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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
2551
Lodestar Private Asset Management
Alamo,
California
| USD 521 M | – | – | 6.55% | 64.4% | 190 | – | 0 |
|
| 2552 |
2552
Lannebo Fonder
Stockholm,
Sweden
| USD 521 M | +USD 19.7 M | +4% | 3.91% | 49.8% | 36 | 11.11% | 4.1 |
|
| 2553 |
2553
Silicon Valley Community Foundation
Mountain View,
California
| USD 520 M | -USD 286 M | -35% | 8.26% | 309% | 23 | 21.74% | 1.7 |
|
| 2554 |
2554
Cahill Financial Advisors
Edina,
Minnesota
| USD 520 M | +USD 45.9 M | +10% | 8.75% | 55.9% | 233 | 12.45% | 4 |
|
| 2555 |
2555
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| USD 520 M | -USD 16.4 M | -3% | 5.97% | 58.9% | 399 | 18.05% | 0.7 |
|
| 2556 |
2556
Ophir Asset Management
Sydney,
Australia
| USD 520 M | -USD 29.1 M | -5% | 11.4% | 282% | 41 | 60.98% | 0.4 |
|
| 2557 |
2557
River Wealth Advisors
Camp Hill,
Pennsylvania
| USD 519 M | +USD 55.2 M | +12% | 9.41% | 80.3% | 211 | 8.53% | 4.8 |
|
| 2558 |
MA
2558
Madrone Advisors
Menlo Park,
California
| USD 519 M | – | – | 9.37% | 10.4% | 7 | – | 0 |
|
| 2559 |
2559
Bremer Bank National Association
St Paul,
Minnesota
| USD 518 M | +USD 69.9 M | +16% | 8.99% | 37.4% | 215 | 17.21% | 2.6 |
|
| 2560 |
RIA
2560
RPG Investment Advisory
Pleasanton,
California
| USD 518 M | +USD 54.7 M | +12% | 13% | 186% | 88 | 10.23% | 3.6 |
|
| 2561 |
CF
2561
Clarity Financial
Houston,
Texas
| USD 518 M | +USD 90.5 M | +21% | 44.6% | 56.8% | 106 | 24.53% | 1 |
|
| 2562 |
2562
Insight Wealth Strategies
San Ramon,
California
| USD 517 M | -USD 21.1 M | -4% | 7.81% | 83.5% | 159 | 25.16% | 2.4 |
|
| 2563 |
ICM
2563
Indaba Capital Management
San Francisco,
California
| USD 517 M | -USD 133 M | -20% | 6.92% | 66.7% | 43 | 18.6% | 1.5 |
|
| 2564 |
2564
Sectoral Asset Management
Montreal,
Quebec, Canada
| USD 517 M | +USD 9.2 M | +2% | 4.07% | 168% | 131 | 25.19% | 1.6 |
|
| 2565 |
2565
Heck Capital Advisors
Rhinelander,
Wisconsin
| USD 516 M | +USD 30.4 M | +6% | 8.02% | 67% | 150 | 18.67% | 2.9 |
|
| 2566 |
2566
Baker Ellis Asset Management
Vancouver,
Washington
| USD 516 M | +USD 57.3 M | +12% | 11% | 91.9% | 222 | 19.82% | 4.8 |
|
| 2567 |
2567
Opus Capital Group
Cincinnati,
Ohio
| USD 516 M | +USD 54.4 M | +12% | 9.88% | 49.7% | 124 | 16.13% | 4.3 |
|
| 2568 |
2568
Atlas FRM
Greenwich,
Connecticut
| USD 515 M | +USD 175 M | +52% | 28.5% | 38.9% | 8 | 12.5% | 0.6 |
|
| 2569 |
KFS
2569
Kurt F. Somerville
| USD 515 M | +USD 16.6 M | +3% | 10.6% | 92.9% | 118 | 12.71% | 6.1 |
|
| 2570 |
1SP
2570
140 Summer Partners
New York
| USD 514 M | +USD 24.6 M | +5% | 11.5% | 202% | 17 | 58.82% | 0.6 |
|
| 2571 |
2571
Voss Capital
Houston,
Texas
| USD 514 M | +USD 164 M | +47% | 15.8% | 78.4% | 56 | 39.29% | 0.9 |
|
| 2572 |
2572
LS Investment Advisors
Bloomfield Hills,
Michigan
| USD 514 M | +USD 20.9 M | +4% | 10.2% | 98.7% | 133 | 11.28% | 7.6 |
|
| 2573 |
2573
Sunbelt Securities
Houston,
Texas
| USD 512 M | +USD 38.8 M | +8% | 9.09% | 83.5% | 474 | 13.92% | 2.7 |
|
| 2574 |
2574
Investure LLC
Charlottesville,
Virginia
| USD 511 M | +USD 2.49 M | +0.5% | 4.39% | 55.4% | 22 | 4.55% | 2.3 |
|
| 2575 |
2575
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| USD 511 M | +USD 229 M | +81% | 7.55% | 140% | 272 | 38.24% | 2.5 |
|