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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
Crews Bank & Trust
Wauchula,
Florida
| USD 766 M | +USD 76.2 M | +11% | 11.8% | – | 721 | 14.84% | 1.3 |
|
| 3027 |
3027
Hendershot Investments
Centreville,
Virginia
| USD 766 M | +USD 21.6 M | +3% | 5.08% | 50.5% | 137 | 8.03% | 5.8 |
|
| 3028 |
3028
NetEase Inc
Hangzhou,
China
| USD 765 M | -USD 169 M | -18% | 23% | 464% | 2 | 0% | 2.5 |
|
| 3029 |
3029
Clearstead Trust
Portland,
Maine
| USD 765 M | +USD 152 M | +25% | 25.8% | 111% | 1,035 | 11.5% | 2.3 |
|
| 3030 |
3030
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
| USD 765 M | +USD 117 M | +18% | 10% | 41.2% | 143 | 13.29% | 2.8 |
|
| 3031 |
JC
3031
JBF Capital
Aspen,
Colorado
| USD 764 M | +USD 87.6 M | +13% | 17.2% | 93.6% | 133 | 38.35% | 1.9 |
|
| 3032 |
3032
United Capital Management of KS
Salina,
Kansas
| USD 763 M | +USD 103 M | +16% | 34.7% | 272% | 120 | 25.83% | 3.2 |
|
| 3033 |
3033
Essex Investment Management
Boston,
Massachusetts
| USD 763 M | +USD 132 M | +21% | 40.1% | 372% | 330 | 14.85% | 4 |
|
| 3034 |
3034
Kelman-Lazarov Inc
Memphis,
Tennessee
| USD 763 M | +USD 65.7 M | +9% | 9.94% | 46.6% | 156 | 11.54% | 4.3 |
|
| 3035 |
3035
Adams Natural Resources Fund
Baltimore,
Maryland
| USD 763 M | -USD 100 M | -12% | 9.78% | 43% | 54 | 5.56% | 7.9 |
|
| 3036 |
3036
Sentinel Pension Advisors
Wakefield,
Massachusetts
| USD 762 M | +USD 85.8 M | +13% | 8.86% | 46.5% | 150 | 10.67% | 2.8 |
|
| 3037 |
3037
Ironwood Investment Counsel
Scottsdale,
Arizona
| USD 762 M | +USD 68 M | +10% | 13.6% | 64% | 278 | 9.35% | 5.4 |
|
| 3038 |
3038
Schnieders Capital Management
Pasadena,
California
| USD 762 M | +USD 133 M | +21% | 17.9% | 103% | 252 | 20.63% | 5.4 |
|
| 3039 |
3039
Knightsbridge Asset Management
Newport Beach,
California
| USD 762 M | +USD 18.8 M | +3% | 36.2% | 150% | 339 | 33.33% | 1.7 |
|
| 3040 |
3040
Westside Investment Management
Santa Monica,
California
| USD 761 M | +USD 109 M | +17% | 22.6% | 114% | 1,534 | 9.52% | 3.6 |
|
| 3041 |
3041
Biltmore Family Office
Charlotte,
North Carolina
| USD 761 M | +USD 45.4 M | +6% | 14.3% | 78.1% | 346 | 9.83% | 4 |
|
| 3042 |
3042
Dean Investment Associates
Beavercreek,
Ohio
| USD 761 M | +USD 50.4 M | +7% | 12% | 63.5% | 206 | 14.08% | 4.9 |
|
| 3043 |
3043
Horst & Graben Wealth Management
Portland,
Oregon
| USD 760 M | +USD 31.3 M | +4% | 13.2% | 55.1% | 208 | 7.69% | 3.1 |
|
| 3044 |
3044
Fourpath Capital Management
Oklahoma City,
Oklahoma
| USD 760 M | +USD 62.5 M | +9% | 5.71% | 78% | 246 | 18.29% | 2 |
|
| 3045 |
3045
Keating Financial Advisory Services
Manhattan,
Kansas
| USD 760 M | +USD 141 M | +23% | 16.1% | – | 2,738 | 11.07% | 0.4 |
|
| 3046 |
3046
Excelsior Advisor Network
Denver,
Colorado
| USD 759 M | +USD 496 M | +189% | 13.9% | – | 455 | 50.77% | 0.2 |
|
| 3047 |
3047
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
| USD 759 M | -USD 30.2 M | -4% | 25% | 163% | 52 | 36.54% | 2.4 |
|
| 3048 |
3048
Rollins Financial Advisors
New York City,
New York
| USD 759 M | +USD 127 M | +20% | 21.7% | – | 178 | 16.85% | 1.7 |
|
| 3049 |
3049
Riversedge Advisors
Wilmington,
Delaware
| USD 759 M | +USD 141 M | +23% | 13.4% | 71.3% | 328 | 37.8% | 1.3 |
|
| 3050 |
3050
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
| USD 759 M | +USD 46.5 M | +7% | 13.6% | – | 189 | 49.74% | 0.4 |
|