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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
WMS Partners
Towson,
Maryland
| USD 729 M | +USD 260 M | +55% | 4.44% | 10.8% | 309 | 40.78% | 3.1 |
|
| 2327 |
2327
First Command Bank
Fort Worth,
Texas
| USD 729 M | +USD 146 M | +25% | 3.64% | 34.1% | 522 | 34.1% | 3.2 |
|
| 2328 |
2328
First Command Financial Services
Fort Worth,
Texas
| USD 729 M | +USD 48.2 M | +7% | 3.64% | 34.4% | 497 | 27.57% | 3.2 |
|
| 2329 |
2329
KWMG LLC
Overland Park,
Kansas
| USD 729 M | -USD 10 M | -1% | 2.49% | 76.2% | 147 | 5.44% | 4.3 |
|
| 2330 |
2330
Cahaba Wealth Management
Atlanta,
Georgia
| USD 728 M | -USD 25.5 M | -3% | 4.82% | 48.7% | 152 | 13.16% | 2 |
|
| 2331 |
2331
Greenwood Gearhart
Fayetteville,
Arkansas
| USD 728 M | +USD 2.87 M | +0.4% | 4.16% | 70.6% | 106 | 13.21% | 3.3 |
|
| 2332 |
2332
Callan Capital
La Jolla,
California
| USD 728 M | +USD 39.8 M | +6% | 4.37% | 20.1% | 141 | 19.15% | 2.9 |
|
| 2333 |
2333
ShawSpring Partners
Boston,
Massachusetts
| USD 727 M | -USD 84.1 M | -10% | 33.3% | 3.53% | 6 | 66.67% | 1.6 |
|
| 2334 |
2334
NYL Investors
New York
| USD 726 M | +USD 122 M | +20% | 1.9% | 12.7% | 36 | 5.56% | 2.6 |
|
| 2335 |
ALAM
2335
Asahi Life Asset Management
Tokyo,
Japan
| USD 726 M | -USD 63.4 M | -8% | 3.83% | 122% | 260 | 57.69% | 1.3 |
|
| 2336 |
2336
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| USD 725 M | -USD 80.4 M | -10% | 4.16% | 83.4% | 397 | 17.38% | 3.8 |
|
| 2337 |
2337
North Peak Capital Management
New York
| USD 725 M | -USD 196 M | -21% | 12.7% | 301% | 9 | 55.56% | 0.5 |
|
| 2338 |
2338
First American Trust
Santa Ana,
California
| USD 725 M | -USD 7.71 M | -1% | 3.4% | 84.6% | 181 | 19.89% | 3.2 |
|
| 2339 |
2339
Marcum Wealth
Cleveland,
Ohio
| USD 725 M | +USD 5.5 M | +0.8% | 4.26% | 20% | 412 | 17.72% | 1.1 |
|
| 2340 |
2340
Lannebo Fonder
Stockholm,
Sweden
| USD 723 M | -USD 109 M | -13% | 7.53% | 49.8% | 36 | 5.56% | 3.9 |
|
| 2341 |
2341
Stanley-Laman Group
Berwyn,
Pennsylvania
| USD 722 M | -USD 128 M | -15% | 10.4% | 114% | 326 | 38.04% | 1.3 |
|
| 2342 |
2342
Bramshill Investments
Naples,
Florida
| USD 722 M | -USD 299 M | -29% | 8.16% | 3.6% | 154 | 42.86% | 1.6 |
|
| 2343 |
2343
Ithaka Group
Arlington,
Virginia
| USD 722 M | -USD 98.3 M | -12% | 12.8% | 143% | 49 | 26.53% | 3.7 |
|
| 2344 |
2344
Matthews International Capital Management
San Francisco,
California
| USD 722 M | -USD 236 M | -25% | 21.1% | 227% | 42 | 19.05% | 2.1 |
|
| 2345 |
2345
Myriad Asset Management
North Point,
Hong Kong
| USD 722 M | -USD 201 M | -22% | 1.83% | 149% | 160 | 55% | 0.5 |
|
| 2346 |
2346
John G. Ullman & Associates
Corning,
New York
| USD 722 M | -USD 5.37 M | -0.7% | 0.64% | 156% | 174 | 10.34% | 3.2 |
|
| 2347 |
2347
Verity & Verity
Beaufort,
South Carolina
| USD 722 M | +USD 21.9 M | +3% | 1.86% | 90.4% | 106 | 12.26% | 4.6 |
|
| 2348 |
2348
GGV Capital
Menlo Park,
California
| USD 722 M | -USD 487 M | -40% | 38.1% | 49.3% | 17 | 17.65% | 0.2 |
|
| 2349 |
2349
Cutler Investment Counsel
Jacksonville,
Oregon
| USD 721 M | +USD 57 M | +9% | 1.63% | 61.8% | 132 | 28.79% | 3.5 |
|
| 2350 |
2350
Jackson Wealth Management
Lake Mary,
Florida
| USD 720 M | -USD 69.8 M | -9% | 2.9% | 72.1% | 135 | 34.07% | 1.9 |
|