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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1626 |
1626
Trek Financial
Scottsdale,
Arizona
| USD 2015 M | +USD 131 M | +7% | 21.9% | 144% | 579 | 31.43% | 2 |
|
| 1627 |
1627
WealthPlan Investment Management
Omaha,
Nebraska
| USD 2014 M | +USD 219 M | +12% | 16.1% | 74.2% | 502 | 13.55% | 1.6 |
|
| 1628 |
1628
Essex Financial Services
Essex,
Connecticut
| USD 2008 M | +USD 225 M | +13% | 15.4% | 87.7% | 878 | 14.35% | 4 |
|
| 1629 |
FOF
1629
Fenelon Opportunity Fund
Dallas,
Texas
| USD 2007 M | – | – | 13% | – | 6 | – | 0 |
|
| 1630 |
1630
JFS Wealth Advisors
Hermitage,
Pennsylvania
| USD 2006 M | +USD 219 M | +12% | 11.8% | 54.8% | 2,306 | 20.42% | 4 |
|
| 1631 |
CC
1631
Courier Capital
Buffalo,
New York
| USD 2003 M | +USD 214 M | +12% | 13.1% | 69.4% | 407 | 7.37% | 6.2 |
|
| 1632 |
1632
Strategic Blueprint
Atlanta,
Georgia
| USD 2002 M | +USD 282 M | +16% | 16.6% | 76.6% | 734 | 18.12% | 2.7 |
|
| 1633 |
1633
NWAM LLC
Mercer Island,
Washington
| USD 2001 M | +USD 263 M | +15% | 16.2% | 112% | 713 | 16.97% | 1.8 |
|
| 1634 |
1634
Casdin Capital
New York
| USD 1998 M | +USD 677 M | +51% | 55.7% | 370% | 46 | 19.57% | 2.4 |
|
| 1635 |
1635
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| USD 1996 M | +USD 225 M | +13% | 22.5% | 137% | 433 | 19.17% | 2.3 |
|
| 1636 |
1636
Cacti Asset Management
Atlanta,
Georgia
| USD 1994 M | +USD 344 M | +21% | 44.2% | 171% | 78 | 2.56% | 9.6 |
|
| 1637 |
1637
Boussard & Gavaudan Gestion SAS
Paris,
France
| USD 1993 M | – | – | 3.07% | – | 103 | – | 0 |
|
| 1638 |
1638
Sepio Capital
Salt Lake City,
Utah
| USD 1988 M | +USD 146 M | +8% | 13.7% | 75.2% | 405 | 23.46% | 3.8 |
|
| 1639 |
1639
Toyota Motor Corp
Japan
| USD 1986 M | -USD 454 M | -19% | 5.88% | 78.9% | 4 | 50% | 4.6 |
|
| 1640 |
1640
PFG Advisors
Phoenix,
Arizona
| USD 1984 M | -USD 70 M | -3% | 16.2% | 82.7% | 869 | 18.3% | 2.5 |
|
| 1641 |
1641
Signal Advisors Wealth
Detroit,
Michigan
| USD 1979 M | +USD 522 M | +36% | 13.5% | 70.5% | 687 | 23.58% | 1 |
|
| 1642 |
1642
Wesleyan Assurance Society
Birmingham,
United Kingdom
| USD 1978 M | +USD 284 M | +17% | 23.1% | 102% | 110 | 4.55% | 5.5 |
|
| 1643 |
1643
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| USD 1977 M | +USD 614 M | +45% | 30% | 113% | 103 | 23.3% | 2.2 |
|
| 1644 |
1644
Cerity Partners OCIO
New York
| USD 1976 M | +USD 309 M | +19% | 17.7% | – | 29 | 17.24% | 3.5 |
|
| 1645 |
1645
Polymer Capital Management (HK)
Hong Kong
| USD 1975 M | +USD 818 M | +71% | 71% | – | 218 | 63.76% | 0.5 |
|
| 1646 |
1646
LGT Capital Partners
Pfaeffikon,
Switzerland
| USD 1975 M | +USD 92.4 M | +5% | 11.3% | 67.2% | 41 | 14.63% | 3.7 |
|
| 1647 |
1647
Oxford Financial Group
Carmel,
Indiana
| USD 1974 M | +USD 117 M | +6% | 9.09% | 77.2% | 323 | 14.86% | 3.9 |
|
| 1648 |
1648
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| USD 1973 M | +USD 130 M | +7% | 10.3% | 53.7% | 201 | 13.43% | 4.2 |
|
| 1649 |
1649
Jordan Park Group
San Francisco,
California
| USD 1972 M | +USD 93.7 M | +5% | 14.6% | 43.2% | 73 | 12.33% | 2.6 |
|
| 1650 |
1650
Aaron Wealth Advisors
Chicago,
Illinois
| USD 1969 M | +USD 207 M | +12% | 21% | 108% | 776 | 22.29% | 2 |
|