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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
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| USD 1542 M | +USD 122 M | +9% | 6.27% | 58.9% | 576 | 42.53% | 2.3 |
|
| 1752 |
1752
Avalon Trust
Santa Fe,
New Mexico
| USD 1540 M | +USD 172 M | +13% | 16% | 118% | 643 | 42.92% | 1.1 |
|
| 1753 |
1753
Trustmark National Bank Trust Department
Jackson,
Mississippi
| USD 1539 M | +USD 92.1 M | +6% | 5.92% | 58.6% | 284 | 6.69% | 5.7 |
|
| 1754 |
1754
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
| USD 1539 M | +USD 148 M | +11% | 11.8% | 155% | 621 | 51.37% | 1 |
|
| 1755 |
1755
Regal Investment Advisors
Kentwood,
Michigan
| USD 1536 M | +USD 202 M | +15% | 6.9% | 64.7% | 528 | 11.36% | 3.1 |
|
| 1756 |
CA
1756
Cullinan Associates
Louisville,
Kentucky
| USD 1536 M | +USD 19.7 M | +1% | 6.68% | 107% | 217 | 5.07% | 6.8 |
|
| 1757 |
1757
Aureus Asset Management
Boston,
Massachusetts
| USD 1536 M | -USD 27.5 M | -2% | 6.58% | 93.9% | 210 | 7.62% | 4.9 |
|
| 1758 |
1758
NBT Bank
Norwich,
New York
| USD 1535 M | +USD 78.9 M | +5% | 7.64% | 77% | 869 | 13.12% | 3.4 |
|
| 1759 |
1759
Baldwin Wealth Partners
Marion,
Massachusetts
| USD 1535 M | +USD 62.7 M | +4% | 8.45% | 94.5% | 234 | 7.26% | 6.9 |
|
| 1760 |
PIMG
1760
Patriot Investment Management Group
Knoxville,
Tennessee
| USD 1533 M | +USD 88.3 M | +6% | 5.86% | 52.9% | 250 | 5.6% | 4.6 |
|
| 1761 |
1761
Rakuten Group
Setagaya-Ku, Tokyo,
Japan
| USD 1531 M | -USD 91.5 M | -6% | 5.1% | – | 4 | 75% | 0.2 |
|
| 1762 |
1762
Cumberland Partners
Toronto,
Ontario, Canada
| USD 1530 M | +USD 88.2 M | +6% | 6.97% | 101% | 193 | 28.5% | 2.5 |
|
| 1763 |
1763
AlphaQuest
New York
| USD 1530 M | +USD 512 M | +50% | 6.9% | – | 2,291 | 15.76% | 1 |
|
| 1764 |
1764
Triglav Skladi
Ljubljana,
Slovenia
| USD 1529 M | +USD 145 M | +11% | 11.3% | – | 148 | 16.89% | 0.6 |
|
| 1765 |
1765
Ameritas Advisory Services
Lincoln,
Nebraska
| USD 1529 M | -USD 390 M | -20% | 8.23% | 68.7% | 2,998 | 35.16% | 1.1 |
|
| 1766 |
1766
Avestar Capital
New York
| USD 1527 M | +USD 63.8 M | +4% | 11.2% | 101% | 540 | 19.81% | 2.3 |
|
| 1767 |
1767
Point72 (DIFC)
Dubai,
United Arab Emirates
| USD 1527 M | -USD 1116 M | -42% | 4.78% | – | 1,997 | 69.25% | 0.4 |
|
| 1768 |
1768
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
| USD 1524 M | +USD 102 M | +7% | 6.68% | – | 426 | 20.66% | 1.2 |
|
| 1769 |
1769
Maple Capital Management
Montpelier,
Vermont
| USD 1523 M | +USD 62.7 M | +4% | 7.74% | 100% | 120 | 8.33% | 6.3 |
|
| 1770 |
1770
Angeles Investment Advisors
Santa Monica,
California
| USD 1523 M | -USD 246 M | -14% | 7.33% | 78.3% | 35 | 25.71% | 2.4 |
|
| 1771 |
1771
Polaris Capital Management
Boston,
Massachusetts
| USD 1522 M | +USD 18.8 M | +1% | 8.62% | 94.4% | 97 | 12.37% | 4.6 |
|
| 1772 |
1772
No Street GP LP
San Francisco,
California
| USD 1521 M | +USD 163 M | +12% | 15.3% | 246% | 35 | 34.29% | 1.3 |
|
| 1773 |
1773
Cacti Asset Management
Atlanta,
Georgia
| USD 1519 M | +USD 113 M | +8% | 15.4% | 171% | 76 | 0% | 9.3 |
|
| 1774 |
1774
Phillips Financial Management
Fort Wayne,
Indiana
| USD 1516 M | +USD 138 M | +10% | 5.32% | 45.6% | 313 | 13.42% | 3.9 |
|
| 1775 |
1775
GDS Wealth Management
Flower Mound,
Texas
| USD 1515 M | +USD 144 M | +11% | 4.7% | 82.2% | 191 | 10.99% | 2.2 |
|