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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
Sanford Advisory Services
Portage,
Michigan
| USD 399 M | +USD 10.4 M | +3% | 0.08% | – | 115 | 11.3% | 0.7 |
|
| 3202 |
3202
Security National Bank
Omaha,
Nebraska
| USD 399 M | +USD 18.8 M | +5% | 0.69% | 125% | 105 | 11.43% | 2.3 |
|
| 3203 |
3203
Bruderman Asset Management
Locust Valley,
New York
| USD 398 M | +USD 75.3 M | +23% | 0.55% | 31.7% | 128 | 32.81% | 1.8 |
|
| 3204 |
3204
Martel Wealth Advisors
Vancouver,
Washington
| USD 398 M | +USD 422 k | +0.1% | 0.87% | 43.4% | 45 | 0% | 2.5 |
|
| 3205 |
3205
CFM Wealth Partners
Austin,
Texas
| USD 398 M | +USD 21.1 M | +6% | 0.69% | 152% | 192 | 13.02% | 1.4 |
|
| 3206 |
SXL
3206
Summit X LLC
Chesterfield,
Missouri
| USD 398 M | +USD 1.58 M | +0.4% | 0.41% | 62.9% | 273 | 8.06% | 2.3 |
|
| 3207 |
3207
Natural Investments
Windsor,
California
| USD 397 M | -USD 91.7 M | -19% | 1.59% | – | 3 | 0% | 0.9 |
|
| 3208 |
3208
YorkBridge Wealth Partners
New York
| USD 397 M | +USD 14.4 M | +4% | 0.63% | 36.5% | 266 | 10.15% | 2.6 |
|
| 3209 |
3209
Brickley Wealth Management
San Mateo,
California
| USD 397 M | +USD 1.68 M | +0.4% | 0.43% | 62.6% | 45 | 6.67% | 2.3 |
|
| 3210 |
3210
PL Capital Advisors
Naples,
Florida
| USD 397 M | -USD 9.6 M | -2% | 1.38% | 100% | 45 | 17.78% | 3.4 |
|
| 3211 |
3211
Martin Investment Management
Palm Beach Gardens,
Florida
| USD 397 M | +USD 8.45 M | +2% | 2.14% | 44% | 55 | 5.45% | 3.7 |
|
| 3212 |
3212
FORA Capital
Miami,
Florida
| USD 396 M | -USD 142 M | -26% | 1.88% | 162% | 1,025 | 85.07% | 0.2 |
|
| 3213 |
3213
Affinity Asset Advisors
New York
| USD 396 M | +USD 117 M | +42% | 0.15% | 1,487% | 91 | 43.96% | 0.4 |
|
| 3214 |
GJCM
3214
Grand Jean Capital Management
San Francisco,
California
| USD 396 M | -USD 7.5 M | -2% | 1.65% | 61.4% | 48 | 4.17% | 3.5 |
|
| 3215 |
3215
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| USD 396 M | -USD 18.7 M | -5% | 0.8% | 99.9% | 76 | 22.37% | 4.4 |
|
| 3216 |
3216
Surevest
Los Angeles,
California
| USD 396 M | +USD 12.2 M | +3% | 2.08% | 24.6% | 109 | 10.09% | 1.7 |
|
| 3217 |
OPPTF
3217
OPSEU Pension Plan Trust Fund
Toronto,
Ontario, Canada
| USD 396 M | +USD 6.01 M | +2% | 0.44% | 13.4% | 283 | 7.42% | 1.2 |
|
| 3218 |
3218
Ellis Investment Partners
Berwyn,
Pennsylvania
| USD 396 M | +USD 3.76 M | +1% | 0.9% | 70.8% | 826 | 8.84% | 1.8 |
|
| 3219 |
3219
SailingStone Capital Partners
Houston,
Texas
| USD 396 M | -USD 116 M | -23% | 16% | 152% | 13 | 15.38% | 2.5 |
|
| 3220 |
3220
Prentice Capital Management
Greenwich,
Connecticut
| USD 396 M | -USD 23 M | -5% | 17.4% | 128% | 32 | 46.88% | 0.5 |
|
| 3221 |
3221
Elk River Wealth Management
Denver,
Colorado
| USD 395 M | +USD 9.3 M | +2% | 0.85% | 81.8% | 127 | 6.3% | 0.7 |
|
| 3222 |
3222
Parkman Healthcare Partners
Stamford,
Connecticut
| USD 395 M | -USD 62.2 M | -14% | 8.32% | 306% | 93 | 32.26% | 0.8 |
|
| 3223 |
WC
3223
Walthausen & Co
Malta,
New York
| USD 395 M | -USD 58.1 M | -13% | 1.32% | 63.3% | 160 | 21.25% | 2 |
|
| 3224 |
3224
Hill City Capital
Boston,
Massachusetts
| USD 394 M | +USD 64.2 M | +19% | 4.39% | 194% | 24 | 25% | 0.5 |
|
| 3225 |
3225
AlphaCentric Advisors
San Juan,
Puerto Rico
| USD 393 M | +USD 25.3 M | +7% | 1.51% | – | 223 | 19.28% | 0.7 |
|