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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1676 |
1676
Maryland Capital Management
Towson,
Maryland
| USD 765 M | +USD 46.9 M | +7% | 9.85% | 44.5% | 175 | 8% | 3.4 |
|
| 1677 |
1677
Cornercap Investment Counsel
Atlanta,
Georgia
| USD 764 M | +USD 65.1 M | +9% | 3.89% | 55.4% | 491 | 40.33% | 1 |
|
| 1678 |
1678
Choreo LLC
Rockford,
Illinois
| USD 764 M | +USD 17.8 M | +2% | 5.5% | 74.7% | 248 | 17.74% | 3 |
|
| 1679 |
1679
Norris Perne & French
Grand Rapids,
Michigan
| USD 764 M | +USD 77.8 M | +11% | 9.68% | 79.9% | 146 | 9.59% | 3.2 |
|
| 1680 |
CC
1680
ClearArc Capital
Cincinnati,
Ohio
| USD 764 M | +USD 54.1 M | +8% | 7.59% | 63.4% | 476 | 3.78% | 4 |
|
| 1681 |
1681
ArcLight Capital Partners
Boston,
Massachusetts
| USD 763 M | -USD 236 M | -24% | 4.3% | 50% | 4 | 25% | 2.2 |
|
| 1682 |
1682
Compass Capital Management
Minneapolis,
Minnesota
| USD 763 M | +USD 76.1 M | +11% | 11.6% | 50.8% | 44 | 13.64% | 3.8 |
|
| 1683 |
1683
Hillsdale Investment Management
Toronto,
Ontario, Canada
| USD 763 M | -USD 51.8 M | -6% | 6.11% | 271% | 585 | 35.38% | 1.6 |
|
| 1684 |
1684
ProVise Management Group
Clearwater,
Florida
| USD 760 M | -USD 568 M | -43% | 5.7% | 66.8% | 346 | 13.87% | 3.1 |
|
| 1685 |
1685
Mission Wealth Management
Santa Barbara,
California
| USD 760 M | +USD 82.1 M | +12% | 4.59% | 92.1% | 290 | 10.69% | 1.7 |
|
| 1686 |
1686
Affinity Investment Advisors
Newport Beach,
California
| USD 759 M | +USD 51.1 M | +7% | 6.23% | 189% | 201 | 38.31% | 1.9 |
|
| 1687 |
1687
M.D. Sass LLC
New York
| USD 758 M | -USD 36.4 M | -5% | 5.96% | 80.1% | 50 | 18% | 1.5 |
|
| 1688 |
1688
Aravt Global
New York
| USD 757 M | -USD 268 M | -26% | 4.65% | 83.7% | 14 | 35.71% | 2 |
|
| 1689 |
1689
NF Trinity Capital
Central,
Hong Kong
| USD 757 M | +USD 25.9 M | +4% | 0.07% | 49.6% | 63 | 14.29% | 1.5 |
|
| 1690 |
1690
Palisade Asset Management
Minneapolis,
Minnesota
| USD 757 M | +USD 64.6 M | +9% | 8.9% | 61.8% | 168 | 5.36% | 3.9 |
|
| 1691 |
1691
ACG Wealth
Atlanta,
Georgia
| USD 755 M | +USD 95.1 M | +14% | 6.96% | 45.5% | 334 | 17.66% | 2.4 |
|
| 1692 |
1692
Global Endowment Management
Charlotte,
North Carolina
| USD 754 M | -USD 9.6 M | -1% | 5.55% | 46.1% | 252 | 25.79% | 2 |
|
| 1693 |
1693
Pictet North America Advisors
Geneva 73,
Switzerland
| USD 754 M | +USD 82.4 M | +12% | 4.35% | 67.7% | 177 | 29.94% | 1.5 |
|
| 1694 |
1694
Kingstown Capital Management
New York
| USD 754 M | -USD 47.3 M | -6% | 0.92% | 38.6% | 18 | 5.56% | 1.6 |
|
| 1695 |
1695
Reilly Financial Advisors
La Mesa,
California
| USD 754 M | +USD 48.8 M | +7% | 6.61% | 99% | 1,083 | 12.65% | 2.5 |
|
| 1696 |
1696
Qube Research & Technologies (QRT)
London,
United Kingdom
| USD 752 M | +USD 594 M | +375% | 8.13% | 69.2% | 1,127 | 34.34% | 0.2 |
|
| 1697 |
1697
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| USD 752 M | +USD 50 M | +7% | 7.89% | 79.2% | 34 | 26.47% | 1.2 |
|
| 1698 |
1698
Appleton Partners
Boston,
Massachusetts
| USD 751 M | +USD 52.6 M | +8% | 6.88% | 101% | 269 | 5.2% | 2.9 |
|
| 1699 |
1699
Delta Asset Management
Memphis,
Tennessee
| USD 751 M | +USD 64.3 M | +9% | 7.53% | 53.8% | 703 | 8.68% | 3.3 |
|
| 1700 |
1700
Vigilant Capital Management
Portland,
Maine
| USD 750 M | +USD 59.3 M | +9% | 5.77% | 48.8% | 521 | 25.14% | 2 |
|