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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
Franklin Street Advisors
Chapel Hill,
North Carolina
| USD 1400 M | +USD 48.5 M | +4% | 7.32% | 130% | 185 | 15.14% | 5.7 |
|
| 1602 |
1602
Apexium Financial
Dallas,
Texas
| USD 1400 M | +USD 81.1 M | +6% | 4.58% | 89.6% | 236 | 8.05% | 2.3 |
|
| 1603 |
1603
NBT Bank
Norwich,
New York
| USD 1399 M | +USD 33 M | +2% | 1.96% | 77% | 625 | 7.36% | 3.3 |
|
| 1604 |
1604
Rehmann Capital Advisory Group
Lansing,
Michigan
| USD 1396 M | +USD 54.3 M | +4% | 1.65% | 64.6% | 594 | 7.07% | 4 |
|
| 1605 |
1605
Smith Salley Wealth Management
Greensboro,
North Carolina
| USD 1393 M | +USD 105 M | +8% | 4% | 106% | 231 | 6.49% | 5 |
|
| 1606 |
1606
M.D. Sass LLC
New York
| USD 1392 M | +USD 505 M | +57% | 3.18% | 80.1% | 38 | 23.68% | 2 |
|
| 1607 |
1607
Hill City Capital
Boston,
Massachusetts
| USD 1392 M | +USD 34.6 M | +3% | 1.01% | 194% | 27 | 29.63% | 1.5 |
|
| 1608 |
1608
Platinum Equity Advisors
Beverly Hills,
California
| USD 1390 M | -USD 337 M | -20% | 18.2% | 7.18% | 3 | 0% | 3.4 |
|
| 1609 |
1609
Fairholme Capital Management
South Miami,
Florida
| USD 1388 M | -USD 123 M | -8% | 5.14% | 36.2% | 7 | 0% | 4.1 |
|
| 1610 |
1610
Tectonic Advisors
Frisco,
Texas
| USD 1388 M | +USD 76.7 M | +6% | 0.05% | 44.9% | 312 | 9.94% | 2.1 |
|
| 1611 |
1611
TIG Advisors LLC
New York
| USD 1388 M | +USD 356 M | +34% | 3.57% | 379% | 84 | 75% | 0.2 |
|
| 1612 |
BFO
1612
Boston Family Office
Boston,
Massachusetts
| USD 1388 M | -USD 2.22 M | -0.2% | 1.55% | 53.4% | 279 | 10.39% | 7.2 |
|
| 1613 |
1613
Parsifal Capital Management
Greenwich,
Connecticut
| USD 1386 M | -USD 62.5 M | -4% | 6.87% | 154% | 24 | 41.67% | 0.7 |
|
| 1614 |
1614
Norris Perne & French
Grand Rapids,
Michigan
| USD 1383 M | -USD 11.9 M | -0.9% | 0.95% | 91.1% | 151 | 7.95% | 5 |
|
| 1615 |
1615
Harvest Fund Management
Beijing,
China
| USD 1382 M | +USD 268 M | +24% | 10% | 327% | 781 | 33.55% | 2 |
|
| 1616 |
1616
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| USD 1382 M | +USD 25.2 M | +2% | 1.07% | 50.4% | 25 | 8% | 5.3 |
|
| 1617 |
1617
Transcend Capital Advisors
Madison,
New Jersey
| USD 1379 M | +USD 132 M | +11% | 2.91% | 71.6% | 618 | 16.67% | 2.2 |
|
| 1618 |
1618
Mirabella Financial Services
London,
United Kingdom
| USD 1377 M | -USD 8.23 M | -0.6% | 1.8% | 86.2% | 750 | 78.67% | 0.2 |
|
| 1619 |
1619
BOK Financial Private Wealth
Denver,
Colorado
| USD 1376 M | +USD 33.4 M | +2% | 1.96% | 61.8% | 487 | 10.06% | 2.7 |
|
| 1620 |
1620
Cumberland Partners
Toronto,
Ontario, Canada
| USD 1375 M | -USD 2.48 M | -0.2% | 3.58% | 101% | 212 | 31.6% | 2.4 |
|
| 1621 |
1621
Kinetic Partners Management
Miami,
Florida
| USD 1374 M | -USD 58.8 M | -4% | 3.87% | 263% | 30 | 20% | 0.7 |
|
| 1622 |
1622
Avala Global
New York
| USD 1374 M | +USD 4.9 M | +0.4% | 10.8% | 552% | 30 | 36.67% | 0.6 |
|
| 1623 |
1623
American Family Investments
Madison,
Wisconsin
| USD 1374 M | – | – | 0.72% | – | 10 | – | 0 |
|
| 1624 |
1624
Global Alpha Capital Management
Montreal,
Quebec, Canada
| USD 1372 M | +USD 26.7 M | +2% | 1.03% | 80.4% | 59 | 10.17% | 3.1 |
|
| 1625 |
1625
Adero Partners
Pleasanton,
California
| USD 1371 M | +USD 50 M | +4% | 0.74% | 27.7% | 228 | 14.91% | 2.2 |
|