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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
Guinness Asset Management
London,
United Kingdom
| USD 819 M | +USD 160 M | +24% | 8.82% | 73.9% | 109 | 7.34% | 3.6 |
|
| 1677 |
1677
SFMG Wealth Advisors
Plano,
Texas
| USD 817 M | +USD 78.8 M | +11% | 5.69% | 76.1% | 179 | 17.32% | 2.6 |
|
| 1678 |
1678
Singapore Technologies Telemedia
Singapore
| USD 817 M | +USD 273 M | +50% | 28.7% | 173% | 1 | 0% | 2.8 |
|
| 1679 |
TCIM
1679
TOMS Capital Investment Management
New York
| USD 816 M | +USD 185 M | +29% | 8.5% | 203% | 17 | 64.71% | 0.2 |
|
| 1680 |
1680
Focus Financial Network
Minneapolis,
Minnesota
| USD 816 M | +USD 94.2 M | +13% | 7.95% | 106% | 423 | 13.24% | 0.6 |
|
| 1681 |
CCM
1681
Contrarian Capital Management
Greenwich,
Connecticut
| USD 816 M | -USD 281 M | -26% | 16.9% | 29.4% | 46 | 60.87% | 1.1 |
|
| 1682 |
1682
Quinn Opportunity Partners
Charlottesville,
Virginia
| USD 816 M | -USD 8.52 M | -1% | 7.07% | 77.6% | 209 | 29.19% | 1.5 |
|
| 1683 |
1683
Savant Capital
Rockford,
Illinois
| USD 815 M | +USD 95.3 M | +13% | 7.69% | 61.2% | 358 | 11.17% | 3.5 |
|
| 1684 |
1684
Feinberg Stephen
| USD 814 M | +USD 48.5 M | +6% | 7.23% | 54.3% | 3 | 0% | 2.8 |
|
| 1685 |
1685
Pictet North America Advisors
Geneva 73,
Switzerland
| USD 813 M | +USD 82.2 M | +11% | 9.73% | 67.7% | 168 | 16.07% | 2.3 |
|
| 1686 |
1686
Foundations Investment Advisors
Phoenix,
Arizona
| USD 813 M | +USD 50.8 M | +7% | 5.99% | 80.9% | 143 | 20.28% | 0.8 |
|
| 1687 |
1687
Essex Investment Management
Boston,
Massachusetts
| USD 813 M | +USD 120 M | +17% | 15.1% | 370% | 539 | 25.23% | 1.8 |
|
| 1688 |
1688
ProVise Management Group
Clearwater,
Florida
| USD 813 M | +USD 58.6 M | +8% | 6.82% | 66.8% | 320 | 8.75% | 4 |
|
| 1689 |
1689
Chicago Partners Investment Group
Chicago,
Illinois
| USD 813 M | +USD 103 M | +14% | 5.13% | 81.4% | 380 | 16.32% | 2.6 |
|
| 1690 |
1690
SigFig Wealth Management
San Francisco,
California
| USD 812 M | +USD 110 M | +16% | 5.36% | 49.3% | 46 | 6.52% | 2 |
|
| 1691 |
1691
Fidelity National Financial
Jacksonville,
Florida
| USD 812 M | +USD 128 M | +19% | 22.5% | 2.54% | 33 | 18.18% | 2 |
|
| 1692 |
1692
HighTower Trust
Houston,
Texas
| USD 810 M | +USD 19.6 M | +2% | 4.19% | 90.4% | 129 | 16.28% | 2.7 |
|
| 1693 |
1693
Lowe Brockenbrough & Co
Richmond,
Virginia
| USD 807 M | +USD 61.4 M | +8% | 8.48% | 78.8% | 220 | 4.55% | 4.5 |
|
| 1694 |
1694
Glazer Capital LLC
New York
| USD 804 M | -USD 11.5 M | -1% | 6.82% | 323% | 237 | 48.1% | 0.5 |
|
| 1695 |
1695
Delta Asset Management
Memphis,
Tennessee
| USD 803 M | +USD 50.7 M | +7% | 7.5% | 53.8% | 642 | 6.39% | 4 |
|
| 1696 |
1696
Doyle Wealth Management
St. Petersburg,
Florida
| USD 800 M | +USD 75.5 M | +10% | 7.05% | 32.3% | 217 | 11.52% | 1.9 |
|
| 1697 |
1697
Pacific Heights Asset Management
San Francisco,
California
| USD 799 M | +USD 58.2 M | +8% | 10.3% | 181% | 74 | 1.35% | 5.1 |
|
| 1698 |
1698
Howard Capital Management (New York)
New York
| USD 799 M | +USD 96 M | +14% | 10% | 76.8% | 99 | 5.05% | 5 |
|
| 1699 |
1699
Gladstone Capital Management
London,
United Kingdom
| USD 799 M | +USD 326 M | +69% | 10.5% | 304% | 16 | 50% | 0.8 |
|
| 1700 |
1700
Foster & Motley
Cincinnati,
Ohio
| USD 798 M | +USD 64.4 M | +9% | 6.01% | 68.8% | 264 | 7.58% | 3.3 |
|