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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1826 |
1826
Seven Eight Capital
New York
| USD 1038 M | +USD 325 M | +45% | 3.13% | 13.6% | 788 | 60.15% | 0.3 |
|
| 1827 |
1827
Meristem Family Wealth
Minnetonka,
Minnesota
| USD 1037 M | +USD 402 M | +63% | 0.78% | 67.7% | 427 | 28.34% | 1.9 |
|
| 1828 |
1828
Seeyond
Paris,
France
| USD 1036 M | -USD 37 M | -3% | 0% | 21.3% | 615 | 5.04% | 2.5 |
|
| 1829 |
1829
Galvin Gaustad & Stein
Scottsdale,
Arizona
| USD 1036 M | -USD 15 M | -1% | 0.3% | 60.7% | 196 | 13.27% | 0.7 |
|
| 1830 |
1830
Delta Asset Management
Memphis,
Tennessee
| USD 1035 M | -USD 6.34 M | -0.6% | 0.46% | 53.8% | 656 | 8.69% | 4.8 |
|
| 1831 |
1831
Oakworth Capital
Birmingham,
Alabama
| USD 1035 M | +USD 31.7 M | +3% | 0.46% | 70% | 615 | 10.57% | 4.9 |
|
| 1832 |
1832
NXG Investment Management
Dallas,
Texas
| USD 1034 M | -USD 21.4 M | -2% | 1.01% | 121% | 138 | 38.41% | 1.9 |
|
| 1833 |
KL
1833
KGH Ltd
Nassau,
Bahamas
| USD 1034 M | +USD 65.5 M | +7% | 8.32% | 139% | 39 | 28.21% | 0.6 |
|
| 1834 |
1834
Wealthcare Capital Management
Richmond,
Virginia
| USD 1033 M | -USD 7.31 M | -0.7% | 0.62% | 46.2% | 79 | 5.06% | 4.4 |
|
| 1835 |
1835
Regal Investment Advisors
Kentwood,
Michigan
| USD 1031 M | +USD 33.8 M | +3% | 1.13% | 64.7% | 557 | 10.95% | 0.6 |
|
| 1836 |
1836
1900 Wealth Management
San Antonio,
Texas
| USD 1030 M | -USD 15 M | -1% | 1.12% | 61% | 234 | 16.24% | 0.6 |
|
| 1837 |
1837
Ellevest Inc
New York
| USD 1028 M | +USD 20.2 M | +2% | 1.4% | 73.8% | 1,685 | 28.25% | 1.2 |
|
| 1838 |
1838
Sixth Street Partners
Dallas,
Texas
| USD 1026 M | +USD 133 M | +15% | 5.51% | 5.31% | 7 | 0% | 1 |
|
| 1839 |
1839
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| USD 1024 M | +USD 190 M | +23% | 0.11% | 85.6% | 619 | 28.43% | 1 |
|
| 1840 |
1840
Ally Financial
Detroit,
Michigan
| USD 1023 M | +USD 15.7 M | +2% | 2.91% | 9.35% | 138 | 28.26% | 2 |
|
| 1841 |
1841
Hilton Capital Management
Garden City,
New York
| USD 1022 M | +USD 76.1 M | +8% | 1.52% | 58.2% | 160 | 31.25% | 1.4 |
|
| 1842 |
1842
Foster Group
West Des Moines,
Iowa
| USD 1022 M | +USD 153 M | +18% | 1.18% | 54.4% | 145 | 6.9% | 0.6 |
|
| 1843 |
1843
HighPoint Advisor Group
Downers Grove,
Illinois
| USD 1021 M | +USD 27.5 M | +3% | 0.44% | – | 614 | 15.96% | 2.4 |
|
| 1844 |
AIC
1844
AWM Investment Company
New York
| USD 1019 M | +USD 5.83 M | +0.6% | 5.98% | 778% | 135 | 22.22% | 2 |
|
| 1845 |
1845
TrustCore Financial Services
Brentwood,
Tennessee
| USD 1017 M | +USD 66 M | +7% | 0.81% | 28.3% | 1,195 | 21.67% | 1.9 |
|
| 1846 |
WAM
1846
WT Asset Management
Hong Kong
| USD 1016 M | +USD 426 M | +72% | 5.41% | 2,732% | 25 | 48% | 0.3 |
|
| 1847 |
1847
AGF Investments LLC
Toronto,
Ontario, Canada
| USD 1013 M | +USD 45.6 M | +5% | 0.04% | 28.5% | 492 | 25.81% | 1.9 |
|
| 1848 |
1848
NZS Capital
Denver,
Colorado
| USD 1013 M | -USD 74.9 M | -7% | 0.53% | 134% | 69 | 11.59% | 0.2 |
|
| 1849 |
1849
Simcoe Capital Management
New York
| USD 1012 M | +USD 102 M | +11% | 0.95% | 48.7% | 21 | 38.1% | 0.8 |
|
| 1850 |
1850
Pictet North America Advisors
Geneva 73,
Switzerland
| USD 1012 M | +USD 43.8 M | +5% | 1.48% | 67.7% | 133 | 9.77% | 3.5 |
|