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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
Blue Pool Management
Causeway Bay,
Hong Kong
| USD 628 M | -USD 149 M | -19% | 15.1% | 72.8% | 5 | 60% | 0.5 |
|
| 2527 |
JWBC
2527
J.W. Burns & Co
Dewitt,
New York
| USD 628 M | -USD 62.5 M | -9% | 3.36% | 95.4% | 190 | 7.89% | 5.8 |
|
| 2528 |
2528
Perella Weinberg Partners Capital Management
New York
| USD 628 M | +USD 87.9 M | +16% | 2.97% | 1.52% | 30 | 10% | 1.9 |
|
| 2529 |
2529
Leo Brokerage
Hurst,
Texas
| USD 628 M | – | – | 8.21% | – | 244 | – | 0.9 |
|
| 2530 |
2530
Massachusetts Institute of Technology
Cambridge,
Massachusetts
| USD 627 M | -USD 111 M | -15% | 36.2% | 35.7% | 12 | 58.33% | 1 |
|
| 2531 |
2531
Avestar Capital
New York
| USD 627 M | -USD 191 M | -23% | 4.05% | 112% | 500 | 37.4% | 1.3 |
|
| 2532 |
CBT
2532
Central Bank & Trust
Lexington,
Kentucky
| USD 627 M | -USD 21.4 M | -3% | 4.98% | 118% | 342 | 15.5% | 5.1 |
|
| 2533 |
2533
River Wealth Advisors
Camp Hill,
Pennsylvania
| USD 626 M | -USD 18.7 M | -3% | 5.17% | 80.3% | 228 | 5.7% | 4.2 |
|
| 2534 |
2534
Planning Alternatives
Birmingham,
Michigan
| USD 626 M | -USD 22.3 M | -3% | 4.87% | 69.6% | 50 | 14% | 5 |
|
| 2535 |
2535
Larson Financial Group
St Louis,
Missouri
| USD 626 M | -USD 4.31 M | -0.7% | 4.57% | 89.7% | 1,212 | 14.85% | 1.7 |
|
| 2536 |
2536
Academy Capital Management
Waco,
Texas
| USD 626 M | -USD 17.7 M | -3% | 3.67% | 85% | 39 | 7.69% | 2.1 |
|
| 2537 |
2537
KMG Fiduciary Partners
Toledo,
Ohio
| USD 625 M | -USD 20.8 M | -3% | 3.76% | 114% | 210 | 10% | 1.9 |
|
| 2538 |
2538
Affinity Asset Advisors
New York
| USD 625 M | +USD 350 M | +127% | 5.74% | 1,487% | 79 | 53.16% | 0.5 |
|
| 2539 |
2539
V Wealth Advisors
Overland Park,
Kansas
| USD 625 M | -USD 57.4 M | -8% | 4.33% | 36.9% | 489 | 18.2% | 1.7 |
|
| 2540 |
2540
Dorchester Wealth Management
Montreal,
Quebec, Canada
| USD 624 M | +USD 121 M | +24% | 4.72% | 18.3% | 165 | 14.55% | 3.7 |
|
| 2541 |
2541
WealthShield Partners
Cary,
North Carolina
| USD 624 M | +USD 23.6 M | +4% | 2.72% | 71% | 382 | 39.79% | 1.4 |
|
| 2542 |
2542
Oasis Management Company
Grand Cayman,
Cayman Islands
| USD 624 M | +USD 51 M | +9% | 6.17% | 368% | 115 | 43.48% | 0.5 |
|
| 2543 |
2543
Kontiki Capital Management (HK)
Hong Kong
| USD 624 M | -USD 100 M | -14% | 19.1% | 90.6% | 7 | 28.57% | 2.6 |
|
| 2544 |
HSC
2544
Harbor Spring Capital
New York
| USD 624 M | -USD 254 M | -29% | 11% | – | 30 | 43.33% | 1.6 |
|
| 2545 |
2545
Torray Investment Partners
Bethesda,
Maryland
| USD 623 M | -USD 54.6 M | -8% | 1.59% | 97.2% | 108 | 8.33% | 4.1 |
|
| 2546 |
2546
AH Equity Partners LSV I
Menlo Park,
California
| USD 623 M | -USD 218 M | -26% | 25.7% | – | 3 | 0% | 0.3 |
|
| 2547 |
2547
Burleson & Co
Petaluma,
California
| USD 623 M | -USD 63.6 M | -9% | 8.63% | 49.1% | 481 | 23.28% | 1.3 |
|
| 2548 |
2548
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| USD 623 M | -USD 84.2 M | -12% | 1.08% | 140% | 424 | 33.73% | 1.8 |
|
| 2549 |
2549
Waddell & Associates
Memphis,
Tennessee
| USD 623 M | -USD 7.72 M | -1% | 4.23% | 194% | 138 | 21.01% | 0.8 |
|
| 2550 |
2550
Penn Davis McFarland
Dallas,
Texas
| USD 623 M | +USD 33.3 M | +6% | 3.63% | 100% | 48 | 12.5% | 4 |
|