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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 |
RA
1926
Resolute Advisors
San Francisco,
California
| USD 859 M | +USD 95.1 M | +12% | 13.8% | 36.7% | 74 | 22.97% | 1.4 |
|
| 1927 |
1927
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| USD 858 M | +USD 24.2 M | +3% | 5.46% | 77.5% | 175 | 9.71% | 7 |
|
| 1928 |
1928
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| USD 857 M | +USD 52.7 M | +7% | 5.63% | 62.2% | 259 | 7.72% | 3 |
|
| 1929 |
1929
GeoWealth Management
Chicago,
Illinois
| USD 855 M | -USD 90.9 M | -10% | 2.81% | 58% | 450 | 33.33% | 1.3 |
|
| 1930 |
1930
Godsey & Gibb Inc
Richmond,
Virginia
| USD 853 M | +USD 326 M | +62% | 2.28% | 87.5% | 422 | 47.87% | 0.2 |
|
| 1931 |
1931
Lindbrook Capital
Calabasas,
California
| USD 853 M | +USD 41.2 M | +5% | 7.83% | 35.8% | 2,993 | 12.9% | 2.3 |
|
| 1932 |
1932
Cowen and Company
New York
| USD 851 M | -USD 105 M | -11% | 0.11% | 120% | 835 | 52.69% | 0.6 |
|
| 1933 |
1933
DigitalBridge Group
Boca Raton,
Florida
| USD 851 M | +USD 143 M | +20% | 3.98% | 161% | 67 | 37.31% | 1 |
|
| 1934 |
1934
Colonial Trust Advisors
Spartanburg,
South Carolina
| USD 851 M | +USD 36.1 M | +4% | 6.93% | 80% | 941 | 6.59% | 1.3 |
|
| 1935 |
1935
Connors Investor Services
Wyomissing,
Pennsylvania
| USD 851 M | +USD 50 M | +6% | 6.8% | 125% | 163 | 6.75% | 4.4 |
|
| 1936 |
1936
Vestor Capital
Chicago,
Illinois
| USD 851 M | +USD 21.5 M | +3% | 9.21% | 188% | 253 | 11.86% | 3.2 |
|
| 1937 |
1937
Front Barnett Associates
Chicago,
Illinois
| USD 850 M | +USD 58.9 M | +7% | 9.08% | 40.5% | 118 | 4.24% | 6.8 |
|
| 1938 |
1938
Invictus Private Wealth
Denver,
Colorado
| USD 850 M | +USD 73.7 M | +9% | 9.35% | 84.2% | 97 | 18.56% | 0.2 |
|
| 1939 |
1939
Capital Investment Advisory Services
Raleigh,
North Carolina
| USD 847 M | +USD 4.18 M | +0.5% | 4.46% | 75.7% | 910 | 15.93% | 2.7 |
|
| 1940 |
1940
Ally Invest Advisors
Charlotte,
North Carolina
| USD 847 M | +USD 49.6 M | +6% | 5.09% | 41.1% | 48 | 16.67% | 1.5 |
|
| 1941 |
1941
Armstrong Advisory Group
Needham,
Massachusetts
| USD 847 M | +USD 86.8 M | +11% | 5.83% | 55.6% | 832 | 8.41% | 0.2 |
|
| 1942 |
1942
Bangor Savings Bank
Bangor,
Maine
| USD 846 M | +USD 8.02 M | +1% | 4.93% | 54.6% | 557 | 5.57% | 2.4 |
|
| 1943 |
1943
NewSquare Capital
Newtown Square,
Pennsylvania
| USD 846 M | +USD 44.5 M | +6% | 4.32% | 76.5% | 975 | 23.38% | 1.6 |
|
| 1944 |
1944
Meteora Capital
Boca Raton,
Florida
| USD 846 M | +USD 383 M | +83% | 1.23% | 56.9% | 530 | 44.72% | 0.4 |
|
| 1945 |
1945
Criteria Caixa
Barcelona,
Spain
| USD 844 M | +USD 54.1 M | +7% | 5.16% | 35.5% | 55 | 40% | 1.6 |
|
| 1946 |
WDA
1946
Wendell David Associates
Portsmouth,
New Hampshire
| USD 843 M | +USD 29.7 M | +4% | 5.43% | 58.7% | 149 | 4.03% | 7.3 |
|
| 1947 |
1947
Blue Chip Partners
Farmington Hills,
Michigan
| USD 843 M | +USD 39.4 M | +5% | 3.69% | 81.2% | 179 | 7.26% | 4.2 |
|
| 1948 |
1948
Jacobi Capital Management
Pittston,
Pennsylvania
| USD 843 M | +USD 43 M | +5% | 5.29% | 76.6% | 435 | 8.97% | 4.8 |
|
| 1949 |
1949
Willis Johnson & Associates
Houston,
Texas
| USD 843 M | +USD 75.8 M | +10% | 5.33% | 50.9% | 130 | 19.23% | 1.4 |
|
| 1950 |
1950
First Trust Direct Indexing
Boston,
Massachusetts
| USD 842 M | +USD 88.6 M | +12% | 10.2% | 69% | 731 | 11.08% | 1.6 |
|