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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
Tamar Securities
Woodland Hills,
California
| USD 947 M | +USD 67.4 M | +8% | 4.57% | 84.8% | 101 | 10.89% | 2.6 |
|
| 2477 |
2477
Golden State Wealth Management
Santa Ana,
California
| USD 947 M | +USD 40.7 M | +4% | 2.19% | – | 1,773 | 11.56% | 1.5 |
|
| 2478 |
2478
Morgan Stanley Institutional Investment Advisors
Greenwood Village,
Colorado
| USD 946 M | +USD 114 M | +14% | 0.59% | – | 5 | 40% | 0.7 |
|
| 2479 |
2479
Sierra Capital
Miami,
Florida
| USD 945 M | +USD 33.4 M | +4% | 1.44% | 32.4% | 222 | 17.57% | 2.9 |
|
| 2480 |
2480
Greenland Capital Management
New York
| USD 945 M | -USD 56.5 M | -6% | 1.79% | 210% | 444 | 54.73% | 0.5 |
|
| 2481 |
2481
NTV Asset Management
Charleston,
West Virginia
| USD 944 M | +USD 27 M | +3% | 3.84% | 110% | 327 | 10.4% | 6.1 |
|
| 2482 |
2482
Institute for Wealth Management
Denver,
Colorado
| USD 944 M | -USD 16.3 M | -2% | 2.8% | 137% | 593 | 14.17% | 4.4 |
|
| 2483 |
2483
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| USD 943 M | +USD 41.8 M | +5% | 2.47% | 47.7% | 201 | 8.96% | 4.8 |
|
| 2484 |
2484
Middleton & Co
Boston,
Massachusetts
| USD 942 M | +USD 16.6 M | +2% | 4.01% | 81.8% | 168 | 4.17% | 6.8 |
|
| 2485 |
2485
Onyx Bridge Wealth Group
Tarrytown,
New York
| USD 940 M | +USD 20.4 M | +2% | 2.21% | 74.6% | 390 | 12.05% | 2.1 |
|
| 2486 |
2486
Cooper Financial Group
Irvine,
California
| USD 940 M | +USD 36.4 M | +4% | 2.57% | 87.2% | 411 | 13.87% | 2.8 |
|
| 2487 |
2487
Harvey Investment Company
Louisville,
Kentucky
| USD 939 M | +USD 2.05 M | +0.2% | 1.56% | 56.4% | 102 | 4.9% | 8.7 |
|
| 2488 |
2488
GFI Investment Counsel
Toronto,
Ontario, Canada
| USD 938 M | -USD 22.9 M | -2% | 0.29% | 41.8% | 32 | 25% | 2.9 |
|
| 2489 |
2489
McGuire Investment Group
Wakefield,
Rhode Island
| USD 936 M | +USD 53.2 M | +6% | 7.56% | 202% | 126 | 8.73% | 4.3 |
|
| 2490 |
2490
Marble Harbor Investment Counsel
Boston,
Massachusetts
| USD 936 M | -USD 19.2 M | -2% | 0.21% | 66.7% | 192 | 5.21% | 7.4 |
|
| 2491 |
2491
Blueprint Investment Partners
Greensboro,
North Carolina
| USD 935 M | +USD 223 M | +31% | 7.22% | 91.9% | 131 | 12.98% | 1.3 |
|
| 2492 |
2492
Gryphon Financial Partners
Columbus,
Ohio
| USD 935 M | +USD 57.6 M | +7% | 3.93% | 93.7% | 352 | 13.92% | 3.1 |
|
| 2493 |
2493
Redwood Capital Management
New York
| USD 934 M | -USD 98 M | -9% | 13.3% | 313% | 17 | 0% | 2.6 |
|
| 2494 |
2494
U.S. Global Investors (USGI)
San Antonio,
Texas
| USD 934 M | +USD 48.2 M | +5% | 16.1% | 151% | 167 | 41.32% | 2.4 |
|
| 2495 |
2495
Biglari Capital Corp
San Antonio,
Texas
| USD 933 M | +USD 19.4 M | +2% | 2.22% | 72.7% | 12 | 0% | 6.3 |
|
| 2496 |
2496
Massar Capital Management
Stamford,
Connecticut
| USD 932 M | +USD 172 M | +23% | 6.77% | – | 388 | 73.45% | 0.1 |
|
| 2497 |
PFMOSF
2497
Philadelphia Financial Management of San Francisco
San Francisco,
California
| USD 932 M | +USD 39.4 M | +4% | 2.76% | 209% | 91 | 70.33% | 0.2 |
|
| 2498 |
2498
Portland Global Advisors
Portland,
Maine
| USD 932 M | +USD 36.1 M | +4% | 1.2% | 43.4% | 155 | 9.03% | 6.1 |
|
| 2499 |
2499
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| USD 931 M | +USD 121 M | +15% | 1.82% | – | 295 | 16.95% | 3.3 |
|
| 2500 |
2500
Stillwater Capital Advisors
Devon,
Pennsylvania
| USD 930 M | +USD 42.2 M | +5% | 5.88% | 121% | 73 | 6.85% | 5.8 |
|