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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 |
MIM
2051
Marco Investment Management
Atlanta,
Georgia
| USD 561 M | +USD 22.1 M | +4% | 3.52% | 127% | 184 | 7.07% | 4.3 |
|
| 2052 |
2052
Summit Partners
Boston,
Massachusetts
| USD 560 M | +USD 108 M | +24% | 3.24% | 13.7% | 9 | 33.33% | 2.4 |
|
| 2053 |
2053
Halsey Associates
New Haven,
Connecticut
| USD 560 M | -USD 49.2 M | -8% | 5.13% | 63.8% | 109 | 12.84% | 4.4 |
|
| 2054 |
2054
Stieven Capital Advisors
St. Louis,
Missouri
| USD 559 M | +USD 11.9 M | +2% | 5.61% | 117% | 64 | 21.88% | 2.6 |
|
| 2055 |
2055
NBT Bank
Norwich,
New York
| USD 559 M | +USD 9.6 M | +2% | 2.92% | 77% | 193 | 10.36% | 4.7 |
|
| 2056 |
2056
Pensionfund DSM Netherlands
Sittard,
Netherlands
| USD 559 M | +USD 14.3 M | +3% | 2.38% | 36.9% | 226 | 20.35% | 2.5 |
|
| 2057 |
2057
Horan Capital Management
Hunt Valley,
Maryland
| USD 559 M | +USD 16.7 M | +3% | 5.51% | 69.2% | 73 | 30.14% | 2.5 |
|
| 2058 |
2058
Silvant Capital Management
Atlanta,
Georgia
| USD 558 M | +USD 1.57 M | +0.3% | 6.82% | 168% | 343 | 6.12% | 1.1 |
|
| 2059 |
2059
Pure Financial Advisors
San Diego,
California
| USD 558 M | +USD 27.4 M | +5% | 2.22% | 47.2% | 141 | 8.51% | 0.7 |
|
| 2060 |
2060
Avior Wealth Management
Omaha,
Nebraska
| USD 558 M | +USD 86 M | +18% | 3.57% | 71.4% | 881 | 27.81% | 2.1 |
|
| 2061 |
2061
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| USD 557 M | +USD 7.72 M | +1% | 4.14% | 127% | 575 | 11.83% | 3.1 |
|
| 2062 |
2062
Callahan Advisors
Houston,
Texas
| USD 557 M | +USD 20 M | +4% | 3.93% | 87.7% | 139 | 5.76% | 3.7 |
|
| 2063 |
2063
Prana Capital Management
Greenwich,
Connecticut
| USD 557 M | -USD 92.4 M | -14% | 7.77% | 36.6% | 70 | 55.71% | 0.4 |
|
| 2064 |
2064
Stewart & Patten Company
Lafayette,
California
| USD 557 M | +USD 8.69 M | +2% | 2.37% | 27.5% | 98 | 7.14% | 4.4 |
|
| 2065 |
2065
Fiduciary Group
Savannah,
Georgia
| USD 557 M | +USD 19.6 M | +4% | 4.02% | 67.1% | 192 | 6.25% | 3.2 |
|
| 2066 |
CWM
2066
Cornerstone Wealth Management
St. Peters,
Missouri
| USD 557 M | -USD 267 M | -32% | 3.09% | 69.8% | 536 | 38.99% | 1.9 |
|
| 2067 |
2067
Nachman Norwood & Parrott
Greenville,
South Carolina
| USD 556 M | +USD 19.5 M | +4% | 3.49% | – | 247 | 10.93% | 0.4 |
|
| 2068 |
2068
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| USD 555 M | +USD 41.1 M | +8% | 3.17% | 50.4% | 12 | 8.33% | 3.9 |
|
| 2069 |
AIM
2069
Axiom Investment Management
New York
| USD 554 M | +USD 27.1 M | +5% | 4.15% | – | 482 | 15.77% | 0.4 |
|
| 2070 |
2070
Cadinha & Co
Honolulu,
Hawaii
| USD 553 M | +USD 42.4 M | +8% | 5% | 132% | 118 | 13.56% | 3.6 |
|
| 2071 |
2071
Colonial Trust Advisors
Spartanburg,
South Carolina
| USD 553 M | +USD 25.6 M | +5% | 5.03% | 80% | 164 | 12.2% | 3.9 |
|
| 2072 |
2072
Northcape Capital
Sydney,
Australia
| USD 551 M | +USD 60.9 M | +12% | 7.97% | – | 18 | 11.11% | 1.7 |
|
| 2073 |
2073
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| USD 551 M | +USD 17.3 M | +3% | 1.75% | 44.7% | 191 | 5.24% | 2.3 |
|
| 2074 |
2074
Oberweis Asset Management
Lisle,
Illinois
| USD 550 M | +USD 52.4 M | +11% | 8.75% | 485% | 230 | 27.39% | 1.3 |
|
| 2075 |
JC
2075
JBF Capital
Aspen,
Colorado
| USD 550 M | -USD 10.4 M | -2% | 3.91% | 93.6% | 94 | 31.91% | 1.2 |
|