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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1951 |
1951
Meteora Capital
Boca Raton,
Florida
| USD 1356 M | +USD 161 M | +13% | 1.58% | 56.9% | 539 | 50.46% | 0.4 |
|
| 1952 |
1952
Washington Trust Bank
Spokane,
Washington
| USD 1356 M | -USD 71.7 M | -5% | 0.69% | 89.9% | 215 | 12.09% | 6.1 |
|
| 1953 |
1953
Narwhal Capital Management
Marietta,
Georgia
| USD 1355 M | -USD 20.9 M | -2% | 1.29% | 93.8% | 173 | 8.09% | 5.9 |
|
| 1954 |
1954
KMG Fiduciary Partners
Toledo,
Ohio
| USD 1352 M | -USD 54.6 M | -4% | 2.36% | 114% | 273 | 8.42% | 3.9 |
|
| 1955 |
1955
Partners Group Holding
Baar-Zug,
Switzerland
| USD 1351 M | -USD 130 M | -9% | 8.7% | 23.3% | 51 | 5.88% | 4.1 |
|
| 1956 |
1956
McIlrath & Eck
Arlington,
Washington
| USD 1349 M | +USD 273 M | +25% | 0.69% | 44% | 1,722 | 47.68% | 2.5 |
|
| 1957 |
1957
Heck Capital Advisors
Rhinelander,
Wisconsin
| USD 1348 M | +USD 6.2 M | +0.5% | 0.9% | 67% | 235 | 24.26% | 3.4 |
|
| 1958 |
1958
CapWealth Advisors
Franklin,
Tennessee
| USD 1347 M | -USD 114 M | -8% | 7.12% | 152% | 124 | 7.26% | 5.4 |
|
| 1959 |
1959
Van Hulzen Asset Management
El Dorado Hills,
California
| USD 1346 M | -USD 16.6 M | -1% | 0.25% | 86.3% | 376 | 13.3% | 3.8 |
|
| 1960 |
PO
1960
PBCay One
Dubai,
United Arab Emirates
| USD 1345 M | +USD 777 M | +137% | 10.3% | – | 19 | 47.37% | 0.4 |
|
| 1961 |
1961
HoldCo Asset Management
Fort Lauderdale,
Florida
| USD 1344 M | +USD 14.2 M | +1% | 1.26% | – | 30 | 6.67% | 2.6 |
|
| 1962 |
1962
Verity & Verity
Beaufort,
South Carolina
| USD 1342 M | +USD 54.6 M | +4% | 4.41% | 90.4% | 156 | 14.1% | 5 |
|
| 1963 |
OCMI
1963
Oaktop Capital Management II
Chatham,
New Jersey
| USD 1340 M | +USD 160 M | +14% | 17.2% | 451% | 14 | 7.14% | 8.1 |
|
| 1964 |
1964
Fusion Family Wealth
Woodbury,
New York
| USD 1339 M | +USD 19.8 M | +1% | 0.39% | 62.2% | 49 | 10.2% | 5.4 |
|
| 1965 |
NEWAS
1965
N.E.W. Advisory Services
De Pere,
Wisconsin
| USD 1337 M | -USD 14.9 M | -1% | 0.75% | 51.1% | 959 | 11.68% | 1.4 |
|
| 1966 |
1966
Baring Fintech Manager Holding
Castel,
Guernsey
| USD 1337 M | -USD 73.3 M | -5% | 5.2% | – | 1 | 0% | 1.3 |
|
| 1967 |
1967
49 Wealth Management
Austin,
Texas
| USD 1336 M | +USD 107 M | +9% | 0.23% | – | 231 | 26.41% | 1.2 |
|
| 1968 |
1968
WBH Advisory
Baltimore,
Maryland
| USD 1335 M | -USD 15.2 M | -1% | 1.96% | 57.6% | 363 | 9.09% | 6.4 |
|
| 1969 |
1969
Arete Wealth Advisors
Chicago,
Illinois
| USD 1334 M | -USD 109 M | -8% | 0.36% | 85.3% | 406 | 32.27% | 3 |
|
| 1970 |
1970
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| USD 1334 M | -USD 503 M | -27% | 0.09% | 4.8% | 451 | 43.24% | 0.3 |
|
| 1971 |
1971
Wellspring Financial Advisors
Cleveland,
Ohio
| USD 1333 M | +USD 68.8 M | +5% | 1.16% | 77.2% | 315 | 24.76% | 1.8 |
|
| 1972 |
1972
NBC Securities
Birmingham,
Alabama
| USD 1332 M | -USD 1.53 M | -0.1% | 1.79% | 93.1% | 2,971 | 20.6% | 1.4 |
|
| 1973 |
1973
Applied Finance Capital Management
San Juan,
Puerto Rico
| USD 1332 M | -USD 64.2 M | -5% | 0.08% | 106% | 236 | 12.29% | 1.8 |
|
| 1974 |
1974
Compass Rose Asset Management
New York
| USD 1329 M | +USD 100 M | +8% | 4.65% | 41% | 36 | 77.78% | 0.2 |
|
| 1975 |
1975
SHP Wealth Management
Plymouth,
Massachusetts
| USD 1326 M | +USD 40.5 M | +3% | 2.37% | – | 1,931 | 25.12% | 0.2 |
|