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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
White Lighthouse Investment Management
Bedford,
Massachusetts
| USD 615 M | +USD 54.8 M | +10% | 8.29% | 62% | 141 | 7.8% | 4.8 |
|
| 3002 |
CCM
3002
Cohen Capital Management
Corte Madera,
California
| USD 614 M | +USD 30.6 M | +5% | 8.75% | 91.5% | 157 | 7.01% | 6.6 |
|
| 3003 |
3003
Strategic Global Advisors
Newport Beach,
California
| USD 614 M | +USD 109 M | +22% | 16.6% | 137% | 148 | 12.84% | 2.2 |
|
| 3004 |
3004
Summit Asset Management
Memphis,
Tennessee
| USD 614 M | +USD 36.1 M | +6% | 5.88% | 48.9% | 174 | 6.32% | 6.3 |
|
| 3005 |
3005
Breakwater Capital Group
Paramus,
New Jersey
| USD 614 M | +USD 52.3 M | +9% | 8% | 67.4% | 355 | 12.39% | 1.6 |
|
| 3006 |
3006
James J. Burns & Company
Melville,
New York
| USD 613 M | +USD 54.8 M | +10% | 9.11% | 70.2% | 160 | 13.13% | 1.6 |
|
| 3007 |
AMCI
3007
Al Mehwar Commercial Investments
Abu Dhabi,
United Arab Emirates
| USD 613 M | +USD 16 M | +3% | 2.68% | – | 1 | 0% | 1.5 |
|
| 3008 |
3008
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| USD 613 M | +USD 24.3 M | +4% | 6.14% | 44% | 103 | 10.68% | 3.4 |
|
| 3009 |
3009
Valley National Advisers
Bethlehem,
Pennsylvania
| USD 613 M | +USD 58.3 M | +11% | 10.5% | 87.2% | 869 | 13.35% | 5.5 |
|
| 3010 |
3010
BWCP LP
Dallas,
Texas
| USD 612 M | +USD 119 M | +24% | 28.3% | 198% | 35 | 54.29% | 0.8 |
|
| 3011 |
3011
Polunin Capital Partners
London,
United Kingdom
| USD 612 M | +USD 117 M | +24% | 4.19% | 268% | 27 | 0% | 1.6 |
|
| 3012 |
3012
Gilman Hill Asset Management
New Canaan,
Connecticut
| USD 612 M | +USD 36.2 M | +6% | 2.84% | 54.2% | 239 | 11.3% | 4.6 |
|
| 3013 |
CBT
3013
Central Bank & Trust
Lexington,
Kentucky
| USD 612 M | +USD 13 M | +2% | 12.7% | 118% | 187 | 6.95% | 7.7 |
|
| 3014 |
3014
L2 Asset Management
Wayland,
Massachusetts
| USD 611 M | +USD 122 M | +25% | 12% | 128% | 366 | 26.23% | 1.3 |
|
| 3015 |
HA
3015
Harbor Advisors
West Palm Beach,
Florida
| USD 611 M | +USD 35.1 M | +6% | 8.71% | 125% | 201 | 9.45% | 4.8 |
|
| 3016 |
3016
Arlington Financial Advisors
Santa Barbara,
California
| USD 611 M | +USD 41.9 M | +7% | 8.04% | 67.6% | 112 | 27.68% | 3.5 |
|
| 3017 |
3017
Oak Grove Capital
North Hampton,
New Hampshire
| USD 610 M | +USD 131 M | +27% | 26.3% | 470% | 83 | 31.33% | 2.2 |
|
| 3018 |
3018
FengHe Fund Management
Singapore
| USD 610 M | +USD 344 M | +129% | 40.1% | 902% | 37 | 72.97% | 0.4 |
|
| 3019 |
3019
OnyxPoint Global Management
New York
| USD 610 M | -USD 92.6 M | -13% | 13.5% | 162% | 34 | 41.18% | 0.7 |
|
| 3020 |
3020
Capricorn Investment Group
Palo Alto,
California
| USD 610 M | +USD 147 M | +32% | 86.9% | 95.9% | 7 | 28.57% | 3.3 |
|
| 3021 |
3021
Acorn Financial Advisory Services
Reston,
Virginia
| USD 610 M | +USD 56.8 M | +10% | 10.9% | 96.9% | 206 | 12.14% | 3.4 |
|
| 3022 |
CFGSD
3022
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
| USD 610 M | +USD 81.2 M | +15% | 9.61% | 72% | 101 | 9.9% | 2.1 |
|
| 3023 |
3023
Leelyn Smith
Geneva,
Illinois
| USD 610 M | +USD 46.8 M | +8% | 7.7% | 77.3% | 137 | 8.03% | 3.5 |
|
| 3024 |
3024
Watts Gwilliam & Co
Gilbert,
Arizona
| USD 609 M | +USD 147 M | +32% | 19.7% | – | 241 | 19.09% | 0.9 |
|
| 3025 |
3025
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| USD 609 M | -USD 6.08 M | -1% | 5.79% | 78.9% | 160 | 8.13% | 2.6 |
|