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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Center for Financial Planning
Southfied,
Michigan
| USD 488 M | -USD 541 k | -0.1% | 3.9% | 64.4% | 585 | 11.45% | 1.6 |
|
| 2952 |
HA
2952
Harbor Advisors
West Palm Beach,
Florida
| USD 488 M | -USD 50 M | -9% | 6.32% | 125% | 194 | 10.82% | 3.2 |
|
| 2953 |
2953
Fagan Associates
Troy,
New York
| USD 487 M | -USD 39.8 M | -8% | 5.01% | 127% | 135 | 11.11% | 3.4 |
|
| 2954 |
2954
Evolution Wealth Advisors
Aventura,
Florida
| USD 487 M | -USD 175 M | -27% | 4.84% | 96% | 150 | 26% | 1.6 |
|
| 2955 |
2955
Makaira Partners
La Jolla,
California
| USD 486 M | -USD 62.1 M | -11% | 8.79% | 22% | 11 | 18.18% | 3.4 |
|
| 2956 |
2956
Vanderbilt University
Nashville,
Tennessee
| USD 486 M | +USD 10.5 M | +2% | 10% | 76.4% | 51 | 62.75% | 0.5 |
|
| 2957 |
2957
Procyon Advisors
Shelton,
Connecticut
| USD 485 M | +USD 16.4 M | +3% | 4.25% | 92.3% | 361 | 17.17% | 1.4 |
|
| 2958 |
2958
Fieldpoint Private Securities
Greenwich,
Connecticut
| USD 485 M | -USD 24.7 M | -5% | 3.66% | 47.2% | 1,788 | 10.91% | 1.4 |
|
| 2959 |
2959
Probity Advisors
Dallas,
Texas
| USD 485 M | -USD 20.9 M | -4% | 3.85% | 61.7% | 199 | 8.04% | 4 |
|
| 2960 |
2960
Paradigm Operations
San Francisco,
California
| USD 483 M | -USD 159 M | -25% | 24.8% | 230% | 1 | 0% | 0.3 |
|
| 2961 |
2961
Arkansas Financial Group
Little Rock,
Arkansas
| USD 483 M | -USD 15.2 M | -3% | 4.6% | 41.4% | 48 | 4.17% | 3.8 |
|
| 2962 |
VHMC
2962
Value Holdings Management Company
Hampton Bays,
New York
| USD 482 M | +USD 13.3 M | +3% | 3.11% | 125% | 50 | 2% | 4.1 |
|
| 2963 |
2963
Divergent Wealth Advisors
South Jordan,
Utah
| USD 482 M | -USD 11.4 M | -2% | 4.51% | 14.7% | 23 | 21.74% | 2.9 |
|
| 2964 |
2964
Stockman Wealth Management
Billings,
Montana
| USD 482 M | -USD 8 M | -2% | 0.05% | 77.5% | 214 | 12.62% | 3.7 |
|
| 2965 |
2965
World Investment Advisors
Santa Barbara,
California
| USD 482 M | +USD 3.64 M | +0.8% | 2.9% | 65.4% | 288 | 13.54% | 1.6 |
|
| 2966 |
HI
2966
Hyundai Investments
Yeongdeungopo-Gu, Seoul,
South Korea
| USD 481 M | +USD 21.1 M | +5% | 4.58% | 74.8% | 1 | 0% | 0.3 |
|
| 2967 |
2967
Rush Island Management
New York
| USD 481 M | -USD 64.1 M | -12% | 1.44% | 15.5% | 21 | 38.1% | 0.7 |
|
| 2968 |
2968
Wealth Advisory Solutions
Indiianapolis,
Indiana
| USD 481 M | – | – | 1.48% | 60.5% | 147 | – | 1.3 |
|
| 2969 |
2969
Capital Investment Counsel Inc
Raleigh,
North Carolina
| USD 481 M | -USD 54 M | -10% | 3.04% | 174% | 225 | 24.89% | 4.1 |
|
| 2970 |
JC
2970
JBF Capital
Aspen,
Colorado
| USD 480 M | -USD 50.5 M | -10% | 2.85% | 93.6% | 123 | 52.85% | 1.4 |
|
| 2971 |
2971
Hengistbury Investment Partners
London,
United Kingdom
| USD 480 M | -USD 23.7 M | -5% | 7.43% | 108% | 7 | 42.86% | 2.4 |
|
| 2972 |
2972
SailingStone Capital Partners
Houston,
Texas
| USD 480 M | +USD 137 M | +40% | 61.5% | 152% | 13 | 30.77% | 3 |
|
| 2973 |
2973
Winthrop Advisory Group
Boston,
Massachusetts
| USD 480 M | -USD 18.2 M | -4% | 4.93% | 78.3% | 152 | 17.11% | 2.4 |
|
| 2974 |
2974
Kinnevik AB
Stockholm,
Sweden
| USD 479 M | -USD 299 M | -38% | 26.7% | 51.4% | 2 | 0% | 0.3 |
|
| 2975 |
2975
Granite Point Capital Management
Boston,
Massachusetts
| USD 479 M | -USD 111 M | -19% | 7.48% | 125% | 168 | 49.4% | 0.9 |
|