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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
2726
Passaic Partners
Newark,
New Jersey
| USD 688 M | +USD 20.1 M | +3% | 3.35% | 53.2% | 14 | 14.29% | 1.4 |
|
| 2727 |
2727
Oslo Pensjonsforsikring
Oslo,
| USD 687 M | -USD 126 M | -16% | 0.18% | 79% | 474 | 13.08% | 0.6 |
|
| 2728 |
2728
Arkos Global Advisors
Houston,
Texas
| USD 686 M | -USD 3.55 M | -0.5% | 1.64% | 43.6% | 139 | 13.67% | 2.7 |
|
| 2729 |
2729
Novem Group
Rochester,
New York
| USD 686 M | – | – | 0.04% | – | 379 | – | 0 |
|
| 2730 |
2730
Ardmore Road Asset Management
New York
| USD 686 M | -USD 89.8 M | -12% | 13.6% | 245% | 53 | 54.72% | 0.5 |
|
| 2731 |
KWMG
2731
King Wealth Management Group
Naples,
Florida
| USD 686 M | +USD 43.8 M | +7% | 2.5% | 86% | 165 | 15.15% | 5.5 |
|
| 2732 |
2732
Aprio Wealth Management
Atlanta,
Georgia
| USD 685 M | +USD 60.1 M | +10% | 2.16% | 66.1% | 330 | 16.36% | 1.5 |
|
| 2733 |
2733
Financial Partners Group (Kansas)
Overland Park,
Kansas
| USD 685 M | +USD 9.7 M | +1% | 1.5% | 76.7% | 201 | 15.92% | 2.9 |
|
| 2734 |
2734
Fort Sheridan Advisors
Highland Park,
Illinois
| USD 685 M | +USD 26.2 M | +4% | 3.91% | 109% | 265 | 13.21% | 3 |
|
| 2735 |
2735
Flaharty Asset Management
Clearwater,
Florida
| USD 685 M | -USD 26.3 M | -4% | 0.77% | 37.8% | 454 | 73.35% | 3.2 |
|
| 2736 |
2736
Covalis Capital
London,
United Kingdom
| USD 684 M | -USD 26.5 M | -4% | 1.28% | 37.9% | 88 | 72.73% | 0.2 |
|
| 2737 |
2737
NWF Advisory Services
Los Angeles,
California
| USD 683 M | -USD 4.98 M | -0.7% | 2.97% | 120% | 433 | 55.43% | 1 |
|
| 2738 |
2738
De Lisle Partners
Poole,
United Kingdom
| USD 682 M | +USD 65.2 M | +11% | 4.47% | – | 203 | 10.34% | 0.6 |
|
| 2739 |
2739
LS Investment Advisors
Bloomfield Hills,
Michigan
| USD 682 M | +USD 5.13 M | +0.8% | 2.63% | 98.7% | 141 | 6.38% | 8.5 |
|
| 2740 |
2740
BSW Wealth Partners
Boulder,
Colorado
| USD 681 M | +USD 14.9 M | +2% | 0.73% | 75.4% | 331 | 15.41% | 3.5 |
|
| 2741 |
2741
Vision Capital Management
Portland,
Oregon
| USD 681 M | -USD 28.9 M | -4% | 0.16% | 78.4% | 134 | 7.46% | 4.3 |
|
| 2742 |
2742
Simcoe Capital Management
New York
| USD 680 M | -USD 81.9 M | -11% | 3.95% | 48.7% | 18 | 55.56% | 1.4 |
|
| 2743 |
2743
Taikang Asset Management (HK)
Hong Kong
| USD 680 M | -USD 269 M | -28% | 6.59% | 172% | 121 | 27.27% | 2.4 |
|
| 2744 |
2744
Quadcap Wealth Management
Frisco,
Texas
| USD 680 M | +USD 40.2 M | +6% | 1.72% | 94.2% | 424 | 19.58% | 0.8 |
|
| 2745 |
2745
Tairen Capital
Hong Kong
| USD 680 M | -USD 2143 M | -76% | 6.92% | 462% | 83 | 45.78% | 0.2 |
|
| 2746 |
2746
Baker Ellis Asset Management
Vancouver,
Washington
| USD 680 M | -USD 27.1 M | -4% | 0.24% | 91.9% | 230 | 8.26% | 5.6 |
|
| 2747 |
2747
John G. Ullman & Associates
Corning,
New York
| USD 680 M | -USD 15.9 M | -2% | 3.93% | 156% | 185 | 10.27% | 4.6 |
|
| 2748 |
2748
D'Orazio & Associates
Falls Church,
Virginia
| USD 680 M | -USD 26.4 M | -4% | 3.02% | 61.2% | 271 | 17.34% | 3 |
|
| 2749 |
2749
Zevin Asset Management
Boston,
Massachusetts
| USD 679 M | +USD 32.8 M | +5% | 0.85% | 71.7% | 89 | 11.24% | 5.2 |
|
| 2750 |
2750
George Kaiser Family Foundation
Tulsa,
Oklahoma
| USD 679 M | +USD 24.5 M | +4% | 11.7% | 106% | 19 | 21.05% | 3.1 |
|