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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1726 |
1726
Verus Capital Partners
Scottsdale,
Arizona
| USD 1847 M | +USD 384 M | +26% | 43.5% | 139% | 532 | 17.29% | 2.7 |
|
| 1727 |
1727
LBMC Investment Advisors
Brentwood,
Tennessee
| USD 1845 M | +USD 205 M | +13% | 11.4% | 52.8% | 263 | 20.15% | 4.5 |
|
| 1728 |
1728
FJ Investments
Salt Lake City,
Utah
| USD 1842 M | +USD 308 M | +20% | 14.1% | – | 6 | 16.67% | 1.8 |
|
| 1729 |
1729
North Star Investment Management
Chicago,
Illinois
| USD 1840 M | +USD 190 M | +12% | 15.4% | 80.6% | 1,855 | 14.93% | 4.2 |
|
| 1730 |
1730
Vanguard National Trust
Malvern,
Pennsylvania
| USD 1835 M | +USD 248 M | +16% | 13.6% | – | 828 | 14.25% | 0.2 |
|
| 1731 |
1731
Bridgewater Advisors
New York
| USD 1834 M | +USD 153 M | +9% | 12% | 61% | 497 | 12.07% | 1.9 |
|
| 1732 |
1732
Kensington Asset Management
Austin,
Texas
| USD 1834 M | -USD 2.78 M | -0.2% | 3.93% | 38.1% | 45 | 20% | 1 |
|
| 1733 |
1733
Woodmont Investment Counsel
Nashville,
Tennessee
| USD 1832 M | +USD 209 M | +13% | 14.4% | 66.8% | 290 | 10.34% | 6 |
|
| 1734 |
1734
Summit Global Investments
Bountiful,
Utah
| USD 1831 M | +USD 136 M | +8% | 14% | 60.4% | 565 | 21.95% | 1.6 |
|
| 1735 |
1735
Roundview Capital
Princeton,
New Jersey
| USD 1829 M | +USD 224 M | +14% | 17% | 77.7% | 375 | 16.27% | 5.7 |
|
| 1736 |
1736
Saratoga Research & Investment Management
Saratoga,
California
| USD 1828 M | +USD 65.3 M | +4% | 11.9% | 65.1% | 51 | 19.61% | 6.7 |
|
| 1737 |
1737
HITE Hedge Asset Management
Braintree,
Massachusetts
| USD 1826 M | +USD 54.3 M | +3% | 1.72% | 54.4% | 172 | 54.07% | 0.9 |
|
| 1738 |
1738
Trans-Canada Capital
Montreal,
Quebec, Canada
| USD 1826 M | +USD 436 M | +31% | 22.2% | – | 22 | 72.73% | 0.3 |
|
| 1739 |
1739
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| USD 1826 M | +USD 647 M | +55% | 86.2% | 1,119% | 55 | 29.09% | 1.7 |
|
| 1740 |
1740
NFP Retirement Inc
Aliso Viejo,
California
| USD 1823 M | +USD 156 M | +9% | 10.1% | 46.7% | 334 | 11.08% | 3.2 |
|
| 1741 |
1741
Stratos Wealth Advisors
Beachwood,
Ohio
| USD 1821 M | +USD 192 M | +12% | 13.8% | 65.7% | 674 | 14.99% | 3.3 |
|
| 1742 |
1742
Thomasville National Bank
Thomasville,
Georgia
| USD 1820 M | – | – | 16.9% | – | 241 | – | 6.8 |
|
| 1743 |
1743
Regal Partners
Sydney, NSW,
Australia
| USD 1811 M | -USD 28.1 M | -2% | 12.5% | 146% | 158 | 55.7% | 0.6 |
|
| 1744 |
1744
Aquamarine Financial
George Town,
| USD 1811 M | +USD 446 M | +33% | 0.97% | – | 18 | 11.11% | 0.6 |
|
| 1745 |
KCM
1745
Kynam Capital Management
Princeton,
New Jersey
| USD 1809 M | +USD 188 M | +12% | 24.5% | 320% | 43 | 34.88% | 2.1 |
|
| 1746 |
1746
Legacy Private Trust
Neenah,
Wisconsin
| USD 1806 M | +USD 180 M | +11% | 12% | 71.1% | 270 | 5.19% | 6.1 |
|
| 1747 |
1747
Sage Financial Group
W. Conshohocken,
Pennsylvania
| USD 1805 M | +USD 268 M | +17% | 14.2% | 62% | 112 | 6.25% | 5 |
|
| 1748 |
1748
Greenspring Advisors
Towson,
Maryland
| USD 1805 M | +USD 164 M | +10% | 12.1% | – | 365 | 15.62% | 1.2 |
|
| 1749 |
1749
Concentric Capital Strategies
Stamford,
Connecticut
| USD 1802 M | +USD 615 M | +52% | 24.4% | 165% | 454 | 62.33% | 0.4 |
|
| 1750 |
1750
Parcion Private Wealth
Bellevue,
Washington
| USD 1801 M | +USD 188 M | +12% | 16% | 103% | 566 | 29.68% | 1.9 |
|