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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
Tradition Wealth Management
Edina,
Minnesota
| USD 1636 M | +USD 230 M | +16% | 15.9% | 69.6% | 582 | 13.4% | 2.9 |
|
| 1877 |
1877
MONECO Advisors
Fairfield,
Connecticut
| USD 1636 M | +USD 346 M | +27% | 14.1% | 70.5% | 625 | 22.4% | 2.7 |
|
| 1878 |
1878
Howard Capital Management Group
Los Angeles,
California
| USD 1636 M | +USD 129 M | +9% | 16% | 114% | 160 | 16.88% | 3.3 |
|
| 1879 |
1879
Kopernik Global Investors
Tampa,
Florida
| USD 1632 M | +USD 200 M | +14% | 8.7% | 128% | 33 | 15.15% | 3.6 |
|
| 1880 |
1880
Appleton Partners
Boston,
Massachusetts
| USD 1632 M | +USD 198 M | +14% | 26.2% | 101% | 284 | 10.92% | 6.6 |
|
| 1881 |
1881
Himension Capital (Singapore)
Singapore
| USD 1630 M | +USD 329 M | +25% | 71.1% | 492% | 197 | 46.19% | 0.6 |
|
| 1882 |
1882
Atalan Capital Partners
New York
| USD 1630 M | +USD 545 M | +50% | 73.1% | 319% | 11 | 27.27% | 1.8 |
|
| 1883 |
1883
Corda Investment Management
Houston,
Texas
| USD 1630 M | +USD 184 M | +13% | 19% | 75.4% | 88 | 12.5% | 5.3 |
|
| 1884 |
1884
Lyell Wealth Management
Menlo Park,
California
| USD 1630 M | +USD 269 M | +20% | 27.7% | 128% | 241 | 14.11% | 4.2 |
|
| 1885 |
1885
Quent Capital
New York
| USD 1628 M | +USD 218 M | +15% | 14.1% | 78.1% | 1,697 | 12.37% | 1.3 |
|
| 1886 |
1886
Sage Mountain Advisors
Atlanta,
Georgia
| USD 1626 M | +USD 197 M | +14% | 11% | 62.5% | 321 | 17.76% | 3 |
|
| 1887 |
1887
Avalon Trust
Santa Fe,
New Mexico
| USD 1625 M | +USD 174 M | +12% | 21.8% | 118% | 485 | 9.9% | 1.9 |
|
| 1888 |
1888
Westpac Banking Corp
Sydney,
Australia
| USD 1624 M | +USD 186 M | +13% | 24.6% | 127% | 544 | 17.46% | 7.3 |
|
| 1889 |
1889
Strategy Capital
Los Altos,
California
| USD 1623 M | +USD 400 M | +33% | 67.1% | 316% | 11 | 0% | 3.8 |
|
| 1890 |
1890
Clear Harbor Asset Management
Stamford,
Connecticut
| USD 1622 M | +USD 172 M | +12% | 23.3% | 98.6% | 492 | 17.07% | 4.2 |
|
| 1891 |
1891
Morningstar Investment Management
Chicago,
Illinois
| USD 1622 M | +USD 6.35 M | +0.4% | 6.92% | 48.2% | 317 | 0.63% | 1.2 |
|
| 1892 |
1892
Naples Global Advisors
Naples,
Florida
| USD 1621 M | +USD 250 M | +18% | 26.8% | 103% | 472 | 7.84% | 6 |
|
| 1893 |
1893
Capital Investment Advisory Services
Raleigh,
North Carolina
| USD 1620 M | +USD 249 M | +18% | 13.9% | 69.3% | 1,341 | 13.27% | 3.5 |
|
| 1894 |
1894
Coastal Bridge Advisors
Westport,
Connecticut
| USD 1617 M | +USD 202 M | +14% | 20.4% | 88.1% | 493 | 14% | 2.5 |
|
| 1895 |
1895
Strategic Wealth Partners
Independence,
Ohio
| USD 1616 M | +USD 173 M | +12% | 11.6% | – | 1,575 | 13.52% | 1.5 |
|
| 1896 |
1896
Recurrent Investment Advisors
Houston,
Texas
| USD 1611 M | -USD 50.4 M | -3% | 2.76% | 99.7% | 71 | 5.63% | 3.7 |
|
| 1897 |
1897
Sound View Wealth Advisors Group
Savannah,
Georgia
| USD 1611 M | +USD 141 M | +10% | 14.5% | 73% | 461 | 13.02% | 4 |
|
| 1898 |
1898
RMR Wealth Builders
Montclair,
New Jersey
| USD 1610 M | +USD 340 M | +27% | 19.4% | 81.6% | 326 | 18.1% | 2.9 |
|
| 1899 |
1899
BTG Pactual Asset Management US
New York
| USD 1609 M | +USD 454 M | +39% | 11.7% | – | 558 | 58.24% | 0.4 |
|
| 1900 |
1900
Trust Asset Management
Houston,
Texas
| USD 1605 M | +USD 209 M | +15% | 19.8% | 91.1% | 234 | 5.98% | 4.6 |
|