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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
2626
Gateway Wealth Partners
Appleton,
Wisconsin
| USD 559 M | -USD 90.6 M | -14% | 4.09% | 58.9% | 264 | 23.86% | 0.4 |
|
| 2627 |
KC
2627
Keenan Capital
Burlingame,
California
| USD 558 M | +USD 7.4 M | +1% | 15.4% | 110% | 12 | 16.67% | 2.8 |
|
| 2628 |
2628
Consolidated Investment Group
Englewood,
Colorado
| USD 558 M | +USD 46.4 M | +9% | 10.3% | 140% | 67 | 1.49% | 4.9 |
|
| 2629 |
2629
XTX Topco
George Town,
Cayman Islands
| USD 558 M | +USD 80.9 M | +17% | 4.06% | 87.3% | 1,998 | 71.07% | 0.2 |
|
| 2630 |
2630
Mainstay Capital Management
Grand Blanc,
Michigan
| USD 558 M | +USD 53 M | +10% | 6.59% | 131% | 114 | 15.79% | 2.6 |
|
| 2631 |
2631
Wallington Asset Management
Indianapolis,
Indiana
| USD 557 M | +USD 58.3 M | +12% | 5.51% | 108% | 84 | 8.33% | 4.7 |
|
| 2632 |
WWM
2632
Windsor Wealth Management
Indianapolis,
Indiana
| USD 557 M | +USD 41.3 M | +8% | 5.62% | 37.3% | 168 | 5.36% | 3.5 |
|
| 2633 |
NM
2633
NWI Management
New York
| USD 556 M | -USD 352 M | -39% | 12% | 230% | 51 | 27.45% | 2.6 |
|
| 2634 |
2634
S&T Bank
Indiana,
Pennsylvania
| USD 556 M | +USD 1.83 M | +0.3% | 4.23% | 193% | 103 | 4.85% | 5.1 |
|
| 2635 |
2635
Focused Wealth Management
Newburgh,
New York
| USD 556 M | +USD 61.4 M | +12% | 6.13% | 73.9% | 1,140 | 15.09% | 4.3 |
|
| 2636 |
2636
Hill Investment Group Partners
St. Louis,
Missouri
| USD 555 M | +USD 46.5 M | +9% | 2.25% | 50.6% | 62 | 12.9% | 1.2 |
|
| 2637 |
2637
SKBA Capital Management
San Francisco,
California
| USD 555 M | +USD 17.9 M | +3% | 3.2% | 53.9% | 79 | 7.59% | 4.1 |
|
| 2638 |
2638
Marex Group
London,
| USD 555 M | -USD 201 M | -27% | 3.34% | 254% | 307 | 43.97% | 0.3 |
|
| 2639 |
2639
Dudley & Shanley
Palm Beach,
Florida
| USD 554 M | +USD 32.4 M | +6% | 4.56% | 67.9% | 39 | 12.82% | 2.7 |
|
| 2640 |
GIM
2640
Greylin Investment Management
Orange,
Virginia
| USD 554 M | +USD 5.09 M | +0.9% | 3.48% | 52.1% | 73 | 9.59% | 5.7 |
|
| 2641 |
PS
2641
Portfolio Strategies
Monsey,
New York
| USD 553 M | +USD 40.4 M | +8% | 12.6% | 120% | 53 | 28.3% | 2.5 |
|
| 2642 |
2642
Brio Consultants
San Francisco,
California
| USD 553 M | +USD 12.8 M | +2% | 3.9% | 42.7% | 95 | 7.37% | 2 |
|
| 2643 |
2643
Northwest Bancshares
Warren,
Pennsylvania
| USD 553 M | +USD 34.4 M | +7% | 4.82% | 84.8% | 192 | 8.33% | 3.4 |
|
| 2644 |
2644
MIG Capital
Newport Beach,
California
| USD 553 M | -USD 25.5 M | -4% | 14.5% | 118% | 18 | 16.67% | 1.9 |
|
| 2645 |
2645
One Day In July LLC
Burlington,
Vermont
| USD 553 M | +USD 31.6 M | +6% | 3.68% | 43.1% | 96 | 10.42% | 2.4 |
|
| 2646 |
2646
Avitas Wealth Management
Los Angeles,
California
| USD 553 M | +USD 41.8 M | +8% | 10% | 56.2% | 201 | 4.48% | 2.3 |
|
| 2647 |
2647
Azora Capital LP
Miami,
Florida
| USD 552 M | -USD 134 M | -20% | 8.44% | 175% | 48 | 56.25% | 0.6 |
|
| 2648 |
2648
WBI Investments
Red Bank,
New Jersey
| USD 552 M | +USD 52.2 M | +10% | 6.61% | 97.3% | 236 | 47.03% | 0.8 |
|
| 2649 |
2649
Cornerstone Wealth Group
Huntersville,
North Carolina
| USD 552 M | -USD 10.7 M | -2% | 4.84% | 96% | 161 | 18.63% | 2.3 |
|
| 2650 |
2650
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| USD 551 M | +USD 56.7 M | +11% | 8.58% | 140% | 274 | 31.75% | 2.7 |
|