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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
Transamerica Financial Advisors
St. Petersburg,
Florida
| USD 771 M | +USD 14.7 M | +2% | 5.18% | 77.1% | 651 | 10.45% | 1.5 |
|
| 2177 |
TIM
2177
Total Investment Management
Scottsdale,
Arizona
| USD 771 M | +USD 247 M | +47% | 4.83% | 44.4% | 72 | 15.28% | 2.4 |
|
| 2178 |
2178
Liberty One Investment Management
Libertyville,
Illinois
| USD 771 M | +USD 37.5 M | +5% | 3.9% | 40.3% | 170 | 0.59% | 2.6 |
|
| 2179 |
2179
Traphagen Investment Advisors
Oradell,
New Jersey
| USD 771 M | +USD 90.2 M | +13% | 4.16% | 65.8% | 160 | 13.13% | 2.6 |
|
| 2180 |
2180
CoreView Capital Management
Hong Kong
| USD 770 M | -USD 15.3 M | -2% | 10.7% | 50.9% | 13 | 7.69% | 1 |
|
| 2181 |
2181
Aaron Wealth Advisors
Chicago,
Illinois
| USD 769 M | +USD 41.8 M | +6% | 6.16% | 108% | 269 | 13.01% | 1.4 |
|
| 2182 |
2182
Charter Oak Capital Management
Portsmouth,
New Hampshire
| USD 768 M | +USD 47 M | +7% | 4.62% | 39.2% | 178 | 5.06% | 2.2 |
|
| 2183 |
2183
Dow Chemical Company
Midland,
Michigan
| USD 768 M | +USD 208 M | +37% | 4.92% | 29.4% | 8 | 37.5% | 0.9 |
|
| 2184 |
2184
SNS Financial Group
Minneapolis,
Minnesota
| USD 767 M | +USD 5.32 M | +0.7% | 4.75% | 54.2% | 192 | 5.21% | 4.5 |
|
| 2185 |
2185
Summit Securities Group
New York
| USD 767 M | -USD 450 M | -37% | 2.78% | 136% | 1,159 | 44.52% | 0.9 |
|
| 2186 |
2186
Twin Capital Management
Mcmurray,
Pennsylvania
| USD 767 M | +USD 35 M | +5% | 10.2% | 132% | 301 | 10.3% | 3.3 |
|
| 2187 |
2187
Cable Hill Partners
Portland,
Oregon
| USD 767 M | +USD 152 M | +25% | 5.47% | 20.3% | 209 | 18.66% | 2.7 |
|
| 2188 |
2188
Caldwell Trust
Venice,
Florida
| USD 766 M | +USD 45.8 M | +6% | 7.45% | 87% | 794 | 13.1% | 2.8 |
|
| 2189 |
2189
Great Mountain Partners
New Haven,
Connecticut
| USD 765 M | -USD 58.3 M | -7% | 6.65% | 95.3% | 2 | 0% | 2 |
|
| 2190 |
2190
Harvey Investment Company
Louisville,
Kentucky
| USD 765 M | -USD 41 M | -5% | 4.1% | 56.4% | 93 | 2.15% | 7.4 |
|
| 2191 |
2191
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| USD 764 M | +USD 83.5 M | +12% | 7.99% | 52.3% | 66 | 15.15% | 2.2 |
|
| 2192 |
2192
PrairieView Partners
St. Paul,
Minnesota
| USD 764 M | +USD 35 M | +5% | 2.66% | 34% | 492 | 12.2% | 2.5 |
|
| 2193 |
2193
Discerene Group
Stamford,
Connecticut
| USD 764 M | -USD 11.1 M | -1% | 1.05% | 48.6% | 14 | 0% | 2.1 |
|
| 2194 |
2194
Poplar Forest Capital
Pasadena,
California
| USD 764 M | -USD 74.9 M | -9% | 0.5% | 30% | 64 | 21.88% | 4.6 |
|
| 2195 |
JCM
2195
JS Capital Management
New York
| USD 763 M | +USD 210 M | +38% | 12.4% | 52.4% | 34 | 35.29% | 1 |
|
| 2196 |
TFS
2196
Thoroughbred Financial Services
Brentwood,
Tennessee
| USD 763 M | +USD 85.9 M | +13% | 9.89% | 166% | 439 | 12.76% | 2.2 |
|
| 2197 |
2197
Point72 Europe
London,
United Kingdom
| USD 763 M | +USD 304 M | +66% | 4.94% | 95.4% | 119 | 77.31% | 0.3 |
|
| 2198 |
2198
Sound View Wealth Advisors Group
Savannah,
Georgia
| USD 763 M | +USD 34.1 M | +5% | 6.25% | 73% | 379 | 7.92% | 2.5 |
|
| 2199 |
2199
Nottingham Advisors
Amherst,
New York
| USD 762 M | +USD 11 M | +1% | 3.36% | 44.3% | 142 | 9.15% | 4.4 |
|
| 2200 |
2200
FourThought Financial Partners
Venice,
Florida
| USD 761 M | +USD 31.6 M | +4% | 6.64% | 95.9% | 347 | 11.53% | 0.5 |
|