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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
Marquette Asset Management
Minneapolis,
Minnesota
| USD 543 M | +USD 121 M | +29% | 10.7% | 69.6% | 306 | 44.44% | 3 |
|
| 2802 |
DCM
2802
Divisar Capital Management
San Francisco,
California
| USD 543 M | +USD 85.7 M | +19% | 14.6% | 194% | 35 | 14.29% | 3 |
|
| 2803 |
2803
Oasis Management Company
Grand Cayman,
Cayman Islands
| USD 542 M | -USD 1736 M | -76% | 15.2% | 368% | 79 | 36.71% | 1.2 |
|
| 2804 |
2804
New England Private Wealth Advisors
Wellesley,
Massachusetts
| USD 542 M | +USD 62 M | +13% | 10.7% | 55.8% | 130 | 13.85% | 4.4 |
|
| 2805 |
2805
Evermay Wealth Management
Arlington,
Virginia
| USD 542 M | +USD 52.1 M | +11% | 10.5% | 61.1% | 697 | 22.96% | 2.4 |
|
| 2806 |
2806
S&T Bank
Indiana,
Pennsylvania
| USD 541 M | +USD 22.6 M | +4% | 11.5% | 193% | 105 | 12.38% | 5.1 |
|
| 2807 |
2807
Arkansas Financial Group
Little Rock,
Arkansas
| USD 541 M | +USD 49.9 M | +10% | 8.79% | 41.4% | 67 | 2.99% | 4 |
|
| 2808 |
2808
MAK Capital One
New York
| USD 541 M | +USD 1.36 M | +0.3% | 20.5% | 200% | 12 | 50% | 4 |
|
| 2809 |
IR
2809
IAT Reinsurance
New York
| USD 541 M | +USD 36 M | +7% | 7.2% | 60.2% | 86 | 13.95% | 4.7 |
|
| 2810 |
2810
Dorchester Wealth Management
Montreal,
Quebec, Canada
| USD 541 M | +USD 46.1 M | +9% | 10.2% | 18.3% | 164 | 12.2% | 4.5 |
|
| 2811 |
2811
Compound Global Advisors
Mercer Island,
Washington
| USD 540 M | +USD 83.9 M | +18% | 12.5% | – | 40 | 15% | 0.6 |
|
| 2812 |
2812
Canal Capital Management
Richmond,
Virginia
| USD 540 M | +USD 49.7 M | +10% | 8% | 67.8% | 163 | 13.5% | 3.7 |
|
| 2813 |
2813
Massachusetts Institute of Technology
Cambridge,
Massachusetts
| USD 540 M | -USD 41.6 M | -7% | 0.13% | 35.7% | 13 | 69.23% | 1.3 |
|
| 2814 |
2814
Titleist Asset Management
San Antonio,
Texas
| USD 540 M | +USD 52.8 M | +11% | 10.9% | 101% | 241 | 20.33% | 0.6 |
|
| 2815 |
ET
2815
Entropy Technologies
New York
| USD 540 M | – | – | 13.2% | – | 533 | – | 0 |
|
| 2816 |
2816
Almanack Investment Partners
Wayne,
Pennsylvania
| USD 539 M | +USD 22.5 M | +4% | 6.17% | 82.2% | 189 | 30.16% | 1.9 |
|
| 2817 |
2817
PFG Investments
Woodbury,
New York
| USD 538 M | +USD 5.25 M | +1% | 11.2% | 106% | 558 | 21.68% | 0.6 |
|
| 2818 |
2818
Tortoise Index Solutions
Overland Park,
Kansas
| USD 538 M | +USD 56.8 M | +12% | 6.72% | 52.2% | 65 | 3.08% | 5.4 |
|
| 2819 |
2819
BlueSky Wealth Advisors
New Bern,
North Carolina
| USD 538 M | +USD 49 M | +10% | 8.35% | 45.9% | 72 | 8.33% | 4.3 |
|
| 2820 |
2820
Atlas Private Wealth Advisors
Matawan,
New Jersey
| USD 538 M | +USD 8.94 M | +2% | 10% | 57.8% | 194 | 23.2% | 1.7 |
|
| 2821 |
CANC
2821
Culbertson A N & Co
Charlottesville,
Virginia
| USD 538 M | +USD 39.3 M | +8% | 8.83% | 87.5% | 119 | 3.36% | 7.4 |
|
| 2822 |
2822
Camden National Bank
Camden,
Maine
| USD 537 M | +USD 50.1 M | +10% | 10.2% | 58.2% | 123 | 6.5% | 4.6 |
|
| 2823 |
2823
Gilman Hill Asset Management
New Canaan,
Connecticut
| USD 537 M | +USD 28.6 M | +6% | 11.6% | 54.2% | 224 | 13.84% | 4.4 |
|
| 2824 |
2824
Consolidated Planning Corp
Atlanta,
Georgia
| USD 537 M | +USD 85.6 M | +19% | 11.1% | 84.6% | 186 | 25.27% | 1.5 |
|
| 2825 |
2825
State of Wyoming
Cheyenne,
Wyoming
| USD 537 M | +USD 72.4 M | +16% | 13.1% | 135% | 1,885 | 30.98% | 1.2 |
|