusetts
| USD 1202 M | -USD 8.29 M | -0.7% | 3.34% | 68.3% | 658 | 13.37% | 3.9 |
|
| 1569 |
SFG
1569
Sather Financial Group
Victoria,
Texas
| USD 1202 M | -USD 47.3 M | -4% | 0.84% | 70% | 97 | 12.37% | 3.2 |
|
| 1570 |
1570
Oak Associates
Akron,
Ohio
| USD 1202 M | -USD 48.8 M | -4% | 0.21% | 152% | 136 | 5.88% | 5.6 |
|
| 1571 |
1571
Marathon Trading Investment Management
Radnor,
Pennsylvania
| USD 1201 M | +USD 10.2 M | +0.9% | 7.26% | 143% | 366 | 37.43% | 1 |
|
| 1572 |
1572
SpiderRock Advisors
Wilimington,
Delaware
| USD 1200 M | -USD 76.9 M | -6% | – | – | 178 | 0% | 2.4 |
|
| 1573 |
1573
Valley Wealth Managers
Paramus,
New Jersey
| USD 1200 M | +USD 86.3 M | +8% | 2.3% | 118% | 391 | 18.93% | 2.7 |
|
| 1574 |
1574
Wolf Hill Capital Management
Greenwich,
Connecticut
| USD 1199 M | -USD 187 M | -13% | 0.59% | 384% | 32 | 46.88% | 0.6 |
|
| 1575 |
1575
Community Trust & Investment
Versailles,
Kentucky
| USD 1197 M | -USD 50.6 M | -4% | 3.56% | 123% | 119 | 10.92% | 3.5 |
|