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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
1901
Jacobs & Co
San Francisco,
California
| USD 617 M | -USD 2.92 M | -0.5% | 2.62% | 105% | 139 | 5.04% | 4.4 |
|
| 1902 |
ALAM
1902
Asahi Life Asset Management
Tokyo,
Japan
| USD 616 M | +USD 116 M | +23% | 1.63% | 122% | 291 | 47.77% | 0.4 |
|
| 1903 |
1903
Alpha Omega Wealth Management
Richmond,
Virginia
| USD 616 M | +USD 381 M | +162% | 6.81% | 65.9% | 665 | 71.73% | 2.6 |
|
| 1904 |
1904
Ritholtz Wealth Management
New York
| USD 616 M | +USD 30.3 M | +5% | 0.36% | 93% | 149 | 8.72% | 1.5 |
|
| 1905 |
1905
AH Equity Partners III
Menlo Park,
California
| USD 616 M | -USD 376 M | -38% | 37.3% | 42.6% | 3 | 0% | 1.8 |
|
| 1906 |
1906
Wellington Shields Capital Management
New York
| USD 615 M | +USD 11.1 M | +2% | 1.36% | 137% | 296 | 16.22% | 3.9 |
|
| 1907 |
1907
MCF Advisors
Covington,
Kentucky
| USD 614 M | +USD 9.6 M | +2% | 0.7% | 50.2% | 475 | 5.68% | 3.4 |
|
| 1908 |
AAA
1908
Adams Asset Advisors
Dallas,
Texas
| USD 614 M | -USD 33.6 M | -5% | 6.09% | 66.8% | 111 | 27.03% | 3 |
|
| 1909 |
1909
Cantor Fitzgerald Investment Advisors
New York
| USD 614 M | -USD 25.6 M | -4% | 0.28% | 73.4% | 58 | 12.07% | 1.8 |
|
| 1910 |
1910
Arden Trust
Wilmington,
Delaware
| USD 613 M | +USD 21.4 M | +4% | 1.25% | 22.5% | 383 | 16.19% | 3.5 |
|
| 1911 |
1911
Gratus Capital
Atlanta,
Georgia
| USD 613 M | -USD 47 k | -0% | 2.78% | 51.4% | 183 | 9.29% | 2.7 |
|
| 1912 |
CCMD
1912
Cypress Capital Management (Delaware)
Greenville,
Delaware
| USD 612 M | +USD 36 M | +6% | 1.55% | 25.6% | 172 | 11.63% | 2.5 |
|
| 1913 |
1913
Washington Trust Bank
Spokane,
Washington
| USD 611 M | -USD 3.75 M | -0.6% | 1.25% | 80.5% | 198 | 9.6% | 4.9 |
|
| 1914 |
1914
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| USD 611 M | +USD 56.2 M | +10% | 0.29% | 50.4% | 12 | 0% | 4.1 |
|
| 1915 |
1915
Baskin Financial Services
Toronto,
Ontario, Canada
| USD 611 M | +USD 24 M | +4% | 2.51% | 69.1% | 46 | 13.04% | 3.5 |
|
| 1916 |
PS
1916
Presima Securities
Montreal,
Quebec, Canada
| USD 610 M | -USD 18.1 M | -3% | 4.64% | 10.3% | 37 | 2.7% | 2.7 |
|
| 1917 |
1917
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| USD 610 M | -USD 122 M | -17% | 1.93% | 70% | 52 | 1.92% | 4.6 |
|
| 1918 |
1918
CCM Investment Advisers
Columbia,
South Carolina
| USD 609 M | +USD 14.5 M | +2% | 3.52% | 170% | 73 | 13.7% | 3.4 |
|
| 1919 |
1919
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| USD 609 M | +USD 14.7 M | +2% | 0.56% | 80.6% | 109 | 4.59% | 2.7 |
|
| 1920 |
1920
Global Retirement Partners
San Rafael,
California
| USD 608 M | +USD 86.1 M | +16% | 1.09% | – | 1,749 | 12.52% | 1.8 |
|
| 1921 |
GPCM
1921
Greenbrier Partners Capital Management
Dallas,
Texas
| USD 608 M | +USD 11.3 M | +2% | 3.44% | 96.1% | 15 | 0% | 5 |
|
| 1922 |
1922
Avidian Wealth Enterprises
Houston,
Texas
| USD 607 M | +USD 184 M | +44% | 0.03% | 71.7% | 212 | 41.51% | 1.1 |
|
| 1923 |
1923
PSquared Asset Management
Zurich,
Switzerland
| USD 607 M | +USD 190 M | +45% | 2.52% | 178% | 8 | 62.5% | 0.1 |
|
| 1924 |
CEI
1924
Clark Estates Inc
New York
| USD 607 M | -USD 18.7 M | -3% | 0.27% | 34.5% | 98 | 14.29% | 2.1 |
|
| 1925 |
1925
Citizens Business Bank
Ontario,
California
| USD 606 M | +USD 2.24 M | +0.4% | 1.63% | 108% | 260 | 8.46% | 3.9 |
|