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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
2051
L & S Advisors
Los Angeles,
California
| USD 399 M | +USD 55.3 M | +16% | 10.1% | 231% | 102 | 39.22% | 0.8 |
|
| 2052 |
2052
Penn Davis McFarland
Dallas,
Texas
| USD 398 M | +USD 18.2 M | +5% | 7.23% | 100% | 33 | 9.09% | 1.6 |
|
| 2053 |
2053
Aegon USA Investment Management
Cedar Rapids,
Iowa
| USD 398 M | -USD 16.8 M | -4% | 2.86% | 39.9% | 41 | 7.32% | 0.9 |
|
| 2054 |
2054
Alexandria Capital
Arlington,
Virginia
| USD 398 M | -USD 13.3 M | -3% | 3.51% | 66.8% | 698 | 17.62% | 1.7 |
|
| 2055 |
RA
2055
Rovida Advisors
Fort Lauderdale,
Florida
| USD 397 M | +USD 125 M | +46% | 9.34% | 24.8% | 16 | 37.5% | 0.2 |
|
| 2056 |
2056
Checchi Capital Advisers
Beverly Hills,
California
| USD 396 M | +USD 27.9 M | +8% | 4.58% | 68% | 383 | 15.67% | 1.4 |
|
| 2057 |
2057
Bangor Savings Bank
Bangor,
Maine
| USD 396 M | +USD 4.77 M | +1% | 3.24% | 54.6% | 143 | 7.69% | 1.9 |
|
| 2058 |
ECM
2058
EII Capital Management
New York
| USD 396 M | -USD 219 M | -36% | 5.79% | 46.9% | 132 | 12.88% | 1.9 |
|
| 2059 |
2059
Old Mutual Customised Solutions
Pinelands,
South Africa
| USD 396 M | +USD 25.5 M | +7% | 7.55% | 49.7% | 732 | 2.73% | 2.3 |
|
| 2060 |
2060
George Kaiser Family Foundation
Tulsa,
Oklahoma
| USD 396 M | -USD 117 M | -23% | 7.56% | 106% | 17 | 17.65% | 1.1 |
|
| 2061 |
2061
Patriot Financial Partners
Radnor,
Pennsylvania
| USD 395 M | -USD 23 M | -5% | 4.06% | 16.6% | 18 | 22.22% | 1.6 |
|
| 2062 |
NM
2062
Newtyn Management
New York
| USD 395 M | +USD 7.68 M | +2% | 6.52% | 52% | 18 | 61.11% | 0.6 |
|
| 2063 |
2063
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| USD 395 M | +USD 66.4 M | +20% | 2.62% | 85.5% | 141 | 36.17% | 0.7 |
|
| 2064 |
2064
Weiss Asset Management
Boston,
Massachusetts
| USD 395 M | +USD 259 M | +192% | 0.71% | 138% | 259 | 90.35% | 0.1 |
|
| 2065 |
2065
FormulaFolio Investments
Grand Rapids,
Michigan
| USD 394 M | +USD 81.2 M | +26% | 2.14% | 41.4% | 125 | 39.2% | 0.4 |
|
| 2066 |
CA
2066
Continental Advisors
Park City,
Utah
| USD 394 M | +USD 21.4 M | +6% | 5.17% | 73.6% | 185 | 34.59% | 1.3 |
|
| 2067 |
2067
Vicus Capital
State College,
Pennsylvania
| USD 394 M | +USD 16.4 M | +4% | 3.98% | 59.6% | 217 | 21.2% | 1.3 |
|
| 2068 |
GWM
2068
Gupta Wealth Management
San Diego,
California
| USD 393 M | -USD 16.9 M | -4% | 3.51% | – | 1,432 | 26.19% | 0.6 |
|
| 2069 |
AAM
2069
Autus Asset Management
Scottsdale,
Arizona
| USD 393 M | +USD 66 M | +20% | 4.15% | 26.3% | 166 | 24.7% | 1.6 |
|
| 2070 |
2070
Cypress Funds
Los Angeles,
California
| USD 393 M | +USD 48.4 M | +14% | 5.81% | 100% | 30 | 43.33% | 0.6 |
|
| 2071 |
2071
Deltec Asset Management
New York
| USD 393 M | -USD 10.6 M | -3% | 5.62% | 128% | 209 | 40.67% | 1.2 |
|
| 2072 |
2072
Randolph Company
Cincinnati,
Ohio
| USD 393 M | -USD 24.8 M | -6% | 6.16% | 127% | 44 | 34.09% | 1.4 |
|
| 2073 |
2073
Covalent Partners
Concord,
Massachusetts
| USD 393 M | -USD 81.8 M | -17% | 0.19% | 36.6% | 42 | 35.71% | 1 |
|
| 2074 |
2074
Cabot Wealth Management
Salem,
Massachusetts
| USD 391 M | +USD 29.2 M | +8% | 3.31% | 69.3% | 152 | 16.45% | 1.7 |
|
| 2075 |
2075
Kerrisdale Advisers
Miami,
Florida
| USD 391 M | +USD 47.5 M | +14% | 4.9% | 78.8% | 62 | 59.68% | 0.5 |
|