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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
3151
Phocas Financial Corp
Alameda,
California
| USD 721 M | +USD 83.9 M | +13% | 29.3% | – | 170 | 18.82% | 2.9 |
|
| 3152 |
3152
Jackson Square Capital
San Francisco,
California
| USD 719 M | +USD 242 M | +51% | 69.5% | 416% | 156 | 28.85% | 2.7 |
|
| 3153 |
3153
Drexel Morgan & Co
Radnor,
Pennsylvania
| USD 719 M | +USD 37 M | +5% | 2.97% | 50.1% | 61 | 3.28% | 7.9 |
|
| 3154 |
3154
Elgethun Capital Management
Sioux Falls,
South Dakota
| USD 718 M | +USD 113 M | +19% | 9.68% | 61.5% | 175 | 5.71% | 4.7 |
|
| 3155 |
3155
Austin Asset Management
Austin,
Texas
| USD 718 M | +USD 109 M | +18% | 13.7% | 85.2% | 98 | 17.35% | 2.5 |
|
| 3156 |
3156
Towercrest Capital Management
Newtown,
Pennsylvania
| USD 717 M | +USD 75.6 M | +12% | 9.52% | 39.1% | 115 | 14.78% | 5.6 |
|
| 3157 |
3157
Canvas Wealth Advisors
Shawnee,
Kansas
| USD 717 M | +USD 129 M | +22% | 28.2% | 115% | 272 | 19.49% | 2.1 |
|
| 3158 |
3158
Rather & Kittrell
Knoxville,
Tennessee
| USD 716 M | +USD 67.7 M | +10% | 6.8% | 41.1% | 113 | 4.42% | 2.7 |
|
| 3159 |
3159
Abu Dhabi Investment Council
Abu Dhabi,
United Arab Emirates
| USD 715 M | -USD 260 M | -27% | 10.2% | – | 28 | 17.86% | 0.2 |
|
| 3160 |
3160
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| USD 715 M | +USD 86 M | +14% | 13.7% | 72.9% | 283 | 11.66% | 4.1 |
|
| 3161 |
TC
3161
Teilinger Capital
Houston,
Texas
| USD 714 M | -USD 553 M | -44% | 0.03% | 30.2% | 15 | 26.67% | 0.8 |
|
| 3162 |
3162
Huntleigh Advisors
St. Louis,
Missouri
| USD 714 M | +USD 129 M | +22% | 30.2% | – | 333 | 24.32% | 1 |
|
| 3163 |
3163
LJI Wealth Management
Indianapolis,
Indiana
| USD 714 M | +USD 87.9 M | +14% | 13.5% | 61.5% | 214 | 15.42% | 2.2 |
|
| 3164 |
3164
MAK Capital One
New York
| USD 714 M | +USD 35.1 M | +5% | 38.8% | 200% | 23 | 30.43% | 2.2 |
|
| 3165 |
3165
Secure Asset Management
Troy,
Michigan
| USD 714 M | +USD 81.9 M | +13% | 17.6% | 86.5% | 370 | 21.62% | 2 |
|
| 3166 |
3166
Optas LLC
Austin,
Texas
| USD 714 M | +USD 52.8 M | +8% | 21.9% | 118% | 560 | 25.71% | 2 |
|
| 3167 |
3167
Zevin Asset Management
Boston,
Massachusetts
| USD 713 M | -USD 10.3 M | -1% | 14.3% | 71.7% | 100 | 10% | 4.9 |
|
| 3168 |
SSCM
3168
Summit Street Capital Management
New York
| USD 713 M | +USD 5.27 M | +0.7% | 35.2% | 217% | 32 | 6.25% | 5.9 |
|
| 3169 |
3169
Alight Capital Management
New York
| USD 712 M | +USD 295 M | +71% | 66% | 466% | 97 | 48.45% | 0.7 |
|
| 3170 |
3170
HMI Capital Management
San Francisco,
California
| USD 712 M | -USD 41.9 M | -6% | 12% | 5.95% | 18 | 61.11% | 1 |
|
| 3171 |
TWP
3171
Tyche Wealth Partners
Plano,
Texas
| USD 712 M | +USD 63.9 M | +10% | 14.7% | – | 375 | 17.07% | 1.8 |
|
| 3172 |
3172
Radnor Capital Management
Wayne,
Pennsylvania
| USD 712 M | +USD 36.3 M | +5% | 14.5% | 86.6% | 328 | 10.98% | 2.9 |
|
| 3173 |
3173
First National Advisers
Omaha,
Nebraska
| USD 712 M | +USD 28.3 M | +4% | 17% | 87.9% | 266 | 15.79% | 2 |
|
| 3174 |
SFG
3174
SageGuard Financial Group
Goodlettsville,
Tennessee
| USD 712 M | +USD 65.5 M | +10% | 10.3% | – | 224 | 18.3% | 0.6 |
|
| 3175 |
3175
Hexagon Capital Partners
Rogers,
Arkansas
| USD 711 M | +USD 28 M | +4% | 8.06% | 104% | 282 | 15.6% | 1.4 |
|