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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1776 |
1776
Dean Investment Associates
Beavercreek,
Ohio
| USD 681 M | -USD 15.5 M | -2% | 0.05% | 63.5% | 234 | 21.37% | 2.5 |
|
| 1777 |
1777
Tairen Capital
Hong Kong
| USD 680 M | +USD 162 M | +31% | 6.1% | 462% | 51 | 62.75% | 0.3 |
|
| 1778 |
1778
Coastline Trust
Providence,
Rhode Island
| USD 680 M | -USD 8.4 M | -1% | 1.2% | 106% | 344 | 12.21% | 4.2 |
|
| 1779 |
1779
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| USD 679 M | +USD 31.8 M | +5% | 1.77% | 86% | 458 | 19% | 2.9 |
|
| 1780 |
1780
First Financial Bank - Trust Division
Hamilton,
Ohio
| USD 679 M | +USD 21.6 M | +3% | 2.17% | 68.6% | 179 | 2.79% | 4.8 |
|
| 1781 |
1781
Heritage Wealth Advisors
Richmond,
Virginia
| USD 679 M | +USD 26.2 M | +4% | 1.13% | 65% | 491 | 18.13% | 1.5 |
|
| 1782 |
1782
Capital Investment Services of America
Milwaukee,
Wisconsin
| USD 678 M | -USD 1.25 M | -0.2% | 0.64% | 50.7% | 72 | 12.5% | 4.2 |
|
| 1783 |
1783
Icon Advisers
Greenwood Village,
Colorado
| USD 678 M | -USD 386 M | -36% | 0.12% | 114% | 315 | 13.33% | 1.7 |
|
| 1784 |
1784
ACG Wealth
Atlanta,
Georgia
| USD 678 M | -USD 67.3 M | -9% | 0.79% | 45.5% | 366 | 14.21% | 2.8 |
|
| 1785 |
1785
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| USD 677 M | +USD 16.5 M | +2% | 2.4% | 34% | 100 | 6% | 4.3 |
|
| 1786 |
1786
Abner Herrman & Brock
Jersey City,
New Jersey
| USD 677 M | -USD 20.2 M | -3% | 1.68% | 156% | 138 | 10.14% | 3.5 |
|
| 1787 |
FWM
1787
Frontier Wealth Management
Kansas City,
Missouri
| USD 677 M | -USD 616 k | -0.1% | 0.82% | 42.8% | 329 | 13.68% | 2.9 |
|
| 1788 |
1788
Alexandria Capital
Arlington,
Virginia
| USD 676 M | -USD 25.7 M | -4% | 0.51% | 66.8% | 269 | 12.64% | 3.6 |
|
| 1789 |
1789
Novare Capital Management
Charlotte,
North Carolina
| USD 673 M | +USD 16.5 M | +3% | 2.1% | 76.5% | 144 | 11.81% | 3.2 |
|
| 1790 |
1790
YCG LLC
Austin,
Texas
| USD 672 M | +USD 36.5 M | +6% | 3.74% | 27% | 41 | 2.44% | 4.1 |
|
| 1791 |
1791
Sage Financial Group
W. Conshohocken,
Pennsylvania
| USD 671 M | -USD 3.78 M | -0.6% | 0.32% | 62% | 75 | 21.33% | 2.9 |
|
| 1792 |
1792
Wintrust Investments
Chicago,
Illinois
| USD 670 M | +USD 11.1 M | +2% | 0.61% | 27.5% | 394 | 16.75% | 1.8 |
|
| 1793 |
MP
1793
MFN Partners
Boston,
Massachusetts
| USD 669 M | +USD 39 M | +6% | 7.27% | 172% | 17 | 17.65% | 0.6 |
|
| 1794 |
1794
J.L. Bainbridge & Co
Sarasota,
Florida
| USD 669 M | +USD 8.02 M | +1% | 4.52% | 118% | 84 | 20.24% | 0.8 |
|
| 1795 |
1795
Stephens Group Asset Management
Little Rock,
Arkansas
| USD 668 M | +USD 41.1 M | +7% | 0.08% | 51.4% | 14 | 0% | 1.6 |
|
| 1796 |
1796
Guardian Life Insurance
New York
| USD 668 M | -USD 56.1 M | -8% | 0.29% | – | 536 | 2.99% | 5.1 |
|
| 1797 |
1797
Boys Arnold & Co
Asheville,
North Carolina
| USD 668 M | -USD 20.4 M | -3% | 2.54% | 11.5% | 285 | 12.63% | 3.9 |
|
| 1798 |
1798
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| USD 668 M | -USD 148 M | -18% | 3.84% | 240% | 113 | 54.87% | 1.3 |
|
| 1799 |
1799
Formula Growth
Montreal,
Quebec, Canada
| USD 667 M | -USD 32.8 M | -5% | 3.06% | 118% | 170 | 25.29% | 1.8 |
|
| 1800 |
1800
Third Security
Radford,
Virginia
| USD 667 M | -USD 182 M | -21% | 19% | 28.2% | 11 | 0% | 4.9 |
|