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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
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| USD 795 M | +USD 57.8 M | +8% | 11.6% | 127% | 516 | 4.84% | 5 |
|
| 2302 |
2302
Hazelview Securities
Toronto,
Ontario, Canada
| USD 795 M | +USD 12.4 M | +2% | 17.2% | – | 29 | 24.14% | 1.7 |
|
| 2303 |
2303
Richard C. Young & Co
Newport,
Rhode Island
| USD 793 M | +USD 64.9 M | +9% | 8.99% | 152% | 74 | 6.76% | 3.8 |
|
| 2304 |
2304
Forte Capital
Rochester,
New York
| USD 793 M | +USD 54.3 M | +7% | 9.85% | 98.3% | 234 | 12.39% | 2.6 |
|
| 2305 |
2305
Strategic Blueprint
Atlanta,
Georgia
| USD 793 M | +USD 149 M | +23% | 7.38% | 82.1% | 507 | 24.06% | 0.9 |
|
| 2306 |
KC
2306
Keenan Capital
Burlingame,
California
| USD 792 M | +USD 71.1 M | +10% | 7.88% | 110% | 17 | 23.53% | 2.3 |
|
| 2307 |
2307
Twele Capital Management
Minnetonka,
Minnesota
| USD 792 M | +USD 32.2 M | +4% | 4.17% | 37.1% | 41 | 0% | 7.1 |
|
| 2308 |
2308
Vista Capital Partners
Portland,
Oregon
| USD 791 M | +USD 94.6 M | +14% | 9.31% | 61.2% | 97 | 21.65% | 3.6 |
|
| 2309 |
2309
Jackson Wealth Management
Lake Mary,
Florida
| USD 790 M | +USD 782 M | +9,474% | 11.9% | 72.1% | 124 | 37.9% | 1.8 |
|
| 2310 |
2310
Harbor Investment Advisory
Lutherville,
Maryland
| USD 790 M | +USD 52.1 M | +7% | 8.83% | 97.5% | 1,404 | 9.47% | 1.5 |
|
| 2311 |
ALAM
2311
Asahi Life Asset Management
Tokyo,
Japan
| USD 790 M | +USD 56.6 M | +8% | 9.67% | 133% | 261 | 41% | 1.3 |
|
| 2312 |
2312
Highland Private Wealth Management
Bellevue,
Washington
| USD 790 M | +USD 81.8 M | +12% | 7.23% | 19% | 196 | 14.8% | 2.3 |
|
| 2313 |
2313
Standard General
New York
| USD 789 M | -USD 126 M | -14% | 18.9% | 259% | 7 | 14.29% | 2.5 |
|
| 2314 |
2314
Suncoast Equity Management
Tampa,
Florida
| USD 789 M | +USD 73.9 M | +10% | 12.5% | 96.1% | 58 | 20.69% | 2.6 |
|
| 2315 |
2315
Cabot Wealth Management
Salem,
Massachusetts
| USD 789 M | +USD 44 M | +6% | 6.14% | 75.9% | 174 | 10.92% | 3.7 |
|
| 2316 |
2316
Arax Advisory Partners
Denver,
Colorado
| USD 789 M | +USD 57.3 M | +8% | 5.93% | 64.7% | 1,212 | 21.7% | 1.8 |
|
| 2317 |
2317
Sand Grove Capital Management
London,
United Kingdom
| USD 788 M | -USD 101 M | -11% | 16.7% | 410% | 19 | 57.89% | 0.4 |
|
| 2318 |
2318
Ion Asset Management
Herzliya,
Israel
| USD 787 M | +USD 56 M | +8% | 9.15% | 125% | 63 | 66.67% | 0.8 |
|
| 2319 |
2319
American Financial Advisors
Marietta,
Georgia
| USD 786 M | +USD 37.2 M | +5% | 4.12% | 52.7% | 140 | 9.29% | 2.1 |
|
| 2320 |
2320
Connable Office Inc
Kalamazoo,
Michigan
| USD 786 M | +USD 96.8 M | +14% | 6.22% | 68.3% | 233 | 14.16% | 3.1 |
|
| 2321 |
2321
Ionic Capital Management
New York
| USD 786 M | -USD 4.64 M | -0.6% | 6.92% | 163% | 472 | 48.94% | 0.4 |
|
| 2322 |
2322
GPI Capital
New York
| USD 786 M | +USD 5.57 M | +0.7% | 4.11% | 261% | 8 | 37.5% | 0.3 |
|
| 2323 |
2323
Phocas Financial Corp
Alameda,
California
| USD 786 M | -USD 5.3 M | -0.7% | 9.81% | – | 217 | 16.13% | 2.5 |
|
| 2324 |
2324
IA Venture Strategies Fund II
New York
| USD 785 M | – | – | 1.32% | 375% | 2 | – | 0 |
|
| 2325 |
2325
IA Venture Partners
New York
| USD 785 M | – | – | 1.32% | – | 2 | – | 0 |
|