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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1601 |
1601
Sonora Investment Management Group
Tucson,
Arizona
| USD 1194 M | +USD 46.2 M | +4% | 5.23% | 78.3% | 288 | 13.19% | 1.2 |
|
| 1602 |
1602
Ostrum Asset Management
Paris,
France
| USD 1193 M | +USD 45.2 M | +4% | 6.18% | 107% | 680 | 2.5% | 0.4 |
|
| 1603 |
1603
Regal Investment Advisors
Kentwood,
Michigan
| USD 1193 M | +USD 60.5 M | +5% | 5.03% | 64.7% | 556 | 16.01% | 1.8 |
|
| 1604 |
1604
Waterfront Capital Partners
New York
| USD 1192 M | -USD 129 M | -10% | 8.13% | 88.3% | 50 | 50% | 0.7 |
|
| 1605 |
1605
Marathon Trading Investment Management
Radnor,
Pennsylvania
| USD 1191 M | -USD 177 M | -13% | 6.41% | 143% | 334 | 40.42% | 1.1 |
|
| 1606 |
1606
Simmons Bank
Pine Bluff,
Arkansas
| USD 1190 M | +USD 18.7 M | +2% | 6.58% | 92.9% | 342 | 7.02% | 5.2 |
|
| 1607 |
1607
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| USD 1188 M | +USD 100 M | +9% | 10.9% | 61.9% | 534 | 12.36% | 4.5 |
|
| 1608 |
1608
Norris Perne & French
Grand Rapids,
Michigan
| USD 1187 M | +USD 95.7 M | +9% | 8.46% | 79.9% | 138 | 9.42% | 4.7 |
|
| 1609 |
1609
Pitcairn
Conshohocken,
Pennsylvania
| USD 1186 M | +USD 98.9 M | +9% | 7.81% | 111% | 672 | 13.1% | 4.2 |
|
| 1610 |
1610
Angeles Investment Advisors
Santa Monica,
California
| USD 1186 M | -USD 29 M | -2% | 8.63% | 78.3% | 181 | 25.97% | 0.7 |
|
| 1611 |
1611
Meridian Wealth Management
Lexington,
Kentucky
| USD 1186 M | +USD 39.6 M | +3% | 8.77% | 117% | 571 | 9.11% | 2.3 |
|
| 1612 |
1612
Alaska Permanent Capital Management
Anchorage,
Alaska
| USD 1186 M | +USD 95.7 M | +9% | 2.74% | 42.8% | 55 | 47.27% | 2.7 |
|
| 1613 |
1613
JB Capital
Wethersfield,
Connecticut
| USD 1185 M | +USD 89.8 M | +8% | 5.26% | 83.8% | 179 | 12.29% | 1.3 |
|
| 1614 |
PIMG
1614
Patriot Investment Management Group
Knoxville,
Tennessee
| USD 1184 M | +USD 48.5 M | +4% | 3.9% | 52.9% | 245 | 5.31% | 3.2 |
|
| 1615 |
1615
Appleton Partners
Boston,
Massachusetts
| USD 1184 M | +USD 60.2 M | +5% | 7.38% | 101% | 301 | 6.64% | 5.3 |
|
| 1616 |
1616
Telemus Capital
Southfield,
Michigan
| USD 1184 M | +USD 49.2 M | +4% | 6.95% | 27.9% | 341 | 9.68% | 4.6 |
|
| 1617 |
1617
Zions Bancorporation
Salt Lake City,
Utah
| USD 1183 M | +USD 20.7 M | +2% | 5.58% | 22.9% | 923 | 4.88% | 4 |
|
| 1618 |
OCM
1618
Opti Capital Management
New York
| USD 1183 M | -USD 54.2 M | -4% | 0% | 0.01% | 49 | 2.04% | 0.7 |
|
| 1619 |
1619
First Merchants Corp
Muncie,
Indiana
| USD 1183 M | +USD 59.6 M | +5% | 7.3% | 55.6% | 216 | 5.56% | 6.3 |
|
| 1620 |
1620
CloudAlpha Capital Management
Hong Kong
| USD 1182 M | -USD 629 M | -35% | 28.8% | 2,704% | 55 | 70.91% | 0.2 |
|
| 1621 |
1621
Goelzer Investment Management
Carmel,
Indiana
| USD 1181 M | +USD 31 M | +3% | 5.62% | 97.2% | 227 | 4.85% | 5.5 |
|
| 1622 |
1622
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| USD 1181 M | +USD 63 M | +6% | 5.11% | 50.4% | 20 | 10% | 5.3 |
|
| 1623 |
1623
Alerus Financial
Grand Forks,
North Dakota
| USD 1181 M | +USD 56.6 M | +5% | 6.27% | 97.1% | 173 | 15.61% | 3.4 |
|
| 1624 |
1624
Franklin Street Advisors
Chapel Hill,
North Carolina
| USD 1179 M | +USD 79.7 M | +7% | 7.3% | 130% | 166 | 13.86% | 5.5 |
|
| 1625 |
1625
Oakworth Capital
Birmingham,
Alabama
| USD 1177 M | +USD 58.7 M | +5% | 5.56% | 64.3% | 653 | 13.63% | 5.2 |
|