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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
CBIZ Investment Advisory Services
Independence,
Ohio
| USD 1089 M | -USD 84.5 M | -7% | 3.94% | 48.7% | 34 | 11.76% | 1 |
|
| 1677 |
1677
Park West Asset Management
San Francisco,
California
| USD 1088 M | -USD 54.2 M | -5% | 3.08% | 181% | 48 | 45.83% | 1.3 |
|
| 1678 |
1678
Mason Investment Advisory Services
Reston,
Virginia
| USD 1088 M | -USD 71.2 M | -6% | 1.93% | 76.1% | 68 | 14.71% | 2.7 |
|
| 1679 |
1679
BIP Wealth
Atlanta,
Georgia
| USD 1088 M | -USD 135 M | -11% | 2.5% | 51.8% | 207 | 19.81% | 0.4 |
|
| 1680 |
1680
Evanson Asset Management
Carmel,
California
| USD 1086 M | -USD 10.9 M | -1% | 2.88% | 66.6% | 301 | 10.96% | 5.2 |
|
| 1681 |
1681
Strategic Blueprint
Atlanta,
Georgia
| USD 1085 M | +USD 34.8 M | +3% | 2.48% | 82.1% | 577 | 14.56% | 2 |
|
| 1682 |
1682
Fort Baker Capital Management
Larkspur,
California
| USD 1084 M | +USD 332 M | +44% | 3.41% | 46.3% | 123 | 43.09% | 0.9 |
|
| 1683 |
1683
Ulysses Management
New York
| USD 1084 M | -USD 7.11 M | -0.7% | 6.15% | 51.8% | 62 | 48.39% | 2 |
|
| 1684 |
1684
Soleus Capital Management
Greenwich,
Connecticut
| USD 1084 M | +USD 184 M | +20% | 8.36% | 508% | 126 | 47.62% | 0.8 |
|
| 1685 |
1685
Cacti Asset Management
Atlanta,
Georgia
| USD 1084 M | -USD 51.5 M | -5% | 2.77% | 171% | 80 | 0% | 7.5 |
|
| 1686 |
1686
Albion Financial Group
Salt Lake City,
Utah
| USD 1084 M | -USD 58.9 M | -5% | 4.21% | 79.6% | 504 | 11.31% | 3.5 |
|
| 1687 |
1687
YHB Investment Advisors
West Hartford,
Connecticut
| USD 1083 M | +USD 11.2 M | +1% | 2.68% | 96.2% | 287 | 8.36% | 5.1 |
|
| 1688 |
1688
YCG LLC
Austin,
Texas
| USD 1083 M | -USD 38.6 M | -3% | 3.5% | 27% | 40 | 0% | 6.1 |
|
| 1689 |
1689
Advance Capital Management
Southfield,
Michigan
| USD 1081 M | +USD 199 M | +23% | 2.47% | 54.4% | 132 | 14.39% | 1.2 |
|
| 1690 |
1690
Ostrum Asset Management
Paris,
France
| USD 1081 M | -USD 112 M | -9% | 3.21% | 107% | 694 | 5.19% | 0.6 |
|
| 1691 |
1691
Telemus Capital
Southfield,
Michigan
| USD 1081 M | -USD 104 M | -9% | 2.98% | 27.9% | 334 | 11.08% | 4.9 |
|
| 1692 |
1692
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| USD 1080 M | -USD 10.5 M | -1% | 2.13% | 78.9% | 241 | 22.41% | 5.2 |
|
| 1693 |
1693
Yaupon Capital Management
New York
| USD 1080 M | +USD 295 M | +38% | 2.73% | 122% | 145 | 57.93% | 0.5 |
|
| 1694 |
1694
Checchi Capital Advisers
Beverly Hills,
California
| USD 1079 M | -USD 39.8 M | -4% | 3.7% | 68% | 592 | 12.84% | 5.3 |
|
| 1695 |
1695
HoyleCohen
San Diego,
California
| USD 1078 M | -USD 55.1 M | -5% | 3.7% | 46.1% | 268 | 5.6% | 3.9 |
|
| 1696 |
1696
Formuepleje A/S
Aarhus C,
Denmark
| USD 1078 M | -USD 66.9 M | -6% | 5.72% | 92.1% | 77 | 3.9% | 2.3 |
|
| 1697 |
1697
ProVise Management Group
Clearwater,
Florida
| USD 1076 M | -USD 27.4 M | -2% | 2.81% | 66.8% | 367 | 14.99% | 5 |
|
| 1698 |
1698
DFPG Investments
Sandy,
Utah
| USD 1075 M | -USD 34 M | -3% | 1.44% | 38.2% | 648 | 22.53% | 1.1 |
|
| 1699 |
1699
JTC Employer Solutions Trustee
St Helier,
Jersey
| USD 1075 M | +USD 25 M | +2% | 0.23% | 88.7% | 373 | 4.83% | 1.8 |
|
| 1700 |
1700
Rehmann Capital Advisory Group
Lansing,
Michigan
| USD 1074 M | -USD 41.4 M | -4% | 3.28% | 64.6% | 579 | 13.82% | 3.7 |
|