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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1576 |
1576
Valeo Financial Advisors
Carmel,
Indiana
| USD 823 M | +USD 110 M | +15% | 11.8% | 82.7% | 1,698 | 14.9% | 1.1 |
|
| 1577 |
1577
AT Bancorp
Dubuque,
Iowa
| USD 823 M | +USD 67.3 M | +9% | 9.35% | 21.8% | 250 | 20% | 3.3 |
|
| 1578 |
1578
Rheos Capital Works
Tokyo,
Japan
| USD 822 M | +USD 153 M | +23% | 24.5% | 220% | 14 | 7.14% | 0.7 |
|
| 1579 |
1579
Oxbow Advisors
Austin,
Texas
| USD 822 M | +USD 73.8 M | +10% | 10.6% | 66.3% | 308 | 10.06% | 2.2 |
|
| 1580 |
1580
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| USD 822 M | +USD 186 M | +29% | 14.5% | 61.9% | 532 | 14.85% | 2.2 |
|
| 1581 |
1581
Pacific Financial Group
Bellevue,
Washington
| USD 820 M | +USD 190 M | +30% | 12% | 61.1% | 75 | 30.67% | 2.5 |
|
| 1582 |
1582
Merit Financial Group
Alpharetta,
Georgia
| USD 820 M | +USD 155 M | +23% | 10.6% | 67.3% | 138 | 36.23% | 0.8 |
|
| 1583 |
1583
Advisornet Financial
Minnetonka,
Minnesota
| USD 818 M | +USD 94.6 M | +13% | 10.9% | 71.2% | 1,723 | 15.55% | 0.9 |
|
| 1584 |
1584
Cooper Investors
Melbourne, Victoria,
Australia
| USD 818 M | +USD 94.7 M | +13% | 15.5% | 57.5% | 35 | 11.43% | 2.3 |
|
| 1585 |
1585
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| USD 818 M | +USD 83.3 M | +11% | 13.8% | 61.4% | 125 | 11.2% | 3.5 |
|
| 1586 |
1586
Cove Street Capital
El Segundo,
California
| USD 817 M | +USD 44.2 M | +6% | 16.1% | 84.2% | 106 | 14.15% | 2.6 |
|
| 1587 |
1587
Summit Partners Public Asset Management
Boston,
Massachusetts
| USD 817 M | +USD 78.2 M | +11% | 29.8% | 1,167% | 104 | 64.42% | 0.6 |
|
| 1588 |
1588
Choreo LLC
Rockford,
Illinois
| USD 817 M | +USD 117 M | +17% | 13.8% | 83.8% | 206 | 12.62% | 3.5 |
|
| 1589 |
1589
Sonora Investment Management
Tucson,
Arizona
| USD 817 M | +USD 128 M | +19% | 7.16% | 32.8% | 1,665 | 26.85% | 1.6 |
|
| 1590 |
1590
Broadwood Capital
New York
| USD 817 M | +USD 104 M | +15% | 19.2% | 110% | 8 | 12.5% | 3.6 |
|
| 1591 |
1591
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| USD 816 M | +USD 78.5 M | +11% | 10.8% | 64.4% | 107 | 8.41% | 3.7 |
|
| 1592 |
1592
Sigma Investment Counselors
Northville,
Michigan
| USD 816 M | +USD 97.3 M | +14% | 11.5% | 59.4% | 159 | 11.32% | 3.7 |
|
| 1593 |
1593
MB Financial Bank - Trust Department
Rosemont,
Illinois
| USD 816 M | +USD 8.84 M | +1% | 6.55% | 23.5% | 397 | 17.88% | 3.5 |
|
| 1594 |
1594
Skye Global Management
West Palm Beach,
Florida
| USD 814 M | +USD 319 M | +64% | 22.6% | 77.8% | 61 | 52.46% | 0.3 |
|
| 1595 |
1595
Infrastructure Capital Advisors
New York
| USD 812 M | +USD 205 M | +34% | 15.8% | 52% | 101 | 29.7% | 1.4 |
|
| 1596 |
1596
Community Trust & Investment
Versailles,
Kentucky
| USD 811 M | +USD 143 M | +21% | 11.5% | 123% | 64 | 18.75% | 2.8 |
|
| 1597 |
1597
Manikay Partners
New York
| USD 811 M | -USD 217 M | -21% | 18.7% | 91.7% | 43 | 76.74% | 1.1 |
|
| 1598 |
1598
MSD Partners
New York
| USD 808 M | -USD 337 M | -29% | 22.3% | 3.5% | 34 | 44.12% | 1.7 |
|
| 1599 |
1599
Sageworth Trust
Lancaster,
Pennsylvania
| USD 808 M | +USD 55.8 M | +7% | 11.6% | 64.5% | 305 | 47.54% | 0.9 |
|
| 1600 |
1600
Maryland Capital Management
Towson,
Maryland
| USD 807 M | +USD 115 M | +17% | 15.7% | 44.5% | 188 | 12.77% | 3.5 |
|