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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
2751
McGuire Investment Group
Wakefield,
Rhode Island
| USD 532 M | +USD 4.88 M | +0.9% | 0.32% | 202% | 121 | 6.61% | 2 |
|
| 2752 |
2752
Litman Gregory Wealth Management
Larkspur,
California
| USD 531 M | -USD 4.5 M | -0.8% | 2.65% | 55.5% | 83 | 18.07% | 3.4 |
|
| 2753 |
2753
Dean Investment Associates
Beavercreek,
Ohio
| USD 530 M | -USD 11.5 M | -2% | 0.58% | 63.5% | 242 | 8.26% | 3 |
|
| 2754 |
CFMC
2754
Curbstone Financial Management Corp
Manchester,
New Hampshire
| USD 530 M | -USD 1.9 M | -0.4% | 0.94% | 69.6% | 201 | 3.48% | 4.6 |
|
| 2755 |
2755
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 530 M | -USD 274 M | -34% | 4.6% | 98.1% | 58 | 60.34% | 0.4 |
|
| 2756 |
2756
Rinet Company
Boston,
Massachusetts
| USD 530 M | -USD 5.19 M | -1% | 1.18% | 33.1% | 88 | 10.23% | 1.8 |
|
| 2757 |
2757
Hendershot Investments
Centreville,
Virginia
| USD 529 M | +USD 69.5 M | +15% | 0.41% | 61.9% | 102 | 9.8% | 4.2 |
|
| 2758 |
2758
RK Capital Management (Colorado)
Denver,
Colorado
| USD 528 M | -USD 3.74 M | -0.7% | 2.73% | 89% | 69 | 15.94% | 1.8 |
|
| 2759 |
2759
Financial Enhancement Group
Anderson,
Indiana
| USD 528 M | +USD 41.1 M | +8% | 0.44% | 62.2% | 321 | 20.56% | 2.1 |
|
| 2760 |
2760
Duncker Streett & Co
St. Louis,
Missouri
| USD 528 M | -USD 14.3 M | -3% | 0.81% | 102% | 524 | 6.87% | 4.2 |
|
| 2761 |
2761
Elite Wealth Management
Kirkland,
Washington
| USD 528 M | -USD 569 M | -52% | 1.38% | 182% | 65 | 13.85% | 2.4 |
|
| 2762 |
2762
Towercrest Capital Management
Newtown,
Pennsylvania
| USD 528 M | +USD 11.2 M | +2% | 1.29% | 42.6% | 96 | 9.38% | 3 |
|
| 2763 |
2763
Legato Capital Management
San Francisco,
California
| USD 528 M | -USD 181 M | -26% | 0.03% | 243% | 376 | 51.33% | 1.5 |
|
| 2764 |
2764
HeadInvest LLC
Portland,
Maine
| USD 527 M | +USD 1.6 M | +0.3% | 0.48% | 59.1% | 231 | 6.06% | 3.7 |
|
| 2765 |
2765
TRV GP III
Boston,
Massachusetts
| USD 527 M | -USD 46 M | -8% | 33.8% | 170% | 7 | 0% | 2 |
|
| 2766 |
2766
Soviero Asset Management
New York
| USD 526 M | -USD 608 M | -54% | 8.24% | 676% | 65 | 70.77% | 0.3 |
|
| 2767 |
HCP
2767
Holt Capital Partners
Fort Worth,
Texas
| USD 526 M | +USD 4.5 M | +0.9% | 0.37% | 69.5% | 161 | 4.97% | 4.8 |
|
| 2768 |
2768
Strategic Wealth Partners Group
Deerfield,
Illinois
| USD 525 M | – | – | 0.79% | – | 64 | – | 2.5 |
|
| 2769 |
2769
Corsair Capital Management
New York
| USD 525 M | -USD 50.1 M | -9% | 1.54% | 435% | 146 | 46.58% | 1.4 |
|
| 2770 |
2770
Silicon Valley Capital Partners
San Jose,
California
| USD 525 M | +USD 22.4 M | +4% | 0.92% | 103% | 71 | 9.86% | 1.9 |
|
| 2771 |
2771
Cartica Management
Washington,
District of Columbia
| USD 525 M | +USD 3.03 M | +0.6% | 5.7% | 92.9% | 15 | 20% | 0.8 |
|
| 2772 |
2772
Zevin Asset Management
Boston,
Massachusetts
| USD 525 M | +USD 22 M | +4% | 1.38% | 71.7% | 108 | 12.96% | 4.1 |
|
| 2773 |
GWI
2773
Grace & White Inc
Ny,
New York
| USD 524 M | -USD 24.5 M | -4% | 0.06% | 59.6% | 134 | 2.24% | 5.8 |
|
| 2774 |
2774
South Street Advisors
New York
| USD 524 M | -USD 14.8 M | -3% | 0.29% | 169% | 72 | 11.11% | 2.1 |
|
| 2775 |
2775
Summit Financial Strategies
Columbus,
Ohio
| USD 523 M | +USD 18.6 M | +4% | 1.18% | 59.4% | 122 | 7.38% | 2 |
|