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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
Cable Hill Partners
Portland,
Oregon
| USD 1017 M | +USD 95.1 M | +10% | 6.92% | 20.3% | 249 | 21.29% | 1 |
|
| 2077 |
2077
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| USD 1017 M | +USD 54.7 M | +6% | 5.9% | 81.9% | 238 | 30.67% | 2.3 |
|
| 2078 |
2078
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| USD 1015 M | +USD 76.6 M | +8% | 9.74% | 26.1% | 176 | 7.39% | 6.5 |
|
| 2079 |
2079
Quantitative Investment Management
Charlottesville,
Virginia
| USD 1015 M | +USD 97.5 M | +11% | 9.39% | 24.6% | 468 | 69.66% | 0.2 |
|
| 2080 |
NEWAS
2080
N.E.W. Advisory Services
De Pere,
Wisconsin
| USD 1014 M | +USD 87.7 M | +9% | 6.66% | 51.1% | 188 | 5.85% | 2.7 |
|
| 2081 |
2081
Harbor Investment Advisory
Lutherville,
Maryland
| USD 1014 M | +USD 55.9 M | +6% | 6.07% | 97.5% | 1,329 | 15.27% | 3.6 |
|
| 2082 |
2082
Pacific Life Fund Advisors
Newport Beach,
California
| USD 1012 M | +USD 10.5 M | +1% | 7.76% | 47.6% | 23 | 13.04% | 1 |
|
| 2083 |
2083
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| USD 1012 M | +USD 34.2 M | +3% | 5.36% | 77.5% | 169 | 4.73% | 8.1 |
|
| 2084 |
2084
Keywise Capital Management (HK)
Hong Kong
| USD 1012 M | +USD 179 M | +22% | 18.1% | 684% | 15 | 13.33% | 1.4 |
|
| 2085 |
2085
Morningstar Investment Management
Chicago,
Illinois
| USD 1011 M | +USD 53.8 M | +6% | 5.16% | 48.2% | 243 | 31.69% | 1.3 |
|
| 2086 |
2086
Pictet North America Advisors
Geneva 73,
Switzerland
| USD 1010 M | +USD 89.4 M | +10% | 6.03% | 67.7% | 144 | 4.86% | 3.9 |
|
| 2087 |
2087
FJ Investments
Salt Lake City,
Utah
| USD 1010 M | -USD 16.7 M | -2% | 4.28% | – | 4 | 0% | 0.8 |
|
| 2088 |
2088
Siemens
Munich,
Germany
| USD 1009 M | +USD 252 M | +33% | 33.6% | 16.8% | 2 | 0% | 2.4 |
|
| 2089 |
2089
GAMMA Investing
Foster City,
California
| USD 1009 M | +USD 275 M | +37% | 7.19% | 139% | 3,706 | 10.2% | 0.7 |
|
| 2090 |
2090
First American Trust
Santa Ana,
California
| USD 1009 M | +USD 11 M | +1% | 6.23% | 84.6% | 233 | 12.02% | 3.5 |
|
| 2091 |
2091
Maple-Brown Abbott
Barangaroo,
Australia
| USD 1008 M | +USD 59.7 M | +6% | 16.8% | 7.92% | 17 | 11.76% | 4.3 |
|
| 2092 |
2092
Oxbow Advisors
Austin,
Texas
| USD 1008 M | +USD 156 M | +18% | 5.77% | 66.3% | 245 | 17.55% | 4.4 |
|
| 2093 |
2093
Jay A. Fishman Ltd
Troy,
Michigan
| USD 1007 M | +USD 57.6 M | +6% | 6.5% | 119% | 93 | 16.13% | 6.5 |
|
| 2094 |
2094
Bath Savings Trust
Bath,
Maine
| USD 1006 M | +USD 66.2 M | +7% | 7.91% | 57.8% | 173 | 4.62% | 6.4 |
|
| 2095 |
2095
Recurrent Investment Advisors
Houston,
Texas
| USD 1006 M | +USD 55.8 M | +6% | 1.66% | 99.7% | 56 | 12.5% | 3.2 |
|
| 2096 |
2096
Proficio Capital Partners
Newton,
Massachusetts
| USD 1006 M | +USD 53.1 M | +6% | 6.28% | 97% | 349 | 26.65% | 3.2 |
|
| 2097 |
2097
Pine Ridge Advisers
New York
| USD 1005 M | +USD 66.2 M | +7% | 5.46% | 90.1% | 36 | 8.33% | 2.3 |
|
| 2098 |
2098
Advisor OS
Chicago,
Illinois
| USD 1005 M | +USD 91.4 M | +10% | 6.35% | 61.2% | 432 | 15.28% | 1.8 |
|
| 2099 |
2099
Artemis Wealth Advisors
New York
| USD 1003 M | -USD 59.9 M | -6% | 1.91% | 174% | 37 | 18.92% | 2.4 |
|
| 2100 |
2100
Thrive Capital Management (New York)
New York
| USD 1003 M | +USD 151 M | +18% | 19.8% | 205% | 4 | 0% | 2.9 |
|