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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2651 |
2651
Onyx Bridge Wealth Group
Tarrytown,
New York
| USD 756 M | +USD 59.1 M | +8% | 8.67% | 74.6% | 329 | 14.89% | 2.1 |
|
| 2652 |
2652
IAG Wealth Partners
Waukesha,
Wisconsin
| USD 756 M | +USD 112 M | +17% | 6.8% | 47.3% | 524 | 10.88% | 3.3 |
|
| 2653 |
2653
Inspirion Wealth Advisors
Libertyville,
Illinois
| USD 756 M | +USD 35.6 M | +5% | 5.43% | 52.5% | 166 | 9.64% | 4.5 |
|
| 2654 |
2654
Private Wealth Asset Management
Cedar Rapids,
Iowa
| USD 754 M | +USD 58.2 M | +8% | 7.24% | – | 1,251 | 18.86% | 0.2 |
|
| 2655 |
2655
KPS Global Asset Management (UK)
London,
United Kingdom
| USD 753 M | +USD 256 M | +51% | 52.6% | 373% | 4 | 0% | 5.1 |
|
| 2656 |
2656
Power Corp of Canada
Montreal, Quebec,
Canada
| USD 753 M | +USD 145 M | +24% | 23.9% | 14.4% | 1 | 0% | 1.5 |
|
| 2657 |
2657
Capital Investment Counsel Inc
Raleigh,
North Carolina
| USD 752 M | +USD 81.7 M | +12% | 13.5% | 174% | 259 | 10.81% | 5.3 |
|
| 2658 |
SRFM
2658
Shannon River Fund Management
New York
| USD 752 M | +USD 369 M | +96% | 29.8% | 554% | 26 | 53.85% | 0.7 |
|
| 2659 |
2659
Angelo Gordon & Co
New York
| USD 751 M | +USD 175 M | +30% | 2.15% | 90.1% | 87 | 66.67% | 0.6 |
|
| 2660 |
2660
Global Endowment Management
Charlotte,
North Carolina
| USD 751 M | -USD 18.1 M | -2% | 6.36% | 46.1% | 156 | 26.92% | 2.5 |
|
| 2661 |
2661
St Louis Trust
Saint Louis,
Missouri
| USD 751 M | +USD 60.4 M | +9% | 9.36% | 71.4% | 126 | 7.94% | 4.5 |
|
| 2662 |
2662
Legacy Edge Advisors
Syosset,
New York
| USD 749 M | +USD 108 M | +17% | 8.43% | – | 209 | 18.66% | 1.2 |
|
| 2663 |
2663
Hendershot Investments
Centreville,
Virginia
| USD 748 M | +USD 13.7 M | +2% | 5.28% | 50.5% | 135 | 8.89% | 5.7 |
|
| 2664 |
2664
Hanson & Doremus Investment Management
Burlington,
Vermont
| USD 748 M | +USD 63 M | +9% | 9.35% | 86.3% | 496 | 10.28% | 6.2 |
|
| 2665 |
2665
Pandi LLC
Leawood,
Kansas
| USD 747 M | +USD 96.1 M | +15% | 10.1% | – | 4 | 0% | 0.5 |
|
| 2666 |
2666
V-Square Quantitative Management
Chicago,
Illinois
| USD 747 M | +USD 62 M | +9% | 15.2% | 111% | 740 | 21.76% | 1.7 |
|
| 2667 |
2667
Consolidated Investment Group
Englewood,
Colorado
| USD 747 M | +USD 94.1 M | +14% | 15.7% | 140% | 68 | 4.41% | 5.9 |
|
| 2668 |
2668
Sharkey, Howes & Javer
Denver,
Colorado
| USD 746 M | +USD 46.8 M | +7% | 8.21% | 60.2% | 165 | 16.36% | 2.9 |
|
| 2669 |
2669
Quantitative Investment Management
Charlottesville,
Virginia
| USD 746 M | -USD 342 M | -31% | 13.5% | 24.6% | 502 | 78.09% | 0.2 |
|
| 2670 |
2670
Intrua Financial
Houston,
Texas
| USD 746 M | +USD 58.2 M | +8% | 8.04% | 71% | 401 | 14.21% | 2.7 |
|
| 2671 |
2671
Goldstein Advisors
Madison,
Wisconsin
| USD 744 M | +USD 60.3 M | +9% | 9.12% | 62.6% | 222 | 14.41% | 1.7 |
|
| 2672 |
2672
Destiny Wealth Partners
Tavares,
Florida
| USD 744 M | +USD 114 M | +18% | 10.9% | 63.7% | 202 | 24.75% | 2.4 |
|
| 2673 |
CL
2673
CIM LLC
Albany,
New York
| USD 743 M | +USD 69.7 M | +10% | 14.7% | 108% | 180 | 18.33% | 3.7 |
|
| 2674 |
KCM
2674
Kingdon Capital Management
New York
| USD 743 M | -USD 202 M | -21% | 17% | 217% | 92 | 54.35% | 0.9 |
|
| 2675 |
2675
Greenline Partners
New York
| USD 742 M | +USD 49.9 M | +7% | 5.88% | 69.6% | 590 | 76.95% | 3.5 |
|