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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
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| USD 748 M | -USD 8.54 M | -1% | 1.52% | 26.1% | 169 | 8.28% | 4.3 |
|
| 1677 |
1677
Calamos Wealth Management
Naperville,
Illinois
| USD 748 M | +USD 6.86 M | +0.9% | 2.03% | 102% | 242 | 9.09% | 2.4 |
|
| 1678 |
1678
Atlantic Union Bankshares
Glen Allen,
Virginia
| USD 747 M | +USD 2.75 M | +0.4% | 1.17% | 78.9% | 273 | 14.29% | 2.1 |
|
| 1679 |
1679
Clearstead Advisors
Cleveland,
Ohio
| USD 747 M | -USD 3.59 M | -0.5% | 1.74% | 71.4% | 279 | 7.89% | 2 |
|
| 1680 |
1680
Boussard & Gavaudan Investment Management
London,
United Kingdom
| USD 746 M | +USD 96.5 M | +15% | 3.61% | 25.8% | 40 | 70% | 0.3 |
|
| 1681 |
1681
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| USD 746 M | +USD 142 M | +23% | 0.51% | 602% | 20 | 30% | 1 |
|
| 1682 |
1682
MSD Partners
New York
| USD 745 M | -USD 79.3 M | -10% | 7.98% | 3.5% | 34 | 44.12% | 1.7 |
|
| 1683 |
1683
Lowe Brockenbrough & Co
Richmond,
Virginia
| USD 745 M | +USD 11.2 M | +2% | 1.62% | 78.8% | 220 | 6.82% | 4.3 |
|
| 1684 |
1684
Annex Advisory Services
Brookfield,
Wisconsin
| USD 744 M | +USD 34 M | +5% | 0.87% | 85.8% | 132 | 15.91% | 3.2 |
|
| 1685 |
1685
Altium Wealth Management
Purchase,
New York
| USD 742 M | +USD 52.7 M | +8% | 0.69% | 24.9% | 301 | 10.3% | 1.2 |
|
| 1686 |
1686
Atwood & Palmer
Kansas City,
Missouri
| USD 742 M | +USD 1.59 M | +0.2% | 2.2% | 90% | 320 | 9.38% | 3.7 |
|
| 1687 |
1687
Pacific Heights Asset Management
San Francisco,
California
| USD 741 M | -USD 28.2 M | -4% | 1.65% | 181% | 73 | 1.37% | 5 |
|
| 1688 |
1688
GSA Capital Partners
London,
United Kingdom
| USD 739 M | -USD 153 M | -17% | 0.77% | 94.7% | 1,921 | 57.11% | 0.7 |
|
| 1689 |
1689
SFMG Wealth Advisors
Plano,
Texas
| USD 739 M | +USD 1.71 M | +0.2% | 2.31% | 76.1% | 163 | 8.59% | 2.7 |
|
| 1690 |
1690
Webster Bank
Waterbury,
Connecticut
| USD 739 M | +USD 12.4 M | +2% | 1.42% | 77.5% | 527 | 7.59% | 3.2 |
|
| 1691 |
TP
1691
Thunderbird Partners
London,
United Kingdom
| USD 738 M | -USD 68.2 M | -8% | 2.88% | 38% | 8 | 12.5% | 1.4 |
|
| 1692 |
1692
Segantii Capital Management
Hong Kong
| USD 736 M | -USD 395 M | -35% | 7.82% | 33.1% | 138 | 84.06% | 0.2 |
|
| 1693 |
1693
IHT Wealth Management
Chicago,
Illinois
| USD 735 M | +USD 46.8 M | +7% | 1.46% | 74.8% | 644 | 20.5% | 1.5 |
|
| 1694 |
1694
Infrastructure Capital Advisors
New York
| USD 735 M | -USD 103 M | -12% | 3.38% | 52% | 129 | 52.71% | 1.2 |
|
| 1695 |
XS
1695
XR Securities
Chicago,
Illinois
| USD 735 M | +USD 217 M | +42% | 0.09% | 17% | 356 | 60.96% | 0.4 |
|
| 1696 |
JCM
1696
JS Capital Management
New York
| USD 735 M | +USD 51.7 M | +8% | 9.25% | 52.4% | 133 | 76.69% | 0.3 |
|
| 1697 |
1697
EJF Capital
Arlington,
Virginia
| USD 734 M | -USD 70.9 M | -9% | 0.67% | 127% | 112 | 25.89% | 1.6 |
|
| 1698 |
1698
Foster & Motley
Cincinnati,
Ohio
| USD 734 M | +USD 20.6 M | +3% | 1.84% | 68.8% | 263 | 12.17% | 3.2 |
|
| 1699 |
1699
NorthRock Partners
Minneapolis,
Minnesota
| USD 734 M | +USD 384 M | +110% | 1.26% | 62.8% | 212 | 66.51% | 0.8 |
|
| 1700 |
1700
Evensky & Katz
Coral Gables,
Florida
| USD 732 M | +USD 9.9 M | +1% | 0.51% | 57.1% | 113 | 4.42% | 2.6 |
|