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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
Avestar Capital
New York
| USD 1557 M | +USD 13.5 M | +0.9% | 3.38% | 112% | 558 | 22.22% | 2.4 |
|
| 1752 |
1752
Trustmark National Bank Trust Department
Jackson,
Mississippi
| USD 1556 M | -USD 28.3 M | -2% | 0.14% | 58.6% | 289 | 9.69% | 6.2 |
|
| 1753 |
1753
Valley Wealth Managers
Paramus,
New Jersey
| USD 1553 M | -USD 7.67 M | -0.5% | 3.2% | 118% | 381 | 23.36% | 4.1 |
|
| 1754 |
1754
Boston Common Asset Management
Boston,
Massachusetts
| USD 1553 M | -USD 107 M | -6% | 0.84% | 61.2% | 203 | 12.32% | 5 |
|
| 1755 |
1755
MUFG Securities Americas
New York
| USD 1552 M | -USD 54.2 M | -3% | 1.74% | – | 511 | 2.35% | 1.2 |
|
| 1756 |
1756
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| USD 1552 M | -USD 182 M | -10% | 2.25% | 79.2% | 38 | 31.58% | 3.7 |
|
| 1757 |
1757
Zions Bancorporation, National Association
Salt Lake City,
Utah
| USD 1551 M | -USD 613 M | -28% | 0.66% | – | 1,587 | 27.47% | 0.6 |
|
| 1758 |
1758
Albion Financial Group
Salt Lake City,
Utah
| USD 1550 M | -USD 56.9 M | -4% | 2.43% | 79.6% | 785 | 23.18% | 3.4 |
|
| 1759 |
1759
Nichols & Pratt Advisers
Boston,
Massachusetts
| USD 1549 M | -USD 50.1 M | -3% | 0.1% | 71.2% | 109 | 5.5% | 8.1 |
|
| 1760 |
1760
Plante Moran Financial Advisors
Southfield,
Michigan
| USD 1546 M | -USD 33.3 M | -2% | 2.99% | 62.8% | 882 | 26.64% | 5.9 |
|
| 1761 |
1761
Fifth Third Securities
Cincinnati,
Ohio
| USD 1546 M | +USD 16.3 M | +1% | 1.31% | 62.7% | 352 | 8.81% | 2.3 |
|
| 1762 |
KNB
1762
Khazanah Nasional Berhad
Kuala Lumpur,
| USD 1545 M | -USD 118 M | -7% | 3.84% | 73.6% | 161 | 34.78% | 0.4 |
|
| 1763 |
1763
Charles Schwab Trust
Henderson,
Nevada
| USD 1542 M | +USD 20.7 M | +1% | 0.27% | 52.7% | 187 | 20.32% | 3.8 |
|
| 1764 |
1764
Icon Wealth Advisors
Houston,
Texas
| USD 1540 M | +USD 39.1 M | +3% | 0.21% | – | 441 | 22.45% | 2.2 |
|
| 1765 |
1765
Sage Financial Group
W. Conshohocken,
Pennsylvania
| USD 1537 M | +USD 25.9 M | +2% | 1.85% | 67% | 108 | 2.78% | 4.9 |
|
| 1766 |
1766
Clean Energy Transition
London,
United Kingdom
| USD 1537 M | +USD 339 M | +28% | 3.35% | 129% | 17 | 41.18% | 1.3 |
|
| 1767 |
1767
Great Hill Capital
New York
| USD 1536 M | +USD 530 M | +53% | 5% | – | 53 | 16.98% | 0.4 |
|
| 1768 |
1768
Irenic Capital Management
New York
| USD 1535 M | +USD 48.7 M | +3% | 8.16% | 93.6% | 64 | 59.38% | 0.6 |
|
| 1769 |
1769
Cinctive Capital Management
New York
| USD 1535 M | -USD 312 M | -17% | 5.83% | 163% | 552 | 66.67% | 0.4 |
|
| 1770 |
1770
Meridiem Capital Partners
Dallas,
Texas
| USD 1534 M | -USD 123 M | -7% | 7.93% | – | 105 | 71.43% | 0.2 |
|
| 1771 |
1771
FJ Investments
Salt Lake City,
Utah
| USD 1534 M | -USD 48.7 M | -3% | 1.78% | – | 5 | 0% | 2 |
|
| 1772 |
1772
Fulton Breakefield Broenniman
Bethesda,
Maryland
| USD 1533 M | -USD 51.4 M | -3% | 1.97% | 76% | 215 | 12.56% | 4.5 |
|
| 1773 |
1773
Sienna Gestion
Paris,
France
| USD 1533 M | -USD 151 M | -9% | 1.08% | – | 169 | 30.77% | 1.1 |
|
| 1774 |
1774
Howe & Rusling
Rochester,
New York
| USD 1532 M | +USD 20.6 M | +1% | 0.16% | 82% | 521 | 16.7% | 4.4 |
|
| 1775 |
1775
Cryder Capital Partners
London,
United Kingdom
| USD 1531 M | -USD 161 M | -10% | 11% | 67.8% | 10 | 0% | 7.6 |
|