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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
First Light Asset Management
Edina,
Minnesota
| USD 1111 M | +USD 33.3 M | +3% | 19.4% | 364% | 78 | 10.26% | 2.1 |
|
| 1627 |
1627
New York Life Insurance Company
New York
| USD 1107 M | +USD 71.7 M | +7% | 6.95% | 61.5% | 9 | 11.11% | 1.8 |
|
| 1628 |
1628
Praesidium Investment Management Company
New York
| USD 1107 M | +USD 123 M | +12% | 17.1% | 79% | 19 | 31.58% | 2.8 |
|
| 1629 |
1629
Full Sail Capital
Oklahoma City,
Oklahoma
| USD 1107 M | +USD 52.8 M | +5% | 5.85% | 55.4% | 150 | 10.67% | 2.9 |
|
| 1630 |
ACM
1630
Ashe Capital Management
Englewood Cliffs,
New Jersey
| USD 1105 M | +USD 194 M | +21% | 22.3% | 70.7% | 8 | 0% | 5.2 |
|
| 1631 |
1631
Fukoku Mutual Life Insurance
Tokyo,
Japan
| USD 1104 M | -USD 82.3 M | -7% | 2.2% | 103% | 280 | 11.79% | 7.3 |
|
| 1632 |
1632
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| USD 1104 M | +USD 245 M | +29% | 8.53% | 94.6% | 1,300 | 62.31% | 0.4 |
|
| 1633 |
1633
Neville Rodie & Shaw
New York
| USD 1104 M | +USD 39 M | +4% | 6.87% | 125% | 259 | 8.49% | 7.1 |
|
| 1634 |
1634
Global Alpha Capital Management
Montreal,
Quebec, Canada
| USD 1102 M | +USD 78.9 M | +8% | 1.54% | 80.4% | 36 | 11.11% | 4.5 |
|
| 1635 |
1635
Zazove Associates
Incline Village,
Nevada
| USD 1099 M | +USD 18.4 M | +2% | 1.29% | 11% | 147 | 6.8% | 1.5 |
|
| 1636 |
1636
Valley Wealth Managers
Paramus,
New Jersey
| USD 1099 M | +USD 22.4 M | +2% | 2.64% | 118% | 386 | 12.95% | 2.5 |
|
| 1637 |
1637
Franklin Street Advisors
Chapel Hill,
North Carolina
| USD 1099 M | +USD 46.2 M | +4% | 11.8% | 130% | 158 | 10.13% | 5.8 |
|
| 1638 |
1638
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| USD 1099 M | +USD 72.9 M | +7% | 6.76% | 86% | 609 | 12.97% | 4 |
|
| 1639 |
1639
Trustmark National Bank Trust Department
Jackson,
Mississippi
| USD 1099 M | +USD 15.1 M | +1% | 3.81% | 58.6% | 291 | 17.53% | 5.2 |
|
| 1640 |
1640
GM Advisory Group
Melville,
New York
| USD 1098 M | +USD 161 M | +17% | 6.38% | 53.6% | 192 | 15.1% | 2.8 |
|
| 1641 |
1641
Mason Investment Advisory Services
Reston,
Virginia
| USD 1098 M | +USD 114 M | +12% | 2.4% | 76.1% | 89 | 37.08% | 2.6 |
|
| 1642 |
1642
Sandler Capital Management
New York
| USD 1097 M | +USD 121 M | +12% | 14% | 325% | 119 | 42.86% | 0.8 |
|
| 1643 |
1643
JB Capital
Wethersfield,
Connecticut
| USD 1095 M | +USD 73.6 M | +7% | 6.13% | 83.8% | 181 | 19.34% | 1.1 |
|
| 1644 |
1644
WFM Asia
Road Town, Tortola,
British Virgin Islands
| USD 1094 M | +USD 157 M | +17% | 24.3% | 89.9% | 10 | 10% | 2.4 |
|
| 1645 |
1645
Advisornet Financial
Minnetonka,
Minnesota
| USD 1093 M | +USD 77 M | +8% | 5.9% | 71.2% | 2,517 | 10.17% | 2.4 |
|
| 1646 |
1646
Albion Financial Group
Salt Lake City,
Utah
| USD 1093 M | +USD 57.4 M | +6% | 6.26% | 79.6% | 495 | 11.72% | 3.4 |
|
| 1647 |
1647
Deer Management Company
Larchmont,
New York
| USD 1093 M | +USD 6.68 M | +0.6% | 20.6% | 154% | 18 | 16.67% | 1.2 |
|
| 1648 |
1648
Norris Perne & French
Grand Rapids,
Michigan
| USD 1092 M | +USD 77.8 M | +8% | 9.93% | 91.1% | 142 | 10.56% | 4.5 |
|
| 1649 |
1649
TruWealth Advisors
Metairie,
Louisiana
| USD 1091 M | +USD 66.6 M | +7% | 4.18% | 56.3% | 149 | 10.74% | 1.5 |
|
| 1650 |
1650
First American Bank
Dundee,
Illinois
| USD 1091 M | +USD 48 M | +5% | 7.5% | 114% | 171 | 7.02% | 5.2 |
|