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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
Waterfront Capital Partners
New York
| USD 1217 M | +USD 197 M | +19% | 16.5% | 88.3% | 51 | 52.94% | 0.8 |
|
| 1677 |
1677
St. Denis J. Villere & Co
New Orleans,
Louisiana
| USD 1214 M | +USD 41.5 M | +4% | 10% | 32.6% | 83 | 27.71% | 4 |
|
| 1678 |
1678
Albion Financial Group
Salt Lake City,
Utah
| USD 1213 M | +USD 130 M | +12% | 11% | 79.6% | 514 | 14.4% | 3.7 |
|
| 1679 |
1679
Westpac Banking Corp
Sydney,
Australia
| USD 1213 M | -USD 123 M | -9% | 13.7% | 127% | 533 | 19.7% | 8 |
|
| 1680 |
1680
Philosophy Capital Management
Alamo,
California
| USD 1212 M | +USD 298 M | +33% | 6.66% | 77.5% | 43 | 41.86% | 0.8 |
|
| 1681 |
1681
Telemus Capital
Southfield,
Michigan
| USD 1212 M | +USD 131 M | +12% | 11% | 27.9% | 339 | 12.68% | 4.7 |
|
| 1682 |
1682
Strategic Blueprint
Atlanta,
Georgia
| USD 1211 M | +USD 126 M | +12% | 9.85% | 82.1% | 595 | 17.14% | 2 |
|
| 1683 |
1683
Triasima Portfolio Management
Montreal,
Quebec, Canada
| USD 1211 M | +USD 121 M | +11% | 16% | 224% | 152 | 31.58% | 1.1 |
|
| 1684 |
1684
Trust Point Inc
La Crosse,
Wisconsin
| USD 1209 M | – | – | 9.2% | 82.6% | 495 | – | 0 |
|
| 1685 |
1685
GeoWealth Management
Chicago,
Illinois
| USD 1209 M | +USD 327 M | +37% | 9.08% | 58% | 734 | 41.96% | 1.1 |
|
| 1686 |
1686
GYL Financial Synergies
West Hartford,
Connecticut
| USD 1209 M | +USD 179 M | +17% | 11.1% | 36% | 371 | 13.48% | 2 |
|
| 1687 |
1687
Alaska Permanent Capital Management
Anchorage,
Alaska
| USD 1208 M | +USD 79 M | +7% | 8.51% | 42.8% | 54 | 31.48% | 3.6 |
|
| 1688 |
1688
YCG LLC
Austin,
Texas
| USD 1208 M | +USD 125 M | +12% | 12.1% | 27% | 40 | 0% | 6.4 |
|
| 1689 |
1689
Yaupon Capital Management
New York
| USD 1208 M | +USD 128 M | +12% | 1.32% | 122% | 146 | 54.79% | 0.6 |
|
| 1690 |
1690
Rehmann Capital Advisory Group
Lansing,
Michigan
| USD 1207 M | +USD 133 M | +12% | 10.1% | 64.6% | 579 | 13.3% | 3.7 |
|
| 1691 |
1691
Sandler Capital Management
New York
| USD 1207 M | +USD 235 M | +24% | 17.3% | 325% | 153 | 58.17% | 0.7 |
|
| 1692 |
1692
Clarius Group LLC
Seattle,
Washington
| USD 1206 M | +USD 157 M | +15% | 14% | 92.1% | 496 | 10.89% | 3.3 |
|
| 1693 |
1693
Fukoku Mutual Life Insurance
Tokyo,
Japan
| USD 1204 M | +USD 110 M | +10% | 11.4% | 103% | 302 | 14.9% | 6.7 |
|
| 1694 |
1694
Sandhill Capital Partners
Buffalo,
New York
| USD 1203 M | +USD 134 M | +13% | 16% | 64.9% | 90 | 7.78% | 4.6 |
|
| 1695 |
1695
Sound Income Strategies
Ft Lauderdale,
Florida
| USD 1202 M | +USD 17.4 M | +1% | 6.86% | 31.4% | 1,423 | 26.28% | 2.6 |
|
| 1696 |
1696
First American Bank
Dundee,
Illinois
| USD 1197 M | +USD 91.1 M | +8% | 11.3% | 114% | 173 | 7.51% | 5.3 |
|
| 1697 |
1697
Lakewood Capital Management
New York
| USD 1195 M | +USD 95.7 M | +9% | 12.6% | 45.4% | 45 | 22.22% | 2.6 |
|
| 1698 |
1698
Tectonic Advisors
Frisco,
Texas
| USD 1195 M | +USD 128 M | +12% | 7.64% | 44.9% | 297 | 10.44% | 1.7 |
|
| 1699 |
1699
Chai Trust Company
Chicago,
Illinois
| USD 1193 M | -USD 147 M | -11% | 7.94% | 12.7% | 14 | 7.14% | 4.2 |
|
| 1700 |
1700
Rothschild Investment LLC
Chicago,
Illinois
| USD 1192 M | +USD 7.16 M | +0.6% | 12% | 99.4% | 1,460 | 73.56% | 1.6 |
|