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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
WNY Asset Management
Williamsville,
New York
| USD 857 M | +USD 102 M | +13% | 6.66% | – | 254 | 16.54% | 2.1 |
|
| 2327 |
2327
Apriem Advisors
Irvine,
California
| USD 856 M | +USD 39.3 M | +5% | 6.75% | 74.3% | 185 | 11.89% | 5 |
|
| 2328 |
CCM
2328
CAAS Capital Management
New York
| USD 856 M | +USD 546 M | +176% | 4.48% | 11% | 473 | 62.58% | 0.5 |
|
| 2329 |
2329
Global Strategic Investment Solutions
Scottsdale,
Arizona
| USD 856 M | +USD 27.8 M | +3% | 5.65% | 56.8% | 151 | 5.3% | 3.3 |
|
| 2330 |
2330
Onex Canada Asset Management
Toronto,
Ontario, Canada
| USD 855 M | -USD 23 M | -3% | 8.61% | 87.8% | 115 | 8.7% | 4.4 |
|
| 2331 |
2331
Quest Investment Management
Lake Oswego,
Oregon
| USD 855 M | -USD 49.5 M | -5% | 4.79% | 105% | 93 | 17.2% | 5.6 |
|
| 2332 |
2332
Manchester Capital Management
Manchester,
Vermont
| USD 854 M | +USD 21.6 M | +3% | 6.58% | 86.7% | 1,209 | 7.69% | 3.6 |
|
| 2333 |
BCM
2333
Bayesian Capital Management
Brooklyn,
New York
| USD 853 M | -USD 19.3 M | -2% | 10.9% | 107% | 1,104 | 80.07% | 0.2 |
|
| 2334 |
2334
Falcon Wealth Planning
Ontario,
California
| USD 852 M | +USD 81.6 M | +11% | 5.71% | 52.7% | 155 | 15.48% | 2 |
|
| 2335 |
2335
Alera Investment Advisors
Deerfield,
Illinois
| USD 851 M | +USD 19.8 M | +2% | 5.4% | 28.9% | 313 | 18.21% | 1.6 |
|
| 2336 |
2336
Mantle Ridge LP
New York
| USD 851 M | -USD 441 M | -34% | 34.1% | 44.2% | 1 | 0% | 2.8 |
|
| 2337 |
2337
Coastline Trust
Providence,
Rhode Island
| USD 851 M | -USD 3.02 M | -0.4% | 5.76% | 106% | 455 | 51.87% | 3.8 |
|
| 2338 |
2338
FORA Capital
Miami,
Florida
| USD 850 M | +USD 30.2 M | +4% | 8.42% | 162% | 607 | 73.31% | 0.2 |
|
| 2339 |
2339
PPSC Investment Service
Tokyo,
Japan
| USD 849 M | +USD 101 M | +14% | 8.91% | 193% | 6 | 16.67% | 1.2 |
|
| 2340 |
2340
American National Bank & Trust
Wichita Falls,
Texas
| USD 848 M | +USD 45.4 M | +6% | 6.67% | 102% | 592 | 27.03% | 3.3 |
|
| 2341 |
2341
Galileo PTC
Road Town, Tortola,
British Virgin Islands
| USD 848 M | -USD 483 M | -36% | 12.2% | 82.7% | 7 | 14.29% | 3.4 |
|
| 2342 |
2342
Norden Group
Provo,
Utah
| USD 847 M | +USD 353 M | +71% | 5.99% | 104% | 534 | 28.84% | 0.6 |
|
| 2343 |
BFS
2343
Bard Financial Services
Branford,
Connecticut
| USD 847 M | -USD 120 M | -12% | 8.34% | 90.1% | 237 | 15.61% | 3 |
|
| 2344 |
2344
Toth Financial Advisory
Leesburg,
Virginia
| USD 847 M | +USD 60.1 M | +8% | 9.68% | 90.4% | 790 | 16.08% | 3.9 |
|
| 2345 |
2345
Spectrum Wealth Counsel
Indianapolis,
Indiana
| USD 847 M | +USD 56.4 M | +7% | 6.27% | – | 446 | 28.92% | 0.5 |
|
| 2346 |
8KM
2346
8 Knots Management
Dallas,
Texas
| USD 847 M | -USD 189 M | -18% | 15.4% | – | 25 | 60% | 0.4 |
|
| 2347 |
2347
Bell Bank
Fargo,
North Dakota
| USD 845 M | -USD 344 M | -29% | 6.16% | 71% | 197 | 14.72% | 5.2 |
|
| 2348 |
2348
Southernsun Asset Management
Memphis,
Tennessee
| USD 844 M | +USD 14.6 M | +2% | 11.3% | 54.7% | 30 | 13.33% | 5.4 |
|
| 2349 |
2349
FourThought Financial Partners
Venice,
Florida
| USD 843 M | +USD 65.7 M | +8% | 7.95% | 95.9% | 182 | 6.59% | 1.5 |
|
| 2350 |
2350
KLCM Advisors
Milwaukee,
Wisconsin
| USD 843 M | +USD 33.1 M | +4% | 5.93% | 122% | 177 | 12.99% | 4.3 |
|