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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
2226
Independent Advisor Alliance
Charlotte,
North Carolina
| USD 448 M | +USD 83.8 M | +23% | 6.94% | 135% | 339 | 24.78% | 0.6 |
|
| 2227 |
2227
Avior Wealth Management
Omaha,
Nebraska
| USD 447 M | +USD 143 M | +47% | 5.58% | 71.4% | 816 | 39.22% | 1.4 |
|
| 2228 |
2228
Ecofin Advisors
London,
United Kingdom
| USD 447 M | +USD 30 M | +7% | 6.42% | 77% | 34 | 17.65% | 1.8 |
|
| 2229 |
AR
2229
Argyll Research
Wilmington,
Delaware
| USD 446 M | +USD 32 M | +8% | 1.38% | 0.8% | 5 | 0% | 3.2 |
|
| 2230 |
2230
Trigran Investments
Northbrook,
Illinois
| USD 446 M | +USD 1.93 M | +0.4% | 2.75% | 30.2% | 21 | 19.05% | 2.2 |
|
| 2231 |
2231
ACK Asset Management
Greenwich,
Connecticut
| USD 445 M | +USD 83.2 M | +23% | 13.3% | 132% | 38 | 36.84% | 0.9 |
|
| 2232 |
2232
Dudley & Shanley
Palm Beach,
Florida
| USD 445 M | -USD 7.92 M | -2% | 7.63% | 67.9% | 31 | 16.13% | 2.4 |
|
| 2233 |
2233
Hengistbury Investment Partners
London,
United Kingdom
| USD 445 M | +USD 95.5 M | +27% | 3.64% | 108% | 3 | 0% | 2.3 |
|
| 2234 |
2234
NatWest Group
Edinburgh, Scotland,
United Kingdom
| USD 445 M | +USD 41.3 M | +10% | 9.91% | 207% | 100 | 27% | 3.4 |
|
| 2235 |
2235
IFG Advisory
Atlanta,
Georgia
| USD 444 M | – | – | 5.43% | 70.1% | 322 | – | 0 |
|
| 2236 |
2236
Parthenon LLC
Louisville,
Kentucky
| USD 444 M | +USD 20.1 M | +5% | 6.67% | 93.3% | 108 | 3.7% | 3.7 |
|
| 2237 |
2237
Hilltop Holdings
Dallas,
Texas
| USD 444 M | +USD 113 M | +34% | 4.3% | 96.7% | 365 | 34.25% | 2.2 |
|
| 2238 |
2238
Brightworth
Atlanta,
Georgia
| USD 443 M | +USD 31 M | +8% | 7.89% | 21.7% | 133 | 12.03% | 0.5 |
|
| 2239 |
2239
Catawba Capital Management
Roanoke,
Virginia
| USD 443 M | +USD 365 k | +0.1% | 6.61% | 33.1% | 231 | 12.55% | 3.2 |
|
| 2240 |
2240
Mechanics Bank - Trust Department
Walnut Creek,
California
| USD 443 M | +USD 23.1 M | +6% | 5.72% | 76.8% | 162 | 6.17% | 2.9 |
|
| 2241 |
2241
CDAM (UK)
London,
United Kingdom
| USD 442 M | – | – | 3.11% | 7.89% | 12 | – | 0 |
|
| 2242 |
2242
LVM Capital Management
Portage,
Michigan
| USD 442 M | +USD 23.3 M | +6% | 6.91% | 121% | 125 | 12% | 2.9 |
|
| 2243 |
NC
2243
Nokomis Capital
Dallas,
Texas
| USD 442 M | +USD 70.9 M | +19% | 1.41% | 145% | 47 | 44.68% | 1.5 |
|
| 2244 |
2244
Vista Capital Partners
Portland,
Oregon
| USD 441 M | +USD 26.1 M | +6% | 5.17% | 61.2% | 53 | 3.77% | 3.2 |
|
| 2245 |
2245
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| USD 441 M | -USD 11.2 M | -2% | 4.64% | 24.6% | 1,520 | 53.62% | 0.6 |
|
| 2246 |
2246
Zevin Asset Management
Boston,
Massachusetts
| USD 440 M | +USD 14.7 M | +3% | 5.19% | 71.7% | 135 | 7.41% | 2.6 |
|
| 2247 |
2247
Hourglass Capital
Houston,
Texas
| USD 440 M | +USD 20 M | +5% | 5.56% | 89.6% | 119 | 15.97% | 2.8 |
|
| 2248 |
AGM
2248
Alpine Global Management
New York
| USD 440 M | +USD 94.2 M | +27% | 3.92% | 149% | 313 | 79.87% | 0.2 |
|
| 2249 |
ESG
2249
Emerging Sovereign Group
New York
| USD 439 M | +USD 199 M | +83% | 0.71% | 66.1% | 19 | 63.16% | 0.6 |
|
| 2250 |
2250
Twele Capital Management
Minnetonka,
Minnesota
| USD 438 M | +USD 20.3 M | +5% | 2.2% | 37.1% | 44 | 0% | 3.8 |
|