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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
JTC Employer Solutions Trustee
St Helier,
Jersey
| USD 942 M | -USD 226 M | -19% | 2.27% | 88.7% | 407 | 10.57% | 1.3 |
|
| 1802 |
1802
Woodmont Investment Counsel
Nashville,
Tennessee
| USD 941 M | +USD 57.2 M | +6% | 4.73% | 75.3% | 265 | 12.08% | 4.9 |
|
| 1803 |
1803
Ascent Group
Virginia Beach,
Virginia
| USD 940 M | +USD 90.2 M | +11% | 4.96% | 91.7% | 508 | 17.52% | 1 |
|
| 1804 |
1804
Virtu Financial
New York
| USD 940 M | +USD 184 M | +24% | 8.44% | 160% | 2,521 | 79.97% | 0.2 |
|
| 1805 |
1805
NorthRock Partners
Minneapolis,
Minnesota
| USD 939 M | +USD 60.9 M | +7% | 8.37% | 62.8% | 367 | 17.71% | 2.5 |
|
| 1806 |
1806
Global Endowment Management
Charlotte,
North Carolina
| USD 939 M | +USD 36.5 M | +4% | 5.96% | 46.1% | 117 | 20.51% | 3.1 |
|
| 1807 |
RPGK
1807
Retirement Planning Group (Kansas)
Leawood,
Kansas
| USD 939 M | +USD 63.2 M | +7% | 4.45% | 54.7% | 154 | 18.18% | 2.6 |
|
| 1808 |
SCM
1808
SIR Capital Management
New York
| USD 938 M | -USD 12.4 M | -1% | 2.63% | 71.1% | 79 | 40.51% | 0.8 |
|
| 1809 |
1809
Hollencrest Capital Management
Newport Beach,
California
| USD 937 M | +USD 128 M | +16% | 9.99% | 85.6% | 1,206 | 11.36% | 1.4 |
|
| 1810 |
1810
Banc Funds Company
Chicago,
Illinois
| USD 936 M | -USD 197 M | -17% | 11.1% | 69% | 169 | 8.28% | 5.2 |
|
| 1811 |
1811
Principle Wealth Partners
Madison,
Connecticut
| USD 935 M | +USD 52.9 M | +6% | 5.68% | 90.7% | 329 | 10.03% | 2.6 |
|
| 1812 |
1812
Washington Trust Bank
Spokane,
Washington
| USD 935 M | +USD 53 M | +6% | 7.08% | 80.5% | 232 | 10.78% | 5 |
|
| 1813 |
1813
First Financial Bank - Trust Division
Hamilton,
Ohio
| USD 934 M | +USD 8.73 M | +0.9% | 3.36% | 68.6% | 204 | 6.86% | 6.2 |
|
| 1814 |
1814
Adell Harriman & Carpenter
Houston,
Texas
| USD 931 M | +USD 61.5 M | +7% | 10.2% | 191% | 174 | 9.77% | 5 |
|
| 1815 |
1815
DFPG Investments
Sandy,
Utah
| USD 931 M | +USD 324 M | +53% | 8.72% | 38.2% | 532 | 21.62% | 0.9 |
|
| 1816 |
1816
1900 Wealth Management
San Antonio,
Texas
| USD 931 M | +USD 8.76 M | +1% | 4.21% | 61% | 240 | 2.5% | 1.7 |
|
| 1817 |
1817
Vicus Capital
State College,
Pennsylvania
| USD 930 M | +USD 48.7 M | +6% | 5.42% | 59.6% | 216 | 17.13% | 2.8 |
|
| 1818 |
1818
Sixth Street Partners
Dallas,
Texas
| USD 930 M | +USD 32 M | +4% | 4.06% | 5.31% | 13 | 15.38% | 1.5 |
|
| 1819 |
1819
Redwood Investment Management
Scottsdale,
Arizona
| USD 930 M | +USD 175 M | +23% | 3.71% | 62.5% | 282 | 32.27% | 0.9 |
|
| 1820 |
1820
SFMG Wealth Advisors
Plano,
Texas
| USD 928 M | +USD 27.4 M | +3% | 6.87% | 76.1% | 283 | 13.78% | 3.1 |
|
| 1821 |
1821
Clough Capital Partners
Boston,
Massachusetts
| USD 928 M | -USD 58.7 M | -6% | 5.44% | 175% | 191 | 32.46% | 0.7 |
|
| 1822 |
1822
Cyndeo Wealth Partners
St. Petersburg,
Florida
| USD 928 M | +USD 76.2 M | +9% | 4.47% | 93% | 338 | 13.31% | 0.2 |
|
| 1823 |
1823
Fund Evaluation Group
Cincinnati,
Ohio
| USD 924 M | +USD 144 M | +19% | 8.15% | 51.6% | 30 | 6.67% | 2.7 |
|
| 1824 |
1824
Nexpoint Asset Management
Dallas,
Texas
| USD 924 M | -USD 361 M | -28% | 7.6% | 253% | 152 | 50% | 1.1 |
|
| 1825 |
1825
Stephens Group Asset Management
Little Rock,
Arkansas
| USD 924 M | +USD 45.7 M | +5% | 4.32% | 51.4% | 26 | 3.85% | 3.9 |
|