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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
2451
Mason Street Advisors
Milwaukee,
Wisconsin
| USD 743 M | +USD 149 M | +25% | 0.26% | 32% | 13 | 46.15% | 2.4 |
|
| 2452 |
2452
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| USD 743 M | +USD 24.4 M | +3% | 0.76% | 42.8% | 203 | 4.93% | 3.4 |
|
| 2453 |
2453
Hill Investment Group Partners
St. Louis,
Missouri
| USD 743 M | +USD 34.5 M | +5% | 0.68% | 50.6% | 72 | 5.56% | 1.8 |
|
| 2454 |
2454
Financial Synergies Wealth Advisors
Houston,
Texas
| USD 742 M | -USD 19.8 M | -3% | 0.97% | 79% | 507 | 86.19% | 3.3 |
|
| 2455 |
2455
Legato Capital Management
San Francisco,
California
| USD 742 M | -USD 86.8 M | -10% | 3.23% | 243% | 638 | 24.14% | 1.1 |
|
| 2456 |
2456
WFM Asia
Road Town, Tortola,
British Virgin Islands
| USD 742 M | +USD 34.4 M | +5% | 4.7% | 89.9% | 10 | 30% | 4.1 |
|
| 2457 |
2457
Signet Financial Management
Parsippany,
New Jersey
| USD 741 M | +USD 13.7 M | +2% | 2.78% | 65.2% | 282 | 10.99% | 2.8 |
|
| 2458 |
2458
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| USD 741 M | -USD 285 k | -0% | 0.39% | 42.7% | 1,443 | 7.62% | 0.5 |
|
| 2459 |
2459
Sixth Street Partners
Dallas,
Texas
| USD 741 M | -USD 132 M | -15% | 0.41% | 5.31% | 17 | 23.53% | 1.5 |
|
| 2460 |
2460
JLB & Associates
Plymouth,
Michigan
| USD 741 M | -USD 11.3 M | -2% | 0.62% | 69.5% | 80 | 5% | 7 |
|
| 2461 |
2461
Ashford Capital Management
Wilmington,
Delaware
| USD 741 M | +USD 1.32 M | +0.2% | 2.06% | 150% | 102 | 15.69% | 4.4 |
|
| 2462 |
JWBC
2462
J.W. Burns & Co
Dewitt,
New York
| USD 741 M | +USD 22.1 M | +3% | 3.98% | 95.4% | 192 | 6.25% | 7 |
|
| 2463 |
2463
Condire Management
Dallas,
Texas
| USD 740 M | -USD 130 k | -0% | 6.03% | 187% | 20 | 25% | 1.5 |
|
| 2464 |
AIC
2464
AWM Investment Company
New York
| USD 740 M | -USD 23.3 M | -3% | 10.5% | 778% | 125 | 28.8% | 3.2 |
|
| 2465 |
VCM
2465
Violich Capital Management
San Francisco,
California
| USD 740 M | +USD 41.2 M | +6% | 6.17% | 111% | 115 | 10.43% | 6.5 |
|
| 2466 |
2466
RW Investment Management
Eagle,
Idaho
| USD 740 M | +USD 21.4 M | +3% | 0.08% | – | 94 | 8.51% | 1.3 |
|
| 2467 |
2467
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| USD 739 M | +USD 7.29 M | +1% | 0.81% | 140% | 31 | 22.58% | 4.5 |
|
| 2468 |
2468
Rodgers Brothers
Harmony,
Pennsylvania
| USD 738 M | +USD 5.88 M | +0.8% | 0.1% | 108% | 252 | 10.32% | 5.6 |
|
| 2469 |
2469
Prosperity Consulting Group
Owings Mills,
Maryland
| USD 737 M | -USD 60.3 M | -8% | 2.29% | 66.8% | 344 | 15.7% | 1 |
|
| 2470 |
2470
Portland Global Advisors
Portland,
Maine
| USD 737 M | +USD 3.47 M | +0.5% | 0.38% | 43.4% | 137 | 7.3% | 6 |
|
| 2471 |
2471
AlphaQuest
New York
| USD 737 M | +USD 162 M | +28% | 3.65% | – | 1,965 | 37.86% | 0.3 |
|
| 2472 |
2472
Covalis Capital
London,
United Kingdom
| USD 736 M | -USD 74.8 M | -9% | 0.08% | 37.9% | 91 | 75.82% | 0.2 |
|
| 2473 |
2473
Winthrop Advisory Group
Boston,
Massachusetts
| USD 736 M | +USD 44.3 M | +6% | 4.27% | 78.3% | 150 | 10% | 3.6 |
|
| 2474 |
2474
Wellspring Financial Advisors
Cleveland,
Ohio
| USD 735 M | +USD 102 M | +16% | 2.82% | 77.2% | 161 | 18.01% | 2.1 |
|
| 2475 |
2475
Cutler Investment Counsel
Jacksonville,
Oregon
| USD 735 M | -USD 10.9 M | -1% | 0.66% | 56.2% | 132 | 6.06% | 4.8 |
|