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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2176 |
2176
OneDigital Investment Advisors
Overland Park,
Kansas
| USD 477 M | +USD 21.5 M | +5% | 2.21% | 57.3% | 1,422 | 10.13% | 0.8 |
|
| 2177 |
2177
Asia Research & Capital Management
Hong Kong
| USD 475 M | -USD 79.3 M | -14% | 18.1% | – | 6 | 66.67% | 0.2 |
|
| 2178 |
VCM
2178
V3 Capital Management
Dallas,
Texas
| USD 475 M | -USD 93.1 M | -16% | 10.5% | 20.5% | 22 | 63.64% | 0.8 |
|
| 2179 |
2179
Speece Thorson Capital Group
Minnetonka,
Minnesota
| USD 475 M | +USD 3.5 M | +0.7% | 6.6% | 34.2% | 41 | 2.44% | 3.8 |
|
| 2180 |
2180
Modera Wealth Management
Westwood,
New Jersey
| USD 474 M | -USD 7.64 M | -2% | 0.51% | 68.2% | 138 | 7.25% | 2.8 |
|
| 2181 |
2181
Phillips Financial Management
Fort Wayne,
Indiana
| USD 474 M | +USD 12 M | +3% | 1.09% | 45.6% | 70 | 1.43% | 3.9 |
|
| 2182 |
2182
Otter Creek Advisors
Palm Beach Gardens,
Florida
| USD 473 M | -USD 273 k | -0.1% | 3.72% | 173% | 94 | 60.64% | 0.7 |
|
| 2183 |
2183
Strategy Asset Managers
Pasadena,
California
| USD 473 M | +USD 11.7 M | +3% | 0.23% | 115% | 122 | 22.13% | 2.1 |
|
| 2184 |
2184
Fiduciary Group
Savannah,
Georgia
| USD 473 M | +USD 11.7 M | +3% | 3.22% | 67.1% | 174 | 2.3% | 2.6 |
|
| 2185 |
2185
JNBA Financial Advisors
Bloomington,
Minnesota
| USD 473 M | +USD 5.95 M | +1% | 1.46% | 61.8% | 559 | 14.31% | 2.8 |
|
| 2186 |
2186
Everence Capital Management
Goshen,
Indiana
| USD 473 M | +USD 21 M | +5% | 5.16% | 108% | 451 | 10.86% | 2.7 |
|
| 2187 |
SFM
2187
Signature Financial Management
Norfolk,
Virginia
| USD 473 M | -USD 7.73 M | -2% | 0.52% | 20.8% | 180 | 18.89% | 2.2 |
|
| 2188 |
2188
Heathbridge Capital Management
Toronto,
Ontario, Canada
| USD 473 M | -USD 17 M | -3% | 1.14% | 58.7% | 31 | 9.68% | 3.2 |
|
| 2189 |
2189
Caprock Group
Boise,
Idaho
| USD 473 M | +USD 4.35 M | +0.9% | 3.36% | – | 496 | 20.97% | 1.4 |
|
| 2190 |
2190
De Burlo Group
Boston,
Massachusetts
| USD 472 M | +USD 13.1 M | +3% | 14.1% | 147% | 121 | 27.27% | 2.2 |
|
| 2191 |
2191
YCG LLC
Austin,
Texas
| USD 472 M | +USD 15.2 M | +3% | 3.16% | 27% | 36 | 5.56% | 3.6 |
|
| 2192 |
2192
Hilltop Holdings
Dallas,
Texas
| USD 472 M | -USD 100 M | -17% | 3.34% | 96.7% | 489 | 33.54% | 1.8 |
|
| 2193 |
2193
Centiva Capital
New York
| USD 472 M | +USD 52.8 M | +13% | 4.09% | 65.1% | 131 | 83.97% | 0.1 |
|
| 2194 |
2194
Tikehau Investment Management
Paris,
France
| USD 471 M | +USD 107 M | +29% | 4.69% | 102% | 30 | 26.67% | 0.2 |
|
| 2195 |
2195
Sowell Financial Services
North Little Rock,
Arkansas
| USD 471 M | +USD 71 M | +18% | 2.64% | 94.8% | 316 | 19.94% | 1 |
|
| 2196 |
2196
Periscope Capital
Toronto,
Ontario, Canada
| USD 471 M | +USD 43.1 M | +10% | 0.95% | 28.8% | 188 | 32.98% | 0.5 |
|
| 2197 |
2197
Petrus Trust Company
Dallas,
Texas
| USD 471 M | +USD 41.2 M | +10% | 5.94% | 36.9% | 320 | 62.81% | 0.7 |
|
| 2198 |
2198
Lapides Asset Management
Greenwich,
Connecticut
| USD 470 M | +USD 14.6 M | +3% | 4.85% | 63% | 91 | 16.48% | 2.6 |
|
| 2199 |
2199
Atalan Capital Partners
New York
| USD 470 M | +USD 48.5 M | +11% | 7.07% | 319% | 14 | 28.57% | 0.9 |
|
| 2200 |
2200
JLB & Associates
Plymouth,
Michigan
| USD 470 M | +USD 5.16 M | +1% | 2.93% | 69.5% | 71 | 5.63% | 3.8 |
|