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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
Alaska Permanent Capital Management
Anchorage,
Alaska
| USD 1191 M | +USD 72.3 M | +6% | 4.34% | 42.8% | 36 | 16.67% | 4 |
|
| 1777 |
1777
Robertson Stephens Wealth Management
San Francisco,
California
| USD 1189 M | +USD 303 M | +34% | 9.6% | 109% | 400 | 27.75% | 1.1 |
|
| 1778 |
1778
Pacific Heights Asset Management
San Francisco,
California
| USD 1189 M | +USD 134 M | +13% | 11.4% | 186% | 83 | 4.82% | 6.4 |
|
| 1779 |
1779
AGF Investments LLC
Toronto,
Ontario, Canada
| USD 1188 M | +USD 175 M | +17% | 9.54% | 28.5% | 504 | 27.98% | 1.9 |
|
| 1780 |
1780
Kanawha Capital Management
Richmond,
Virginia
| USD 1185 M | +USD 104 M | +10% | 11.8% | 74.5% | 202 | 1.98% | 5.9 |
|
| 1781 |
1781
Oak Ridge Investments
Chicago,
Illinois
| USD 1184 M | +USD 48.8 M | +4% | 12% | 223% | 188 | 19.15% | 3.1 |
|
| 1782 |
1782
Private Wealth Partners
Mill Valley,
California
| USD 1183 M | +USD 107 M | +10% | 12.8% | 132% | 88 | 17.05% | 4.9 |
|
| 1783 |
1783
Goodnow Investment Group
Darien,
Connecticut
| USD 1183 M | -USD 17.5 M | -1% | 3.29% | 131% | 22 | 9.09% | 3.5 |
|
| 1784 |
1784
Amica Mutual Insurance
Providence,
Rhode Island
| USD 1183 M | +USD 225 M | +23% | 10% | 80.4% | 108 | 9.26% | 4.3 |
|
| 1785 |
1785
Money Concepts Capital
Palm Beach Gardens,
Florida
| USD 1182 M | – | – | 7.5% | 74.5% | 746 | – | 0.8 |
|
| 1786 |
PIMG
1786
Patriot Investment Management Group
Knoxville,
Tennessee
| USD 1180 M | +USD 72.3 M | +7% | 5.38% | 52.9% | 254 | 5.91% | 1.9 |
|
| 1787 |
1787
Atlantic Union Bankshares
Glen Allen,
Virginia
| USD 1180 M | +USD 117 M | +11% | 12% | 78.9% | 274 | 8.76% | 3.4 |
|
| 1788 |
1788
Bar Harbor Wealth Management
Concord,
New Hampshire
| USD 1178 M | +USD 109 M | +10% | 11.2% | 85% | 255 | 10.59% | 6 |
|
| 1789 |
1789
Oakworth Capital
Birmingham,
Alabama
| USD 1176 M | +USD 141 M | +14% | 9.56% | 70% | 608 | 7.89% | 4.9 |
|
| 1790 |
1790
Arete Wealth Advisors
Chicago,
Illinois
| USD 1173 M | +USD 266 M | +29% | 7.25% | 85.3% | 536 | 29.48% | 1.9 |
|
| 1791 |
1791
Dorsey Asset Management
Chicago,
Illinois
| USD 1172 M | +USD 26.5 M | +2% | 7.62% | 122% | 10 | 10% | 2.2 |
|
| 1792 |
1792
Quest Investment Management
Lake Oswego,
Oregon
| USD 1170 M | +USD 81.3 M | +7% | 10.1% | 105% | 99 | 8.08% | 4.5 |
|
| 1793 |
1793
Blackhill Capital
Morristown,
New Jersey
| USD 1170 M | +USD 14.6 M | +1% | 3% | 212% | 56 | 3.57% | 7.2 |
|
| 1794 |
1794
Lee, Danner & Bass
Nashville,
Tennessee
| USD 1168 M | +USD 84.1 M | +8% | 8.08% | – | 208 | 5.29% | 5.6 |
|
| 1795 |
1795
Desjardins Global Asset Management
Montreal,
Quebec, Canada
| USD 1168 M | – | – | 12.2% | – | 461 | – | 0 |
|
| 1796 |
1796
3EDGE Asset Management
Naples,
Florida
| USD 1168 M | -USD 100 M | -8% | 1.99% | 47.9% | 50 | 36% | 1.1 |
|
| 1797 |
1797
Meristem Family Wealth
Minnetonka,
Minnesota
| USD 1167 M | +USD 130 M | +13% | 10.8% | 67.7% | 441 | 17.69% | 2.2 |
|
| 1798 |
1798
Klingman & Associates
New York
| USD 1164 M | +USD 93.4 M | +9% | 7.3% | 64.9% | 184 | 7.07% | 3.2 |
|
| 1799 |
GPCM
1799
Greenbrier Partners Capital Management
Dallas,
Texas
| USD 1162 M | +USD 69.1 M | +6% | 9.23% | 96.1% | 16 | 6.25% | 6.7 |
|
| 1800 |
1800
Stack Financial Management
Whitefish,
Montana
| USD 1159 M | +USD 111 M | +11% | 11.8% | 70% | 50 | 8% | 4.2 |
|