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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 |
2876
Sycomore Asset Management
Paris,
France
| USD 569 M | +USD 111 M | +24% | 2.51% | 163% | 75 | 18.67% | 2 |
|
| 2877 |
2877
North Point Portfolio Managers
Orange Village,
Ohio
| USD 568 M | -USD 22.9 M | -4% | 1.22% | 72.8% | 66 | 18.18% | 5 |
|
| 2878 |
2878
Mitchell Capital Management
Leawood,
Kansas
| USD 568 M | +USD 46.7 M | +9% | 8.05% | 219% | 133 | 25.56% | 3.5 |
|
| 2879 |
2879
Ethos Financial Group
King Of Prussia,
Pennsylvania
| USD 568 M | +USD 39.3 M | +7% | 2.38% | 63% | 338 | 26.33% | 0.8 |
|
| 2880 |
2880
Freshford Capital Management
Rye Brook,
New York
| USD 568 M | -USD 104 M | -16% | 0.92% | 97.3% | 21 | 38.1% | 1.8 |
|
| 2881 |
2881
Colonial Trust
Spartanburg,
South Carolina
| USD 568 M | +USD 33.6 M | +6% | 3.24% | 75.5% | 1,036 | 10.33% | 1.3 |
|
| 2882 |
YLHM
2882
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
| USD 567 M | +USD 81.2 M | +17% | 6.63% | 144% | 83 | 2.41% | 0.7 |
|
| 2883 |
2883
Red Door Wealth Management
Memphis,
Tennessee
| USD 567 M | +USD 48.4 M | +9% | 4.49% | 100% | 211 | 14.22% | 2.6 |
|
| 2884 |
2884
LM Advisors
San Diego,
California
| USD 567 M | -USD 62.6 M | -10% | 4.14% | – | 220 | 21.82% | 0.4 |
|
| 2885 |
2885
Concord Wealth Partners
Abingdon,
Virginia
| USD 567 M | +USD 11.4 M | +2% | 2.83% | 66% | 929 | 17.87% | 1.5 |
|
| 2886 |
2886
Silchester International Investors
London,
United Kingdom
| USD 567 M | -USD 270 M | -32% | 0.83% | 53.9% | 5 | 20% | 2.1 |
|
| 2887 |
2887
Tarbox Family Office
Newport Beach,
California
| USD 567 M | -USD 2.06 M | -0.4% | 1.28% | 66.4% | 107 | 5.61% | 6.8 |
|
| 2888 |
2888
Proffitt & Goodson
Knoxville,
Tennessee
| USD 567 M | +USD 3.6 M | +0.6% | 1.23% | 48.5% | 280 | 19.29% | 3.9 |
|
| 2889 |
2889
Meridian Wealth Partners
Exton,
Pennsylvania
| USD 566 M | +USD 12.3 M | +2% | 1.66% | 54.2% | 111 | 7.21% | 2.8 |
|
| 2890 |
2890
George Kaiser Family Foundation
Tulsa,
Oklahoma
| USD 566 M | +USD 38.6 M | +7% | 8.52% | 106% | 20 | 20% | 2.8 |
|
| 2891 |
2891
Paradice Investment Management
Denver,
Colorado
| USD 566 M | -USD 10.9 M | -2% | 3.24% | 72.2% | 43 | 37.21% | 4.2 |
|
| 2892 |
2892
American Investment Services
Great Barrington,
Massachusetts
| USD 565 M | +USD 471 k | +0.1% | 1.98% | 63.1% | 159 | 4.4% | 4.9 |
|
| 2893 |
2893
Ophir Asset Management
Sydney,
Australia
| USD 564 M | -USD 6.44 M | -1% | 7.1% | 282% | 41 | 41.46% | 0.5 |
|
| 2894 |
2894
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| USD 564 M | -USD 8.4 M | -1% | 0.12% | 94.6% | 1,063 | 66.79% | 0.3 |
|
| 2895 |
2895
Nelson Capital Management
Menlo Park,
California
| USD 564 M | +USD 40.5 M | +8% | 10.3% | 121% | 110 | 10.91% | 5.4 |
|
| 2896 |
2896
Olstein Capital Management
Purchase,
New York
| USD 562 M | -USD 49.2 M | -8% | 4.81% | 16.6% | 101 | 4.95% | 5.7 |
|
| 2897 |
2897
Claret Asset Management
Montreal,
Quebec, Canada
| USD 562 M | -USD 33.2 M | -6% | 2.4% | 73.3% | 300 | 45.33% | 2.6 |
|
| 2898 |
2898
Arkansas Financial Group
Little Rock,
Arkansas
| USD 562 M | -USD 6.54 M | -1% | 0.65% | 41.4% | 76 | 9.21% | 4 |
|
| 2899 |
2899
Legacy Financial Advisors
Covington,
Kentucky
| USD 562 M | +USD 3.37 M | +0.6% | 2.7% | 86.3% | 362 | 18.23% | 2.2 |
|
| 2900 |
2900
Zega Financial
Palm Beach Gardens,
Florida
| USD 561 M | +USD 269 M | +92% | 6.74% | – | 138 | 44.93% | 0.3 |
|