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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
Cascade Financial Partners
San Diego,
California
| USD 872 M | +USD 40.4 M | +5% | 5.78% | – | 271 | 8.12% | 1.3 |
|
| 2527 |
2527
EAM Investors
Solana Beach,
California
| USD 872 M | +USD 212 M | +32% | 53.1% | 6,012% | 346 | 63.01% | 0.2 |
|
| 2528 |
2528
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| USD 871 M | +USD 61.6 M | +8% | 16.9% | 140% | 30 | 6.67% | 5.1 |
|
| 2529 |
2529
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| USD 870 M | +USD 78.9 M | +10% | 10.1% | 40.2% | 114 | 18.42% | 3.8 |
|
| 2530 |
PCR
2530
Potrero Capital Research
San Francisco,
California
| USD 869 M | +USD 456 M | +110% | 28.8% | 226% | 49 | 59.18% | 0.5 |
|
| 2531 |
2531
Greenwood Capital Associates
Greenwood,
South Carolina
| USD 867 M | +USD 62.6 M | +8% | 7.85% | 87.7% | 276 | 17.75% | 2.5 |
|
| 2532 |
2532
Kryger Capital
London,
United Kingdom
| USD 866 M | +USD 325 M | +60% | 27.2% | 421% | 42 | 85.71% | 0.1 |
|
| 2533 |
2533
Baxter Bros Inc
Riverside,
Connecticut
| USD 865 M | +USD 47.6 M | +6% | 5.34% | 73.8% | 171 | 16.37% | 6 |
|
| 2534 |
2534
Keystone Investors
Singapore
| USD 865 M | +USD 381 M | +79% | 33.7% | – | 88 | 68.18% | 0.3 |
|
| 2535 |
2535
HHM Wealth Advisors
Chattanooga,
Tennessee
| USD 864 M | +USD 23.1 M | +3% | 6.75% | 62.3% | 949 | 19.28% | 3 |
|
| 2536 |
2536
Total Wealth Planning
Cincinnati,
Ohio
| USD 864 M | +USD 72.9 M | +9% | 5.41% | 37.2% | 110 | 5.45% | 3.3 |
|
| 2537 |
2537
Oak Root LLC
Santa Barbara,
California
| USD 864 M | +USD 56.1 M | +7% | 7.74% | 75.4% | 11 | 0% | 1.8 |
|
| 2538 |
2538
Blue Grotto Capital
Atlanta,
Georgia
| USD 862 M | +USD 33.8 M | +4% | 12.8% | 300% | 33 | 42.42% | 0.8 |
|
| 2539 |
2539
Pertento Partners
London,
United Kingdom
| USD 862 M | -USD 255 M | -23% | 10.5% | 196% | 23 | 47.83% | 0.9 |
|
| 2540 |
2540
Ascent Wealth Partners
New Hartford,
New York
| USD 862 M | +USD 51.7 M | +6% | 7.89% | 105% | 183 | 6.01% | 4 |
|
| 2541 |
2541
Genus Capital Management
Vancouver,
British Columbia, Canada
| USD 862 M | +USD 76.5 M | +10% | 17.1% | – | 230 | 33.48% | 0.4 |
|
| 2542 |
2542
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| USD 861 M | +USD 63.9 M | +8% | 8.98% | 116% | 377 | 24.4% | 1.7 |
|
| 2543 |
2543
Signet Financial Management
Parsippany,
New Jersey
| USD 861 M | +USD 65.1 M | +8% | 8.02% | 65.2% | 300 | 8.33% | 3.2 |
|
| 2544 |
2544
Alley Investment Management Company
Lake Forest,
Illinois
| USD 861 M | +USD 35 M | +4% | 4.86% | 54.6% | 90 | 7.78% | 2.8 |
|
| 2545 |
2545
Clark Asset Management
Stratham,
New Hampshire
| USD 860 M | +USD 127 M | +17% | 5.65% | 51.8% | 219 | 15.07% | 1.2 |
|
| 2546 |
PS
2546
Portfolio Strategies
Monsey,
New York
| USD 860 M | +USD 92.8 M | +12% | 11.5% | 120% | 70 | 35.71% | 2.8 |
|
| 2547 |
MI
2547
MMCAP International
Grand Cayman,
Cayman Islands
| USD 860 M | +USD 28.4 M | +3% | 22.6% | 184% | 208 | 48.08% | 1 |
|
| 2548 |
2548
Naviter Wealth
Little Rock,
Arkansas
| USD 859 M | +USD 47.1 M | +6% | 6.84% | 87.1% | 286 | 13.64% | 2.1 |
|
| 2549 |
2549
Atlas FRM
Greenwich,
Connecticut
| USD 859 M | +USD 70 k | +0% | 1.78% | 38.9% | 9 | 0% | 2.1 |
|
| 2550 |
2550
Covalis Capital
London,
United Kingdom
| USD 858 M | +USD 35.5 M | +4% | 12.1% | 37.9% | 86 | 70.93% | 0.3 |
|