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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
WM
2501
Wishbone Management
Chicago,
Illinois
| USD 404 M | +USD 70.2 M | +21% | 55% | 58.7% | 13 | 23.08% | 0.4 |
|
| 2502 |
2502
Camden National Bank
Camden,
Maine
| USD 404 M | +USD 35.5 M | +10% | 12.7% | 48.8% | 135 | 14.07% | 2.1 |
|
| 2503 |
2503
TenCore Partners
New York
| USD 404 M | +USD 155 M | +62% | 32.2% | 50.4% | 15 | 33.33% | 0.3 |
|
| 2504 |
2504
Southeast Asset Advisors
Thomasville,
Georgia
| USD 403 M | +USD 61 M | +18% | 17% | 91.5% | 111 | 18.92% | 3.4 |
|
| 2505 |
RG
2505
Riverstone Group
Richmond,
Virginia
| USD 403 M | +USD 127 M | +46% | 33.6% | 305% | 6 | 16.67% | 1.3 |
|
| 2506 |
2506
City Holding Co
Charleston,
West Virginia
| USD 403 M | +USD 71.5 M | +22% | 18% | 89.2% | 508 | 3.15% | 4.6 |
|
| 2507 |
IMOV
2507
Investment Management of Virginia
Richmond,
Virginia
| USD 401 M | +USD 70.9 M | +21% | 22.3% | 93.4% | 148 | 8.11% | 4.4 |
|
| 2508 |
2508
RP Investment Advisors
Toronto,
Ontario, Canada
| USD 400 M | +USD 387 M | +2,877% | 8.33% | 17.4% | 37 | 86.49% | 0.1 |
|
| 2509 |
2509
Nadler Financial Group
Deerfield,
Illinois
| USD 400 M | +USD 74.8 M | +23% | 23.1% | 81.8% | 101 | 16.83% | 4.1 |
|
| 2510 |
2510
MA Private Wealth
San Carlos,
California
| USD 400 M | +USD 59.7 M | +18% | 15% | 57.5% | 93 | 22.58% | 0.9 |
|
| 2511 |
2511
Keywise Capital Management (HK)
Hong Kong
| USD 400 M | +USD 30.7 M | +8% | 52.1% | 684% | 43 | 65.12% | 0.2 |
|
| 2512 |
NTCM
2512
Nine Ten Capital Management
Chicago,
Illinois
| USD 400 M | +USD 164 M | +70% | 59.1% | 166% | 12 | 33.33% | 1.9 |
|
| 2513 |
2513
Gilbert & Cook
West Des Moines,
Iowa
| USD 399 M | +USD 58.8 M | +17% | 16.7% | 63.2% | 155 | 27.1% | 1.7 |
|
| 2514 |
2514
Callan Capital
La Jolla,
California
| USD 399 M | +USD 74 M | +23% | 18.5% | 20.1% | 87 | 9.2% | 2.7 |
|
| 2515 |
SM
2515
Sciencast Management
Princeton,
New Jersey
| USD 399 M | +USD 42.2 M | +12% | 24.9% | 72.5% | 571 | 81.09% | 0.1 |
|
| 2516 |
2516
Cornerstone Wealth Group
Huntersville,
North Carolina
| USD 398 M | +USD 115 M | +40% | 14.2% | 96% | 148 | 37.84% | 0.7 |
|
| 2517 |
2517
Strategic Wealth Partners Group
Deerfield,
Illinois
| USD 398 M | +USD 54.4 M | +16% | 19.9% | – | 64 | 20.31% | 1.5 |
|
| 2518 |
2518
Wexford Capital
West Palm Beach,
Florida
| USD 398 M | +USD 128 M | +47% | 22.6% | 128% | 235 | 81.7% | 0.2 |
|
| 2519 |
2519
New England Investment & Retirement Group
North Andover,
Massachusetts
| USD 398 M | +USD 163 M | +69% | 15.8% | 72.5% | 233 | 76.39% | 1.2 |
|
| 2520 |
2520
Financial Enhancement Group
Anderson,
Indiana
| USD 397 M | +USD 61 M | +18% | 16.5% | 62.2% | 321 | 33.96% | 1.7 |
|
| 2521 |
2521
Iron Triangle Partners
Cos Cob,
Connecticut
| USD 397 M | +USD 139 M | +54% | 30.5% | 152% | 33 | 48.48% | 0.3 |
|
| 2522 |
2522
Criteria Caixa
Barcelona,
Spain
| USD 397 M | +USD 97.7 M | +33% | 18.6% | 35.5% | 34 | 26.47% | 0.3 |
|
| 2523 |
2523
Stokes Family Office
New Orleans,
Louisiana
| USD 397 M | +USD 21.6 M | +6% | 18.2% | 68.1% | 131 | 10.69% | 0.4 |
|
| 2524 |
2524
Biondo Investment Advisors
Milford,
Pennsylvania
| USD 396 M | +USD 94.2 M | +31% | 29.7% | 83.4% | 81 | 18.52% | 3.1 |
|
| 2525 |
2525
Benefit Street Partners
New York
| USD 395 M | +USD 225 M | +133% | 67% | – | 31 | 38.71% | 0.8 |
|