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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
SB Management
Abu Dhabi,
United Arab Emirates
| USD 976 M | -USD 7528 M | -89% | 10.7% | – | 44 | 56.82% | 0.2 |
|
| 1902 |
1902
First Interstate Bank
Billings,
Montana
| USD 975 M | +USD 24.8 M | +3% | 1.93% | 49.7% | 112 | 3.57% | 4.8 |
|
| 1903 |
1903
Front Barnett Associates
Chicago,
Illinois
| USD 975 M | -USD 7.01 M | -0.7% | 0.97% | 40.5% | 118 | 1.69% | 5.9 |
|
| 1904 |
1904
JFS Wealth Advisors
Hermitage,
Pennsylvania
| USD 974 M | +USD 305 M | +45% | 1.3% | 54.8% | 856 | 31.19% | 2.8 |
|
| 1905 |
1905
Poplar Forest Capital
Pasadena,
California
| USD 974 M | -USD 44 M | -4% | 0.99% | 30% | 91 | 10.99% | 2.7 |
|
| 1906 |
1906
Evanson Asset Management
Carmel,
California
| USD 974 M | +USD 12.5 M | +1% | 0.57% | 66.6% | 291 | 9.62% | 4.2 |
|
| 1907 |
1907
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| USD 974 M | +USD 5.12 M | +0.5% | 0.97% | – | 182 | 3.3% | 5.6 |
|
| 1908 |
1908
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| USD 972 M | -USD 3.43 M | -0.4% | 1.44% | 56.1% | 121 | 9.92% | 1.8 |
|
| 1909 |
1909
Myriad Asset Management
North Point,
Hong Kong
| USD 972 M | -USD 370 M | -28% | 1.29% | 149% | 204 | 55.88% | 0.2 |
|
| 1910 |
1910
Visionary Wealth Advisors
O'fallon,
Illinois
| USD 971 M | -USD 23.6 M | -2% | 0.68% | 69.4% | 358 | 20.39% | 1.1 |
|
| 1911 |
1911
Deer IX & Co
Larchmont,
New York
| USD 971 M | -USD 134 M | -12% | 31.9% | – | 7 | 71.43% | 0.2 |
|
| 1912 |
1912
BSN Capital Partners
London,
United Kingdom
| USD 971 M | +USD 473 M | +95% | 2.73% | 183% | 5 | 80% | 0.6 |
|
| 1913 |
1913
Mason Investment Advisory Services
Reston,
Virginia
| USD 969 M | -USD 20.2 M | -2% | 2.86% | 76.1% | 99 | 10.1% | 1.6 |
|
| 1914 |
1914
Koch Industries
Wichita,
Kansas
| USD 968 M | +USD 719 M | +289% | 4.21% | 56.9% | 10 | 40% | 0.7 |
|
| 1915 |
ECG
1915
EPIQ Capital Group
San Francisco,
California
| USD 968 M | +USD 10.4 M | +1% | 17.6% | 6.25% | 66 | 21.21% | 1.1 |
|
| 1916 |
1916
Ledyard National Bank
| USD 967 M | -USD 9.6 M | -1% | 0.31% | 80.7% | 244 | 5.33% | 5.6 |
|
| 1917 |
1917
Garde Capital
Seattle,
Washington
| USD 967 M | -USD 200 k | -0% | 1.22% | 67.6% | 287 | 8.01% | 2.3 |
|
| 1918 |
1918
Stephens Group Asset Management
Little Rock,
Arkansas
| USD 967 M | -USD 428 k | -0% | 0.79% | 51.4% | 24 | 4.17% | 2.5 |
|
| 1919 |
1919
Phillips Financial Management
Fort Wayne,
Indiana
| USD 966 M | -USD 4.31 M | -0.4% | 1.3% | 45.6% | 91 | 3.3% | 5.1 |
|
| 1920 |
1920
Pier Capital
Stamford,
Connecticut
| USD 965 M | -USD 32.4 M | -3% | 0.46% | 223% | 124 | 10.48% | 1.5 |
|
| 1921 |
1921
Thomasville National Bank
Thomasville,
Georgia
| USD 965 M | +USD 21 M | +2% | 1.19% | – | 224 | 6.7% | 4 |
|
| 1922 |
1922
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| USD 964 M | -USD 263 M | -21% | 4.08% | 125% | 75 | 28% | 0.8 |
|
| 1923 |
1923
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| USD 963 M | -USD 12.7 M | -1% | 1.7% | 26.1% | 178 | 6.74% | 4.9 |
|
| 1924 |
1924
Trek Financial
Scottsdale,
Arizona
| USD 963 M | +USD 32.8 M | +4% | 0.09% | 152% | 264 | 35.61% | 1 |
|
| 1925 |
1925
Bangor Savings Bank
Bangor,
Maine
| USD 963 M | +USD 71.8 M | +8% | 0.99% | 54.6% | 199 | 4.02% | 4.6 |
|