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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
2326
Symetra Life Insurance
Bellevue,
Washington
| USD 409 M | +USD 24.2 M | +6% | 5.78% | – | 3 | 0% | 2 |
|
| 2327 |
2327
JFS Wealth Advisors
Hermitage,
Pennsylvania
| USD 408 M | +USD 21.2 M | +5% | 3.96% | 54.8% | 570 | 23.68% | 2.1 |
|
| 2328 |
2328
VCU Investment Management
Richmond,
Virginia
| USD 408 M | +USD 53.8 M | +15% | 3.23% | – | 9 | 11.11% | 0.7 |
|
| 2329 |
2329
KLCM Advisors
Milwaukee,
Wisconsin
| USD 407 M | +USD 24.3 M | +6% | 4.11% | 122% | 95 | 12.63% | 2.4 |
|
| 2330 |
BP
2330
Banbury Partners
Charlotte,
North Carolina
| USD 407 M | -USD 1.55 M | -0.4% | 3.87% | 138% | 20 | 40% | 0.8 |
|
| 2331 |
2331
LaFleur & Godfrey
Grand Rapids,
Michigan
| USD 407 M | +USD 25.4 M | +7% | 8.42% | 85.2% | 76 | 7.89% | 3.6 |
|
| 2332 |
2332
United Bank (Virginia)
Vienna,
Virginia
| USD 407 M | +USD 302 M | +289% | 6.09% | 76.1% | 143 | 68.53% | 0.9 |
|
| 2333 |
2333
First American Trust
Santa Ana,
California
| USD 406 M | +USD 23.4 M | +6% | 5.4% | 84.6% | 130 | 22.31% | 2.4 |
|
| 2334 |
2334
AIA Investment Management
Singapore
| USD 406 M | – | – | 6.04% | 63.3% | 13 | – | 0 |
|
| 2335 |
2335
Van Cleef Asset Management
Beachwood,
Ohio
| USD 406 M | +USD 38.6 M | +11% | 7.89% | 104% | 110 | 11.82% | 3.4 |
|
| 2336 |
2336
Periscope Capital
Toronto,
Ontario, Canada
| USD 406 M | +USD 112 M | +38% | 0.25% | 28.8% | 141 | 31.91% | 0.4 |
|
| 2337 |
2337
RKL Wealth Management
Lancaster,
Pennsylvania
| USD 405 M | +USD 48.7 M | +14% | 5.14% | 76.8% | 153 | 16.99% | 1.7 |
|
| 2338 |
2338
Hudson Valley Investment Advisors
Goshen,
New York
| USD 405 M | +USD 18.6 M | +5% | 6.07% | 94.6% | 155 | 3.87% | 3.4 |
|
| 2339 |
2339
Raub Brock Capital Management
Larkspur,
California
| USD 404 M | +USD 13.7 M | +4% | 6.68% | 54.7% | 41 | 12.2% | 2.7 |
|
| 2340 |
2340
Petrus Trust Company
Dallas,
Texas
| USD 404 M | -USD 18.5 M | -4% | 6.13% | 36.9% | 234 | 57.69% | 1.1 |
|
| 2341 |
3C
2341
361 Capital
Denver,
Colorado
| USD 404 M | -USD 118 M | -23% | 10.5% | 118% | 343 | 61.52% | 0.3 |
|
| 2342 |
2342
Apriem Advisors
Irvine,
California
| USD 404 M | +USD 1.36 M | +0.3% | 4.24% | 74.3% | 158 | 16.46% | 3.2 |
|
| 2343 |
2343
Stairway Partners
Chicago,
Illinois
| USD 403 M | +USD 12.9 M | +3% | 4.51% | 48.1% | 9 | 0% | 4.2 |
|
| 2344 |
2344
Makena Capital Management
Menlo Park,
California
| USD 403 M | -USD 308 M | -43% | 2.43% | 78.7% | 18 | 5.56% | 2.6 |
|
| 2345 |
TCOT
2345
Trust Company of Toledo
Holland,
Ohio
| USD 402 M | +USD 8.78 M | +2% | 4.32% | 109% | 197 | 6.09% | 3.4 |
|
| 2346 |
OFM
2346
Okumus Fund Management
Grand Cayman,
Cayman Islands
| USD 402 M | -USD 21 M | -5% | 11.3% | 8.26% | 10 | 70% | 1.9 |
|
| 2347 |
2347
Fiduciary Trust International
Lincoln,
Massachusetts
| USD 402 M | +USD 13.4 M | +3% | 5.3% | 36.8% | 115 | 20% | 1.8 |
|
| 2348 |
2348
PKO Investment Management Joint-Stock
Warsaw,
Poland
| USD 402 M | +USD 29.9 M | +8% | 9.77% | 145% | 86 | 8.14% | 1.6 |
|
| 2349 |
2349
AJ Wealth Strategies
New York
| USD 401 M | +USD 93 M | +30% | 3.36% | 32.2% | 94 | 14.89% | 0.8 |
|
| 2350 |
2350
Fusion Family Wealth
Woodbury,
New York
| USD 401 M | +USD 105 M | +36% | 4.34% | 58.2% | 322 | 40.37% | 0.6 |
|