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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
Glynn Capital Management
Menlo Park,
California
| USD 451 M | +USD 30.8 M | +7% | 22.1% | 252% | 46 | 10.87% | 5.8 |
|
| 3002 |
3002
Strategy Asset Managers
Pasadena,
California
| USD 450 M | +USD 40.2 M | +10% | 5.76% | 115% | 259 | 12.74% | 2.4 |
|
| 3003 |
1SP
3003
140 Summer Partners
New York
| USD 450 M | -USD 108 M | -19% | 3.86% | 202% | 11 | 18.18% | 0.7 |
|
| 3004 |
3004
Linden Thomas Advisory Services
Charlotte,
North Carolina
| USD 450 M | +USD 47.1 M | +12% | 6.92% | 149% | 405 | 29.38% | 0.4 |
|
| 3005 |
3005
Bulltick Wealth Management
Miami,
Florida
| USD 450 M | +USD 64.6 M | +17% | 5.55% | 58.2% | 145 | 26.9% | 1.3 |
|
| 3006 |
GA
3006
GFS Advisors
Houston,
Texas
| USD 450 M | +USD 15 M | +3% | 6.28% | 97.9% | 141 | 7.09% | 5 |
|
| 3007 |
3007
Fractal Investments
Glastonbury,
Connecticut
| USD 449 M | +USD 18.6 M | +4% | 3.19% | 86.4% | 108 | 15.74% | 0.9 |
|
| 3008 |
WPI
3008
Walter Public Investments
Westmount,
Canada
| USD 449 M | +USD 118 M | +36% | 6.35% | 72.7% | 48 | 37.5% | 0.7 |
|
| 3009 |
3009
Falcon Wealth Planning
Ontario,
California
| USD 449 M | +USD 48.2 M | +12% | 5.16% | 52.7% | 110 | 14.55% | 1.6 |
|
| 3010 |
3010
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| USD 449 M | +USD 47.4 M | +12% | 11.4% | 99.9% | 78 | 8.97% | 4.9 |
|
| 3011 |
3011
Klaas Financial Asset Advisors
Loves Park,
Illinois
| USD 449 M | +USD 16.4 M | +4% | 2.23% | 39.5% | 47 | 4.26% | 1.8 |
|
| 3012 |
3012
Marotta Asset Management
Charlottesville,
Virginia
| USD 448 M | – | – | 2.8% | 51% | 112 | – | 2.5 |
|
| 3013 |
3013
Citizens Business Bank
Ontario,
California
| USD 448 M | +USD 14.1 M | +3% | 6.19% | 108% | 121 | 22.31% | 5.7 |
|
| 3014 |
VHMC
3014
Value Holdings Management Company
Hampton Bays,
New York
| USD 448 M | +USD 27.4 M | +7% | 9.08% | 125% | 32 | 15.63% | 6.4 |
|
| 3015 |
TA
3015
TCM Advisors
Martinsburg,
West Virginia
| USD 448 M | -USD 91.5 M | -17% | 4.12% | 56.1% | 68 | 0% | 0.9 |
|
| 3016 |
3016
Insight Advisors
Newtown,
Pennsylvania
| USD 448 M | +USD 21.9 M | +5% | 6.66% | 74% | 318 | 16.04% | 1.8 |
|
| 3017 |
3017
Duncker Streett & Co
St. Louis,
Missouri
| USD 447 M | +USD 27.3 M | +6% | 6.67% | 90.9% | 509 | 5.7% | 5.6 |
|
| 3018 |
3018
Capital Insight Partners
Scottsdale,
Arizona
| USD 447 M | +USD 21.6 M | +5% | 5.2% | 51.7% | 185 | 19.46% | 2.8 |
|
| 3019 |
3019
Albar Capital
London,
United Kingdom
| USD 447 M | -USD 85.2 M | -16% | 15.1% | 163% | 60 | 65% | 0.2 |
|
| 3020 |
3020
Sector Gamma AS
Oslo,
Norway
| USD 447 M | +USD 34.4 M | +8% | 4.28% | 35.3% | 36 | 33.33% | 2.4 |
|
| 3021 |
3021
Oak Harvest Investment Services
Houston,
Texas
| USD 446 M | +USD 12.2 M | +3% | 4.41% | 120% | 124 | 28.23% | 1.5 |
|
| 3022 |
3022
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| USD 445 M | +USD 35.5 M | +9% | 7.34% | 95.9% | 203 | 12.81% | 2.1 |
|
| 3023 |
3023
Ironwood Investment Counsel
Scottsdale,
Arizona
| USD 445 M | +USD 24.6 M | +6% | 7.07% | 64% | 229 | 13.97% | 4.6 |
|
| 3024 |
3024
Eudaimonia Partners
Winchester,
Tennessee
| USD 444 M | +USD 28.8 M | +7% | 6.94% | – | 380 | 15.53% | 2.1 |
|
| 3025 |
3025
Sapience Investments
Newport Beach,
California
| USD 444 M | +USD 11.9 M | +3% | 3.78% | 54.9% | 83 | 16.87% | 3.2 |
|