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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
3226
Aspen Grove Capital
Avon,
Colorado
| USD 694 M | +USD 180 M | +35% | 14.9% | 90% | 225 | 16% | 2.2 |
|
| 3227 |
3227
Volterra Technologies
New York
| USD 694 M | -USD 129 M | -16% | 10.3% | – | 477 | 73.38% | 0.2 |
|
| 3228 |
3228
Rule One Partners
Moreland,
Georgia
| USD 694 M | +USD 593 M | +589% | 15.1% | – | 19 | 63.16% | 0.5 |
|
| 3229 |
3229
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| USD 694 M | +USD 68.9 M | +11% | 18.9% | 94.5% | 185 | 11.89% | 3.2 |
|
| 3230 |
3230
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| USD 692 M | +USD 64.4 M | +10% | 9.32% | 43.7% | 7 | 42.86% | 1.7 |
|
| 3231 |
3231
Black Swift Group
Boulder,
Colorado
| USD 692 M | +USD 121 M | +21% | 25% | 139% | 157 | 34.39% | 1.1 |
|
| 3232 |
3232
Personal CFO Solutions
Chester,
New Jersey
| USD 692 M | -USD 20 M | -3% | 16.1% | 91.4% | 598 | 24.58% | 2.6 |
|
| 3233 |
3233
Cortland Associates
St Louis,
Missouri
| USD 692 M | -USD 4.96 M | -0.7% | 6.47% | 58.4% | 67 | 14.93% | 6.3 |
|
| 3234 |
3234
Blue Fin Capital
Warren,
Rhode Island
| USD 692 M | +USD 82.1 M | +13% | 17.3% | 147% | 166 | 10.84% | 6.5 |
|
| 3235 |
3235
SeaBridge Investment Advisors
Summit,
New Jersey
| USD 692 M | +USD 101 M | +17% | 31.6% | 139% | 203 | 14.78% | 3.8 |
|
| 3236 |
3236
Wealth Alliance Advisory Group
Wichita,
Kansas
| USD 691 M | +USD 59.8 M | +9% | 13.3% | 72.7% | 216 | 14.81% | 4.2 |
|
| 3237 |
3237
Ionic Capital Management
New York
| USD 690 M | -USD 678 M | -50% | 36.7% | 163% | 192 | 52.6% | 0.8 |
|
| 3238 |
CT
3238
Chicago Trust
Grayslake,
Illinois
| USD 690 M | +USD 64.4 M | +10% | 18.3% | 96.7% | 405 | 11.85% | 4.3 |
|
| 3239 |
3239
Heirloom Wealth Management
Greenwood Village,
Colorado
| USD 690 M | +USD 135 M | +24% | 7.96% | 81.8% | 94 | 42.55% | 2 |
|
| 3240 |
3240
Technology Crossover Management IX
Menlo Park,
California
| USD 690 M | -USD 62.3 M | -8% | 6.46% | 13% | 6 | 0% | 6.7 |
|
| 3241 |
MTC
3241
Matrix Trust Company
Denver,
Colorado
| USD 690 M | +USD 87.5 M | +15% | 10.6% | 51.4% | 188 | 52.13% | 2.4 |
|
| 3242 |
3242
Boston Standard Wealth Management
Winchester,
Massachusetts
| USD 689 M | +USD 78.5 M | +13% | 10.2% | 47.1% | 60 | 8.33% | 5.2 |
|
| 3243 |
3243
Gabelli & Co Investment Advisers
Rye,
New York
| USD 688 M | +USD 13.5 M | +2% | 13.8% | 248% | 380 | 38.68% | 1.4 |
|
| 3244 |
3244
Encompass More Asset Management
Danville,
California
| USD 687 M | +USD 90.8 M | +15% | 11.2% | 80.4% | 337 | 41.54% | 0.9 |
|
| 3245 |
PWW
3245
Pettyjohn Wood & White
Lynchburg,
Virginia
| USD 687 M | +USD 59.4 M | +9% | 11.4% | 70.9% | 228 | 8.77% | 6.6 |
|
| 3246 |
3246
Laurel Oak Wealth Management
Marlton,
New Jersey
| USD 687 M | +USD 91 M | +15% | 16.3% | – | 398 | 13.32% | 0.4 |
|
| 3247 |
CFSG
3247
Community Financial Services Group
Newport,
Vermont
| USD 686 M | +USD 118 M | +21% | 16.6% | – | 547 | 18.65% | 1.1 |
|
| 3248 |
3248
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| USD 686 M | +USD 61.2 M | +10% | 12.8% | 63.5% | 343 | 23.91% | 2.1 |
|
| 3249 |
3249
Toews Corporation
Northfield,
New Jersey
| USD 686 M | +USD 426 M | +165% | 6.96% | 22% | 151 | 96.03% | 0.1 |
|
| 3250 |
3250
Blume Capital Management
Berkeley,
California
| USD 684 M | +USD 95.6 M | +16% | 20% | 102% | 368 | 10.33% | 5.5 |
|