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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
Columbus Hill Capital Management
Short Hills,
New Jersey
| USD 1027 M | +USD 355 M | +53% | 52.2% | 151% | 34 | 44.12% | 2.1 |
|
| 2527 |
2527
Apis Capital Advisors
New York
| USD 1027 M | +USD 379 M | +58% | 64.1% | 1,532% | 74 | 48.65% | 0.6 |
|
| 2528 |
RTM
2528
RH Tailwind Management
West Conshohocken,
Pennsylvania
| USD 1027 M | +USD 246 M | +31% | 28.6% | – | 84 | 63.1% | 0.2 |
|
| 2529 |
2529
INVST
Indianapolis,
Indiana
| USD 1026 M | +USD 140 M | +16% | 16.8% | 78.5% | 369 | 15.99% | 2 |
|
| 2530 |
2530
Insight Wealth Strategies
San Ramon,
California
| USD 1025 M | +USD 129 M | +14% | 20.9% | 83.5% | 206 | 25.24% | 2.7 |
|
| 2531 |
2531
Toth Financial Advisory
Leesburg,
Virginia
| USD 1024 M | +USD 113 M | +12% | 20.1% | 90.4% | 1,032 | 25.29% | 3.7 |
|
| 2532 |
2532
Moisand Fitzgerald Tamayo
Orlando,
Florida
| USD 1024 M | +USD 93.4 M | +10% | 9.12% | 51.1% | 546 | 6.78% | 4.8 |
|
| 2533 |
2533
Keebeck Wealth Management
Chicago,
Illinois
| USD 1024 M | +USD 135 M | +15% | 17.1% | 81.3% | 501 | 20.96% | 2.3 |
|
| 2534 |
2534
NTV Asset Management
Charleston,
West Virginia
| USD 1021 M | +USD 111 M | +12% | 15.7% | 97.8% | 332 | 10.84% | 6.2 |
|
| 2535 |
2535
Capital Investment Services of America
Milwaukee,
Wisconsin
| USD 1021 M | +USD 63 M | +7% | 8.27% | 50.7% | 83 | 3.61% | 7.5 |
|
| 2536 |
PS
2536
Portfolio Strategies
Monsey,
New York
| USD 1019 M | +USD 208 M | +26% | 35.5% | 120% | 89 | 24.72% | 2.7 |
|
| 2537 |
JPC
2537
Jabodon PT Co
Reno,
Nevada
| USD 1019 M | +USD 159 M | +18% | 14.5% | 61.9% | 8 | 0% | 0.9 |
|
| 2538 |
2538
Greenwood Capital Associates
Greenwood,
South Carolina
| USD 1019 M | +USD 111 M | +12% | 13.5% | 81.3% | 308 | 14.94% | 2.4 |
|
| 2539 |
2539
Lincluden Management
Mississauga,
Ontario, Canada
| USD 1019 M | +USD 79.8 M | +8% | 8.4% | 56.6% | 72 | 8.33% | 6.9 |
|
| 2540 |
2540
TritonPoint Wealth
Chevy Chase,
Maryland
| USD 1018 M | +USD 83.8 M | +9% | 17.4% | – | 294 | 13.27% | 2 |
|
| 2541 |
2541
CKW Financial Group
Honolulu,
Hawaii
| USD 1018 M | +USD 101 M | +11% | 12.4% | 62.4% | 321 | 49.53% | 3.7 |
|
| 2542 |
2542
Genus Capital Management
Vancouver,
British Columbia, Canada
| USD 1016 M | +USD 143 M | +16% | 34.8% | – | 229 | 28.38% | 0.7 |
|
| 2543 |
2543
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| USD 1015 M | +USD 109 M | +12% | 17.7% | 116% | 463 | 28.29% | 1.8 |
|
| 2544 |
AH
2544
Allen Holding
New York
| USD 1014 M | +USD 6.02 M | +0.6% | 2.62% | 135% | 10 | 10% | 7.6 |
|
| 2545 |
DPC
2545
Dream Peak Capital
Hong Kong,
| USD 1013 M | +USD 338 M | +50% | 30.4% | – | 8 | 37.5% | 0.3 |
|
| 2546 |
2546
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| USD 1013 M | +USD 102 M | +11% | 24.6% | 82.3% | 68 | 27.94% | 0.8 |
|
| 2547 |
HP
2547
Havemeyer Place
Greenwich,
Connecticut
| USD 1013 M | +USD 146 M | +17% | 18.6% | – | 716 | 61.31% | 0.2 |
|
| 2548 |
2548
Lavaca Capital
Houston,
Texas
| USD 1012 M | +USD 448 M | +79% | 18.3% | 46.5% | 377 | 29.18% | 1.6 |
|
| 2549 |
2549
Accel Leaders 4 Associates
Palo Alto,
California
| USD 1012 M | +USD 537 M | +113% | 166% | – | 1 | 0% | 1.5 |
|
| 2550 |
2550
Counterpoint Mutual Funds
San Diego,
California
| USD 1011 M | +USD 345 M | +52% | 28.2% | 74.3% | 413 | 57.38% | 0.3 |
|