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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
1801
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| USD 1085 M | +USD 63.4 M | +6% | 8.98% | 137% | 349 | 22.06% | 1.1 |
|
| 1802 |
1802
Frazier Management
Seattle,
Washington
| USD 1084 M | -USD 162 M | -13% | 4.68% | 408% | 37 | 13.51% | 1.5 |
|
| 1803 |
1803
Waverly Advisors
Birmingham,
Alabama
| USD 1084 M | +USD 71.8 M | +7% | 6.4% | 67.6% | 198 | 13.64% | 3.3 |
|
| 1804 |
1804
Private Wealth Partners
Mill Valley,
California
| USD 1081 M | +USD 137 M | +14% | 11.7% | 132% | 80 | 7.5% | 4.7 |
|
| 1805 |
1805
Inclusive Capital Partners
San Francisco,
California
| USD 1080 M | -USD 266 M | -20% | 6.59% | 14.3% | 13 | 30.77% | 0.4 |
|
| 1806 |
1806
Context Capital Management
Lajolla,
California
| USD 1079 M | +USD 59 M | +6% | 1% | 3.38% | 582 | 30.76% | 0.3 |
|
| 1807 |
PIMG
1807
Patriot Investment Management Group
Knoxville,
Tennessee
| USD 1079 M | +USD 69.3 M | +7% | 5.26% | 52.9% | 248 | 6.45% | 1.5 |
|
| 1808 |
1808
Alexandria Capital
Arlington,
Virginia
| USD 1078 M | +USD 88.4 M | +9% | 8.83% | 66.8% | 269 | 5.58% | 4.2 |
|
| 1809 |
1809
NWAM LLC
Mercer Island,
Washington
| USD 1078 M | +USD 73.4 M | +7% | 7.48% | 112% | 535 | 20.75% | 2 |
|
| 1810 |
BPIM
1810
Brant Point Investment Management
New York
| USD 1078 M | +USD 160 M | +17% | 7.95% | 169% | 176 | 41.48% | 1.7 |
|
| 1811 |
1811
Windward Capital Management
Los Angeles,
California
| USD 1076 M | +USD 76 M | +8% | 8.38% | 78.5% | 82 | 2.44% | 5.2 |
|
| 1812 |
1812
Bar Harbor Wealth Management
Concord,
New Hampshire
| USD 1076 M | +USD 48 M | +5% | 6.98% | 85% | 249 | 3.21% | 5.7 |
|
| 1813 |
1813
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| USD 1075 M | +USD 93.1 M | +9% | 9.02% | 80.6% | 128 | 7.81% | 3.5 |
|
| 1814 |
1814
Gladius Capital Management
Chicago,
Illinois
| USD 1074 M | -USD 1578 M | -60% | 6.03% | 78% | 182 | 39.01% | 0.7 |
|
| 1815 |
1815
Seeyond
Paris,
France
| USD 1074 M | +USD 75.3 M | +8% | 7.67% | 21.3% | 600 | 1.17% | 2.3 |
|
| 1816 |
1816
Bridger Management
New York
| USD 1072 M | +USD 671 k | +0.1% | 7.49% | 103% | 50 | 28% | 2.2 |
|
| 1817 |
1817
Edgemoor Investment Advisors
Bethesda,
Maryland
| USD 1071 M | +USD 73.9 M | +7% | 7.21% | 109% | 143 | 6.99% | 4.3 |
|
| 1818 |
1818
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| USD 1071 M | -USD 60.5 M | -5% | 5.21% | 142% | 40 | 40% | 1.1 |
|
| 1819 |
AA
1819
Ancient Art
Austin,
Texas
| USD 1070 M | +USD 39.2 M | +4% | 14% | 168% | 28 | 39.29% | 1.4 |
|
| 1820 |
1820
Gillson Capital
Chicago,
Illinois
| USD 1068 M | -USD 120 M | -10% | 7.66% | 84.9% | 260 | 37.69% | 0.3 |
|
| 1821 |
1821
FAS Wealth Partners
Leawood,
Kansas
| USD 1066 M | +USD 105 M | +11% | 5.52% | 72.3% | 382 | 10.99% | 2.9 |
|
| 1822 |
1822
Merit Financial Group
Alpharetta,
Georgia
| USD 1064 M | +USD 108 M | +11% | 6.88% | 67.3% | 268 | 14.55% | 1.5 |
|
| 1823 |
1823
Howard Capital Management Group
Los Angeles,
California
| USD 1063 M | +USD 107 M | +11% | 10.4% | 114% | 110 | 14.55% | 0.2 |
|
| 1824 |
1824
Sand Grove Capital Management
London,
United Kingdom
| USD 1057 M | +USD 31.2 M | +3% | 16.6% | 410% | 44 | 77.27% | 0.3 |
|
| 1825 |
1825
NXG Investment Management
Dallas,
Texas
| USD 1055 M | +USD 161 M | +18% | 15.4% | 136% | 138 | 34.78% | 2 |
|