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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
Oxford Financial Group
Carmel,
Indiana
| USD 1768 M | +USD 84.6 M | +5% | 4.54% | 77.2% | 283 | 9.89% | 3.7 |
|
| 1602 |
1602
Advisornet Financial
Minnetonka,
Minnesota
| USD 1767 M | +USD 216 M | +14% | 6.84% | 71.2% | 2,352 | 10.25% | 3.6 |
|
| 1603 |
1603
Grandfield & Dodd
New York
| USD 1763 M | +USD 55.2 M | +3% | 4.63% | 70.8% | 215 | 3.26% | 7.5 |
|
| 1604 |
1604
NXG Investment Management
Dallas,
Texas
| USD 1762 M | +USD 35.3 M | +2% | 4.45% | 121% | 72 | 23.61% | 3.7 |
|
| 1605 |
1605
Granite Investment Partners
El Segundo,
California
| USD 1761 M | -USD 288 M | -14% | 10.4% | 131% | 274 | 16.06% | 5.1 |
|
| 1606 |
1606
Burkehill Global Management
New York
| USD 1760 M | +USD 406 M | +30% | 15% | – | 152 | 47.37% | 0.2 |
|
| 1607 |
1607
Parsons Capital Management
Providence,
Rhode Island
| USD 1760 M | +USD 131 M | +8% | 9.24% | 84.9% | 468 | 8.55% | 6.7 |
|
| 1608 |
1608
Consulta
London,
United Kingdom
| USD 1759 M | +USD 194 M | +12% | 3.87% | 30.7% | 12 | 16.67% | 2.7 |
|
| 1609 |
KNB
1609
KHAZANAH NASIONAL BERHAD
Kuala Lumpur,
| USD 1755 M | +USD 118 M | +7% | 8.08% | 73.6% | 14 | 0% | 1.6 |
|
| 1610 |
1610
Meeder Asset Management
Dublin,
Ohio
| USD 1754 M | +USD 126 M | +8% | 9.76% | 156% | 977 | 30.81% | 1.6 |
|
| 1611 |
1611
Rivernorth Capital Management
West Palm Beach,
Florida
| USD 1754 M | -USD 54.5 M | -3% | 3.22% | 9.04% | 571 | 53.59% | 1 |
|
| 1612 |
1612
Traynor Capital Management
Malvern,
Pennsylvania
| USD 1753 M | +USD 343 M | +24% | 11.8% | 225% | 384 | 37.24% | 2.6 |
|
| 1613 |
1613
Jordan Park Group
San Francisco,
California
| USD 1753 M | +USD 212 M | +14% | 6.51% | 43.2% | 74 | 16.22% | 2.3 |
|
| 1614 |
1614
Global Alpha Capital Management
Montreal,
Quebec, Canada
| USD 1750 M | +USD 146 M | +9% | 11% | 80.4% | 59 | 10.17% | 3.8 |
|
| 1615 |
1615
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| USD 1746 M | +USD 95.8 M | +6% | 10.2% | 137% | 418 | 21.53% | 2.2 |
|
| 1616 |
1616
Courier Capital
Buffalo,
New York
| USD 1745 M | +USD 98.3 M | +6% | 7.18% | 70.8% | 399 | 5.51% | 5.9 |
|
| 1617 |
1617
Sage Mountain Advisors
Atlanta,
Georgia
| USD 1745 M | +USD 208 M | +14% | 7.49% | 62.5% | 575 | 18.96% | 2.1 |
|
| 1618 |
SC
1618
SRB Corp
Boston,
Massachusetts
| USD 1745 M | +USD 77.9 M | +5% | 6.47% | 87.3% | 23 | 0% | 4 |
|
| 1619 |
1619
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
| USD 1742 M | +USD 77.1 M | +5% | 5.46% | 69.1% | 380 | 11.32% | 2.8 |
|
| 1620 |
1620
Smith Group Asset Management
Dallas,
Texas
| USD 1740 M | +USD 215 M | +14% | 14.9% | 222% | 190 | 20.53% | 2.4 |
|
| 1621 |
1621
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| USD 1739 M | +USD 106 M | +7% | 8.29% | 99.5% | 269 | 7.43% | 6.5 |
|
| 1622 |
1622
Finepoint Capital
Boston,
Massachusetts
| USD 1739 M | +USD 383 M | +28% | 9.15% | 27.4% | 11 | 27.27% | 1.2 |
|
| 1623 |
1623
Financiere des Professionnels
Montreal,
Quebec, Canada
| USD 1736 M | +USD 80.7 M | +5% | 7.58% | 79.7% | 449 | 33.18% | 0.7 |
|
| 1624 |
1624
Verdence Capital Advisors
Hunt Valley,
Maryland
| USD 1736 M | +USD 272 M | +19% | 7.99% | 104% | 743 | 15.21% | 3.2 |
|
| 1625 |
1625
Franklin Street Advisors
Chapel Hill,
North Carolina
| USD 1736 M | +USD 122 M | +8% | 11.1% | 130% | 182 | 11.54% | 6.1 |
|