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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
3101
Round Rock Advisors
Wilton,
Connecticut
| USD 580 M | +USD 40.5 M | +8% | 7.47% | 87.4% | 230 | 12.61% | 2.3 |
|
| 3102 |
3102
Nicolet Bankshares
Green Bay,
Wisconsin
| USD 579 M | +USD 80.7 M | +16% | 10.4% | 75.5% | 211 | 8.53% | 5.8 |
|
| 3103 |
UAG
3103
United Advisor Group
Cincinnati,
Ohio
| USD 578 M | +USD 90.7 M | +19% | 9.41% | – | 399 | 17.79% | 0.9 |
|
| 3104 |
3104
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| USD 578 M | +USD 32.4 M | +6% | 9.32% | 65.9% | 200 | 14.5% | 5.3 |
|
| 3105 |
3105
Calton & Associates
Tampa,
Florida
| USD 578 M | +USD 140 M | +32% | 7.85% | 73.9% | 433 | 32.56% | 1.1 |
|
| 3106 |
3106
Scion Asset Management
Saratoga,
California
| USD 578 M | +USD 379 M | +190% | 0.96% | 1.91% | 21 | 95.24% | 0 |
|
| 3107 |
3107
Security National Bank
Omaha,
Nebraska
| USD 578 M | +USD 48.3 M | +9% | 10.3% | 125% | 329 | 8.21% | 2.4 |
|
| 3108 |
3108
MPM BioImpact
Boston,
Massachusetts
| USD 577 M | -USD 4.53 M | -0.8% | 6.98% | 550% | 51 | 29.41% | 1.1 |
|
| 3109 |
3109
Think Investments
San Francisco,
California
| USD 577 M | +USD 64.2 M | +13% | 21.5% | 285% | 24 | 25% | 2.7 |
|
| 3110 |
3110
Burton Enright Welch
Walnut Creek,
California
| USD 577 M | +USD 84.9 M | +17% | 8.27% | 62.8% | 126 | 19.84% | 1.9 |
|
| 3111 |
3111
Varenne Capital Partners
Paris,
France
| USD 576 M | +USD 298 M | +107% | 25.6% | 212% | 30 | 66.67% | 0.4 |
|
| 3112 |
3112
Pfizer
New York
| USD 576 M | +USD 75.4 M | +15% | 21.9% | – | 21 | 0% | 0.5 |
|
| 3113 |
3113
Trigran Investments
Northbrook,
Illinois
| USD 576 M | -USD 104 M | -15% | 0.61% | 30.2% | 17 | 11.76% | 4.3 |
|
| 3114 |
3114
Noesis Capital Mangement
Boca Raton,
Florida
| USD 576 M | +USD 73 M | +15% | 15.7% | 139% | 138 | 15.22% | 4.4 |
|
| 3115 |
3115
Sompo Asset Management
Tokyo,
Japan
| USD 576 M | +USD 37.1 M | +7% | 10.3% | 84.7% | 194 | 5.15% | 4 |
|
| 3116 |
3116
Rice Partnership
Honolulu,
Hawaii
| USD 576 M | +USD 88.4 M | +18% | 11.8% | 123% | 178 | 20.22% | 3.3 |
|
| 3117 |
3117
FRG Family Wealth Advisors
Bellevue,
Washington
| USD 575 M | +USD 57.8 M | +11% | 13.6% | 76.4% | 153 | 5.88% | 6.1 |
|
| 3118 |
3118
Capital Insight Partners
Scottsdale,
Arizona
| USD 575 M | +USD 2.25 M | +0.4% | 8.44% | 51.7% | 172 | 13.95% | 3.5 |
|
| 3119 |
3119
Cornerstone Management
Duluth,
Georgia
| USD 575 M | +USD 41.2 M | +8% | 6.52% | 43.6% | 63 | 15.87% | 4.7 |
|
| 3120 |
3120
West Financial Advisors
Des Moines,
Iowa
| USD 575 M | +USD 48.5 M | +9% | 7.28% | 49.1% | 214 | 8.41% | 2.4 |
|
| 3121 |
3121
Greenup Street Wealth Management
Ann Arbor,
Michigan
| USD 575 M | +USD 70 M | +14% | 10.3% | 65.6% | 106 | 11.32% | 1.6 |
|
| 3122 |
SP
3122
Solel Partners
Boston,
Massachusetts
| USD 574 M | +USD 34.4 M | +6% | 9.41% | 25.9% | 24 | 29.17% | 1.7 |
|
| 3123 |
3123
Endurance Services Ltd
Purchase,
New York
| USD 574 M | +USD 34.7 M | +6% | 6.6% | – | 14 | 0% | 1.1 |
|
| 3124 |
3124
LJI Wealth Management
Indianapolis,
Indiana
| USD 574 M | +USD 72.2 M | +14% | 9.89% | 61.5% | 194 | 10.31% | 1.8 |
|
| 3125 |
3125
Ignite Planners
San Clemente,
California
| USD 574 M | +USD 63.4 M | +12% | 9.42% | 83.8% | 370 | 14.59% | 1.8 |
|