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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2476 |
2476
Convergence Investment Partners
Palm Beach Gardens,
Florida
| USD 1055 M | +USD 444 M | +73% | 37.3% | 284% | 292 | 36.99% | 3.1 |
|
| 2477 |
2477
Financial Management Professionals
Austin,
Texas
| USD 1054 M | +USD 163 M | +18% | 11.8% | 62.1% | 1,107 | 17.62% | 4.2 |
|
| 2478 |
2478
FengHe Fund Management
Singapore
| USD 1054 M | +USD 331 M | +46% | 97.2% | 902% | 36 | 63.89% | 0.8 |
|
| 2479 |
2479
Financial Plan Inc
Bellingham,
Washington
| USD 1054 M | +USD 121 M | +13% | 8.73% | – | 102 | 14.71% | 0.4 |
|
| 2480 |
2480
Wealthcare Capital Management
Richmond,
Virginia
| USD 1054 M | +USD 53.9 M | +5% | 6.9% | 41.4% | 109 | 17.43% | 4.3 |
|
| 2481 |
2481
Abner Herrman & Brock
Jersey City,
New Jersey
| USD 1054 M | +USD 149 M | +16% | 30.8% | 139% | 117 | 12.82% | 3.3 |
|
| 2482 |
2482
Per Stirling Capital Management
Austin,
Texas
| USD 1053 M | +USD 148 M | +16% | 12.8% | 63.1% | 356 | 19.1% | 1.9 |
|
| 2483 |
2483
Portland Global Advisors
Portland,
Maine
| USD 1052 M | +USD 114 M | +12% | 12.6% | 43.4% | 160 | 12.5% | 6.3 |
|
| 2484 |
2484
V-Square Quantitative Management
Chicago,
Illinois
| USD 1052 M | +USD 106 M | +11% | 17.7% | 111% | 800 | 19.25% | 1 |
|
| 2485 |
2485
Melqart Asset Management
London,
United Kingdom
| USD 1051 M | +USD 36.7 M | +4% | 30.1% | 248% | 55 | 52.73% | 0.6 |
|
| 2486 |
2486
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| USD 1050 M | +USD 81.9 M | +8% | 17.2% | 82.1% | 2,848 | 7.37% | 1.1 |
|
| 2487 |
2487
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| USD 1050 M | +USD 105 M | +11% | 11.3% | 55.9% | 611 | 32.9% | 1.6 |
|
| 2488 |
2488
Accurate Wealth Management
Wesley Chapel,
Florida
| USD 1049 M | +USD 218 M | +26% | 17.2% | 93.2% | 617 | 20.26% | 1.8 |
|
| 2489 |
2489
Mirabella Financial Services
London,
United Kingdom
| USD 1046 M | -USD 10.5 M | -1% | 11.7% | 86.2% | 1,228 | 73.45% | 0.2 |
|
| 2490 |
2490
True North Advisors
Dallas,
Texas
| USD 1046 M | +USD 169 M | +19% | 14.6% | 86.9% | 307 | 25.41% | 1.8 |
|
| 2491 |
2491
Tetrad Corporation
Omaha,
Nebraska
| USD 1046 M | +USD 45.5 M | +5% | 4.62% | 45.6% | 3 | 0% | 13 |
|
| 2492 |
2492
Summit Securities Group
New York
| USD 1046 M | +USD 236 M | +29% | 16.5% | 136% | 1,497 | 56.38% | 0.6 |
|
| 2493 |
2493
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| USD 1045 M | +USD 98.3 M | +10% | 10.4% | 52.3% | 15 | 0% | 3.9 |
|
| 2494 |
2494
Cahill Financial Advisors
Edina,
Minnesota
| USD 1042 M | +USD 118 M | +13% | 12.6% | 55.9% | 307 | 10.42% | 4.9 |
|
| 2495 |
2495
George Kaiser Family Foundation
Tulsa,
Oklahoma
| USD 1041 M | +USD 159 M | +18% | 13.3% | 106% | 111 | 41.44% | 1.2 |
|
| 2496 |
2496
Kera Capital Partners
San Jose,
California
| USD 1041 M | +USD 227 M | +28% | 26.9% | – | 683 | 23.72% | 0.7 |
|
| 2497 |
EOFML
2497
ESCHATON OPPORTUNITIES FUND MANAGEMENT LP
Miami,
Florida
| USD 1041 M | +USD 982 M | +1,645% | 18% | – | 11 | 45.45% | 0.4 |
|
| 2498 |
2498
One Madison Group
New York
| USD 1040 M | +USD 175 M | +20% | 17.5% | – | 31 | 22.58% | 1.1 |
|
| 2499 |
2499
Long Pond Capital
New York
| USD 1040 M | -USD 6.63 M | -0.6% | 15.1% | 13.5% | 43 | 51.16% | 1.3 |
|
| 2500 |
2500
Westerkirk Capital
Victoria,
| USD 1040 M | +USD 111 M | +12% | 16.4% | – | 234 | 20.51% | 0.8 |
|