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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
Deer Management Company
Larchmont,
New York
| USD 622 M | -USD 406 M | -40% | 37.9% | 154% | 9 | 11.11% | 2.8 |
|
| 3202 |
3202
Headwater Capital
Hong Kong,
China
| USD 622 M | +USD 141 M | +29% | 6.5% | – | 24 | 66.67% | 0.5 |
|
| 3203 |
3203
Trust Company of the South
Greensboro,
North Carolina
| USD 622 M | +USD 74.9 k | +0% | 0.5% | 70.2% | 148 | 12.16% | 1.7 |
|
| 3204 |
KC
3204
KCM Capital
Shawnee,
Kansas
| USD 622 M | +USD 98.7 M | +19% | 21.7% | – | 39 | 35.9% | 0.2 |
|
| 3205 |
3205
Agave Capital Management
London,
| USD 622 M | +USD 23.1 M | +4% | 1.65% | – | 26 | 80.77% | 0.2 |
|
| 3206 |
FBT
3206
First Bank & Trust
Brookings,
South Dakota
| USD 621 M | +USD 6.92 M | +1% | 1.63% | 85.6% | 283 | 17.31% | 3.9 |
|
| 3207 |
3207
RBO & Co
Saint Helena,
California
| USD 620 M | -USD 8.77 M | -1% | 3.28% | 27.9% | 59 | 15.25% | 7.4 |
|
| 3208 |
3208
Keating Financial Advisory Services
Manhattan,
Kansas
| USD 619 M | -USD 118 M | -16% | 2.17% | – | 2,691 | 21.85% | 0.2 |
|
| 3209 |
3209
KPS Global Asset Management (UK)
London,
United Kingdom
| USD 619 M | -USD 199 M | -24% | 25.1% | 373% | 4 | 0% | 5.9 |
|
| 3210 |
RIS
3210
Richmond Investment Services
Mequon,
Wisconsin
| USD 619 M | +USD 40.2 M | +7% | 1.38% | – | 273 | 20.51% | 0.8 |
|
| 3211 |
AMG
3211
Asset Management Group
Stamford,
Connecticut
| USD 619 M | +USD 223 k | +0% | 0.63% | 57% | 140 | 3.57% | 8.7 |
|
| 3212 |
3212
Burling Wealth Partners
Chicago,
Illinois
| USD 618 M | -USD 25.3 M | -4% | 2.64% | – | 190 | 9.47% | 1.1 |
|
| 3213 |
3213
McMorgan & Co
San Francisco,
California
| USD 618 M | +USD 14.7 M | +2% | 1.2% | 30.1% | 48 | 22.92% | 2.4 |
|
| 3214 |
3214
Albar Capital Partners
London,
United Kingdom
| USD 618 M | +USD 195 M | +46% | 9.03% | – | 53 | 73.58% | 0.3 |
|
| 3215 |
3215
Riversedge Advisors
Wilmington,
Delaware
| USD 618 M | +USD 2.7 M | +0.4% | 0.62% | 71.3% | 251 | 28.69% | 1.6 |
|
| 3216 |
3216
Affiance Financial
St. Louis Park,
Minnesota
| USD 617 M | -USD 4.7 M | -0.8% | 2.87% | 57.8% | 109 | 6.42% | 5.8 |
|
| 3217 |
VHMC
3217
Value Holdings Management Company
Hampton Bays,
New York
| USD 617 M | +USD 19 M | +3% | 15.1% | 125% | 30 | 23.33% | 8.1 |
|
| 3218 |
3218
Alpha Omega Wealth Management
Richmond,
Virginia
| USD 617 M | +USD 13.9 M | +2% | 2.48% | 65.9% | 208 | 3.85% | 6.7 |
|
| 3219 |
3219
Consolidated Planning Corp
Atlanta,
Georgia
| USD 617 M | -USD 374 M | -38% | 0.32% | 84.6% | 222 | 41.89% | 2.7 |
|
| 3220 |
3220
Third Avenue Management
New York
| USD 616 M | +USD 65.8 M | +12% | 16.9% | 113% | 57 | 17.54% | 5.2 |
|
| 3221 |
3221
Tarbox Family Office
Newport Beach,
California
| USD 616 M | -USD 5.79 M | -0.9% | 0.78% | 66.4% | 107 | 13.08% | 8.4 |
|
| 3222 |
3222
Rainey & Randall Wealth Advisors
Celebration,
Florida
| USD 616 M | +USD 2.77 M | +0.5% | 0.74% | 52.3% | 81 | 12.35% | 3.2 |
|
| 3223 |
DTL
3223
Dynamic Technology Lab
Singapore
| USD 615 M | +USD 173 M | +39% | 0.41% | 30.8% | 1,230 | 75.04% | 0.2 |
|
| 3224 |
3224
Clearstead Trust
Portland,
Maine
| USD 613 M | -USD 21.8 M | -3% | 3.71% | 124% | 1,052 | 11.98% | 2.1 |
|
| 3225 |
3225
Princeton Global Asset Management
Princeton,
New Jersey
| USD 613 M | -USD 4.57 M | -0.7% | 0.28% | 110% | 873 | 10.19% | 3.2 |
|