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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
SilverOak Wealth Management
Edina,
Minnesota
| USD 777 M | +USD 144 M | +23% | 17.6% | – | 133 | 14.29% | 1.8 |
|
| 3002 |
3002
Affinity Wealth Management
Wilmington,
Delaware
| USD 776 M | +USD 116 M | +18% | 23.4% | 116% | 119 | 18.49% | 3.1 |
|
| 3003 |
3003
Round Rock Advisors
Wilton,
Connecticut
| USD 776 M | +USD 123 M | +19% | 22% | 87.4% | 346 | 16.18% | 2.1 |
|
| 3004 |
3004
Trifecta Capital Advisors
Northbrook,
Illinois
| USD 776 M | +USD 130 M | +20% | 27.4% | 132% | 509 | 49.31% | 1.4 |
|
| 3005 |
3005
Ally Financial
Detroit,
Michigan
| USD 775 M | -USD 28.7 M | -4% | 4.68% | 9.35% | 145 | 23.45% | 2 |
|
| 3006 |
3006
Hoey Investments
Coatesville,
Pennsylvania
| USD 774 M | +USD 81 M | +12% | 24.3% | 200% | 482 | 16.8% | 2.7 |
|
| 3007 |
CIA
3007
Covington Investment Advisors
Ligonier,
Pennsylvania
| USD 774 M | +USD 93.4 M | +14% | 18.6% | 100% | 77 | 9.09% | 6.6 |
|
| 3008 |
3008
Pembroke Management
Montreal,
Quebec, Canada
| USD 774 M | +USD 82.3 M | +12% | 21.2% | 94.5% | 112 | 24.11% | 1.9 |
|
| 3009 |
CL
3009
CIM LLC
Albany,
New York
| USD 773 M | +USD 81.5 M | +12% | 19.5% | 108% | 188 | 19.68% | 3.9 |
|
| 3010 |
3010
Glendon Capital Management
Santa Monica,
California
| USD 773 M | -USD 32.6 M | -4% | 5.62% | 142% | 27 | 11.11% | 3.6 |
|
| 3011 |
3011
Cigna Investments
Bloomfield,
Connecticut
| USD 773 M | +USD 123 M | +19% | 30.4% | 138% | 497 | 11.47% | 6.2 |
|
| 3012 |
HI
3012
Human Investing
Lake Oswego,
Oregon
| USD 771 M | +USD 84.5 M | +12% | 11.8% | 52% | 110 | 17.27% | 3.7 |
|
| 3013 |
3013
FJ Capital Management
Mclean,
Virginia
| USD 770 M | -USD 118 M | -13% | 12.7% | 97.9% | 173 | 57.8% | 1 |
|
| 3014 |
3014
Alpha Capital Management
Austin,
Texas
| USD 770 M | +USD 80.5 M | +12% | 14.4% | 88% | 135 | 18.52% | 4.5 |
|
| 3015 |
3015
XXEC Inc
Tulsa,
Oklahoma
| USD 770 M | +USD 200 M | +35% | 2.41% | 19.3% | 25 | 16% | 2.6 |
|
| 3016 |
3016
South Street Advisors
New York
| USD 769 M | +USD 78.4 M | +11% | 25.7% | 169% | 92 | 18.48% | 3.5 |
|
| 3017 |
3017
Manchester Capital Management
Manchester,
Vermont
| USD 768 M | +USD 74.2 M | +11% | 15.8% | 72.3% | 1,374 | 9.39% | 4.1 |
|
| 3018 |
3018
Arkansas Financial Group
Little Rock,
Arkansas
| USD 768 M | +USD 50.6 M | +7% | 11.1% | 39.1% | 98 | 5.1% | 4.6 |
|
| 3019 |
3019
Camden National Bank
Camden,
Maine
| USD 767 M | +USD 28.2 M | +4% | 5.64% | 48.8% | 192 | 18.75% | 4.2 |
|
| 3020 |
3020
Strategic Point Investment Advisors
Providence,
Rhode Island
| USD 767 M | +USD 79.5 M | +12% | 10.4% | 51.9% | 36 | 2.78% | 5.2 |
|
| 3021 |
3021
Nexus Investment Management
Toronto,
Ontario, Canada
| USD 767 M | +USD 51.8 M | +7% | 11.3% | 77.5% | 74 | 8.11% | 5.3 |
|
| 3022 |
3022
Albar Capital Partners
London,
United Kingdom
| USD 767 M | +USD 149 M | +24% | 21.8% | – | 58 | 72.41% | 0.3 |
|
| 3023 |
3023
Sphera Funds Management
Tel Aviv,
Israel
| USD 767 M | +USD 137 M | +22% | 18.1% | 245% | 123 | 36.59% | 1.4 |
|
| 3024 |
3024
Independent Solutions Wealth Management
Williamsville,
New York
| USD 766 M | +USD 87.2 M | +13% | 17.4% | 111% | 204 | 14.22% | 3.4 |
|
| 3025 |
3025
Arvin Capital Management
Austin,
Texas
| USD 766 M | -USD 53 M | -6% | 26.2% | – | 80 | 73.75% | 0.3 |
|