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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
True Link Financial Advisors
San Francisco,
California
| USD 690 M | +USD 28.6 M | +4% | 4.5% | 26.8% | 135 | 15.56% | 1.3 |
|
| 2077 |
2077
Webster Bank
Waterbury,
Connecticut
| USD 690 M | -USD 42.8 M | -6% | 4.45% | 77.5% | 544 | 3.31% | 5 |
|
| 2078 |
2078
Mesirow Institutional Investment Management
Chicago,
Illinois
| USD 690 M | – | – | 0.56% | – | 110 | – | 0 |
|
| 2079 |
2079
Simplicity Solutions
Minneapolis,
Minnesota
| USD 690 M | -USD 81.5 M | -11% | 5.08% | 37.1% | 727 | 24.21% | 1.9 |
|
| 2080 |
2080
Harvey Investment Company
Louisville,
Kentucky
| USD 690 M | -USD 21.5 M | -3% | 1.32% | 56.4% | 90 | 2.22% | 7 |
|
| 2081 |
2081
Matthews International Capital Management
San Francisco,
California
| USD 688 M | -USD 8.24 M | -1% | 7.71% | 227% | 43 | 13.95% | 2.1 |
|
| 2082 |
2082
First Command Bank
Fort Worth,
Texas
| USD 688 M | +USD 1.61 M | +0.2% | 7.38% | 34.1% | 481 | 27.03% | 3.6 |
|
| 2083 |
2083
First Command Financial Services
Fort Worth,
Texas
| USD 688 M | +USD 1.61 M | +0.2% | 7.38% | 34.4% | 481 | 27.03% | 3.6 |
|
| 2084 |
2084
Sound Income Strategies
Ft Lauderdale,
Florida
| USD 688 M | -USD 62.2 M | -8% | 7.21% | 31.4% | 1,016 | 11.32% | 2.7 |
|
| 2085 |
2085
Willis Johnson & Associates
Houston,
Texas
| USD 687 M | -USD 30.5 M | -4% | 5.82% | 50.9% | 108 | 13.89% | 1.2 |
|
| 2086 |
2086
Grassi Investment Management
Santa Clara,
California
| USD 686 M | -USD 70.9 M | -9% | 7.39% | 170% | 126 | 4.76% | 5.4 |
|
| 2087 |
2087
Foster Victor Wealth Advisors
Greenville,
South Carolina
| USD 686 M | +USD 14 M | +2% | 5.35% | 78.2% | 147 | 10.2% | 2.3 |
|
| 2088 |
2088
Arrow Financial
Glens Falls,
New York
| USD 686 M | -USD 47.7 M | -6% | 5.06% | 66.5% | 355 | 5.35% | 6.1 |
|
| 2089 |
2089
Yakira Capital Management
Westport,
Connecticut
| USD 685 M | +USD 47.9 M | +8% | 3.85% | 74.1% | 518 | 30.12% | 0.7 |
|
| 2090 |
2090
Advocacy Wealth Management Services
Atlanta,
Georgia
| USD 685 M | +USD 63.4 M | +10% | 3.6% | 48.3% | 156 | 17.95% | 2.8 |
|
| 2091 |
2091
First Trust Direct Indexing
Boston,
Massachusetts
| USD 685 M | -USD 33.3 M | -5% | 5.16% | 69% | 685 | 11.82% | 1.3 |
|
| 2092 |
2092
Graticule Asia Macro Advisors
New York
| USD 684 M | +USD 466 M | +214% | 3.28% | – | 62 | 77.42% | 0.4 |
|
| 2093 |
2093
Perpetual Investment Management
Sydney,
Australia
| USD 684 M | +USD 759 k | +0.1% | 6.5% | – | 224 | 14.73% | 1.3 |
|
| 2094 |
2094
Bouchey Financial Group
Troy,
New York
| USD 684 M | +USD 60.3 M | +10% | 3.86% | 66.7% | 94 | 17.02% | 3.3 |
|
| 2095 |
RIM
2095
Redpoint Investment Management
Sydney, NSW,
Australia
| USD 684 M | -USD 162 M | -19% | 5.31% | 35.9% | 620 | 7.74% | 3.3 |
|
| 2096 |
2096
Harvey Partners
Tarrytown,
New York
| USD 683 M | +USD 228 M | +50% | 1.68% | 174% | 40 | 32.5% | 1.9 |
|
| 2097 |
2097
Berger Financial Group
Plymouth,
Minnesota
| USD 681 M | -USD 3.52 M | -0.5% | 5.26% | 59.9% | 266 | 21.43% | 1.2 |
|
| 2098 |
2098
Kovack Advisors
Ft. Lauderdale,
Florida
| USD 681 M | -USD 76.9 M | -10% | 3.98% | 118% | 664 | 21.23% | 2.9 |
|
| 2099 |
BPIM
2099
Brant Point Investment Management
New York
| USD 680 M | +USD 5.93 M | +0.9% | 2.24% | 169% | 113 | 38.94% | 2.4 |
|
| 2100 |
2100
Hills Bank & Trust
North Liberty,
Iowa
| USD 679 M | +USD 64 M | +10% | 5.61% | 52.8% | 258 | 10.47% | 4.5 |
|