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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
BDO Wealth Advisors
Jacksonville,
Florida
| USD 804 M | +USD 52 M | +7% | 8.89% | 38.3% | 1,096 | 9.22% | 2.9 |
|
| 1927 |
SWS
1927
SYSTM Wealth Solutions
Chicago,
Illinois
| USD 804 M | – | – | 11.5% | – | 524 | – | 0 |
|
| 1928 |
1928
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| USD 804 M | +USD 67.3 M | +9% | 7.6% | 62.2% | 306 | 22.22% | 2.8 |
|
| 1929 |
1929
Keeley-Teton Advisors
Chicago,
Illinois
| USD 804 M | +USD 73.7 M | +10% | 14.7% | 28.6% | 390 | 10% | 2.5 |
|
| 1930 |
1930
Blue Chip Partners
Farmington Hills,
Michigan
| USD 804 M | +USD 74 M | +10% | 10.8% | 81.2% | 194 | 28.35% | 4 |
|
| 1931 |
1931
Trust Asset Management
Houston,
Texas
| USD 803 M | +USD 70.1 M | +10% | 8.06% | 91.1% | 201 | 5.47% | 2.1 |
|
| 1932 |
1932
Bank Hapoalim BM
Tel Aviv,
Israel
| USD 802 M | +USD 7.2 M | +0.9% | 8.38% | 76.6% | 173 | 11.56% | 3.4 |
|
| 1933 |
1933
Nordwand Advisors
Radnor,
Pennsylvania
| USD 802 M | – | – | 13.9% | 93% | 67 | – | 0 |
|
| 1934 |
1934
Resonant Capital Advisors
Madison,
Wisconsin
| USD 802 M | +USD 144 M | +22% | 8.32% | 56.5% | 269 | 20.82% | 1.8 |
|
| 1935 |
1935
NewSquare Capital
Newtown Square,
Pennsylvania
| USD 802 M | +USD 1.56 M | +0.2% | 8.75% | 76.5% | 886 | 52.37% | 1.5 |
|
| 1936 |
1936
Clear Harbor Asset Management
Stamford,
Connecticut
| USD 801 M | +USD 83.1 M | +12% | 10.5% | 98.6% | 406 | 22.17% | 3.5 |
|
| 1937 |
1937
Condor Capital Management
Martinsville,
New Jersey
| USD 801 M | +USD 32.9 M | +4% | 6.79% | 58.2% | 508 | 56.89% | 3.9 |
|
| 1938 |
1938
Connors Investor Services
Wyomissing,
Pennsylvania
| USD 801 M | +USD 36.6 M | +5% | 10.4% | 125% | 160 | 8.75% | 4.3 |
|
| 1939 |
BIC
1939
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| USD 801 M | +USD 97.6 M | +14% | 10.1% | 36% | 157 | 8.92% | 5.2 |
|
| 1940 |
1940
Jacobi Capital Management
Pittston,
Pennsylvania
| USD 800 M | +USD 69.3 M | +9% | 9.65% | 76.6% | 428 | 10.51% | 4.7 |
|
| 1941 |
1941
Edgemoor Investment Advisors
Bethesda,
Maryland
| USD 798 M | +USD 47 M | +6% | 7.43% | 109% | 166 | 14.46% | 4.4 |
|
| 1942 |
1942
Howe & Rusling
Rochester,
New York
| USD 797 M | +USD 44.2 M | +6% | 10.9% | 82% | 1,143 | 74.45% | 4.7 |
|
| 1943 |
1943
Ally Invest Advisors
Charlotte,
North Carolina
| USD 797 M | +USD 59 M | +8% | 7.18% | 41.1% | 40 | 35% | 1.6 |
|
| 1944 |
1944
XML Financial
Bethesda,
Maryland
| USD 796 M | +USD 75.6 M | +10% | 8.79% | 69.5% | 347 | 13.83% | 1.7 |
|
| 1945 |
HPM
1945
H. Partners Management
New York
| USD 793 M | +USD 157 M | +25% | 23.3% | 13.5% | 3 | 33.33% | 6 |
|
| 1946 |
1946
Bronte Capital Management
Bondi Junction,
Australia
| USD 793 M | -USD 10.4 M | -1% | 7.86% | 123% | 28 | 3.57% | 2 |
|
| 1947 |
1947
CloudAlpha Capital Management
Hong Kong
| USD 792 M | +USD 185 M | +30% | 18.7% | 2,704% | 26 | 65.38% | 0.2 |
|
| 1948 |
1948
Amica Mutual Insurance
Providence,
Rhode Island
| USD 792 M | +USD 86.1 M | +12% | 9.29% | 80.4% | 103 | 11.65% | 4.9 |
|
| 1949 |
1949
Front Barnett Associates
Chicago,
Illinois
| USD 792 M | +USD 33 M | +4% | 7.72% | 40.5% | 114 | 1.75% | 6.7 |
|
| 1950 |
1950
Meeder Advisory Services
Dublin,
Ohio
| USD 792 M | – | – | 9.64% | 91.4% | 399 | – | 0 |
|