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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
VHMC
2876
Value Holdings Management Company
Hampton Bays,
New York
| USD 402 M | -USD 18.7 M | -4% | 2.55% | 125% | 50 | 12% | 4.7 |
|
| 2877 |
2877
Styrax Capital
New York
| USD 402 M | +USD 51.3 M | +15% | 3.48% | 310% | 15 | 60% | 0.2 |
|
| 2878 |
2878
Affinity Wealth Management
Wilmington,
Delaware
| USD 402 M | -USD 31.9 M | -7% | 3.13% | 116% | 106 | 18.87% | 2 |
|
| 2879 |
2879
RP Investment Advisors
Toronto,
Ontario, Canada
| USD 402 M | -USD 309 M | -43% | 0.56% | 17.4% | 147 | 12.24% | 0.9 |
|
| 2880 |
LWANC
2880
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| USD 401 M | -USD 12.2 M | -3% | 4.79% | 63.3% | 643 | 19.44% | 3 |
|
| 2881 |
WWM
2881
Windsor Wealth Management
Indianapolis,
Indiana
| USD 401 M | +USD 10 M | +3% | 3.5% | 37.3% | 156 | 5.77% | 3.3 |
|
| 2882 |
2882
Chemung Canal Trust
Elmira,
New York
| USD 401 M | -USD 36.6 M | -8% | 5.79% | 80.9% | 121 | 4.13% | 6.1 |
|
| 2883 |
2883
Marietta Wealth Management
Marietta,
Georgia
| USD 401 M | -USD 12.9 M | -3% | 3.52% | 93% | 112 | 9.82% | 3.6 |
|
| 2884 |
2884
North Reef Capital Management
Laguna Beach,
California
| USD 401 M | +USD 44.8 M | +13% | 0.67% | 81.9% | 45 | 42.22% | 0.4 |
|
| 2885 |
2885
North Growth Management
Vancouver,
British Columbia, Canada
| USD 401 M | -USD 30.7 M | -7% | 4.64% | 243% | 50 | 14% | 2.4 |
|
| 2886 |
2886
OLP Capital Management
Causeway Bay,
Hong Kong
| USD 400 M | -USD 185 M | -32% | 15.8% | 146% | 3 | 0% | 1.2 |
|
| 2887 |
AMG
2887
Asset Management Group
Stamford,
Connecticut
| USD 400 M | -USD 16.4 M | -4% | 5.05% | 57% | 120 | 1.67% | 6.7 |
|
| 2888 |
2888
TFO Wealth Partners
Maumee,
Ohio
| USD 400 M | -USD 43.9 M | -10% | 7.52% | 63.6% | 525 | 78.1% | 1.1 |
|
| 2889 |
2889
Darwin Wealth Management
Tampa,
Florida
| USD 400 M | -USD 94.6 M | -19% | 4.39% | 56.8% | 163 | 9.2% | 3 |
|
| 2890 |
2890
Farmers Trust Company
Youngstown,
Ohio
| USD 400 M | -USD 19.2 M | -5% | 6.14% | 73.5% | 157 | 10.83% | 5.9 |
|
| 2891 |
2891
Meridian Wealth Partners
Exton,
Pennsylvania
| USD 400 M | -USD 21.6 M | -5% | 5.17% | 54.2% | 87 | 10.34% | 2 |
|
| 2892 |
2892
Mainstay Capital Management
Grand Blanc,
Michigan
| USD 399 M | -USD 34.5 M | -8% | 4.24% | 131% | 111 | 18.02% | 2.3 |
|
| 2893 |
2893
EQT Fund Management
Luxembourg
| USD 399 M | -USD 376 M | -49% | 38.1% | – | 2 | 0% | 0.3 |
|
| 2894 |
2894
CGN Advisors
Manhattan,
Kansas
| USD 399 M | +USD 43.9 M | +12% | 5.67% | 48.9% | 234 | 16.24% | 1.2 |
|
| 2895 |
2895
First Fiduciary Investment Counsel
Cleveland,
Ohio
| USD 399 M | -USD 43.5 M | -10% | 6.18% | 48.1% | 66 | 4.55% | 4 |
|
| 2896 |
DVF
2896
Discovery Value Fund
Singapore
| USD 399 M | -USD 79.3 M | -17% | 9.3% | 210% | 8 | 12.5% | 1.6 |
|
| 2897 |
2897
Johnson Bixby & Associates
Vancouver,
Washington
| USD 398 M | -USD 11.5 M | -3% | 5.27% | 48.7% | 101 | 8.91% | 1.3 |
|
| 2898 |
2898
Personal CFO Solutions
Chester,
New Jersey
| USD 398 M | -USD 28.2 M | -7% | 4.13% | 91.4% | 474 | 21.94% | 1.6 |
|
| 2899 |
2899
Gryphon Financial Partners
Columbus,
Ohio
| USD 397 M | -USD 15.1 M | -4% | 5.1% | 93.7% | 249 | 27.71% | 2.7 |
|
| 2900 |
GWSG
2900
GPS Wealth Strategies Group
Centennial,
Colorado
| USD 396 M | +USD 6.56 M | +2% | 5.03% | 118% | 1,204 | 5.56% | 1.2 |
|