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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
Connable Office Inc
Kalamazoo,
Michigan
| USD 515 M | +USD 62.8 M | +14% | 13% | 68.3% | 179 | 18.44% | 2.8 |
|
| 2127 |
2127
Caprock Group
Boise,
Idaho
| USD 515 M | +USD 80.2 M | +18% | 13.7% | – | 413 | 21.79% | 1.9 |
|
| 2128 |
2128
Adell Harriman & Carpenter
Houston,
Texas
| USD 514 M | +USD 60.4 M | +13% | 15.7% | 176% | 152 | 9.21% | 3.9 |
|
| 2129 |
2129
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| USD 514 M | +USD 59 M | +13% | 13.6% | 50.4% | 18 | 38.89% | 4 |
|
| 2130 |
2130
Klingman & Associates
New York
| USD 513 M | +USD 68.9 M | +16% | 11.9% | 64.9% | 123 | 16.26% | 2.6 |
|
| 2131 |
2131
FAS Wealth Partners
Leawood,
Kansas
| USD 512 M | +USD 75.3 M | +17% | 10.4% | 72.3% | 196 | 7.14% | 3 |
|
| 2132 |
2132
Osborne Partners Capital Management
San Francisco,
California
| USD 512 M | -USD 156 M | -23% | 13% | 60.8% | 189 | 19.58% | 4.4 |
|
| 2133 |
2133
Belpointe Asset Management
Reno,
Nevada
| USD 512 M | +USD 117 M | +30% | 12% | 80.1% | 612 | 45.59% | 0.8 |
|
| 2134 |
BC
2134
Bruce & Co
Chicago,
Illinois
| USD 512 M | +USD 42.2 M | +9% | 11.4% | 94.5% | 43 | 2.33% | 3.7 |
|
| 2135 |
2135
Cutler Investment Counsel
Jacksonville,
Oregon
| USD 511 M | +USD 46.6 M | +10% | 9.15% | 61.8% | 93 | 6.45% | 3.4 |
|
| 2136 |
2136
Signet Financial Management
Parsippany,
New Jersey
| USD 511 M | +USD 52 M | +11% | 12.2% | 65.2% | 251 | 13.15% | 2.3 |
|
| 2137 |
2137
Parkwood LLC
Cleveland,
Ohio
| USD 511 M | +USD 74.6 M | +17% | 14.2% | 120% | 91 | 39.56% | 1.4 |
|
| 2138 |
2138
RKL Wealth Management
Lancaster,
Pennsylvania
| USD 511 M | +USD 77.5 M | +18% | 11.5% | 76.8% | 130 | 6.92% | 2.8 |
|
| 2139 |
2139
Cadinha & Co
Honolulu,
Hawaii
| USD 511 M | +USD 108 M | +27% | 10.8% | 132% | 113 | 15.04% | 3.6 |
|
| 2140 |
2140
Randolph Company
Cincinnati,
Ohio
| USD 510 M | +USD 148 M | +41% | 13.4% | 127% | 44 | 47.73% | 1.3 |
|
| 2141 |
2141
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| USD 509 M | +USD 53.1 M | +12% | 10.9% | 26.3% | 140 | 15% | 4 |
|
| 2142 |
2142
IBM Retirement Fund
Armonk,
New York
| USD 509 M | +USD 70.6 M | +16% | 14.3% | 54.4% | 415 | 12.53% | 4.1 |
|
| 2143 |
2143
Barber Financial Group
Lenexa,
Kansas
| USD 509 M | +USD 43.6 M | +9% | 6.71% | 39% | 151 | 19.87% | 1.3 |
|
| 2144 |
2144
Bremer Bank National Association
St Paul,
Minnesota
| USD 508 M | – | – | 12.8% | 37.4% | 749 | – | 0 |
|
| 2145 |
AIC
2145
AWM Investment Company
New York
| USD 508 M | +USD 48.6 M | +11% | 25.6% | 778% | 93 | 17.2% | 2 |
|
| 2146 |
2146
Beese Fulmer Investment Management
Canton,
Ohio
| USD 507 M | +USD 62.3 M | +14% | 13% | 124% | 194 | 17.53% | 3.7 |
|
| 2147 |
2147
Exane Derivatives
Paris,
France
| USD 506 M | -USD 51.4 M | -9% | 12.8% | 42.7% | 739 | 23.82% | 1.8 |
|
| 2148 |
OIM
2148
Opus Investment Management
Worcester,
Massachusetts
| USD 506 M | +USD 40.6 M | +9% | 10.9% | 52.8% | 93 | 11.83% | 3.7 |
|
| 2149 |
2149
Daiwa SB Investments
Tokyo,
Japan
| USD 506 M | +USD 72.2 M | +17% | 16.3% | 60.6% | 257 | 22.57% | 2.1 |
|
| 2150 |
2150
Jacobs Asset Management
New York
| USD 505 M | -USD 6.38 M | -1% | 8.08% | 114% | 58 | 18.97% | 2.2 |
|