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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
Stonebridge Capital Advisors
St Paul,
Minnesota
| USD 876 M | +USD 32.3 M | +4% | 6.12% | 80.1% | 1,020 | 14.51% | 2.5 |
|
| 1902 |
1902
Southernsun Asset Management
Memphis,
Tennessee
| USD 876 M | -USD 1.27 M | -0.1% | 3.87% | 54.7% | 30 | 10% | 5 |
|
| 1903 |
1903
Lutz Financial Services
Omaha,
Nebraska
| USD 876 M | +USD 62.1 M | +8% | 3.74% | 35.3% | 77 | 3.9% | 3.2 |
|
| 1904 |
1904
Beese Fulmer Investment Management
Canton,
Ohio
| USD 876 M | +USD 45.6 M | +5% | 5.85% | 124% | 225 | 4.89% | 5.7 |
|
| 1905 |
1905
Zhang Financial
Portage,
Michigan
| USD 876 M | +USD 91.5 M | +12% | 6.55% | 67.9% | 236 | 6.78% | 3.3 |
|
| 1906 |
1906
Cahaba Wealth Management
Atlanta,
Georgia
| USD 874 M | +USD 68.3 M | +8% | 4.7% | 48.7% | 151 | 8.61% | 2.7 |
|
| 1907 |
1907
Fifth Third Securities
Cincinnati,
Ohio
| USD 872 M | +USD 111 M | +15% | 4.17% | 62.7% | 215 | 7.91% | 0.9 |
|
| 1908 |
1908
Ledyard National Bank
| USD 871 M | +USD 20.2 M | +2% | 5.43% | 80.7% | 203 | 3.45% | 6.6 |
|
| 1909 |
1909
BTC Capital Management
Des Moines,
Iowa
| USD 869 M | +USD 37.6 M | +5% | 7.61% | – | 251 | 10.36% | 3.6 |
|
| 1910 |
1910
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| USD 868 M | -USD 13.5 M | -2% | 2.15% | 26.1% | 167 | 11.98% | 6.2 |
|
| 1911 |
1911
Nicolet Advisory Services
Green Bay,
Wisconsin
| USD 868 M | +USD 111 M | +15% | 5.32% | 62.7% | 296 | 22.3% | 2.1 |
|
| 1912 |
1912
Meeder Advisory Services
Dublin,
Ohio
| USD 868 M | +USD 76.3 M | +10% | 7.76% | 91.4% | 443 | 13.54% | 0.2 |
|
| 1913 |
1913
BBR Partners
New York
| USD 868 M | -USD 21.6 M | -2% | 7.93% | 63.4% | 196 | 26.02% | 2.7 |
|
| 1914 |
1914
Security Benefit Life Insurance Company
Topeka,
Kansas
| USD 867 M | +USD 79.6 M | +10% | 11.2% | 60.6% | 91 | 31.87% | 1.1 |
|
| 1915 |
1915
American Assets Investment Management
San Diego,
California
| USD 867 M | +USD 4.37 M | +0.5% | 0.43% | 520% | 179 | 6.7% | 4.6 |
|
| 1916 |
1916
StrategIQ Financial Group
Merrillville,
Indiana
| USD 866 M | +USD 3.32 M | +0.4% | 4.65% | 12.6% | 291 | 7.22% | 3.9 |
|
| 1917 |
1917
Callan Capital
La Jolla,
California
| USD 864 M | +USD 54.1 M | +7% | 6.26% | 20.1% | 197 | 12.18% | 2.5 |
|
| 1918 |
1918
Mizuho Bank
Tokyo,
Japan
| USD 864 M | +USD 210 M | +32% | 8.45% | 99.8% | 8 | 12.5% | 2.2 |
|
| 1919 |
1919
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| USD 863 M | +USD 42.5 M | +5% | 6.95% | 81.9% | 203 | 23.15% | 1.8 |
|
| 1920 |
1920
Bowie Capital Management
Richardson,
Texas
| USD 863 M | +USD 81.1 M | +10% | 14% | 31.6% | 48 | 35.42% | 2.9 |
|
| 1921 |
1921
Wesleyan Assurance Society
Birmingham,
United Kingdom
| USD 863 M | +USD 48.7 M | +6% | 8.2% | 102% | 101 | 0.99% | 3.3 |
|
| 1922 |
1922
Bronte Capital Management
Bondi Junction,
Australia
| USD 862 M | +USD 69.4 M | +9% | 7.8% | 123% | 31 | 16.13% | 1.9 |
|
| 1923 |
1923
Crescent Grove Advisors
Lake Forest,
Illinois
| USD 862 M | -USD 100 M | -10% | 2.72% | 64.1% | 299 | 14.38% | 2.7 |
|
| 1924 |
1924
Y-Intercept (HK)
Hong Kong
| USD 861 M | +USD 183 M | +27% | 4.46% | 41.6% | 1,670 | 75.63% | 0.2 |
|
| 1925 |
1925
Private Capital Management (Florida)
Naples,
Florida
| USD 860 M | +USD 123 M | +17% | 12.2% | 118% | 149 | 33.56% | 1.7 |
|