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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
Parcion Private Wealth
Bellevue,
Washington
| USD 1801 M | +USD 188 M | +12% | 16% | 114% | 566 | 29.68% | 1.9 |
|
| 1752 |
1752
Osborne Partners Capital Management
San Francisco,
California
| USD 1800 M | -USD 91.2 M | -5% | 14.1% | 60.8% | 214 | 13.08% | 5.8 |
|
| 1753 |
1753
Soltis Investment Advisors
St. George,
Utah
| USD 1797 M | +USD 212 M | +13% | 15.3% | 95.1% | 697 | 23.82% | 2.2 |
|
| 1754 |
1754
1900 Wealth Management
San Antonio,
Texas
| USD 1796 M | +USD 238 M | +15% | 12.7% | 61% | 317 | 21.77% | 2.9 |
|
| 1755 |
1755
Avestar Capital
New York
| USD 1795 M | +USD 239 M | +15% | 19% | 112% | 587 | 20.61% | 2.4 |
|
| 1756 |
1756
Willis Johnson & Associates
Houston,
Texas
| USD 1795 M | +USD 78 M | +5% | 10.7% | 50.9% | 199 | 49.75% | 3.6 |
|
| 1757 |
1757
Charles Schwab Trust
Henderson,
Nevada
| USD 1793 M | +USD 250 M | +16% | 9.42% | 52.7% | 179 | 12.29% | 3.9 |
|
| 1758 |
1758
Empire Life Investments
Toronto,
Ontario, Canada
| USD 1792 M | +USD 146 M | +9% | 20.6% | 90.8% | 117 | 9.4% | 3.5 |
|
| 1759 |
1759
Franklin Street Advisors
Chapel Hill,
North Carolina
| USD 1790 M | +USD 160 M | +10% | 17.8% | 130% | 182 | 8.79% | 6.3 |
|
| 1760 |
1760
First American Bank
Dundee,
Illinois
| USD 1789 M | +USD 196 M | +12% | 15.5% | 114% | 210 | 12.86% | 5.6 |
|
| 1761 |
1761
Oak Associates
Akron,
Ohio
| USD 1788 M | +USD 301 M | +20% | 33.5% | 152% | 148 | 11.49% | 5.6 |
|
| 1762 |
1762
Catalyst Funds Management
Sydney NSW,
Australia
| USD 1784 M | +USD 1193 M | +202% | 43.9% | – | 940 | 69.47% | 0.3 |
|
| 1763 |
1763
E.S. Barr & Co
Lexington,
Kentucky
| USD 1784 M | +USD 64.4 M | +4% | 8.87% | 73.5% | 114 | 7.02% | 6.7 |
|
| 1764 |
1764
Capital Impact Advisors
Boston,
Massachusetts
| USD 1783 M | +USD 1536 M | +621% | 53.1% | – | 35 | 31.43% | 0.7 |
|
| 1765 |
1765
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| USD 1782 M | +USD 194 M | +12% | 12.6% | 58.9% | 646 | 45.98% | 2.6 |
|
| 1766 |
1766
Black Creek Investment Management
Toronto,
Ontario, Canada
| USD 1782 M | -USD 82.3 M | -4% | 1.85% | 11.1% | 31 | 32.26% | 4 |
|
| 1767 |
1767
Waterloo Capital
Austin,
Texas
| USD 1779 M | +USD 355 M | +25% | 14.8% | 79.8% | 607 | 28.5% | 1.7 |
|
| 1768 |
1768
Sage Financial Group
W. Conshohocken,
Pennsylvania
| USD 1776 M | +USD 239 M | +16% | 14.2% | 67% | 112 | 6.25% | 5 |
|
| 1769 |
1769
Nicholas Investment Partners
Rancho Santa Fe,
California
| USD 1776 M | +USD 390 M | +28% | 34.8% | 397% | 245 | 32.24% | 1.5 |
|
| 1770 |
1770
Financiere des Professionnels
Montreal,
Quebec, Canada
| USD 1774 M | +USD 67.9 M | +4% | 21.5% | 79.7% | 423 | 37.59% | 0.8 |
|
| 1771 |
1771
Covalis Capital
London,
United Kingdom
| USD 1772 M | +USD 147 M | +9% | 6.44% | 37.9% | 175 | 72% | 0.3 |
|
| 1772 |
1772
Indivisible Partners
Clearwater,
Florida
| USD 1769 M | +USD 639 M | +57% | 26.4% | – | 663 | 31.07% | 0.3 |
|
| 1773 |
1773
Stephens Group Asset Management
Little Rock,
Arkansas
| USD 1769 M | +USD 200 M | +13% | 12.4% | 51.4% | 26 | 0% | 6.8 |
|
| 1774 |
1774
Oak Ridge Investments
Chicago,
Illinois
| USD 1768 M | +USD 256 M | +17% | 46.4% | 223% | 201 | 25.37% | 3 |
|
| 1775 |
1775
Park Presidio Capital
San Francisco,
California
| USD 1766 M | +USD 341 M | +24% | 15.4% | 94.1% | 14 | 7.14% | 4.9 |
|