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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
Community Trust & Investment
Versailles,
Kentucky
| USD 1841 M | -USD 50.1 M | -3% | 1.49% | 123% | 151 | 13.91% | 4.3 |
|
| 1577 |
1577
Arvest Bank Trust Division
Dewey,
Oklahoma
| USD 1840 M | -USD 6.74 M | -0.4% | 0.33% | – | 233 | 15.88% | 4.2 |
|
| 1578 |
1578
Regal Partners
Sydney, NSW,
Australia
| USD 1839 M | +USD 105 M | +6% | 2.37% | 146% | 140 | 55% | 0.8 |
|
| 1579 |
1579
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| USD 1838 M | +USD 346 M | +23% | 1.98% | 94.6% | 974 | 56.57% | 0.3 |
|
| 1580 |
1580
Angeles Wealth Management
Santa Monica,
California
| USD 1838 M | +USD 24.5 M | +1% | 2.88% | 80.6% | 559 | 23.08% | 1.7 |
|
| 1581 |
1581
Kensington Asset Management
Austin,
Texas
| USD 1837 M | -USD 98.4 M | -5% | 2.11% | 38.1% | 48 | 27.08% | 0.8 |
|
| 1582 |
1582
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
| USD 1833 M | +USD 419 M | +30% | 0.25% | 83.9% | 441 | 18.37% | 2.6 |
|
| 1583 |
1583
Willis Investment Counsel
Gainesville,
Georgia
| USD 1831 M | -USD 104 M | -5% | 6.22% | 65.3% | 135 | 12.59% | 5.3 |
|
| 1584 |
1584
Aprio Wealth Management
Atlanta,
Georgia
| USD 1831 M | +USD 88.5 M | +5% | 0.37% | 66.1% | 640 | 19.69% | 1.5 |
|
| 1585 |
1585
Standard Investments
New York
| USD 1828 M | -USD 174 M | -9% | 9.13% | 29.6% | 14 | 21.43% | 2.9 |
|
| 1586 |
1586
Diversified Enterprises
Wilmington,
Delaware
| USD 1826 M | +USD 145 M | +9% | 1.63% | – | 430 | 12.33% | 1 |
|
| 1587 |
1587
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| USD 1818 M | -USD 72.7 M | -4% | 1.74% | 86% | 750 | 11.73% | 5 |
|
| 1588 |
1588
Harvard Management Company
Boston,
Massachusetts
| USD 1816 M | -USD 264 M | -13% | 7.53% | 123% | 20 | 20% | 1.8 |
|
| 1589 |
1589
Money Concepts Capital
Palm Beach Gardens,
Florida
| USD 1808 M | +USD 24.9 M | +1% | 0.36% | 74.5% | 608 | 21.55% | 2.5 |
|
| 1590 |
1590
Spinnaker Trust
Portland,
Maine
| USD 1807 M | -USD 61.1 M | -3% | 2.36% | 68.2% | 300 | 6% | 6.7 |
|
| 1591 |
GC
1591
Gobi Capital
San Francisco,
California
| USD 1798 M | -USD 264 M | -13% | 7.71% | 93.7% | 14 | 28.57% | 4.2 |
|
| 1592 |
1592
Rice Hall James & Associates
San Diego,
California
| USD 1796 M | -USD 20.8 M | -1% | 0.37% | 140% | 255 | 9.41% | 5.2 |
|
| 1593 |
1593
WealthPlan Investment Management
Omaha,
Nebraska
| USD 1795 M | +USD 226 M | +14% | 0.71% | 74.2% | 478 | 25.52% | 1.5 |
|
| 1594 |
1594
BBR Partners
New York
| USD 1792 M | -USD 71.8 M | -4% | 3.23% | 63.4% | 303 | 28.38% | 3.1 |
|
| 1595 |
1595
Cambria Investment Management
Manhattan Beach,
California
| USD 1790 M | +USD 77.1 M | +4% | 7.76% | 72% | 748 | 33.16% | 1.3 |
|
| 1596 |
1596
Jacobi Capital Management
Pittston,
Pennsylvania
| USD 1790 M | +USD 64.8 M | +4% | 0.26% | 76.6% | 646 | 7.74% | 5 |
|
| 1597 |
1597
Courier Capital
Buffalo,
New York
| USD 1789 M | +USD 8.19 M | +0.5% | 0.04% | 70.8% | 405 | 10.12% | 6.2 |
|
| 1598 |
1598
JFS Wealth Advisors
Hermitage,
Pennsylvania
| USD 1787 M | +USD 12.3 M | +0.7% | 0.32% | 54.8% | 1,963 | 6.21% | 4.6 |
|
| 1599 |
1599
Kinetic Partners Management
Miami,
Florida
| USD 1787 M | -USD 274 M | -13% | 0.67% | 263% | 56 | 33.93% | 0.9 |
|
| 1600 |
1600
Berger Financial Group
Plymouth,
Minnesota
| USD 1787 M | +USD 58.5 M | +3% | 1.69% | 59.9% | 506 | 9.09% | 2.5 |
|