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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
Hillman Company
Pittsburgh,
Pennsylvania
| USD 360 M | +USD 31.6 M | +10% | 16.1% | 134% | 15 | 20% | 1.6 |
|
| 2527 |
2527
Dakota Wealth Management
Palm Beach Gardens,
Florida
| USD 360 M | +USD 166 M | +86% | 2.67% | 112% | 209 | 58.85% | 0.9 |
|
| 2528 |
2528
Ativo Capital Management
Chicago,
Illinois
| USD 359 M | +USD 7.11 M | +2% | 7.03% | 63.8% | 268 | 35.82% | 1.4 |
|
| 2529 |
2529
Technology Crossover Management IX
Menlo Park,
California
| USD 359 M | +USD 97.1 M | +37% | 27.5% | 13% | 3 | 0% | 0.5 |
|
| 2530 |
2530
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| USD 359 M | +USD 22.8 M | +7% | 3.3% | 58% | 192 | 14.06% | 2.2 |
|
| 2531 |
2531
Arcadia Investment Management
Kalamazoo,
Michigan
| USD 359 M | +USD 4.14 M | +1% | 3.47% | 83.5% | 347 | 6.63% | 2.5 |
|
| 2532 |
2532
Herald Investment Management
London,
United Kingdom
| USD 359 M | +USD 24 M | +7% | 12.7% | 493% | 100 | 12% | 2.8 |
|
| 2533 |
2533
JHL Capital Group
Chicago,
Illinois
| USD 358 M | -USD 68.8 M | -16% | 3.47% | – | 21 | 66.67% | 0.6 |
|
| 2534 |
2534
WealthSource Partners
San Luis Obispo,
California
| USD 358 M | +USD 29.1 M | +9% | 1.08% | 16.8% | 333 | 26.43% | 1.2 |
|
| 2535 |
2535
Kovack Advisors
Ft. Lauderdale,
Florida
| USD 358 M | -USD 40.5 M | -10% | 5.28% | 118% | 571 | 39.05% | 1.4 |
|
| 2536 |
2536
Belpointe Asset Management
Reno,
Nevada
| USD 358 M | +USD 14.9 M | +4% | 3.13% | 80.1% | 409 | 33.25% | 0.6 |
|
| 2537 |
2537
Needham Investment Management
New York
| USD 356 M | +USD 6.3 M | +2% | 8.38% | 424% | 100 | 17% | 3.2 |
|
| 2538 |
2538
Marathon Asset Management (New York)
New York
| USD 356 M | -USD 710 M | -67% | 7.24% | 490% | 18 | 66.67% | 0.4 |
|
| 2539 |
2539
Fusion Family Wealth
Woodbury,
New York
| USD 356 M | +USD 58.5 M | +20% | 0.05% | 58.2% | 308 | 13.96% | 0.9 |
|
| 2540 |
2540
Pensionfund Sabic
Sittard,
Netherlands
| USD 356 M | +USD 5 M | +1% | 4.11% | 63.6% | 232 | 21.55% | 1.7 |
|
| 2541 |
2541
Gateway Advisory
Westfield,
New Jersey
| USD 355 M | +USD 13.9 M | +4% | 2.19% | 26% | 82 | 36.59% | 1.6 |
|
| 2542 |
2542
NTV Asset Management
Charleston,
West Virginia
| USD 355 M | +USD 2.85 M | +0.8% | 2.56% | 110% | 185 | 4.86% | 3.7 |
|
| 2543 |
2543
Naples Global Advisors
Naples,
Florida
| USD 355 M | +USD 17.9 M | +5% | 1.76% | 103% | 300 | 8.67% | 2.8 |
|
| 2544 |
2544
New England Private Wealth Advisors
Wellesley,
Massachusetts
| USD 355 M | +USD 718 k | +0.2% | 1.94% | 55.8% | 155 | 7.1% | 3.1 |
|
| 2545 |
MP
2545
Meghalaya Partners
Greenwich,
Connecticut
| USD 355 M | +USD 149 M | +72% | 2.14% | – | 30 | 46.67% | 0.3 |
|
| 2546 |
2546
Nadler Financial Group
Deerfield,
Illinois
| USD 353 M | +USD 28.6 M | +9% | 3.17% | 72.4% | 88 | 13.64% | 3.5 |
|
| 2547 |
TCM
2547
Tradition Capital Management
Summit,
New Jersey
| USD 352 M | +USD 2.63 M | +0.8% | 1.21% | 43.5% | 180 | 6.67% | 3 |
|
| 2548 |
2548
Twin Securities
New York
| USD 352 M | -USD 231 M | -40% | 0.15% | 506% | 26 | 69.23% | 0.6 |
|
| 2549 |
AC
2549
Apertura Capital
Dallas,
Texas
| USD 351 M | +USD 100 M | +40% | 3.57% | 41.5% | 49 | 71.43% | 0.2 |
|
| 2550 |
2550
Lutz Financial Services
Omaha,
Nebraska
| USD 351 M | +USD 12.2 M | +4% | 1.56% | 35.3% | 44 | 6.82% | 0.5 |
|