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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
Essex Financial Services
Essex,
Connecticut
| USD 1782 M | +USD 24.7 M | +1% | 1.09% | 87.7% | 841 | 12.37% | 4.1 |
|
| 1602 |
1602
Moody Lynn & Lieberson
Boston,
Massachusetts
| USD 1782 M | -USD 105 M | -6% | 1.98% | 142% | 273 | 11.36% | 5.6 |
|
| 1603 |
1603
Ostrum Asset Management
Paris,
France
| USD 1781 M | -USD 303 M | -15% | 0.19% | 107% | 586 | 6.48% | 2.8 |
|
| 1604 |
1604
Univest Financial
Souderton,
Pennsylvania
| USD 1781 M | -USD 105 M | -6% | 2.66% | 82.6% | 264 | 6.82% | 3.4 |
|
| 1605 |
1605
First Interstate Bank
Billings,
Montana
| USD 1779 M | -USD 84.3 M | -5% | 0.1% | 49.7% | 211 | 17.06% | 5.1 |
|
| 1606 |
1606
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| USD 1778 M | -USD 91.2 M | -5% | 2.39% | 46.4% | 160 | 29.38% | 2.2 |
|
| 1607 |
1607
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| USD 1774 M | +USD 934 M | +111% | 1.52% | 97.3% | 730 | 34.38% | 2.8 |
|
| 1608 |
1608
Waddell & Associates
Memphis,
Tennessee
| USD 1773 M | +USD 291 M | +20% | 8.2% | 194% | 491 | 30.96% | 1.4 |
|
| 1609 |
1609
Atwood & Palmer
Kansas City,
Missouri
| USD 1772 M | +USD 12.4 M | +0.7% | 0.38% | 90% | 562 | 19.04% | 5 |
|
| 1610 |
1610
Founders Financial Securities
Towson,
Maryland
| USD 1772 M | +USD 74.5 M | +4% | 0.59% | 71% | 604 | 17.22% | 2.6 |
|
| 1611 |
1611
HITE Hedge Asset Management
Braintree,
Massachusetts
| USD 1772 M | +USD 204 M | +13% | 16.9% | 54.4% | 166 | 51.2% | 0.9 |
|
| 1612 |
1612
Grandfield & Dodd
New York
| USD 1771 M | +USD 5.53 M | +0.3% | 3.29% | 80.6% | 218 | 9.17% | 7.7 |
|
| 1613 |
1613
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| USD 1770 M | +USD 6.37 M | +0.4% | 1.19% | 137% | 428 | 14.49% | 2.4 |
|
| 1614 |
1614
Contrarius Group Holdings
Hamilton,
Bermuda
| USD 1766 M | -USD 296 M | -14% | 0.29% | – | 59 | 59.32% | 0.5 |
|
| 1615 |
1615
Simplicity Wealth
Summit,
New Jersey
| USD 1765 M | +USD 87.6 M | +5% | 0.65% | 82.2% | 799 | 18.77% | 1.1 |
|
| 1616 |
1616
Saratoga Research & Investment Management
Saratoga,
California
| USD 1762 M | -USD 145 M | -8% | 6.01% | 65.1% | 49 | 10.2% | 7 |
|
| 1617 |
1617
Aaron Wealth Advisors
Chicago,
Illinois
| USD 1761 M | -USD 68.3 M | -4% | 0.74% | 108% | 771 | 22.83% | 1.8 |
|
| 1618 |
1618
Sun Life Financial
Toronto,
Ontario, Canada
| USD 1761 M | -USD 144 M | -8% | 3.04% | 65.7% | 52 | 38.46% | 3.5 |
|
| 1619 |
1619
NEA Management Company
Timonium,
Maryland
| USD 1759 M | -USD 202 M | -10% | 14.5% | 823% | 28 | 10.71% | 4.5 |
|
| 1620 |
NM
1620
NWI Management
New York
| USD 1759 M | -USD 413 M | -19% | 4.29% | 230% | 65 | 32.31% | 2.3 |
|
| 1621 |
1621
Evensky & Katz
Coral Gables,
Florida
| USD 1758 M | -USD 14.3 M | -0.8% | 0.3% | 61.1% | 72 | 0% | 7.4 |
|
| 1622 |
1622
Prosperity Capital Advisors
Westlake,
Ohio
| USD 1756 M | +USD 85.4 M | +5% | 1.08% | 72.2% | 427 | 17.33% | 1.7 |
|
| 1623 |
1623
Campbell & Co Investment Adviser
Baltimore,
Maryland
| USD 1756 M | -USD 327 M | -16% | 1.57% | 31% | 1,470 | 56.53% | 0.5 |
|
| 1624 |
1624
Symmetry Partners
Glastonbury,
Connecticut
| USD 1750 M | +USD 60.6 M | +4% | 0.24% | 61.4% | 227 | 17.62% | 2.3 |
|
| 1625 |
1625
Principle Wealth Partners
Madison,
Connecticut
| USD 1750 M | -USD 27.6 M | -2% | 1.93% | 90.7% | 393 | 8.4% | 4.2 |
|