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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
LBMC Investment Advisors
Brentwood,
Tennessee
| USD 1266 M | +USD 112 M | +10% | 7.88% | 52.8% | 198 | 7.07% | 4.7 |
|
| 1802 |
1802
Kontiki Capital Management (HK)
Hong Kong
| USD 1265 M | +USD 258 M | +26% | 16.1% | 90.6% | 9 | 0% | 3.4 |
|
| 1803 |
1803
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| USD 1264 M | +USD 95.9 M | +8% | 6.21% | 87.2% | 141 | 12.77% | 6 |
|
| 1804 |
1804
Philosophy Capital Management
Alamo,
California
| USD 1264 M | -USD 453 M | -26% | 9.72% | 77.5% | 38 | 36.84% | 1 |
|
| 1805 |
1805
Alaska Permanent Capital Management
Anchorage,
Alaska
| USD 1264 M | +USD 93.7 M | +8% | 6.28% | 42.8% | 42 | 21.43% | 3.7 |
|
| 1806 |
KNB
1806
KHAZANAH NASIONAL BERHAD
Kuala Lumpur,
| USD 1264 M | +USD 232 M | +22% | 6.73% | 73.6% | 36 | 61.11% | 0.9 |
|
| 1807 |
1807
Invictus Private Wealth
Denver,
Colorado
| USD 1264 M | +USD 71.7 M | +6% | 5.1% | 84.2% | 88 | 7.95% | 1.6 |
|
| 1808 |
1808
ProVise Management Group
Clearwater,
Florida
| USD 1262 M | +USD 87.2 M | +7% | 6.89% | 66.8% | 306 | 6.86% | 6.2 |
|
| 1809 |
1809
Wesleyan Assurance Society
Birmingham,
United Kingdom
| USD 1262 M | +USD 107 M | +9% | 7.65% | 102% | 106 | 2.83% | 4.5 |
|
| 1810 |
1810
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| USD 1262 M | +USD 10.7 M | +0.9% | 4.52% | 90.5% | 13 | 0% | 2.9 |
|
| 1811 |
1811
London & Capital Asset Management
London,
United Kingdom
| USD 1261 M | +USD 77.4 M | +7% | 6.79% | 88.8% | 86 | 15.12% | 2.6 |
|
| 1812 |
1812
AlphaStar Capital Management
Cornelius,
North Carolina
| USD 1261 M | +USD 178 M | +16% | 5.82% | 69.5% | 389 | 25.71% | 2 |
|
| 1813 |
1813
General Electric
Evendale,
Ohio
| USD 1260 M | -USD 1128 M | -47% | 20.8% | 23.2% | 2 | 0% | 1.8 |
|
| 1814 |
1814
Sofinnova Investments
Menlo Park,
California
| USD 1260 M | -USD 664 M | -35% | 8.88% | 450% | 95 | 51.58% | 1 |
|
| 1815 |
1815
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| USD 1259 M | +USD 140 M | +13% | 10.6% | 56.1% | 112 | 10.71% | 2.4 |
|
| 1816 |
1816
FAS Wealth Partners
Leawood,
Kansas
| USD 1257 M | +USD 100 M | +9% | 6.81% | 72.3% | 460 | 9.13% | 4.5 |
|
| 1817 |
1817
Siemens Fonds Invest
Munich,
Germany
| USD 1257 M | -USD 78.7 M | -6% | 6.89% | 126% | 463 | 13.39% | 2.5 |
|
| 1818 |
1818
NewSquare Capital
Newtown Square,
Pennsylvania
| USD 1257 M | +USD 95 M | +8% | 6.52% | 76.5% | 389 | 21.59% | 4.2 |
|
| 1819 |
ACM
1819
Ashe Capital Management
Englewood Cliffs,
New Jersey
| USD 1256 M | +USD 44.1 M | +4% | 4.83% | 70.7% | 7 | 0% | 5.5 |
|
| 1820 |
1820
Freedom Investment Management
Hartford,
Connecticut
| USD 1255 M | +USD 33.7 M | +3% | 6.47% | 68.5% | 845 | 18.93% | 3.2 |
|
| 1821 |
1821
Verdence Capital Advisors
Hunt Valley,
Maryland
| USD 1255 M | +USD 132 M | +12% | 7.12% | 104% | 662 | 14.35% | 2.9 |
|
| 1822 |
1822
Private Wealth Partners
Mill Valley,
California
| USD 1255 M | -USD 93.7 M | -7% | 3.57% | 132% | 178 | 11.8% | 3.7 |
|
| 1823 |
1823
GAM Holding
Zurich,
Switzerland
| USD 1254 M | -USD 49.1 M | -4% | 5.5% | 130% | 174 | 21.26% | 3.9 |
|
| 1824 |
1824
Trust Asset Management
Houston,
Texas
| USD 1254 M | +USD 66.7 M | +6% | 5.93% | 91.1% | 232 | 6.03% | 3.2 |
|
| 1825 |
1825
Kimelman & Baird
New York
| USD 1253 M | +USD 40.9 M | +3% | 4.81% | – | 376 | 4.26% | 2.4 |
|