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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 |
2501
Denali Advisors
San Diego,
California
| USD 885 M | -USD 75 M | -8% | 9.59% | 106% | 333 | 24.32% | 1.5 |
|
| 2502 |
2502
Covenant Asset Management
Chester,
New Jersey
| USD 885 M | +USD 208 M | +31% | 10.8% | 177% | 169 | 6.51% | 4.2 |
|
| 2503 |
8KM
2503
8 Knots Management
Dallas,
Texas
| USD 884 M | +USD 186 M | +27% | 2.57% | – | 27 | 70.37% | 0.4 |
|
| 2504 |
JWBC
2504
J.W. Burns & Co
Dewitt,
New York
| USD 884 M | +USD 59.8 M | +7% | 8.18% | 95.4% | 189 | 5.29% | 7.6 |
|
| 2505 |
2505
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| USD 884 M | +USD 28.8 M | +3% | 7.25% | 83.4% | 431 | 15.78% | 4.9 |
|
| 2506 |
2506
Algebris (UK)
London,
United Kingdom
| USD 883 M | +USD 249 M | +39% | 2.38% | 24.5% | 74 | 52.7% | 0.5 |
|
| 2507 |
2507
McGuire Investment Group
Wakefield,
Rhode Island
| USD 883 M | +USD 100 M | +13% | 15.4% | 202% | 124 | 12.9% | 4.1 |
|
| 2508 |
RIM
2508
Rovida Investment Management
Grand Cayman,
Cayman Islands
| USD 882 M | +USD 342 M | +63% | 54.6% | – | 20 | 35% | 0.5 |
|
| 2509 |
2509
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| USD 882 M | +USD 39.5 M | +5% | 5.01% | 42.7% | 1,403 | 5.13% | 1.6 |
|
| 2510 |
2510
WealthShield Partners
Cary,
North Carolina
| USD 882 M | +USD 54.6 M | +7% | 7.06% | 71% | 579 | 6.39% | 2.8 |
|
| 2511 |
2511
Tamar Securities
Woodland Hills,
California
| USD 880 M | +USD 55.1 M | +7% | 10.2% | 84.8% | 95 | 11.58% | 2.6 |
|
| 2512 |
2512
LVZ Inc
Holland,
Michigan
| USD 880 M | +USD 45.7 M | +5% | 5.87% | 52.9% | 166 | 7.83% | 3.1 |
|
| 2513 |
2513
INVST
Indianapolis,
Indiana
| USD 880 M | +USD 77 M | +10% | 8.14% | 78.5% | 321 | 11.84% | 1.9 |
|
| 2514 |
2514
Columbus Macro
New Castle,
Pennsylvania
| USD 879 M | +USD 61.4 M | +8% | 4.71% | 48.7% | 221 | 11.76% | 3.1 |
|
| 2515 |
2515
Cahill Financial Advisors
Edina,
Minnesota
| USD 878 M | +USD 72.7 M | +9% | 6.63% | 55.9% | 293 | 8.53% | 4.6 |
|
| 2516 |
2516
State of Wyoming
Cheyenne,
Wyoming
| USD 877 M | +USD 58.9 M | +7% | 15% | 135% | 2,117 | 27.78% | 1.4 |
|
| 2517 |
2517
Gryphon Financial Partners
Columbus,
Ohio
| USD 877 M | +USD 111 M | +15% | 10.3% | 93.7% | 337 | 13.95% | 2.9 |
|
| 2518 |
2518
Westerkirk Capital
Victoria,
| USD 875 M | +USD 64 M | +8% | 8.1% | – | 251 | 12.35% | 0.2 |
|
| 2519 |
2519
Romano Brothers & Co
Evanston,
Illinois
| USD 875 M | +USD 66.1 M | +8% | 8.65% | 110% | 321 | 4.67% | 2.5 |
|
| 2520 |
2520
Evermay Wealth Management
Arlington,
Virginia
| USD 874 M | +USD 62 M | +8% | 6.26% | 56.2% | 577 | 3.81% | 4.2 |
|
| 2521 |
2521
Avalon Global Asset Management
San Francisco,
California
| USD 874 M | +USD 31.3 M | +4% | 7.89% | 278% | 53 | 37.74% | 3.2 |
|
| 2522 |
2522
Freedom Together Foundation
New York
| USD 874 M | +USD 57 M | +7% | 7% | – | 2 | 0% | 0.8 |
|
| 2523 |
2523
BlueStem Wealth Partners
Minnetonka,
Minnesota
| USD 873 M | +USD 59.5 M | +7% | 6.37% | – | 130 | 13.08% | 0.6 |
|
| 2524 |
2524
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| USD 873 M | +USD 45 M | +5% | 6.03% | 74.8% | 215 | 6.51% | 5.7 |
|
| 2525 |
2525
Cascade Financial Partners
San Diego,
California
| USD 872 M | +USD 40.4 M | +5% | 5.78% | – | 271 | 8.12% | 1.3 |
|