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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
PS
2851
Portfolio Strategies
Monsey,
New York
| USD 499 M | -USD 4.42 M | -0.9% | 1.24% | 120% | 64 | 40.63% | 1.6 |
|
| 2852 |
2852
McMorgan & Co
San Francisco,
California
| USD 499 M | +USD 40.5 M | +9% | 0.34% | 30.1% | 59 | 40.68% | 0.2 |
|
| 2853 |
2853
Untitled Investments
New York
| USD 498 M | +USD 90.1 M | +22% | 2.72% | 79.6% | 27 | 48.15% | 0.4 |
|
| 2854 |
2854
Destiny Wealth Partners
Tavares,
Florida
| USD 498 M | -USD 24.4 M | -5% | 0.92% | 63.7% | 527 | 66.22% | 0.2 |
|
| 2855 |
2855
Allen Capital Group
Grand Island,
Nebraska
| USD 498 M | -USD 695 k | -0.1% | 1.01% | 62.8% | 171 | 14.04% | 2.2 |
|
| 2856 |
2856
Foresight Wealth Management
Draper,
Utah
| USD 498 M | +USD 46.8 M | +10% | 0.62% | 19.1% | 145 | 18.62% | 1.6 |
|
| 2857 |
2857
Stansberry Asset Management
Westlake,
Texas
| USD 497 M | +USD 83.5 M | +20% | 4.31% | 79.6% | 92 | 52.17% | 0.8 |
|
| 2858 |
SP
2858
Solel Partners
Boston,
Massachusetts
| USD 497 M | +USD 83.9 M | +20% | 6.37% | 25.9% | 23 | 39.13% | 0.6 |
|
| 2859 |
2859
Dividend Assets Capital
Ridgeland,
South Carolina
| USD 497 M | -USD 12.7 M | -2% | 0.81% | 67.4% | 562 | 12.99% | 2.1 |
|
| 2860 |
2860
Founders Financial Securities
Towson,
Maryland
| USD 497 M | -USD 6.98 M | -1% | 0.78% | 71% | 308 | 21.1% | 1.3 |
|
| 2861 |
2861
Cornerstone Retirement Group
Reno,
Nevada
| USD 497 M | +USD 16.5 M | +3% | 0.1% | – | 2 | 0% | 0.5 |
|
| 2862 |
AAA
2862
Adams Asset Advisors
Dallas,
Texas
| USD 496 M | -USD 14.1 M | -3% | 2.1% | 66.8% | 84 | 16.67% | 3.4 |
|
| 2863 |
2863
Arbor Investment Advisors
Winston Salem,
North Carolina
| USD 496 M | +USD 22.5 M | +5% | 1.29% | 48.5% | 107 | 5.61% | 3.5 |
|
| 2864 |
2864
Renaissance Capital
Stamford,
Connecticut
| USD 496 M | -USD 136 M | -22% | 5.65% | 392% | 112 | 41.07% | 0.3 |
|
| 2865 |
DC
2865
Derby & Company
Newton,
Massachusetts
| USD 495 M | +USD 15.3 M | +3% | 0.19% | 33.7% | 79 | 2.53% | 1.7 |
|
| 2866 |
2866
Pacific Global Investment Management
Glendale,
California
| USD 495 M | -USD 9.7 M | -2% | 0.61% | 48% | 219 | 4.57% | 4.7 |
|
| 2867 |
2867
Tortoise Investment Management
White Plains,
New York
| USD 495 M | +USD 10.5 M | +2% | 1.28% | 40.2% | 656 | 11.43% | 4.2 |
|
| 2868 |
2868
11 Capital Partners
Darien,
Connecticut
| USD 494 M | -USD 3.33 M | -0.7% | 2.02% | 101% | 27 | 44.44% | 0.5 |
|
| 2869 |
2869
Peavine Capital
Reno,
Nevada
| USD 494 M | +USD 6.57 M | +1% | 0.12% | 30.8% | 14 | 0% | 3.3 |
|
| 2870 |
CAS
2870
Cascadia Advisory Services
Portland,
Oregon
| USD 493 M | +USD 29.7 M | +6% | 0.31% | – | 260 | 13.46% | 1 |
|
| 2871 |
2871
DG Capital Management
New York
| USD 493 M | +USD 29.6 M | +6% | 0.55% | 76.7% | 211 | 26.07% | 0.4 |
|
| 2872 |
2872
Taikang Asset Management (HK)
Hong Kong
| USD 493 M | -USD 156 M | -24% | 5.05% | 172% | 88 | 10.23% | 2.2 |
|
| 2873 |
AMCA
2873
Arthur M. Cohen & Associates
Northbrook,
Illinois
| USD 493 M | -USD 23 M | -4% | 2.68% | 129% | 147 | 10.88% | 3.4 |
|
| 2874 |
2874
Live Oak Private Wealth
Wilmington,
North Carolina
| USD 493 M | +USD 39.5 M | +9% | 0.5% | 65% | 178 | 11.8% | 1.2 |
|
| 2875 |
2875
5AM Venture Management
San Francisco,
California
| USD 492 M | +USD 95.1 M | +24% | 11.9% | 546% | 16 | 25% | 1 |
|