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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
Evensky & Katz
Coral Gables,
Florida
| USD 1012 M | -USD 26.4 M | -3% | 5.13% | 61.1% | 77 | 6.49% | 4.6 |
|
| 1877 |
1877
SFMG Wealth Advisors
Plano,
Texas
| USD 1011 M | -USD 17.5 M | -2% | 0.57% | 76.1% | 330 | 19.09% | 2.4 |
|
| 1878 |
1878
Jag Capital Management
St Louis,
Missouri
| USD 1011 M | -USD 294 M | -23% | 11.5% | 230% | 270 | 42.22% | 2.5 |
|
| 1879 |
1879
MHR Fund Management
New York
| USD 1009 M | -USD 209 M | -17% | 10.2% | 332% | 30 | 3.33% | 1.8 |
|
| 1880 |
1880
Vestor Capital
Chicago,
Illinois
| USD 1007 M | -USD 41 M | -4% | 0.99% | 188% | 258 | 20.54% | 2.7 |
|
| 1881 |
1881
Newbrook Capital Advisors
New York
| USD 1006 M | -USD 275 M | -21% | 3.69% | 299% | 28 | 57.14% | 0.7 |
|
| 1882 |
1882
Icon Wealth Partners
Houston,
Texas
| USD 1005 M | +USD 8.16 M | +0.8% | 3.93% | – | 358 | 18.44% | 2 |
|
| 1883 |
1883
Seeyond
Paris,
France
| USD 1004 M | -USD 74.2 M | -7% | 2.65% | 21.3% | 611 | 5.07% | 2.9 |
|
| 1884 |
1884
Focus Partners Advisor Solutions
Saint Louis,
Missouri
| USD 1004 M | +USD 525 M | +110% | 3.4% | 63.9% | 357 | 66.11% | 0.1 |
|
| 1885 |
MCM
1885
McKinley Capital Management
Anchorage,
Alaska
| USD 1004 M | -USD 115 M | -10% | 3.4% | 63.3% | 193 | 21.24% | 3.4 |
|
| 1886 |
1886
Fidelity National Financial
Jacksonville,
Florida
| USD 1004 M | -USD 200 M | -17% | 9.77% | 2.54% | 37 | 13.51% | 3.2 |
|
| 1887 |
1887
Kopernik Global Investors
Tampa,
Florida
| USD 1003 M | -USD 46.1 M | -4% | 36.8% | 128% | 32 | 9.38% | 3 |
|
| 1888 |
1888
PFG Advisors
Phoenix,
Arizona
| USD 1002 M | -USD 13.9 M | -1% | 4.32% | 82.7% | 567 | 34.74% | 1.8 |
|
| 1889 |
1889
Next Century Growth Investors
Plymouth,
Minnesota
| USD 1001 M | -USD 110 M | -10% | 7.71% | 447% | 128 | 14.06% | 2.8 |
|
| 1890 |
1890
Courier Capital
Buffalo,
New York
| USD 1000 M | -USD 75.2 M | -7% | 3.41% | 70.8% | 318 | 9.12% | 5.4 |
|
| 1891 |
1891
Ledyard National Bank
| USD 1000 M | -USD 44.6 M | -4% | 5.06% | 80.7% | 252 | 14.29% | 5.8 |
|
| 1892 |
RIM
1892
Redpoint Investment Management
Sydney, NSW,
Australia
| USD 1000 M | -USD 261 M | -21% | 4.06% | 35.9% | 686 | 15.16% | 2.8 |
|
| 1893 |
1893
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| USD 999 M | -USD 39.8 M | -4% | 2.33% | 63.5% | 320 | 11.25% | 2.9 |
|
| 1894 |
HPM
1894
H. Partners Management
New York
| USD 999 M | -USD 80 M | -7% | 1.55% | 13.5% | 3 | 0% | 6.4 |
|
| 1895 |
1895
Vicus Capital
State College,
Pennsylvania
| USD 997 M | +USD 15.5 M | +2% | 3.13% | 59.6% | 243 | 11.93% | 2.3 |
|
| 1896 |
1896
Stephens Group Asset Management
Little Rock,
Arkansas
| USD 996 M | -USD 47 M | -5% | 4.92% | 51.4% | 25 | 0% | 2.9 |
|
| 1897 |
1897
Hikari Tsushin Inc
Tokyo,
Japan
| USD 995 M | +USD 80.7 M | +9% | 10.3% | 59.5% | 50 | 12% | 4.6 |
|
| 1898 |
1898
Oxbow Advisors
Austin,
Texas
| USD 995 M | -USD 49.7 M | -5% | 0.46% | 66.3% | 303 | 19.8% | 3.6 |
|
| 1899 |
1899
Front Barnett Associates
Chicago,
Illinois
| USD 994 M | -USD 73.7 M | -7% | 4.48% | 40.5% | 122 | 7.38% | 6.1 |
|
| 1900 |
1900
Taurus Asset Management
New York
| USD 993 M | -USD 67.9 M | -6% | 6.04% | 26.9% | 98 | 13.27% | 5.7 |
|