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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1926 |
1926
Donor Advised Charitable Giving
San Francisco,
California
| USD 1038 M | +USD 479 M | +86% | 38.1% | 418% | 61 | 34.43% | 1.7 |
|
| 1927 |
1927
Montag & Caldwell
Atlanta,
Georgia
| USD 1037 M | -USD 47.9 M | -4% | 14.7% | 91.3% | 74 | 8.11% | 4.1 |
|
| 1928 |
1928
Orgel Wealth Management
Altoona,
Wisconsin
| USD 1036 M | +USD 156 M | +18% | 4.52% | 39.6% | 68 | 19.12% | 2.4 |
|
| 1929 |
1929
Cat Rock Capital Management
Greenwich,
Connecticut
| USD 1035 M | -USD 104 M | -9% | 3.42% | 66.7% | 10 | 40% | 1.5 |
|
| 1930 |
1930
Kovack Advisors
Ft. Lauderdale,
Florida
| USD 1035 M | +USD 115 M | +12% | 9.37% | 118% | 797 | 22.33% | 2.2 |
|
| 1931 |
RPGK
1931
Retirement Planning Group (Kansas)
Leawood,
Kansas
| USD 1034 M | +USD 155 M | +18% | 6.85% | 54.7% | 112 | 25.89% | 2.8 |
|
| 1932 |
1932
Washington Trust Bank
Spokane,
Washington
| USD 1034 M | +USD 178 M | +21% | 12.1% | 89.9% | 239 | 15.06% | 4.2 |
|
| 1933 |
XS
1933
XR Securities
Chicago,
Illinois
| USD 1034 M | +USD 817 M | +377% | 10.3% | 17% | 570 | 51.75% | 0.7 |
|
| 1934 |
1934
Global Alpha Capital Management
Montreal,
Quebec, Canada
| USD 1032 M | +USD 132 M | +15% | 10.2% | 80.4% | 36 | 8.33% | 4.1 |
|
| 1935 |
1935
Hackensack Meridian Health
Edison,
New Jersey
| USD 1031 M | – | – | 4.1% | 53.4% | 7 | – | 0 |
|
| 1936 |
1936
First Interstate Bank
Billings,
Montana
| USD 1031 M | +USD 55.3 M | +6% | 5.32% | 49.7% | 114 | 5.26% | 4.9 |
|
| 1937 |
1937
Advisors Preferred
Rockville,
Maryland
| USD 1030 M | +USD 310 M | +43% | 6.02% | 102% | 250 | 63.2% | 0.8 |
|
| 1938 |
1938
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| USD 1030 M | +USD 337 M | +49% | 9.59% | 85.9% | 466 | 27.47% | 1.1 |
|
| 1939 |
1939
NXG Investment Management
Dallas,
Texas
| USD 1029 M | -USD 5.16 M | -0.5% | 0.28% | 121% | 130 | 34.62% | 2.1 |
|
| 1940 |
1940
SFMG Wealth Advisors
Plano,
Texas
| USD 1029 M | +USD 127 M | +14% | 10.4% | 76.1% | 308 | 20.78% | 2.3 |
|
| 1941 |
AAM
1941
AO Asset Management
New York
| USD 1028 M | -USD 332 M | -24% | 12.1% | 127% | 68 | 36.76% | 1.5 |
|
| 1942 |
1942
Johns Hopkins University
Baltimore,
Maryland
| USD 1027 M | -USD 204 M | -17% | 3.48% | 30.6% | 13 | 30.77% | 0.5 |
|
| 1943 |
1943
Middleton & Co
Boston,
Massachusetts
| USD 1026 M | +USD 92.2 M | +10% | 10.9% | 81.8% | 167 | 8.98% | 5.4 |
|
| 1944 |
1944
HighTower Trust
Houston,
Texas
| USD 1026 M | +USD 213 M | +26% | 10.9% | 90.4% | 231 | 57.14% | 1.8 |
|
| 1945 |
1945
IFG Advisory
Atlanta,
Georgia
| USD 1026 M | +USD 98.2 M | +11% | 8.62% | 70.1% | 519 | 12.14% | 2.2 |
|
| 1946 |
1946
Garde Capital
Seattle,
Washington
| USD 1023 M | +USD 55.3 M | +6% | 6.46% | 67.6% | 304 | 14.8% | 2.5 |
|
| 1947 |
1947
JB Capital
Wethersfield,
Connecticut
| USD 1022 M | +USD 249 M | +32% | 5.75% | 83.8% | 351 | 38.46% | 0.2 |
|
| 1948 |
1948
Anson Funds Management
Dallas,
Texas
| USD 1021 M | -USD 36.2 M | -3% | 1.54% | 2,010% | 491 | 69.25% | 0.2 |
|
| 1949 |
1949
Bramshill Investments
Naples,
Florida
| USD 1021 M | -USD 155 M | -13% | 1.25% | 3.6% | 145 | 29.66% | 1.6 |
|
| 1950 |
1950
Phillips Financial Management
Fort Wayne,
Indiana
| USD 1021 M | +USD 54.8 M | +6% | 4.48% | 45.6% | 93 | 6.45% | 5.3 |
|