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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 631 M | +USD 42.3 M | +7% | 5.84% | 69.6% | 257 | 35.41% | 2.7 |
|
| 2802 |
2802
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| USD 630 M | +USD 164 M | +35% | 5.46% | 70.9% | 2 | 50% | 0.4 |
|
| 2803 |
2803
Parker Investment Management
Menlo Park,
California
| USD 630 M | -USD 23.7 M | -4% | 1.37% | 208% | 32 | 6.25% | 3.7 |
|
| 2804 |
PFMOSF
2804
Philadelphia Financial Management of San Francisco
San Francisco,
California
| USD 630 M | +USD 59.6 M | +10% | 17.4% | 209% | 64 | 62.5% | 0.3 |
|
| 2805 |
2805
Deer Management Company
Larchmont,
New York
| USD 630 M | +USD 144 M | +30% | 60.6% | 154% | 12 | 8.33% | 2.5 |
|
| 2806 |
2806
Hanson & Doremus Investment Management
Burlington,
Vermont
| USD 630 M | +USD 32.5 M | +5% | 5.87% | 86.3% | 462 | 10.39% | 6.6 |
|
| 2807 |
2807
Brio Consultants
San Francisco,
California
| USD 629 M | +USD 22 M | +4% | 5.44% | 42.7% | 107 | 11.21% | 2.7 |
|
| 2808 |
2808
Sphera Funds Management
Tel Aviv,
Israel
| USD 628 M | -USD 105 M | -14% | 2.81% | 245% | 141 | 34.75% | 1 |
|
| 2809 |
2809
Bison Wealth
Atlanta,
Georgia
| USD 628 M | +USD 13.2 M | +2% | 7.41% | 37.4% | 496 | 30.44% | 2.9 |
|
| 2810 |
2810
Exchange Capital Management
Ann Arbor,
Michigan
| USD 628 M | +USD 14.1 M | +2% | 5.99% | 57.8% | 199 | 5.53% | 5.4 |
|
| 2811 |
LWANC
2811
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| USD 628 M | +USD 51.1 M | +9% | 6% | 71.1% | 755 | 21.19% | 3.5 |
|
| 2812 |
2812
First National Advisers
Omaha,
Nebraska
| USD 627 M | +USD 80 M | +15% | 5.95% | 87.9% | 221 | 8.6% | 1.3 |
|
| 2813 |
MA
2813
Madrone Advisors
Menlo Park,
California
| USD 626 M | +USD 56.7 M | +10% | 21.2% | 10.4% | 7 | 28.57% | 1.5 |
|
| 2814 |
2814
JMAC Enterprises
Newtown,
Pennsylvania
| USD 626 M | +USD 56.5 M | +10% | 6.04% | 65% | 181 | 4.97% | 2.1 |
|
| 2815 |
2815
Canal Capital Management
Richmond,
Virginia
| USD 626 M | +USD 40.4 M | +7% | 8.07% | 67.8% | 159 | 10.06% | 4 |
|
| 2816 |
2816
Formidable Asset Management
Cincinnati,
Ohio
| USD 626 M | +USD 7.58 M | +1% | 7.4% | 52.2% | 420 | 18.33% | 2.5 |
|
| 2817 |
2817
Legacy Edge Advisors
Syosset,
New York
| USD 626 M | +USD 83.3 M | +15% | 5.48% | – | 189 | 10.58% | 0.6 |
|
| 2818 |
2818
Alpine Bank Wealth Management
Grand Junction,
Colorado
| USD 626 M | – | – | 4.53% | – | 427 | – | 0 |
|
| 2819 |
2819
Aprio Wealth Management
Atlanta,
Georgia
| USD 625 M | +USD 76.3 M | +14% | 6.88% | 66.1% | 300 | 16.33% | 1.4 |
|
| 2820 |
2820
Root Financial Partners
Encinitas,
California
| USD 625 M | +USD 198 M | +46% | 6.18% | 62.5% | 157 | 31.21% | 0.7 |
|
| 2821 |
OP
2821
ORG Partners
Roanoke,
Indiana
| USD 625 M | -USD 179 M | -22% | 6.53% | 69.5% | 1,934 | 45.19% | 0.5 |
|
| 2822 |
2822
Disciplina Capital Management
Nashville,
Tennessee
| USD 624 M | +USD 20.7 M | +3% | 5.63% | 30% | 72 | 22.22% | 2.7 |
|
| 2823 |
2823
Lake Street Private Wealth
Chicago,
Illinois
| USD 624 M | -USD 148 M | -19% | 5.61% | 105% | 330 | 24.24% | 3.1 |
|
| 2824 |
2824
North Point Portfolio Managers
Orange Village,
Ohio
| USD 624 M | +USD 55.6 M | +10% | 6.33% | 72.8% | 94 | 34.04% | 3.4 |
|
| 2825 |
2825
Evermay Wealth Management
Arlington,
Virginia
| USD 622 M | -USD 1.35 M | -0.2% | 6.57% | 56.2% | 640 | 13.13% | 3.3 |
|