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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1851 |
1851
Compass Capital Management
Minneapolis,
Minnesota
| USD 1659 M | +USD 3.07 M | +0.2% | 8.09% | 50.8% | 98 | 18.37% | 3.7 |
|
| 1852 |
1852
Cahaba Wealth Management
Atlanta,
Georgia
| USD 1658 M | +USD 185 M | +13% | 10.4% | 45.2% | 165 | 10.91% | 4.7 |
|
| 1853 |
1853
Pine Ridge Advisers
New York
| USD 1657 M | +USD 33 M | +2% | 14.7% | 90.1% | 45 | 15.56% | 3.2 |
|
| 1854 |
1854
Ally Invest Advisors
Charlotte,
North Carolina
| USD 1656 M | +USD 170 M | +11% | 9.98% | 41.1% | 75 | 0% | 3.7 |
|
| 1855 |
SIA
1855
Strategic Investment Advisors
Farmington Hills,
Michigan
| USD 1653 M | +USD 205 M | +14% | 13.6% | 66.1% | 423 | 14.66% | 2 |
|
| 1856 |
1856
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| USD 1653 M | -USD 125 M | -7% | 8.34% | 46.4% | 145 | 15.86% | 2.4 |
|
| 1857 |
1857
American Assets Investment Management
San Diego,
California
| USD 1652 M | +USD 178 M | +12% | 22.7% | 507% | 148 | 2.7% | 7.4 |
|
| 1858 |
1858
Gladius Capital Management
Chicago,
Illinois
| USD 1652 M | -USD 593 M | -26% | 14.8% | 78% | 110 | 77.27% | 0.6 |
|
| 1859 |
1859
Shapiro Capital Management
Atlanta,
Georgia
| USD 1650 M | +USD 49.7 M | +3% | 22.9% | 40.7% | 56 | 21.43% | 3 |
|
| 1860 |
OHIF
1860
Oriental Harbor Investment Fund
Hong Kong
| USD 1650 M | +USD 517 M | +46% | 133% | – | 19 | 68.42% | 0.6 |
|
| 1861 |
1861
Gilead Sciences
Foster City,
California
| USD 1649 M | -USD 469 M | -22% | 25.1% | – | 6 | 16.67% | 1.5 |
|
| 1862 |
1862
MFF Capital Investments Ltd
Sydney,
| USD 1648 M | +USD 129 M | +8% | 13.1% | – | 19 | 0% | 0.5 |
|
| 1863 |
BFO
1863
Boston Family Office
Boston,
Massachusetts
| USD 1648 M | +USD 145 M | +10% | 13.3% | 53.4% | 326 | 8.59% | 6.9 |
|
| 1864 |
1864
BTC Capital Management
Des Moines,
Iowa
| USD 1647 M | +USD 170 M | +11% | 16.6% | – | 219 | 10.96% | 5.2 |
|
| 1865 |
1865
Silver Oak Securities
Jackson,
Tennessee
| USD 1647 M | +USD 279 M | +20% | 16.6% | 73.4% | 908 | 22.58% | 1.8 |
|
| 1866 |
1866
Nichols & Pratt Advisers
Boston,
Massachusetts
| USD 1646 M | +USD 97.2 M | +6% | 9.89% | 71.2% | 111 | 7.21% | 8 |
|
| 1867 |
1867
Aureus Asset Management
Boston,
Massachusetts
| USD 1646 M | +USD 145 M | +10% | 18.1% | 93.9% | 255 | 18.04% | 4.1 |
|
| 1868 |
1868
First Light Asset Management
Edina,
Minnesota
| USD 1645 M | +USD 529 M | +47% | 42.6% | 364% | 37 | 21.62% | 2.5 |
|
| 1869 |
1869
Armstrong Advisory Group
Needham,
Massachusetts
| USD 1643 M | +USD 152 M | +10% | 11.5% | 55.6% | 1,018 | 8.94% | 2.4 |
|
| 1870 |
1870
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| USD 1642 M | +USD 320 M | +24% | 23.7% | 89.9% | 51 | 5.88% | 3.8 |
|
| 1871 |
1871
Lutz Financial Services
Omaha,
Nebraska
| USD 1642 M | +USD 154 M | +10% | 8.7% | 35.3% | 112 | 10.71% | 4.6 |
|
| 1872 |
1872
MPM BioImpact
Boston,
Massachusetts
| USD 1640 M | +USD 345 M | +27% | 53% | 550% | 48 | 37.5% | 1.1 |
|
| 1873 |
OCM
1873
Opti Capital Management
New York
| USD 1639 M | +USD 250 M | +18% | 0% | 0.01% | 46 | 0% | 0.5 |
|
| 1874 |
MRG
1874
Milestone Resources Group
Road Town Tortola,
British Virgin Islands
| USD 1637 M | +USD 1.96 M | +0.1% | 15.5% | 95% | 9 | 11.11% | 4 |
|
| 1875 |
1875
Evolve Private Wealth
Los Angeles,
California
| USD 1636 M | -USD 235 M | -13% | 18.6% | – | 1,265 | 42.06% | 0.3 |
|