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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1751 |
1751
Sun Life Financial
Toronto,
Ontario, Canada
| USD 702 M | +USD 691 M | +6,171% | 3.29% | 65.7% | 635 | 24.41% | 1.3 |
|
| 1752 |
SCM
1752
Suffolk Capital Management
New York
| USD 702 M | -USD 4.26 M | -0.6% | 3.78% | 48.6% | 155 | 41.94% | 1.1 |
|
| 1753 |
1753
Rivulet Capital
Summit,
New Jersey
| USD 702 M | -USD 177 M | -20% | 0.35% | 27.4% | 11 | 18.18% | 2.1 |
|
| 1754 |
1754
Clearstead Advisors
Cleveland,
Ohio
| USD 701 M | +USD 11.1 M | +2% | 1.34% | 71.4% | 232 | 10.34% | 1.3 |
|
| 1755 |
1755
Bragg Financial Advisors
Charlotte,
North Carolina
| USD 701 M | +USD 17.1 M | +3% | 3.82% | 101% | 259 | 5.02% | 3.9 |
|
| 1756 |
1756
First Long Island Investors
Jericho,
New York
| USD 700 M | -USD 22.6 M | -3% | 3.63% | 85.5% | 82 | 9.76% | 2.5 |
|
| 1757 |
1757
Parallel Advisors
San Francisco,
California
| USD 699 M | +USD 59 M | +9% | 3.18% | 109% | 2,318 | 12.94% | 1.2 |
|
| 1758 |
1758
Cornercap Investment Counsel
Atlanta,
Georgia
| USD 699 M | -USD 3.41 M | -0.5% | 2.05% | 55.4% | 494 | 41.09% | 1 |
|
| 1759 |
1759
Sageworth Trust
Lancaster,
Pennsylvania
| USD 699 M | +USD 28.1 M | +4% | 0.08% | 64.5% | 215 | 74.88% | 1 |
|
| 1760 |
FWM
1760
Frontier Wealth Management
Kansas City,
Missouri
| USD 699 M | -USD 15.3 M | -2% | 7.65% | 42.8% | 437 | 24.26% | 1.9 |
|
| 1761 |
1761
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| USD 699 M | +USD 23.5 M | +3% | 3.64% | 94.2% | 105 | 4.76% | 4 |
|
| 1762 |
1762
Appleton Partners
Boston,
Massachusetts
| USD 698 M | +USD 39.4 M | +6% | 3.81% | 101% | 272 | 7.72% | 2.6 |
|
| 1763 |
1763
First Trust Capital Management
Chicago,
Illinois
| USD 698 M | -USD 11.8 M | -2% | 15.5% | 214% | 68 | 69.12% | 0.3 |
|
| 1764 |
1764
Private Capital Management (Florida)
Naples,
Florida
| USD 695 M | +USD 58.8 M | +9% | 12.8% | 118% | 48 | 20.83% | 3.2 |
|
| 1765 |
1765
Howard Capital Management (New York)
New York
| USD 695 M | +USD 8.65 M | +1% | 3.07% | 76.8% | 113 | 8.85% | 3.6 |
|
| 1766 |
1766
WFM Asia
Road Town, Tortola,
British Virgin Islands
| USD 695 M | -USD 51.6 M | -7% | 2.07% | 89.9% | 9 | 22.22% | 1.6 |
|
| 1767 |
1767
Summit Securities Group
New York
| USD 695 M | +USD 286 M | +70% | 4.66% | 136% | 281 | 73.31% | 0.2 |
|
| 1768 |
1768
Albion Financial Group
Salt Lake City,
Utah
| USD 694 M | +USD 43.5 M | +7% | 2.96% | 79.6% | 202 | 6.44% | 3.2 |
|
| 1769 |
1769
Darrell & King
Charlottesville,
Virginia
| USD 694 M | -USD 10.8 M | -2% | 0.84% | – | 56 | 7.14% | 1.7 |
|
| 1770 |
1770
Webster Bank
Waterbury,
Connecticut
| USD 692 M | -USD 368 k | -0.1% | 1.99% | 77.5% | 539 | 7.98% | 2.4 |
|
| 1771 |
1771
Palisade Asset Management
Minneapolis,
Minnesota
| USD 692 M | +USD 30.3 M | +5% | 1.97% | 61.8% | 169 | 5.92% | 3.6 |
|
| 1772 |
1772
Murphy Capital Management
Bedminster,
New Jersey
| USD 692 M | -USD 13.2 M | -2% | 3.51% | 41.6% | 284 | 8.1% | 3.6 |
|
| 1773 |
1773
Vigilant Capital Management
Portland,
Maine
| USD 691 M | -USD 12.1 M | -2% | 2.22% | 48.8% | 545 | 40% | 1.8 |
|
| 1774 |
1774
Bainco International Investors
Boston,
Massachusetts
| USD 690 M | +USD 18.3 M | +3% | 3.76% | 69.4% | 102 | 9.8% | 2.7 |
|
| 1775 |
1775
Balasa Dinverno & Foltz
| USD 690 M | +USD 30.2 M | +5% | 4% | 23.2% | 235 | 14.47% | 3 |
|