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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
Beaird Harris Wealth Management
Dallas,
Texas
| USD 1452 M | +USD 41.4 M | +3% | 1.49% | 41.3% | 767 | 13.95% | 2 |
|
| 1877 |
1877
Kanawha Capital Management
Richmond,
Virginia
| USD 1451 M | +USD 6.41 M | +0.4% | 1.69% | 74.5% | 224 | 4.91% | 7.9 |
|
| 1878 |
1878
Vestor Capital
Chicago,
Illinois
| USD 1450 M | -USD 109 M | -7% | 5.83% | 188% | 308 | 20.45% | 4.2 |
|
| 1879 |
1879
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| USD 1450 M | +USD 29.7 M | +2% | 5.91% | 162% | 275 | 12% | 5.2 |
|
| 1880 |
1880
IQ EQ Fund Management
Dublin 2,
Ireland
| USD 1449 M | -USD 26.3 M | -2% | 0.62% | 109% | 333 | 16.52% | 3.4 |
|
| 1881 |
1881
Ally Invest Advisors
Charlotte,
North Carolina
| USD 1449 M | +USD 55 M | +4% | 1.53% | 41.1% | 77 | 1.3% | 3.2 |
|
| 1882 |
1882
American Assets Investment Management
San Diego,
California
| USD 1449 M | +USD 87.2 M | +6% | 5.88% | 520% | 150 | 8.67% | 7.3 |
|
| 1883 |
1883
YHB Investment Advisors
West Hartford,
Connecticut
| USD 1447 M | +USD 80 M | +6% | 3.88% | 96.2% | 312 | 9.29% | 6 |
|
| 1884 |
1884
Payden & Rygel
Los Angeles,
California
| USD 1446 M | +USD 240 M | +20% | 4.04% | 113% | 123 | 14.63% | 4.5 |
|
| 1885 |
1885
Stonebridge Capital Advisors
St Paul,
Minnesota
| USD 1443 M | +USD 41.6 M | +3% | 3.65% | 80.1% | 222 | 8.11% | 7.2 |
|
| 1886 |
1886
Arete Wealth Advisors
Chicago,
Illinois
| USD 1443 M | -USD 153 M | -10% | 2.75% | 85.3% | 798 | 59.15% | 2.8 |
|
| 1887 |
1887
Next Century Growth Investors
Plymouth,
Minnesota
| USD 1440 M | +USD 68.1 M | +5% | 12.8% | 447% | 141 | 26.24% | 1.9 |
|
| 1888 |
1888
Bank of Finland
Helsinki,
Finland
| USD 1440 M | -USD 194 M | -12% | 1.95% | 66.7% | 4 | 0% | 3.6 |
|
| 1889 |
1889
Cahaba Wealth Management
Atlanta,
Georgia
| USD 1436 M | +USD 55.5 M | +4% | 1.27% | 48.7% | 161 | 5.59% | 4.4 |
|
| 1890 |
1890
Nexpoint Asset Management
Dallas,
Texas
| USD 1435 M | +USD 284 M | +25% | 19.4% | 253% | 131 | 61.83% | 1.2 |
|
| 1891 |
1891
Fairholme Capital Management
South Miami,
Florida
| USD 1434 M | +USD 195 M | +16% | 15.9% | 36.2% | 16 | 31.25% | 2.9 |
|
| 1892 |
1892
BTC Capital Management
Des Moines,
Iowa
| USD 1433 M | -USD 15.9 M | -1% | 3.18% | – | 215 | 9.77% | 4.9 |
|
| 1893 |
1893
Washington Trust Bank
Spokane,
Washington
| USD 1427 M | +USD 63 M | +5% | 2.58% | 80.5% | 207 | 8.7% | 6.4 |
|
| 1894 |
1894
Avity Investment Management
Greenwich,
Connecticut
| USD 1425 M | +USD 967 k | +0.1% | 3.07% | 119% | 111 | 6.31% | 5.9 |
|
| 1895 |
1895
Proficio Capital Partners
Newton,
Massachusetts
| USD 1425 M | -USD 31.1 M | -2% | 4.39% | 97% | 273 | 30.77% | 3 |
|
| 1896 |
1896
Covalis Capital
London,
United Kingdom
| USD 1424 M | +USD 566 M | +66% | 0.24% | 37.9% | 103 | 73.79% | 0.3 |
|
| 1897 |
1897
Heitman Real Estate Securities
Chicago,
Illinois
| USD 1422 M | -USD 42.3 M | -3% | 0.57% | 48.3% | 64 | 26.56% | 3.9 |
|
| 1898 |
1898
Dundas Partners
Edinburgh,
United Kingdom
| USD 1420 M | +USD 3.66 M | +0.3% | 4.43% | 87.6% | 50 | 2% | 3.7 |
|
| 1899 |
1899
Generali Investments CEE
Prague,
Czech Republic
| USD 1420 M | +USD 106 M | +8% | 2.29% | – | 407 | 8.6% | 0.9 |
|
| 1900 |
1900
Neville Rodie & Shaw
New York
| USD 1416 M | +USD 33.1 M | +2% | 5.41% | 125% | 255 | 7.45% | 8.3 |
|