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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
3176
Running Oak Capital
Edina,
Minnesota
| USD 390 M | -USD 17.9 M | -4% | 3.39% | 32.7% | 57 | 0% | 2.4 |
|
| 3177 |
AMCA
3177
Arthur M. Cohen & Associates
Northbrook,
Illinois
| USD 390 M | -USD 12.6 M | -3% | 1.36% | 129% | 141 | 12.06% | 4.5 |
|
| 3178 |
KI
3178
Kensington Investments
Amsterdam,
Netherlands
| USD 390 M | +USD 88.2 M | +29% | 26% | – | 1 | 0% | 0.8 |
|
| 3179 |
3179
Element Pointe Advisors
Miami,
Florida
| USD 390 M | +USD 1.14 M | +0.3% | 2.45% | 75.1% | 80 | 8.75% | 2.3 |
|
| 3180 |
3180
Oliver Luxxe Assets
Gladstone,
New Jersey
| USD 389 M | -USD 11.7 M | -3% | 1.36% | 137% | 184 | 23.37% | 2.7 |
|
| 3181 |
3181
Truxt Investmentos
Rio De Janeiro,
Brazil
| USD 389 M | -USD 10.5 M | -3% | 1.86% | – | 27 | 51.85% | 0.6 |
|
| 3182 |
3182
Ellis Investment Partners
Berwyn,
Pennsylvania
| USD 389 M | -USD 19.5 M | -5% | 2.97% | 70.8% | 220 | 8.64% | 3.9 |
|
| 3183 |
3183
Physician Wealth Advisors
Midvale,
Utah
| USD 389 M | -USD 14.1 M | -4% | 3.82% | 79.9% | 156 | 8.97% | 2.9 |
|
| 3184 |
3184
TAP Consulting
Kirkwood,
Missouri
| USD 389 M | -USD 19 M | -5% | 2.97% | 3.08% | 155 | 23.23% | 1.9 |
|
| 3185 |
3185
Partners in Financial Planning
Salem,
Virginia
| USD 389 M | -USD 4.21 M | -1% | 3.67% | 38.9% | 98 | 6.12% | 1.9 |
|
| 3186 |
3186
JT Stratford LLC
Gainesville,
Georgia
| USD 388 M | +USD 16 M | +4% | 2.44% | 103% | 253 | 19.37% | 2.4 |
|
| 3187 |
3187
AXS Investments
Port Chester,
New York
| USD 387 M | +USD 12.7 M | +3% | 1.22% | 104% | 492 | 41.46% | 0.9 |
|
| 3188 |
3188
Vanderbilt University
Nashville,
Tennessee
| USD 387 M | -USD 3.31 M | -0.8% | 4.34% | 61.8% | 63 | 41.27% | 1 |
|
| 3189 |
3189
Kora Management
Brooklyn,
New York
| USD 387 M | +USD 15.5 M | +4% | 7.97% | 307% | 6 | 16.67% | 1.7 |
|
| 3190 |
3190
IMA Advisory Services
Denver,
Colorado
| USD 387 M | -USD 2.25 M | -0.6% | 2.21% | 74.5% | 301 | 8.97% | 3.9 |
|
| 3191 |
3191
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| USD 387 M | -USD 333 k | -0.1% | 2.94% | 93.2% | 192 | 12.5% | 4.1 |
|
| 3192 |
3192
Ethos Financial Group
King Of Prussia,
Pennsylvania
| USD 387 M | +USD 90.6 M | +31% | 1.43% | 63% | 200 | 35.5% | 0.5 |
|
| 3193 |
3193
Perseverance Asset Management International
George Town,
Cayman Islands
| USD 386 M | +USD 55.4 M | +17% | 13.9% | 120% | 17 | 29.41% | 1 |
|
| 3194 |
3194
Ellenbecker Investment Group
Waukesha,
Wisconsin
| USD 386 M | -USD 10.2 M | -3% | 4.08% | 56.3% | 103 | 12.62% | 3.2 |
|
| 3195 |
PPP
3195
Private Portfolio Partners
Paramus,
New Jersey
| USD 386 M | -USD 3.78 M | -1% | 3.33% | 16.9% | 266 | 12.03% | 3.1 |
|
| 3196 |
HM
3196
HCEP Management
Hong Kong
| USD 386 M | -USD 141 M | -27% | 6.64% | 182% | 18 | 50% | 0.7 |
|
| 3197 |
3197
Capco Asset Management
Tampa,
Florida
| USD 386 M | -USD 2.88 M | -0.7% | 0.65% | 46.1% | 20 | 0% | 4.6 |
|
| 3198 |
3198
Diversified
Wilmington,
Delaware
| USD 385 M | -USD 7.22 M | -2% | 3.08% | 34.4% | 149 | 10.07% | 1.8 |
|
| 3199 |
PS
3199
Presima Securities
Montreal,
Quebec, Canada
| USD 385 M | +USD 20.9 M | +6% | 6.14% | 10.3% | 48 | 4.17% | 4.2 |
|
| 3200 |
3200
Iowa State Bank
Urbandale,
Iowa
| USD 385 M | -USD 13.1 M | -3% | 2.52% | 85.7% | 110 | 2.73% | 5.6 |
|