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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
Montanaro Asset Management
London,
United Kingdom
| USD 665 M | -USD 146 M | -18% | 17.6% | 49.6% | 49 | 10.2% | 1.2 |
|
| 2202 |
2202
American Assets Capital Advisers
San Diego,
California
| USD 664 M | -USD 184 M | -22% | 16.7% | 73.5% | 35 | 5.71% | 2.9 |
|
| 2203 |
WCM
2203
Wallace Capital Management
Dallas,
Texas
| USD 664 M | +USD 338 k | +0.1% | 8.36% | 62.3% | 72 | 2.78% | 4.5 |
|
| 2204 |
2204
KWMG LLC
Overland Park,
Kansas
| USD 664 M | -USD 65.3 M | -9% | 11.2% | 76.2% | 146 | 7.53% | 4.6 |
|
| 2205 |
2205
Elite Wealth Management
Kirkland,
Washington
| USD 664 M | +USD 49.1 M | +8% | 22.4% | 142% | 58 | 12.07% | 3.2 |
|
| 2206 |
2206
Te Ahumairangi Investment Management
Wellington,
New Zealand
| USD 663 M | -USD 73.4 M | -10% | 11.9% | 55.5% | 99 | 4.04% | 1.6 |
|
| 2207 |
2207
Wealthquest
Cincinnati,
Ohio
| USD 663 M | +USD 11 M | +2% | 13.1% | 52.1% | 152 | 26.97% | 3.5 |
|
| 2208 |
2208
Ausdal Financial Partners
Davenport,
Iowa
| USD 663 M | -USD 73 M | -10% | 14% | 63.2% | 520 | 20% | 2.8 |
|
| 2209 |
CM
2209
Conifer Management
New York
| USD 662 M | -USD 211 M | -24% | 16.4% | 22.7% | 12 | 33.33% | 1.8 |
|
| 2210 |
2210
True Link Financial Advisors
San Francisco,
California
| USD 661 M | -USD 30.3 M | -4% | 7.4% | 26.8% | 138 | 18.84% | 1.2 |
|
| 2211 |
2211
Cardiff Park Advisors
Carlsbad,
California
| USD 661 M | -USD 49.2 M | -7% | 15.1% | 88.6% | 345 | 16.52% | 0.4 |
|
| 2212 |
2212
Randolph Company
Cincinnati,
Ohio
| USD 661 M | -USD 118 M | -15% | 10.9% | 127% | 52 | 13.46% | 2.6 |
|
| 2213 |
2213
Arax Advisory Partners
Denver,
Colorado
| USD 660 M | -USD 90.2 M | -12% | 11.2% | 64.7% | 1,273 | 19.17% | 2.2 |
|
| 2214 |
2214
Stairway Partners
Chicago,
Illinois
| USD 660 M | -USD 86.2 M | -12% | 14.8% | 48.1% | 10 | 0% | 8.2 |
|
| 2215 |
AAA
2215
Adams Asset Advisors
Dallas,
Texas
| USD 660 M | -USD 20.3 M | -3% | 5.8% | 66.8% | 81 | 11.11% | 3.9 |
|
| 2216 |
2216
CAS Investment Partners
Westport,
Connecticut
| USD 659 M | -USD 835 M | -56% | 50.5% | 527% | 6 | 16.67% | 3.1 |
|
| 2217 |
2217
JNBA Financial Advisors
Bloomington,
Minnesota
| USD 659 M | -USD 95.8 M | -13% | 13.5% | 61.8% | 771 | 12.06% | 3.6 |
|
| 2218 |
2218
Tang Capital Management
San Diego,
California
| USD 659 M | +USD 159 M | +32% | 3.47% | 493% | 72 | 33.33% | 0.6 |
|
| 2219 |
2219
EMG Holdings
Old Greenwich,
Connecticut
| USD 659 M | -USD 539 M | -45% | 12.1% | 4.17% | 368 | 51.9% | 0.3 |
|
| 2220 |
2220
Endurance Wealth Management
Providence,
Rhode Island
| USD 658 M | -USD 115 M | -15% | 13.8% | 59% | 662 | 4.53% | 4.8 |
|
| 2221 |
2221
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| USD 658 M | +USD 82.4 M | +14% | 29.6% | 101% | 29 | 20.69% | 1 |
|
| 2222 |
2222
Quantitative Investment Management
Charlottesville,
Virginia
| USD 656 M | -USD 269 M | -29% | 24.9% | 24.6% | 334 | 80.54% | 0.1 |
|
| 2223 |
2223
Cypress Capital Group
Palm Beach,
Florida
| USD 656 M | -USD 156 M | -19% | 9.71% | 97.8% | 316 | 15.82% | 4.3 |
|
| 2224 |
2224
Private Capital Management (Florida)
Naples,
Florida
| USD 656 M | -USD 29.3 M | -4% | 9.98% | 118% | 128 | 39.84% | 1.6 |
|
| 2225 |
2225
Marble Harbor Investment Counsel
Boston,
Massachusetts
| USD 656 M | -USD 149 M | -18% | 12% | 66.7% | 192 | 7.81% | 5.6 |
|