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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
Needham Investment Management
New York
| USD 468 M | +USD 115 M | +32% | 33.8% | 424% | 119 | 21.85% | 3.3 |
|
| 2302 |
2302
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
| USD 468 M | +USD 283 M | +152% | 21.4% | 47.5% | 295 | 33.56% | 1.5 |
|
| 2303 |
BPM
2303
Bowling Portfolio Management
Cincinnati,
Ohio
| USD 468 M | +USD 62.1 M | +15% | 23% | 45.7% | 325 | 4.92% | 2.2 |
|
| 2304 |
2304
Strategic Global Advisors
Newport Beach,
California
| USD 468 M | +USD 78.7 M | +20% | 23.1% | 137% | 156 | 23.72% | 1.9 |
|
| 2305 |
2305
HighPoint Advisor Group
Downers Grove,
Illinois
| USD 468 M | +USD 47.8 M | +11% | 25% | – | 385 | 16.62% | 2.6 |
|
| 2306 |
2306
Ellevest Inc
New York
| USD 468 M | +USD 106 M | +29% | 17% | 73.8% | 1,470 | 32.52% | 0.6 |
|
| 2307 |
2307
Great Mountain Partners
New Haven,
Connecticut
| USD 467 M | – | – | 32.4% | 95.3% | 1 | – | 0 |
|
| 2308 |
2308
Osborne Partners Capital Management
San Francisco,
California
| USD 467 M | +USD 83.2 M | +22% | 25% | 60.8% | 156 | 10.9% | 4.9 |
|
| 2309 |
2309
J.V. Bruni & Co
Colorado Springs,
Colorado
| USD 467 M | +USD 77.3 M | +20% | 21.1% | 97.9% | 25 | 8% | 4.2 |
|
| 2310 |
2310
Chiron Investment Management
New York
| USD 467 M | +USD 40.9 M | +10% | 32.2% | 104% | 91 | 61.54% | 0.4 |
|
| 2311 |
2311
Emery Howard Portfolio Management
Burlingame,
California
| USD 467 M | +USD 57.4 M | +14% | 19.4% | 66.5% | 34 | 17.65% | 5.7 |
|
| 2312 |
2312
JNBA Financial Advisors
Bloomington,
Minnesota
| USD 466 M | +USD 50 M | +12% | 16.9% | 61.8% | 598 | 6.69% | 2.8 |
|
| 2313 |
FVP
2313
Firefly Value Partners
Newtown,
Pennsylvania
| USD 466 M | -USD 63.9 M | -12% | 46.3% | 25.7% | 19 | 26.32% | 2.8 |
|
| 2314 |
2314
Capital Asset Advisory Services
Williamston,
Michigan
| USD 466 M | +USD 89 M | +24% | 18.7% | 51% | 592 | 16.72% | 0.7 |
|
| 2315 |
2315
Archon Capital Management
Seattle,
Washington
| USD 465 M | +USD 194 M | +71% | 65.4% | 222% | 44 | 45.45% | 0.9 |
|
| 2316 |
2316
Highland Private Wealth Management
Bellevue,
Washington
| USD 465 M | +USD 99.2 M | +27% | 20.5% | 19% | 140 | 22.14% | 1.7 |
|
| 2317 |
2317
Verus Financial Partners
Richmond,
Virginia
| USD 464 M | +USD 136 M | +42% | 15.9% | 41.6% | 76 | 13.16% | 3.4 |
|
| 2318 |
2318
Salomon & Ludwin
Richmond,
Virginia
| USD 464 M | +USD 75.6 M | +19% | 20.4% | 52.6% | 238 | 74.79% | 1.2 |
|
| 2319 |
2319
Naples Global Advisors
Naples,
Florida
| USD 464 M | +USD 82.5 M | +22% | 18.5% | 103% | 347 | 11.53% | 3.5 |
|
| 2320 |
2320
BFSG LLC
Irvine,
California
| USD 464 M | +USD 74.4 M | +19% | 16% | 81.9% | 186 | 32.8% | 1.4 |
|
| 2321 |
2321
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| USD 464 M | +USD 67.2 M | +17% | 17.1% | 100% | 1,412 | 15.51% | 3.6 |
|
| 2322 |
2322
KWMG LLC
Overland Park,
Kansas
| USD 462 M | +USD 88.3 M | +24% | 14.6% | 76.2% | 126 | 5.56% | 3.3 |
|
| 2323 |
2323
Granite Investment Advisors
Concord,
New Hampshire
| USD 462 M | +USD 60.6 M | +15% | 16.9% | 55.6% | 164 | 17.68% | 3.5 |
|
| 2324 |
2324
Private Capital Group
West Hartford,
Connecticut
| USD 462 M | +USD 75.4 M | +20% | 19.4% | 30.1% | 2,334 | 13.71% | 1.8 |
|
| 2325 |
2325
Toth Financial Advisory
Leesburg,
Virginia
| USD 462 M | +USD 115 M | +33% | 23.3% | 90.4% | 632 | 38.13% | 1.9 |
|