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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 |
WM
1726
WS Management
Jacksonville,
Florida
| USD 1256 M | +USD 311 M | +33% | 10.4% | 309% | 79 | 29.11% | 3 |
|
| 1727 |
1727
Gladius Capital Management
Chicago,
Illinois
| USD 1256 M | -USD 165 M | -12% | 7.99% | 85% | 318 | 65.72% | 0.4 |
|
| 1728 |
1728
Baskin Financial Services
Toronto,
Ontario, Canada
| USD 1255 M | +USD 130 M | +12% | 9.73% | 69.1% | 64 | 14.06% | 3.6 |
|
| 1729 |
1729
AlphaStar Capital Management
Cornelius,
North Carolina
| USD 1254 M | -USD 213 M | -15% | 7.56% | 69.5% | 419 | 16.23% | 1.4 |
|
| 1730 |
1730
WealthSource Partners
San Luis Obispo,
California
| USD 1251 M | +USD 107 M | +9% | 5.81% | 16.8% | 589 | 19.19% | 1.9 |
|
| 1731 |
1731
Tran Capital Management
San Rafael,
California
| USD 1250 M | +USD 55.9 M | +5% | 7.3% | 173% | 51 | 11.76% | 2.5 |
|
| 1732 |
1732
Valley Wealth Managers
Paramus,
New Jersey
| USD 1247 M | +USD 100 M | +9% | 12.4% | 118% | 198 | 9.09% | 3.3 |
|
| 1733 |
1733
Wellesley Asset Management
Portsmouth,
New Hampshire
| USD 1247 M | +USD 68.9 M | +6% | 0% | 0% | 48 | 0% | 0.6 |
|
| 1734 |
1734
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| USD 1245 M | +USD 129 M | +12% | 8.52% | 94.2% | 147 | 14.97% | 4.8 |
|
| 1735 |
1735
Peconic Partners
New York
| USD 1244 M | +USD 117 M | +10% | 8.08% | 300% | 54 | 33.33% | 2.2 |
|
| 1736 |
BFS
1736
Bard Financial Services
Branford,
Connecticut
| USD 1240 M | +USD 110 M | +10% | 10.7% | 90.1% | 292 | 5.14% | 0.9 |
|
| 1737 |
1737
Telemus Capital
Southfield,
Michigan
| USD 1239 M | +USD 57.9 M | +5% | 8.28% | 27.9% | 394 | 14.97% | 3.4 |
|
| 1738 |
1738
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| USD 1239 M | +USD 103 M | +9% | 8.62% | 80.6% | 140 | 20% | 3.7 |
|
| 1739 |
1739
Zweig-DiMenna Associates
New York
| USD 1239 M | -USD 204 M | -14% | 9.52% | 555% | 187 | 49.73% | 1.2 |
|
| 1740 |
1740
Koshinski Asset Management
Decatur,
Illinois
| USD 1238 M | +USD 87.9 M | +8% | 8.45% | 82.9% | 2,305 | 13.32% | 0.7 |
|
| 1741 |
1741
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| USD 1237 M | +USD 120 M | +11% | 10.4% | 149% | 339 | 17.4% | 1.3 |
|
| 1742 |
1742
Crestview Partners II
New York
| USD 1236 M | +USD 1142 M | +1,217% | 4.62% | 157% | 3 | 33.33% | 3.2 |
|
| 1743 |
1743
Almanack Investment Partners
Wayne,
Pennsylvania
| USD 1235 M | +USD 99.4 M | +9% | 3.65% | 82.2% | 560 | 15% | 1.2 |
|
| 1744 |
1744
Quantbot Technologies
New York
| USD 1233 M | -USD 134 M | -10% | 2.49% | 33.6% | 2,092 | 60.47% | 0.3 |
|
| 1745 |
GJL
1745
Gendell Jeffrey L
| USD 1232 M | +USD 66.9 M | +6% | 9.6% | 748% | 67 | 25.37% | 3.2 |
|
| 1746 |
1746
Value Partners Investments
Winnipeg,
Manitoba, Canada
| USD 1231 M | +USD 53.5 M | +5% | 8.44% | 50.7% | 82 | 14.63% | 1.1 |
|
| 1747 |
SBCM
1747
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| USD 1230 M | +USD 41.9 M | +4% | 6.87% | 72.3% | 48 | 0% | 5.1 |
|
| 1748 |
1748
Blue Whale Capital
London,
United Kingdom
| USD 1228 M | +USD 175 M | +17% | 9.86% | 409% | 23 | 30.43% | 1.1 |
|
| 1749 |
1749
Goelzer Investment Management
Carmel,
Indiana
| USD 1227 M | +USD 86.3 M | +8% | 9.04% | 97.2% | 230 | 8.26% | 4.7 |
|
| 1750 |
1750
Alerus Financial
Grand Forks,
North Dakota
| USD 1227 M | +USD 129 M | +12% | 8.71% | 97.1% | 200 | 18% | 2.8 |
|