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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
Stonebridge Capital Advisors
St Paul,
Minnesota
| USD 1226 M | +USD 89.5 M | +8% | 6.54% | 80.1% | 229 | 8.3% | 6.2 |
|
| 1852 |
1852
Sound View Wealth Advisors Group
Savannah,
Georgia
| USD 1225 M | +USD 255 M | +26% | 6.5% | 73% | 414 | 15.22% | 3.1 |
|
| 1853 |
1853
Sage Financial Group
W. Conshohocken,
Pennsylvania
| USD 1224 M | +USD 69.4 M | +6% | 6.39% | 67% | 104 | 2.88% | 4 |
|
| 1854 |
1854
Stone Point Capital
Greenwich,
Connecticut
| USD 1222 M | -USD 50.8 M | -4% | 9.26% | 15.7% | 6 | 16.67% | 5.1 |
|
| 1855 |
1855
Baskin Financial Services
Toronto,
Ontario, Canada
| USD 1222 M | +USD 53.6 M | +5% | 6.49% | 69.1% | 51 | 9.8% | 5.5 |
|
| 1856 |
1856
Main Management
San Francisco,
California
| USD 1216 M | +USD 6.76 M | +0.6% | 3.73% | 64.1% | 153 | 15.03% | 3.4 |
|
| 1857 |
1857
Maren Capital
Chicago,
Illinois
| USD 1215 M | +USD 176 M | +17% | 9.63% | – | 27 | 3.7% | 0.7 |
|
| 1858 |
1858
American Trust
Lexington,
Kentucky
| USD 1212 M | -USD 8.81 M | -0.7% | 6.38% | 59% | 292 | 28.77% | 1.7 |
|
| 1859 |
1859
Cahaba Wealth Management
Atlanta,
Georgia
| USD 1212 M | +USD 77.9 M | +7% | 5.84% | 48.7% | 158 | 10.13% | 3.7 |
|
| 1860 |
1860
Cornerstone Wealth Group
Huntersville,
North Carolina
| USD 1209 M | +USD 84.9 M | +8% | 5.87% | 96% | 275 | 13.09% | 1.9 |
|
| 1861 |
1861
Ostrum Asset Management
Paris,
France
| USD 1209 M | +USD 61.9 M | +5% | 8.38% | 107% | 649 | 2.93% | 1.6 |
|
| 1862 |
1862
Vivo Capital
Palo Alto,
California
| USD 1208 M | +USD 126 M | +12% | 45.2% | 7,491% | 46 | 15.22% | 2.1 |
|
| 1863 |
1863
Armstrong Advisory Group
Needham,
Massachusetts
| USD 1208 M | +USD 77.1 M | +7% | 5.02% | 55.6% | 846 | 14.18% | 1.5 |
|
| 1864 |
1864
YHB Investment Advisors
West Hartford,
Connecticut
| USD 1208 M | +USD 45.3 M | +4% | 6.79% | 96.2% | 289 | 7.27% | 5.5 |
|
| 1865 |
1865
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| USD 1206 M | -USD 45.8 M | -4% | 3.52% | 96% | 145 | 17.93% | 2.6 |
|
| 1866 |
1866
Smith Group Asset Management
Dallas,
Texas
| USD 1206 M | +USD 78.6 M | +7% | 8.57% | 222% | 165 | 36.36% | 2.5 |
|
| 1867 |
1867
SP Asset Management
Cupertino,
California
| USD 1204 M | +USD 106 M | +10% | 7.71% | 92.4% | 141 | 13.48% | 3.6 |
|
| 1868 |
1868
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| USD 1204 M | +USD 94.8 M | +9% | 8.55% | 79.4% | 62 | 16.13% | 3.1 |
|
| 1869 |
1869
Hikari Power
Tokyo,
Japan
| USD 1204 M | +USD 96 M | +9% | 9.31% | 53.5% | 62 | 0% | 6.5 |
|
| 1870 |
1870
Voss Capital
Houston,
Texas
| USD 1204 M | +USD 203 M | +20% | 11.3% | 78.4% | 42 | 16.67% | 1.5 |
|
| 1871 |
1871
Greenwood Gearhart
Fayetteville,
Arkansas
| USD 1203 M | +USD 143 M | +13% | 5.82% | 70.6% | 116 | 12.93% | 4.3 |
|
| 1872 |
1872
Parcion Private Wealth
Bellevue,
Washington
| USD 1202 M | +USD 108 M | +10% | 6.16% | 103% | 245 | 23.67% | 2.4 |
|
| 1873 |
1873
First Light Asset Management
Edina,
Minnesota
| USD 1202 M | +USD 61.2 M | +5% | 25.6% | 364% | 49 | 32.65% | 2.6 |
|
| 1874 |
1874
Icon Wealth Advisors
Houston,
Texas
| USD 1201 M | +USD 77.1 M | +7% | 5.8% | – | 499 | 17.43% | 1.2 |
|
| 1875 |
1875
Nixon Peabody Trust
Boston,
Massachusetts
| USD 1201 M | +USD 75.5 M | +7% | 5.25% | 101% | 144 | 14.58% | 2.8 |
|