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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Sloane Robinson
London,
United Kingdom
| USD 259 M | +USD 38.2 M | +17% | 21.9% | 175% | 26 | 19.23% | 1.1 |
|
| 3302 |
3302
Northwest Bancshares
Warren,
Pennsylvania
| USD 259 M | +USD 16.7 M | +7% | 7.99% | 84.8% | 149 | 10.07% | 1.6 |
|
| 3303 |
3303
Optas LLC
Austin,
Texas
| USD 259 M | – | – | 3.12% | 118% | 148 | – | 0 |
|
| 3304 |
3304
Crabel Capital Management
Los Angeles,
California
| USD 259 M | +USD 91.1 M | +54% | 7.56% | 13.9% | 246 | 52.85% | 0.3 |
|
| 3305 |
3305
Longfellow Investment Management
Boston,
Massachusetts
| USD 258 M | +USD 43.6 M | +20% | 2.37% | 45.9% | 146 | 39.04% | 0.6 |
|
| 3306 |
3306
JCIC Asset Management
Toronto,
Ontario, Canada
| USD 258 M | +USD 30.8 M | +14% | 9.39% | – | 148 | 18.24% | 2.3 |
|
| 3307 |
3307
GenWealth Group
Maplewood,
New Jersey
| USD 258 M | +USD 17.8 M | +7% | 6.26% | 73.9% | 71 | 7.04% | 1.9 |
|
| 3308 |
CCM
3308
Compton Capital Management
Providence,
Rhode Island
| USD 258 M | +USD 20.1 M | +8% | 11.4% | 75.6% | 145 | 12.41% | 4.7 |
|
| 3309 |
3309
Wittenberg Investment Management
Carlisle,
Massachusetts
| USD 258 M | +USD 28.4 M | +12% | 13.7% | 89.9% | 81 | 4.94% | 2.3 |
|
| 3310 |
3310
Henry James International Management
New York
| USD 257 M | +USD 23 M | +10% | 13.5% | 125% | 140 | 6.43% | 1.1 |
|
| 3311 |
3311
TCI Wealth Advisors
Tucson,
Arizona
| USD 257 M | +USD 32.3 M | +14% | 10.2% | 68.2% | 1,778 | 20.25% | 3.1 |
|
| 3312 |
3312
Financial Partners Group (Kansas)
Overland Park,
Kansas
| USD 257 M | +USD 32.3 M | +14% | 6.92% | 76.7% | 88 | 15.91% | 1.3 |
|
| 3313 |
3313
Forefront Analytics
West Conshohocken,
Pennsylvania
| USD 257 M | +USD 14.6 M | +6% | 2.63% | 50.9% | 46 | 0% | 1.6 |
|
| 3314 |
3314
Trivium Point Advisory
Westport,
Connecticut
| USD 257 M | +USD 39.2 M | +18% | 7.19% | 106% | 174 | 16.09% | 0.8 |
|
| 3315 |
3315
Charles Schwab Trust
Henderson,
Nevada
| USD 257 M | +USD 42.5 M | +20% | 6.02% | 52.7% | 170 | 15.29% | 0.2 |
|
| 3316 |
3316
WESCAP Management Group
Glendale,
California
| USD 257 M | +USD 14.2 M | +6% | 5.33% | 45.7% | 77 | 2.6% | 2.6 |
|
| 3317 |
3317
Southport Capital Management
Chattanooga,
Tennessee
| USD 257 M | +USD 35 M | +16% | 6.86% | 80% | 215 | 13.95% | 3.5 |
|
| 3318 |
3318
Madison International Realty Holdings
New York
| USD 257 M | -USD 8.41 M | -3% | 0.39% | – | 7 | 14.29% | 2.2 |
|
| 3319 |
3319
Integral Health Asset Management
New York
| USD 257 M | – | – | 28.4% | 564% | 50 | – | 0 |
|
| 3320 |
CC
3320
ClearArc Capital
Cincinnati,
Ohio
| USD 257 M | -USD 89.4 M | -26% | 9.66% | 63.4% | 357 | 17.09% | 5.7 |
|
| 3321 |
3321
Firsthand Capital Management
San Jose,
California
| USD 257 M | +USD 9.07 M | +4% | 12.6% | 265% | 56 | 7.14% | 2.7 |
|
| 3322 |
3322
Benedict Financial Advisors
Atlanta,
Georgia
| USD 257 M | +USD 12.8 M | +5% | 7.13% | 72.4% | 107 | 7.48% | 4.1 |
|
| 3323 |
3323
Engine Capital Management
New York
| USD 256 M | +USD 42.5 M | +20% | 17.4% | 21.1% | 59 | 52.54% | 0.8 |
|
| 3324 |
SC
3324
Saybrook Capital
Winston Salem,
North Carolina
| USD 256 M | +USD 19.5 M | +8% | 8.8% | 72.5% | 48 | 2.08% | 5.4 |
|
| 3325 |
3325
World Investment Advisors
Santa Barbara,
California
| USD 256 M | +USD 23 M | +10% | 6.12% | 65.4% | 180 | 22.78% | 0.7 |
|