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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
KMG Fiduciary Partners
Toledo,
Ohio
| USD 1350 M | +USD 146 M | +12% | 11.7% | 114% | 296 | 6.76% | 3.3 |
|
| 1827 |
1827
Trust Asset Management
Houston,
Texas
| USD 1349 M | +USD 129 M | +11% | 12% | 91.1% | 228 | 5.7% | 3.9 |
|
| 1828 |
1828
Kanawha Capital Management
Richmond,
Virginia
| USD 1349 M | +USD 61.3 M | +5% | 8.31% | 74.5% | 218 | 5.05% | 7.8 |
|
| 1829 |
1829
NewSquare Capital
Newtown Square,
Pennsylvania
| USD 1348 M | +USD 120 M | +10% | 8.56% | 76.5% | 1,393 | 22.4% | 1.4 |
|
| 1830 |
1830
Neville Rodie & Shaw
New York
| USD 1348 M | +USD 70.5 M | +6% | 12.5% | 125% | 258 | 6.98% | 8.1 |
|
| 1831 |
1831
Sonora Investment Management Group
Tucson,
Arizona
| USD 1348 M | +USD 84.4 M | +7% | 9.89% | 78.3% | 325 | 13.85% | 2.3 |
|
| 1832 |
1832
Avity Investment Management
Greenwich,
Connecticut
| USD 1346 M | +USD 109 M | +9% | 12.5% | 119% | 110 | 9.09% | 5.4 |
|
| 1833 |
CP
1833
Coho Partners
Berwyn,
Pennsylvania
| USD 1343 M | -USD 313 M | -19% | 0.25% | 35.6% | 38 | 15.79% | 6.8 |
|
| 1834 |
1834
Beese Fulmer Investment Management
Canton,
Ohio
| USD 1343 M | +USD 181 M | +16% | 10.6% | 124% | 291 | 15.46% | 5.7 |
|
| 1835 |
1835
Cormorant Asset Management
Boston,
Massachusetts
| USD 1342 M | +USD 12.5 M | +0.9% | 14.8% | 3,977% | 47 | 17.02% | 1.9 |
|
| 1836 |
1836
PDS Planning
Dublin,
Ohio
| USD 1342 M | +USD 155 M | +13% | 8.23% | 62.7% | 533 | 13.88% | 2.7 |
|
| 1837 |
1837
Fiduciary Alliance
Greenville,
South Carolina
| USD 1341 M | +USD 323 M | +32% | 14.4% | 104% | 487 | 22.59% | 0.9 |
|
| 1838 |
1838
Lakewood Capital Management
New York
| USD 1340 M | +USD 193 M | +17% | 4.88% | 45.4% | 57 | 31.58% | 2.4 |
|
| 1839 |
1839
Diversified Enterprises
Wilmington,
Delaware
| USD 1340 M | +USD 151 M | +13% | 8.73% | – | 328 | 11.89% | 0.6 |
|
| 1840 |
1840
Vestor Capital
Chicago,
Illinois
| USD 1335 M | +USD 119 M | +10% | 12.6% | 188% | 288 | 17.01% | 3.9 |
|
| 1841 |
1841
VR Adviser
New York
| USD 1334 M | +USD 159 M | +14% | 19.9% | 1,698% | 40 | 30% | 1.3 |
|
| 1842 |
1842
Regal Investment Advisors
Kentwood,
Michigan
| USD 1334 M | +USD 98 M | +8% | 7.5% | 64.7% | 507 | 14.6% | 3.1 |
|
| 1843 |
1843
Clear Harbor Asset Management
Stamford,
Connecticut
| USD 1334 M | +USD 67.6 M | +5% | 9.88% | 98.6% | 442 | 15.16% | 4 |
|
| 1844 |
1844
Cornerstone Wealth Group
Huntersville,
North Carolina
| USD 1333 M | +USD 125 M | +10% | 11.4% | 96% | 335 | 17.31% | 2 |
|
| 1845 |
1845
Charles Schwab Trust
Henderson,
Nevada
| USD 1333 M | +USD 138 M | +12% | 7.17% | 52.7% | 183 | 14.75% | 3.2 |
|
| 1846 |
1846
SFMG Wealth Advisors
Plano,
Texas
| USD 1332 M | +USD 65.2 M | +5% | 5.89% | 76.1% | 303 | 14.52% | 4.2 |
|
| 1847 |
1847
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| USD 1332 M | +USD 115 M | +9% | 12% | 89.9% | 51 | 3.92% | 3.3 |
|
| 1848 |
1848
Fifth Third Securities
Cincinnati,
Ohio
| USD 1331 M | +USD 146 M | +12% | 8.49% | 62.7% | 317 | 11.04% | 2 |
|
| 1849 |
1849
Plato Investment Management
Sydney, NSW,
Australia
| USD 1330 M | +USD 143 M | +12% | 14.5% | – | 560 | 13.75% | 1.2 |
|
| 1850 |
1850
Delta Accumulation LLC
Sausalito,
California
| USD 1330 M | -USD 408 M | -23% | 8.94% | 96.5% | 230 | 18.7% | 1.2 |
|