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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1651 |
1651
Ares Management
Los Angeles,
California
| USD 1750 M | -USD 452 M | -21% | 18.1% | 2.02% | 39 | 20.51% | 3.1 |
|
| 1652 |
1652
LMCG Investments
Boston,
Massachusetts
| USD 1749 M | +USD 48.1 M | +3% | 7.5% | 135% | 226 | 4.87% | 7.3 |
|
| 1653 |
1653
Main Street Research
Lakeville,
Connecticut
| USD 1748 M | -USD 103 M | -6% | 4.75% | 232% | 146 | 23.29% | 4.2 |
|
| 1654 |
1654
NXG Investment Management
Dallas,
Texas
| USD 1744 M | -USD 17.9 M | -1% | 0.86% | 121% | 67 | 22.39% | 3.7 |
|
| 1655 |
1655
Intesa Sanpaolo SpA.
Turin,
Italy
| USD 1743 M | – | – | 1.58% | – | 213 | – | 0 |
|
| 1656 |
1656
Aprio Wealth Management
Atlanta,
Georgia
| USD 1742 M | +USD 737 M | +73% | 2.07% | 66.1% | 565 | 26.9% | 1.5 |
|
| 1657 |
1657
Trans-Canada Capital
Montreal,
Quebec, Canada
| USD 1738 M | +USD 92.8 M | +6% | 1.95% | – | 12 | 50% | 0.8 |
|
| 1658 |
1658
Premier Fund Managers
Guildford,
United Kingdom
| USD 1736 M | -USD 698 M | -29% | 0.23% | 56.6% | 194 | 30.93% | 2.5 |
|
| 1659 |
ACG
1659
Aventail Capital Group
New York
| USD 1736 M | -USD 421 M | -20% | 0.39% | 154% | 176 | 30.11% | 0.9 |
|
| 1660 |
1660
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| USD 1735 M | +USD 36.9 M | +2% | 1.42% | 50.4% | 31 | 6.45% | 5.2 |
|
| 1661 |
1661
Regal Partners
Sydney, NSW,
Australia
| USD 1734 M | +USD 337 M | +24% | 12.2% | 146% | 125 | 52.8% | 0.7 |
|
| 1662 |
1662
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| USD 1734 M | +USD 520 M | +43% | 0.98% | 81.9% | 355 | 32.68% | 1.8 |
|
| 1663 |
1663
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| USD 1733 M | +USD 39.9 M | +2% | 4.95% | 79.2% | 36 | 22.22% | 3.8 |
|
| 1664 |
1664
Wesleyan Assurance Society
Birmingham,
United Kingdom
| USD 1733 M | +USD 61.9 M | +4% | 5.51% | 102% | 110 | 4.55% | 5.2 |
|
| 1665 |
1665
Bar Harbor Wealth Management
Concord,
New Hampshire
| USD 1730 M | +USD 64.2 M | +4% | 5.09% | 85% | 267 | 7.12% | 7.2 |
|
| 1666 |
1666
Berger Financial Group
Plymouth,
Minnesota
| USD 1728 M | +USD 55 M | +3% | 2.56% | 59.9% | 491 | 9.78% | 2.3 |
|
| 1667 |
1667
Trek Financial
Scottsdale,
Arizona
| USD 1727 M | +USD 45.9 M | +3% | 6.13% | 152% | 521 | 30.52% | 2 |
|
| 1668 |
1668
DNCA Finance
Paris,
France
| USD 1726 M | +USD 266 M | +18% | 2.74% | – | 116 | 15.52% | 1.1 |
|
| 1669 |
1669
Jordan Park Group
San Francisco,
California
| USD 1726 M | -USD 27 M | -2% | 1.28% | 43.2% | 70 | 8.57% | 2.5 |
|
| 1670 |
1670
Jacobi Capital Management
Pittston,
Pennsylvania
| USD 1725 M | +USD 82.7 M | +5% | 2.91% | 76.6% | 625 | 7.68% | 4.9 |
|
| 1671 |
1671
Segment Wealth Management
Houston,
Texas
| USD 1724 M | +USD 55.8 M | +3% | 2.91% | 108% | 322 | 13.35% | 4.4 |
|
| 1672 |
1672
Quintet Private Bank (Europe)
Luxembourg
| USD 1722 M | -USD 62.4 M | -3% | 4.68% | 111% | 212 | 15.57% | 2.5 |
|
| 1673 |
1673
Kontiki Capital Management (HK)
Hong Kong
| USD 1720 M | -USD 159 M | -8% | 3.99% | 90.6% | 8 | 12.5% | 2.1 |
|
| 1674 |
1674
Hills Bank & Trust
North Liberty,
Iowa
| USD 1720 M | +USD 20.4 M | +1% | 1.5% | 52.8% | 356 | 13.76% | 5.2 |
|
| 1675 |
1675
Foster Victor Wealth Advisors
Greenville,
South Carolina
| USD 1717 M | +USD 110 M | +7% | 2.42% | 78.2% | 240 | 11.25% | 3.1 |
|