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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
Alpine Bank Wealth Management
Grand Junction,
Colorado
| USD 662 M | +USD 38.6 M | +6% | 8.35% | – | 445 | 15.51% | 0.6 |
|
| 2877 |
2877
Banc Funds Company
Chicago,
Illinois
| USD 662 M | -USD 96.9 M | -13% | 3.96% | 69% | 120 | 5.83% | 6.5 |
|
| 2878 |
FCM
2878
Fieldview Capital Management
Niles,
Michigan
| USD 661 M | -USD 46.2 M | -7% | 11.7% | – | 546 | 68.86% | 0.2 |
|
| 2879 |
2879
Ramirez Asset Management
New York
| USD 661 M | +USD 180 M | +38% | 13.9% | 86.8% | 395 | 17.22% | 1.4 |
|
| 2880 |
2880
Polymer Capital Management (HK)
Hong Kong
| USD 661 M | +USD 74.4 M | +13% | 30% | – | 196 | 56.63% | 0.5 |
|
| 2881 |
2881
JT Stratford LLC
Gainesville,
Georgia
| USD 661 M | +USD 95.2 M | +17% | 12.8% | 103% | 333 | 26.43% | 2.6 |
|
| 2882 |
2882
Gratus Wealth Advisors
Virginia Beach,
Virginia
| USD 660 M | +USD 51.1 M | +8% | 8.91% | – | 138 | 13.04% | 1.3 |
|
| 2883 |
2883
EAM Investors
Solana Beach,
California
| USD 660 M | +USD 82 M | +14% | 64.5% | 6,012% | 365 | 72.33% | 0.2 |
|
| 2884 |
NM
2884
Newtyn Management
New York
| USD 660 M | +USD 27.9 M | +4% | 12.8% | 52% | 40 | 37.5% | 1.6 |
|
| 2885 |
SFC
2885
SEG Family Corp
Toronto,
| USD 660 M | – | – | 16.4% | – | 1 | – | 0 |
|
| 2886 |
2886
Versant Capital Management
Phoenix,
Arizona
| USD 659 M | +USD 62.8 M | +11% | 10.9% | 97.3% | 2,763 | 13.9% | 4 |
|
| 2887 |
BC
2887
Belmont Capital
Los Angeles,
California
| USD 657 M | +USD 101 M | +18% | 22.2% | 182% | 173 | 5.2% | 2.1 |
|
| 2888 |
BDWCC
2888
B&D White Capital Company
Lakeway,
Texas
| USD 657 M | -USD 21.6 M | -3% | 10.7% | 38.1% | 91 | 57.14% | 0.9 |
|
| 2889 |
2889
Buck Wealth Strategies
Denver,
Colorado
| USD 656 M | +USD 106 M | +19% | 4.52% | 42% | 160 | 26.25% | 0.6 |
|
| 2890 |
2890
Wahed Invest
New York
| USD 656 M | +USD 78.1 M | +14% | 12.8% | 140% | 236 | 8.47% | 2.5 |
|
| 2891 |
2891
Eagle Strategies
New York
| USD 656 M | +USD 81.1 M | +14% | 11.3% | 77.7% | 232 | 10.78% | 1.7 |
|
| 2892 |
2892
Proffitt & Goodson
Knoxville,
Tennessee
| USD 656 M | +USD 48.5 M | +8% | 7.69% | 48.5% | 281 | 14.59% | 4.8 |
|
| 2893 |
2893
Chatham Capital Group
Savannah,
Georgia
| USD 656 M | +USD 56.3 M | +9% | 10.3% | 97% | 202 | 6.44% | 5.9 |
|
| 2894 |
2894
Pier Capital
Stamford,
Connecticut
| USD 656 M | +USD 58.7 M | +10% | 19.3% | 223% | 133 | 21.8% | 1.9 |
|
| 2895 |
2895
Abacus Wealth Partners
Santa Monica,
California
| USD 655 M | -USD 9.5 M | -1% | 7.33% | 46% | 118 | 27.12% | 2 |
|
| 2896 |
2896
Brandywine Trust
Hockessin,
Delaware
| USD 655 M | +USD 9.6 M | +1% | 1.6% | 32.7% | 36 | 5.56% | 7.3 |
|
| 2897 |
2897
CRA Financial Services
Northfield,
New Jersey
| USD 654 M | +USD 69.7 M | +12% | 9.64% | 91.9% | 285 | 7.37% | 3.5 |
|
| 2898 |
2898
Goehring & Rozencwajg Associates
New York
| USD 654 M | +USD 102 M | +19% | 28.6% | 148% | 42 | 2.38% | 2.3 |
|
| 2899 |
2899
Accurate Wealth Management
Wesley Chapel,
Florida
| USD 654 M | +USD 130 M | +25% | 9.3% | 101% | 461 | 22.99% | 1.6 |
|
| 2900 |
2900
Glassman Wealth Services
Vienna,
Virginia
| USD 653 M | +USD 55.2 M | +9% | 7.85% | 62.6% | 221 | 22.17% | 4.5 |
|