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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
Brooklyn Investment Group
Brooklyn,
New York
| USD 740 M | -USD 21.3 M | -3% | 7.3% | – | 3,306 | 80.1% | 1.1 |
|
| 2802 |
2802
Strategic Planning Group
Bountiful,
Utah
| USD 740 M | +USD 124 M | +20% | 12.3% | 162% | 87 | 27.59% | 1.3 |
|
| 2803 |
2803
O'Brien Wealth Partners
Waltham,
Massachusetts
| USD 738 M | +USD 101 M | +16% | 6.22% | 56.7% | 103 | 21.36% | 2.8 |
|
| 2804 |
2804
HG Vora Capital Management
New York
| USD 738 M | -USD 170 M | -19% | 0.52% | 42.6% | 17 | 23.53% | 1.6 |
|
| 2805 |
2805
Manchester Capital Management
Manchester,
Vermont
| USD 738 M | -USD 23.3 M | -3% | 10.1% | 86.7% | 1,353 | 16.04% | 3.9 |
|
| 2806 |
2806
Roble Belko & Company
Sewickley,
Pennsylvania
| USD 738 M | +USD 50.3 M | +7% | 6.41% | 53.3% | 498 | 13.45% | 4.3 |
|
| 2807 |
2807
Torray Investment Partners
Bethesda,
Maryland
| USD 737 M | +USD 48.2 M | +7% | 8.24% | 82.4% | 109 | 18.35% | 4.8 |
|
| 2808 |
2808
First National Advisers
Omaha,
Nebraska
| USD 737 M | +USD 54 M | +8% | 8.44% | 87.9% | 232 | 6.47% | 1.9 |
|
| 2809 |
2809
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| USD 737 M | +USD 343 M | +87% | 7.44% | 65.7% | 185 | 56.22% | 1.1 |
|
| 2810 |
2810
Graham Holdings Co Master Retirement Trust
Arlington,
Virginia
| USD 736 M | +USD 16.1 M | +2% | 2.31% | 46% | 2 | 0% | 3 |
|
| 2811 |
2811
Cadinha & Co
Honolulu,
Hawaii
| USD 736 M | +USD 133 M | +22% | 7.55% | 132% | 106 | 9.43% | 6.4 |
|
| 2812 |
2812
United Capital Management of KS
Salina,
Kansas
| USD 735 M | +USD 97.1 M | +15% | 16.4% | 272% | 129 | 25.58% | 2.4 |
|
| 2813 |
2813
Versant Capital Management
Phoenix,
Arizona
| USD 735 M | +USD 76.2 M | +12% | 10.2% | 97.3% | 2,736 | 7.53% | 4.1 |
|
| 2814 |
2814
Benchstone Capital Management
New York
| USD 733 M | -USD 400 M | -35% | 7.51% | – | 43 | 55.81% | 0.4 |
|
| 2815 |
2815
Wahed Invest
New York
| USD 732 M | +USD 75.3 M | +11% | 13.6% | 140% | 238 | 14.71% | 2.6 |
|
| 2816 |
2816
Intellus Advisors
Naples,
Florida
| USD 731 M | +USD 60.5 M | +9% | 10.4% | – | 145 | 14.48% | 0.6 |
|
| 2817 |
2817
CRA Financial Services
Northfield,
New Jersey
| USD 731 M | +USD 76.8 M | +12% | 8.41% | 91.9% | 298 | 8.05% | 3.5 |
|
| 2818 |
2818
SJS Investment Consulting
Sylvania,
Ohio
| USD 731 M | +USD 100 M | +16% | 6.51% | 69.4% | 1,705 | 13.37% | 2.6 |
|
| 2819 |
2819
Power Corp of Canada
Montreal, Quebec,
Canada
| USD 730 M | -USD 22.7 M | -3% | 3.02% | 14.4% | 1 | 0% | 1.8 |
|
| 2820 |
2820
Aperture Investors
New York
| USD 730 M | -USD 36.5 M | -5% | 9.56% | 211% | 101 | 37.62% | 1.4 |
|
| 2821 |
2821
Buck Wealth Strategies
Denver,
Colorado
| USD 730 M | +USD 73.2 M | +11% | 4.99% | 48.4% | 178 | 17.98% | 0.8 |
|
| 2822 |
2822
Canyon Capital Advisors
Dallas,
Texas
| USD 729 M | +USD 6.36 M | +0.9% | 16.1% | 78% | 16 | 12.5% | 2.4 |
|
| 2823 |
2823
High Probability Advisors
Pittsford,
New York
| USD 729 M | +USD 60.6 M | +9% | 5.28% | 52.6% | 65 | 7.69% | 3 |
|
| 2824 |
SSCM
2824
Summit Street Capital Management
New York
| USD 729 M | +USD 123 M | +20% | 21.9% | 217% | 32 | 12.5% | 5.5 |
|
| 2825 |
2825
Capital Planning Advisors
Roseville,
California
| USD 728 M | +USD 46.3 M | +7% | 7.61% | 64.2% | 154 | 18.18% | 4.4 |
|