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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
Deltec Asset Management
New York
| USD 457 M | +USD 52.6 M | +13% | 11.5% | 127% | 214 | 42.99% | 2.8 |
|
| 2977 |
2977
Two Seas Capital
Rye,
New York
| USD 457 M | +USD 348 M | +320% | 9.47% | 344% | 14 | 28.57% | 0.9 |
|
| 2978 |
2978
Think Investments
San Francisco,
California
| USD 457 M | +USD 19.3 M | +4% | 2.06% | 285% | 25 | 32% | 2.2 |
|
| 2979 |
2979
Family Management
New York
| USD 457 M | +USD 22.4 M | +5% | 5.68% | 69% | 179 | 25.14% | 2.5 |
|
| 2980 |
2980
FRG Family Wealth Advisors
Bellevue,
Washington
| USD 457 M | +USD 19 M | +4% | 8.99% | 76.4% | 145 | 8.97% | 5.4 |
|
| 2981 |
PGCM
2981
Prescott Group Capital Management
Tulsa,
Oklahoma
| USD 456 M | +USD 27.5 M | +6% | 6.89% | 148% | 188 | 26.06% | 2.1 |
|
| 2982 |
2982
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| USD 456 M | +USD 71.7 M | +19% | 5.37% | 52.1% | 112 | 10.71% | 1.2 |
|
| 2983 |
2983
180 Wealth Advisors
Federal Way,
Washington
| USD 455 M | +USD 25.6 M | +6% | 8.32% | 136% | 394 | 14.72% | 2.9 |
|
| 2984 |
2984
Skaana Management
Brooklyn,
New York
| USD 455 M | +USD 127 M | +39% | 4.18% | 269% | 220 | 34.55% | 0.5 |
|
| 2985 |
2985
Advocate Group
Minnetonka,
Minnesota
| USD 454 M | -USD 3.51 M | -0.8% | 0.74% | 56.3% | 121 | 4.96% | 0.9 |
|
| 2986 |
2986
Crestone Asset Management
Boulder,
Colorado
| USD 454 M | -USD 16.3 M | -3% | 5.58% | 6.65% | 81 | 11.11% | 3.2 |
|
| 2987 |
2987
Brandywine Trust
Hockessin,
Delaware
| USD 454 M | +USD 83.2 M | +22% | 5.9% | 32.7% | 29 | 13.79% | 7 |
|
| 2988 |
2988
Divergent Wealth Advisors
South Jordan,
Utah
| USD 454 M | +USD 25.1 M | +6% | 5.74% | 14.7% | 31 | 9.68% | 2.7 |
|
| 2989 |
2989
ML&R Wealth Management
Austin,
Texas
| USD 453 M | +USD 79.5 M | +21% | 5.25% | – | 100 | 33% | 0.7 |
|
| 2990 |
2990
Evolution Wealth Advisors
Aventura,
Florida
| USD 453 M | +USD 36.1 M | +9% | 6% | 84.5% | 125 | 12% | 1.9 |
|
| 2991 |
2991
Pine Ridge Advisers
New York
| USD 453 M | -USD 26.1 M | -5% | 8.59% | 90.1% | 29 | 13.79% | 1.9 |
|
| 2992 |
CAM
2992
Centre Asset Management
New York
| USD 452 M | +USD 38.6 M | +9% | 9.67% | 45.3% | 87 | 22.99% | 1.9 |
|
| 2993 |
2993
Wilsey Asset Management
San Diego,
California
| USD 452 M | +USD 9.7 M | +2% | 3.74% | 66.9% | 27 | 7.41% | 3.6 |
|
| 2994 |
2994
Sandia Investment Management
Boston,
Massachusetts
| USD 452 M | -USD 93.8 M | -17% | 0.44% | 20.5% | 368 | 75.82% | 0.2 |
|
| 2995 |
2995
Sanders Morris Harris
Houston,
Texas
| USD 452 M | +USD 165 M | +58% | 9.72% | 85.8% | 267 | 52.06% | 1.2 |
|
| 2996 |
2996
PPSC Investment Service
Tokyo,
Japan
| USD 452 M | +USD 49.5 M | +12% | 15.9% | 193% | 4 | 0% | 0.5 |
|
| 2997 |
2997
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| USD 452 M | +USD 33.6 M | +8% | 5.58% | 78.9% | 146 | 12.33% | 1.1 |
|
| 2998 |
2998
Red Door Wealth Management
Memphis,
Tennessee
| USD 451 M | +USD 132 M | +41% | 8.35% | 100% | 222 | 36.94% | 1.7 |
|
| 2999 |
2999
Bell Investment Advisors
Oakland,
California
| USD 451 M | +USD 23.3 M | +5% | 2.27% | 41% | 2,023 | 10.97% | 1.4 |
|
| 3000 |
AO
3000
Allen Operations
New York
| USD 451 M | +USD 56.2 M | +14% | 20.7% | 218% | 39 | 2.56% | 4 |
|