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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
TFO Wealth Partners
Maumee,
Ohio
| USD 668 M | +USD 54.7 M | +9% | 3.07% | 63.6% | 53 | 9.43% | 1.3 |
|
| 3077 |
3077
Harbor Group
Bedford,
New Hampshire
| USD 668 M | +USD 39.1 M | +6% | 1.93% | 43% | 115 | 8.7% | 2.5 |
|
| 3078 |
3078
Triasima Portfolio Management
Montreal,
Quebec, Canada
| USD 668 M | +USD 5.12 M | +0.8% | 10.2% | 224% | 171 | 29.24% | 1.1 |
|
| 3079 |
3079
Vista Equity Partners Management
San Francisco,
California
| USD 667 M | -USD 522 M | -44% | 17.1% | 3.45% | 4 | 50% | 1.8 |
|
| 3080 |
3080
Maridea Wealth Management
Brooklyn,
New York
| USD 666 M | +USD 22.7 M | +4% | 1.51% | – | 473 | 26.22% | 0.5 |
|
| 3081 |
HA
3081
Harbor Advisors
West Palm Beach,
Florida
| USD 666 M | +USD 17.4 M | +3% | 4% | 125% | 203 | 11.33% | 4.9 |
|
| 3082 |
3082
Gabelli & Co Investment Advisers
Rye,
New York
| USD 666 M | +USD 42.2 M | +7% | 17.2% | 248% | 342 | 38.6% | 1.4 |
|
| 3083 |
3083
Round Rock Advisors
Wilton,
Connecticut
| USD 665 M | +USD 33.6 M | +5% | 3.57% | 87.4% | 371 | 23.99% | 1.7 |
|
| 3084 |
3084
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| USD 665 M | +USD 22.7 M | +4% | 3.52% | 78.9% | 167 | 8.98% | 2.8 |
|
| 3085 |
3085
Foresight Group
London,
United Kingdom
| USD 664 M | -USD 5.52 M | -0.8% | 1.73% | – | 62 | 12.9% | 1.3 |
|
| 3086 |
3086
MATAURO
New York
| USD 664 M | +USD 34.9 M | +6% | 2.77% | – | 183 | 33.33% | 0.7 |
|
| 3087 |
CCM
3087
Cohen Capital Management
Corte Madera,
California
| USD 664 M | +USD 22.2 M | +3% | 4.39% | 91.5% | 157 | 8.28% | 6.9 |
|
| 3088 |
KAS
3088
Kemnay Advisory Services
New York
| USD 663 M | +USD 5.58 M | +0.8% | 6.01% | 167% | 862 | 97.45% | 0.1 |
|
| 3089 |
3089
Horst & Graben Wealth Management
Portland,
Oregon
| USD 663 M | +USD 8.02 M | +1% | 1.74% | 62.2% | 189 | 10.58% | 3.1 |
|
| 3090 |
3090
Regatta Capital Group
El Segundo,
California
| USD 662 M | +USD 29 M | +5% | 2.98% | 78.1% | 227 | 12.78% | 2.7 |
|
| 3091 |
3091
Crane Advisory
Fullerton,
California
| USD 661 M | +USD 25.3 M | +4% | 1.37% | 38.2% | 52 | 3.85% | 2 |
|
| 3092 |
3092
Insight Advisors
Newtown,
Pennsylvania
| USD 661 M | +USD 6.17 M | +0.9% | 2.28% | 74% | 306 | 13.07% | 3.4 |
|
| 3093 |
3093
Adams Natural Resources Fund
Baltimore,
Maryland
| USD 659 M | +USD 213 k | +0% | 1.53% | 50.6% | 58 | 10.34% | 7 |
|
| 3094 |
3094
Laffer Tengler Investments
Nashville,
Tennessee
| USD 658 M | +USD 26.5 M | +4% | 2.4% | 96.5% | 187 | 32.62% | 2.1 |
|
| 3095 |
3095
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| USD 658 M | +USD 17.2 M | +3% | 2.54% | 86.8% | 198 | 22.22% | 3.8 |
|
| 3096 |
3096
Primavera Capital Management
George Town,
Cayman Islands
| USD 657 M | +USD 41.2 M | +7% | 6.93% | 1.21% | 3 | 0% | 4.5 |
|
| 3097 |
3097
Heritage Investment Group
Pompano Beach,
Florida
| USD 657 M | +USD 32.5 M | +5% | 2.07% | 54.5% | 130 | 15.38% | 2.5 |
|
| 3098 |
3098
Oliver Luxxe Assets
Gladstone,
New Jersey
| USD 657 M | +USD 25.3 M | +4% | 5.99% | 137% | 210 | 23.33% | 3 |
|
| 3099 |
3099
DSG Capital Advisors
Edina,
Minnesota
| USD 656 M | +USD 29 M | +5% | 5.93% | – | 134 | 19.4% | 0.8 |
|
| 3100 |
3100
LJI Wealth Management
Indianapolis,
Indiana
| USD 656 M | +USD 83.5 M | +15% | 2.21% | 68.8% | 203 | 15.27% | 2 |
|