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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
Motley Fool Asset Management
Alexandria,
Virginia
| USD 887 M | -USD 130 M | -13% | 3.51% | 135% | 225 | 12.89% | 3.1 |
|
| 1802 |
1802
Nexus Investment Management
Toronto,
Ontario, Canada
| USD 886 M | +USD 82.6 M | +10% | 8.8% | 93.5% | 75 | 17.33% | 6.2 |
|
| 1803 |
1803
Woodmont Investment Counsel
Nashville,
Tennessee
| USD 883 M | +USD 83.4 M | +10% | 9.35% | 66.8% | 255 | 5.49% | 4.6 |
|
| 1804 |
1804
Girard Partners
King Of Prussia,
Pennsylvania
| USD 883 M | +USD 129 M | +17% | 8.76% | 25.7% | 268 | 16.79% | 4.1 |
|
| 1805 |
1805
FAS Wealth Partners
Leawood,
Kansas
| USD 883 M | -USD 17.9 M | -2% | 8.56% | 72.3% | 442 | 15.61% | 3.5 |
|
| 1806 |
1806
Principle Wealth Partners
Madison,
Connecticut
| USD 882 M | -USD 178 M | -17% | 11.3% | 79.9% | 320 | 10.63% | 2.4 |
|
| 1807 |
1807
Quadrant Capital Group
Cincinnati,
Ohio
| USD 882 M | +USD 126 M | +17% | 9.53% | 118% | 2,922 | 12.49% | 4.1 |
|
| 1808 |
1808
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| USD 882 M | +USD 81.5 M | +10% | 10.1% | 26.1% | 167 | 12.57% | 5.9 |
|
| 1809 |
1809
Washington Trust Bank
Spokane,
Washington
| USD 882 M | +USD 95.2 M | +12% | 9.84% | 80.5% | 249 | 25.3% | 4.7 |
|
| 1810 |
1810
Primavera Capital Management
George Town,
Cayman Islands
| USD 882 M | -USD 94.8 M | -10% | 9.07% | 1.21% | 4 | 0% | 3.6 |
|
| 1811 |
1811
Vicus Capital
State College,
Pennsylvania
| USD 881 M | +USD 32.4 M | +4% | 8.34% | 59.6% | 226 | 23.01% | 2.8 |
|
| 1812 |
1812
Mount Yale Investment Advisors
Denver,
Colorado
| USD 881 M | +USD 128 M | +17% | 8.76% | 81.9% | 501 | 21.56% | 2.2 |
|
| 1813 |
1813
TCV Trust & Wealth Management
Richmond,
Virginia
| USD 880 M | +USD 94 M | +12% | 9.93% | 75.3% | 193 | 10.88% | 6 |
|
| 1814 |
1814
Duality Advisers
Miami,
Florida
| USD 879 M | -USD 39.6 M | -4% | 5.03% | 18.3% | 823 | 70.11% | 0.2 |
|
| 1815 |
1815
NorthRock Partners
Minneapolis,
Minnesota
| USD 879 M | +USD 18.1 M | +2% | 9.06% | 62.8% | 356 | 19.66% | 2.2 |
|
| 1816 |
1816
Stephens Group Asset Management
Little Rock,
Arkansas
| USD 878 M | +USD 41.1 M | +5% | 6.59% | 51.4% | 26 | 3.85% | 3.5 |
|
| 1817 |
1817
Southernsun Asset Management
Memphis,
Tennessee
| USD 878 M | +USD 67.6 M | +8% | 11.2% | 54.7% | 30 | 10% | 5.1 |
|
| 1818 |
1818
Roundview Capital
Princeton,
New Jersey
| USD 876 M | +USD 84.3 M | +11% | 8.12% | 77.7% | 297 | 11.78% | 4.6 |
|
| 1819 |
RPGK
1819
Retirement Planning Group (Kansas)
Leawood,
Kansas
| USD 875 M | +USD 80.2 M | +10% | 8.35% | 54.7% | 150 | 28% | 2.7 |
|
| 1820 |
1820
Private Wealth Partners
Mill Valley,
California
| USD 874 M | +USD 91.3 M | +12% | 7.76% | 132% | 91 | 19.78% | 5 |
|
| 1821 |
1821
Palisade Asset Management
Minneapolis,
Minnesota
| USD 873 M | +USD 144 M | +20% | 12.5% | 61.8% | 189 | 11.11% | 6.2 |
|
| 1822 |
1822
Ithaka Group
Arlington,
Virginia
| USD 871 M | +USD 422 M | +94% | 10.1% | 143% | 35 | 8.57% | 4.5 |
|
| 1823 |
1823
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| USD 871 M | +USD 61.6 M | +8% | 10.2% | 181% | 613 | 10.11% | 6.4 |
|
| 1824 |
1824
Icon Wealth Advisors
Houston,
Texas
| USD 870 M | +USD 46.4 M | +6% | 9.15% | – | 417 | 26.14% | 0.2 |
|
| 1825 |
1825
Adell Harriman & Carpenter
Houston,
Texas
| USD 870 M | +USD 47.9 M | +6% | 8.95% | 176% | 168 | 6.55% | 4.9 |
|