¡Ya estamos en !
Descubre más
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1951 |
1951
Obermeyer Wealth Partners
Aspen,
Colorado
| USD 392 M | +USD 35.5 M | +10% | 9.03% | 91.3% | 66 | 16.67% | 0.4 |
|
| 1952 |
1952
ACG Wealth
Atlanta,
Georgia
| USD 391 M | +USD 149 M | +62% | 11.6% | 45.5% | 186 | 55.38% | 0.2 |
|
| 1953 |
1953
Partners Group Holding
Baar-Zug,
Switzerland
| USD 390 M | +USD 30 M | +8% | 5.03% | 23.3% | 56 | 41.07% | 0.4 |
|
| 1954 |
1954
Toscafund Asset Management
London,
United Kingdom
| USD 389 M | +USD 166 M | +74% | 17.1% | 80.9% | 19 | 47.37% | 0.3 |
|
| 1955 |
1955
Myriad Asset Management
North Point,
Hong Kong
| USD 387 M | +USD 274 M | +243% | 16% | 149% | 36 | 47.22% | 0.1 |
|
| 1956 |
1956
ProVise Management Group
Clearwater,
Florida
| USD 387 M | +USD 34.4 M | +10% | 7.65% | 66.8% | 324 | 16.67% | 0.4 |
|
| 1957 |
1957
Tompkins Financial
Ithaca,
New York
| USD 386 M | +USD 28.3 M | +8% | 7.43% | 84.4% | 568 | 24.12% | 0.4 |
|
| 1958 |
CC
1958
ClearArc Capital
Cincinnati,
Ohio
| USD 386 M | +USD 28.3 M | +8% | 11% | 63.4% | 399 | 12.28% | 0.5 |
|
| 1959 |
1959
EP Wealth Advisors
Torrance,
California
| USD 386 M | +USD 67.3 M | +21% | 9.98% | – | 129 | 21.71% | 0.4 |
|
| 1960 |
JEW
1960
Jamison Eaton & Wood
Bedminster,
New Jersey
| USD 385 M | +USD 22.2 M | +6% | 10.1% | – | 257 | 56.03% | 0.5 |
|
| 1961 |
1961
Professional Advisory Services
Vero Beach,
Florida
| USD 385 M | +USD 30.2 M | +9% | 9.44% | 69.3% | 50 | 14% | 0.4 |
|
| 1962 |
1962
Foundation Asset Management
White Plains,
New York
| USD 384 M | +USD 22.5 M | +6% | 17.8% | 126% | 29 | 51.72% | 0.3 |
|
| 1963 |
1963
Bank of Kentucky
Crestview Hills,,
Kentucky
| USD 384 M | +USD 35.7 M | +10% | 9.51% | – | 294 | 7.82% | 0.5 |
|
| 1964 |
1964
FrontFour Capital Group
Greenwich,
Connecticut
| USD 384 M | -USD 237 M | -38% | 9.56% | 8.55% | 60 | 65% | 0.2 |
|
| 1965 |
GMCM
1965
Gruber & McBaine Capital Management
San Francisco,
California
| USD 383 M | +USD 51 M | +15% | 14.4% | – | 192 | 34.38% | 0.3 |
|
| 1966 |
1966
Old Mutual Customised Solutions
Pinelands,
South Africa
| USD 383 M | +USD 28.5 M | +8% | 10.1% | 49.7% | 785 | 3.06% | 0.5 |
|
| 1967 |
1967
Cabot Wealth Management
Salem,
Massachusetts
| USD 382 M | +USD 48.5 M | +15% | 7.29% | 69.3% | 165 | 19.39% | 0.4 |
|
| 1968 |
1968
Itau USA Asset Management
New York
| USD 382 M | -USD 7.7 M | -2% | 1.28% | 15.8% | 129 | 10.85% | 0.4 |
|
| 1969 |
MRCM
1969
M&R Capital Management
Summit,
New Jersey
| USD 382 M | +USD 25.9 M | +7% | 9.34% | 52.6% | 214 | 13.08% | 0.4 |
|
| 1970 |
1970
Middleton & Co
Boston,
Massachusetts
| USD 382 M | +USD 1.75 M | +0.5% | 10.7% | 81.8% | 152 | 19.74% | 0.4 |
|
| 1971 |
1971
LBMC Investment Advisors
Brentwood,
Tennessee
| USD 382 M | +USD 43.2 M | +13% | 7.04% | 52.8% | 55 | 16.36% | 0.4 |
|
| 1972 |
1972
Jacobs Asset Management
New York
| USD 382 M | +USD 12 M | +3% | 13.5% | 114% | 49 | 20.41% | 0.4 |
|
| 1973 |
1973
Petrus Trust Company
Dallas,
Texas
| USD 381 M | +USD 2.55 M | +0.7% | 7.66% | 36.9% | 47 | 6.38% | 0.5 |
|
| 1974 |
1974
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| USD 381 M | -USD 71.2 M | -16% | 4.23% | 88.9% | 185 | 83.78% | 0.1 |
|
| 1975 |
1975
White Mountains Insurance Group
Hanover,
New Hampshire
| USD 381 M | +USD 22.9 M | +6% | 6.41% | 105% | 2 | 0% | 0.5 |
|