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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
Spirit of America Management Corp
Syosset,
New York
| USD 444 M | -USD 3.5 M | -0.8% | 3.18% | 113% | 243 | 5.76% | 5.5 |
|
| 3027 |
3027
PAX Financial Group
San Antonio,
Texas
| USD 442 M | +USD 25.2 M | +6% | 3.79% | 56% | 204 | 8.82% | 1.9 |
|
| 3028 |
3028
Occidental Asset Management
Burlingame,
California
| USD 442 M | +USD 40.7 M | +10% | 6.85% | 82.5% | 237 | 22.78% | 3.3 |
|
| 3029 |
HP
3029
Hound Partners
New York
| USD 441 M | +USD 43.4 M | +11% | 3.41% | 19.7% | 18 | 33.33% | 1.5 |
|
| 3030 |
XXIP
3030
Xiamen Xinweidachuang Investment Partnership
Xiamen,
China
| USD 441 M | +USD 360 M | +447% | 40.7% | 66.6% | 1 | 0% | 1.5 |
|
| 3031 |
3031
TRB Advisors
New York
| USD 441 M | +USD 226 M | +105% | 10.9% | 64% | 9 | 44.44% | 4.3 |
|
| 3032 |
3032
Montecito Bank & Trust
Santa Barbara,
California
| USD 440 M | +USD 20.9 M | +5% | 6.12% | – | 238 | 4.62% | 5.5 |
|
| 3033 |
3033
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| USD 440 M | +USD 33.5 M | +8% | 5.05% | 149% | 135 | 5.93% | 5.1 |
|
| 3034 |
3034
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| USD 439 M | +USD 19.8 M | +5% | 3.05% | 58.2% | 70 | 10% | 2.4 |
|
| 3035 |
3035
Fort Sheridan Advisors
Highland Park,
Illinois
| USD 438 M | +USD 44.4 M | +11% | 7.71% | 109% | 209 | 8.61% | 2.5 |
|
| 3036 |
3036
Human Investing
Lake Oswego,
Oregon
| USD 438 M | +USD 26.3 M | +6% | 4.12% | 56.9% | 108 | 16.67% | 2.4 |
|
| 3037 |
3037
Marcho Partners
London,
United Kingdom
| USD 438 M | +USD 15.3 M | +4% | 16.2% | 115% | 14 | 21.43% | 1.7 |
|
| 3038 |
3038
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| USD 438 M | +USD 49 M | +13% | 4.64% | 61.6% | 154 | 11.69% | 0.4 |
|
| 3039 |
SHFP
3039
Second Half Financial Partners
Sebring,
Florida
| USD 438 M | +USD 269 M | +160% | 3.1% | 36.8% | 153 | 76.47% | 0.2 |
|
| 3040 |
3040
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| USD 438 M | -USD 49.1 M | -10% | 1.06% | 55% | 118 | 7.63% | 3.2 |
|
| 3041 |
3041
Mitchell Capital Management
Leawood,
Kansas
| USD 437 M | +USD 34.2 M | +8% | 11% | 219% | 121 | 5.79% | 3.6 |
|
| 3042 |
BPIM
3042
Brant Point Investment Management
New York
| USD 437 M | -USD 163 M | -27% | 8.96% | 169% | 93 | 34.41% | 3.4 |
|
| 3043 |
KPF
3043
K2 Principal Fund
Toronto,
Ontario, Canada
| USD 437 M | -USD 289 M | -40% | 2.96% | 76.5% | 349 | 60.46% | 0.5 |
|
| 3044 |
3044
Affinity Wealth Management
Wilmington,
Delaware
| USD 436 M | +USD 10.5 M | +2% | 6.49% | 116% | 122 | 27.87% | 2 |
|
| 3045 |
3045
Galibier Capital Management
Toronto,
Ontario, Canada
| USD 436 M | +USD 13.1 M | +3% | 1.34% | 66.8% | 40 | 12.5% | 2.5 |
|
| 3046 |
3046
Longfellow Investment Management
Boston,
Massachusetts
| USD 435 M | -USD 1.58 M | -0.4% | 3.02% | 45.9% | 311 | 24.76% | 1.6 |
|
| 3047 |
ECM
3047
EagleClaw Capital Management
Boston,
Massachusetts
| USD 435 M | +USD 10.6 M | +3% | 4.84% | 104% | 130 | 6.92% | 5.9 |
|
| 3048 |
PWW
3048
Pettyjohn Wood & White
Lynchburg,
Virginia
| USD 435 M | +USD 25.4 M | +6% | 6% | 70.9% | 180 | 7.22% | 5.8 |
|
| 3049 |
3049
Permanens Capital
New York
| USD 434 M | -USD 26.7 M | -6% | 5.59% | 76.9% | 43 | 51.16% | 2.6 |
|
| 3050 |
3050
Glen Eagle Advisors
Kingston,
New Jersey
| USD 434 M | +USD 35.5 M | +9% | 7.44% | 68.5% | 1,141 | 12.01% | 3.5 |
|