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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
SFMG Wealth Advisors
Plano,
Texas
| USD 1268 M | +USD 34.9 M | +3% | 1.89% | 76.1% | 290 | 11.38% | 4.1 |
|
| 1852 |
1852
Morningstar Investment Management
Chicago,
Illinois
| USD 1268 M | +USD 258 M | +25% | 1.02% | 48.2% | 225 | 10.67% | 1.5 |
|
| 1853 |
1853
Bronte Capital Management
Bondi Junction,
Australia
| USD 1267 M | +USD 36.7 M | +3% | 2.35% | 123% | 25 | 4% | 3 |
|
| 1854 |
1854
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| USD 1267 M | +USD 62.9 M | +5% | 1.7% | 79.4% | 67 | 28.36% | 3 |
|
| 1855 |
1855
NFP Retirement Inc
Aliso Viejo,
California
| USD 1267 M | +USD 31.2 M | +3% | 0.38% | 46.7% | 302 | 8.94% | 2.5 |
|
| 1856 |
1856
Mill Capital Management
Concord,
North Carolina
| USD 1266 M | -USD 13.1 M | -1% | 1.53% | 119% | 126 | 3.17% | 2.6 |
|
| 1857 |
1857
Elequin Capital
New York
| USD 1263 M | +USD 366 M | +41% | 13.8% | 52.4% | 653 | 63.4% | 0.2 |
|
| 1858 |
1858
Lee, Danner & Bass
Nashville,
Tennessee
| USD 1262 M | -USD 158 M | -11% | 0.19% | – | 755 | 71.92% | 2.1 |
|
| 1859 |
1859
BIT Capital
Berlin,
Germany
| USD 1260 M | +USD 183 M | +17% | 23.1% | 1,162% | 146 | 47.95% | 0.9 |
|
| 1860 |
1860
Progeny 3 Inc
Kirkland,
Washington
| USD 1259 M | +USD 68.6 M | +6% | 7% | 96.8% | 37 | 21.62% | 1.9 |
|
| 1861 |
1861
YCG LLC
Austin,
Texas
| USD 1258 M | -USD 37.1 M | -3% | 1.58% | 27% | 40 | 12.5% | 6.5 |
|
| 1862 |
1862
Kimelman & Baird
New York
| USD 1258 M | +USD 4.87 M | +0.4% | 3.43% | – | 372 | 6.99% | 2.6 |
|
| 1863 |
1863
First Long Island Investors
Jericho,
New York
| USD 1258 M | -USD 11 M | -0.9% | 1.31% | 85.5% | 70 | 7.14% | 5.4 |
|
| 1864 |
1864
Baskin Financial Services
Toronto,
Ontario, Canada
| USD 1257 M | +USD 35.7 M | +3% | 3.67% | 69.1% | 51 | 5.88% | 5.6 |
|
| 1865 |
1865
Clear Harbor Asset Management
Stamford,
Connecticut
| USD 1254 M | +USD 23.5 M | +2% | 0.99% | 98.6% | 425 | 21.41% | 3.9 |
|
| 1866 |
1866
Armstrong Advisory Group
Needham,
Massachusetts
| USD 1253 M | +USD 45 M | +4% | 0.12% | 55.6% | 867 | 12.46% | 1.6 |
|
| 1867 |
1867
Corda Investment Management
Houston,
Texas
| USD 1252 M | -USD 29.7 M | -2% | 1.4% | 85% | 74 | 8.11% | 5.4 |
|
| 1868 |
1868
NewSquare Capital
Newtown Square,
Pennsylvania
| USD 1251 M | -USD 6.12 M | -0.5% | 0.54% | 76.5% | 933 | 66.67% | 1.6 |
|
| 1869 |
1869
Nationwide Fund Advisors
Columbus,
Ohio
| USD 1250 M | -USD 16.8 M | -1% | 4.43% | 34.1% | 7 | 0% | 3.3 |
|
| 1870 |
1870
Sepio Capital
Salt Lake City,
Utah
| USD 1250 M | -USD 34.9 M | -3% | 4.06% | 92% | 312 | 12.18% | 3.7 |
|
| 1871 |
1871
Keel Point
Huntsville,
Alabama
| USD 1250 M | +USD 49.2 M | +4% | 2.87% | 76.4% | 476 | 15.34% | 2.8 |
|
| 1872 |
1872
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| USD 1246 M | -USD 7.14 M | -0.6% | 1.52% | 94.2% | 153 | 4.58% | 6.4 |
|
| 1873 |
1873
Park West Asset Management
San Francisco,
California
| USD 1245 M | -USD 153 M | -11% | 1.49% | 181% | 56 | 42.86% | 1.3 |
|
| 1874 |
1874
Stonebridge Capital Advisors
St Paul,
Minnesota
| USD 1245 M | +USD 18.4 M | +1% | 2.3% | 80.1% | 233 | 12.45% | 6.5 |
|
| 1875 |
1875
1607 Capital Partners
Richmond,
Virginia
| USD 1245 M | +USD 151 M | +14% | 4.98% | 28.5% | 147 | 18.37% | 4.3 |
|