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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
Oak Hill Advisors
New York
| USD 1221 M | -USD 157 M | -11% | 2.06% | 42.4% | 16 | 0% | 3 |
|
| 1577 |
1577
Baldwin Wealth Partners
Marion,
Massachusetts
| USD 1219 M | +USD 71.8 M | +6% | 8.04% | 94.5% | 808 | 6.06% | 4 |
|
| 1578 |
1578
Baystate Wealth Management
Boston,
Massachusetts
| USD 1219 M | +USD 69.5 M | +6% | 4.42% | 14.6% | 1,099 | 10.46% | 3.4 |
|
| 1579 |
1579
NWAM LLC
Mercer Island,
Washington
| USD 1217 M | +USD 231 M | +23% | 6.79% | 112% | 573 | 23.04% | 2.7 |
|
| 1580 |
1580
Sandler Capital Management
New York
| USD 1215 M | +USD 117 M | +11% | 18.6% | 325% | 129 | 51.16% | 0.8 |
|
| 1581 |
1581
McAdam LLC
Philadelphia,
Pennsylvania
| USD 1212 M | +USD 101 M | +9% | 4.99% | 65.4% | 279 | 11.83% | 2.3 |
|
| 1582 |
1582
First Interstate Bank
Billings,
Montana
| USD 1211 M | -USD 98 M | -7% | 1.14% | 48.2% | 185 | 13.51% | 4.1 |
|
| 1583 |
1583
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| USD 1211 M | +USD 112 M | +10% | 8.47% | 86% | 625 | 14.72% | 4 |
|
| 1584 |
1584
Flagship Harbor Advisors
Boston,
Massachusetts
| USD 1211 M | +USD 149 M | +14% | 6.12% | 68.3% | 671 | 15.95% | 3.7 |
|
| 1585 |
1585
Marquard & Bahls
Hamburg,
Germany
| USD 1210 M | -USD 55.7 M | -4% | 2.16% | – | 3 | 0% | 1.5 |
|
| 1586 |
1586
Patten & Patten
Chattanooga,
Tennessee
| USD 1210 M | +USD 72.7 M | +6% | 7.88% | 74.1% | 274 | 4.38% | 6.5 |
|
| 1587 |
1587
Legacy Private Trust
Neenah,
Wisconsin
| USD 1209 M | +USD 36.6 M | +3% | 6.12% | 71.1% | 237 | 10.13% | 5.3 |
|
| 1588 |
1588
Fulton Breakefield Broenniman
Bethesda,
Maryland
| USD 1209 M | +USD 44.6 M | +4% | 6.09% | 68% | 180 | 11.11% | 3.7 |
|
| 1589 |
1589
GM Advisory Group
Melville,
New York
| USD 1208 M | +USD 110 M | +10% | 4.39% | 53.6% | 202 | 12.87% | 2.9 |
|
| 1590 |
1590
Rational Advisors
Huntington,
New York
| USD 1208 M | -USD 16.8 M | -1% | 2.5% | 37.7% | 309 | 27.83% | 1.4 |
|
| 1591 |
1591
Cowen and Company
New York
| USD 1206 M | +USD 355 M | +42% | 10.5% | 120% | 747 | 46.18% | 0.6 |
|
| 1592 |
1592
Partners Group Holding
Baar-Zug,
Switzerland
| USD 1204 M | -USD 35.7 M | -3% | 3.93% | 23.3% | 57 | 26.32% | 4.4 |
|
| 1593 |
1593
Cambria Investment Management
Manhattan Beach,
California
| USD 1202 M | -USD 8.61 M | -0.7% | 5.03% | 72% | 321 | 27.41% | 2 |
|
| 1594 |
1594
Rothschild Investment LLC
Chicago,
Illinois
| USD 1202 M | +USD 58.4 M | +5% | 6.16% | 99.4% | 530 | 12.26% | 4.8 |
|
| 1595 |
1595
Garde Capital
Seattle,
Washington
| USD 1202 M | +USD 291 M | +32% | 6.74% | 57.6% | 291 | 15.46% | 3.5 |
|
| 1596 |
1596
Atlas Infrastructure Partners
London,
United Kingdom
| USD 1199 M | +USD 311 M | +35% | 1.06% | 20.7% | 7 | 42.86% | 0.8 |
|
| 1597 |
IFLIT
1597
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| USD 1199 M | +USD 176 M | +17% | 17.9% | 45.7% | 20 | 5% | 5.1 |
|
| 1598 |
1598
Eversept Partners
New York
| USD 1196 M | -USD 238 M | -17% | 7.34% | 321% | 78 | 29.49% | 1.1 |
|
| 1599 |
WM
1599
WS Management
Jacksonville,
Florida
| USD 1195 M | +USD 250 M | +26% | 9.25% | 309% | 74 | 35.14% | 3.3 |
|
| 1600 |
1600
Winton Group
London,
United Kingdom
| USD 1195 M | -USD 445 M | -27% | 10.2% | 128% | 1,198 | 59.27% | 1.3 |
|