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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
Logan Stone Capital
Chicago,
Illinois
| USD 365 M | +USD 70.6 M | +24% | 8.2% | 43.9% | 186 | 40.32% | 0.7 |
|
| 3302 |
MRCM
3302
M&R Capital Management
Summit,
New Jersey
| USD 365 M | -USD 17.7 M | -5% | 2.77% | 52.6% | 632 | 4.75% | 4.3 |
|
| 3303 |
3303
Cyrus J. Lawrence
New York
| USD 365 M | -USD 97.7 M | -21% | 2.49% | – | 152 | 18.42% | 1.3 |
|
| 3304 |
3304
LWMG LLC
Lake Elmo,
Minnesota
| USD 365 M | +USD 7.24 M | +2% | 4.23% | – | 87 | 5.75% | 0.7 |
|
| 3305 |
3305
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| USD 364 M | +USD 244 M | +203% | 1.26% | 70.4% | 284 | 86.97% | 0.2 |
|
| 3306 |
CNBTD
3306
Citizens National Bank Trust Department
Meridian,
Mississippi
| USD 364 M | -USD 13.7 M | -4% | 2.04% | 114% | 334 | 7.49% | 2.2 |
|
| 3307 |
3307
Affinity Capital Advisors
Berkeley,
California
| USD 364 M | -USD 4.74 M | -1% | 4.59% | 72.7% | 143 | 15.38% | 2.5 |
|
| 3308 |
3308
Aprio Wealth Management
Atlanta,
Georgia
| USD 364 M | -USD 462 k | -0.1% | 3.22% | 66.1% | 199 | 32.66% | 1.2 |
|
| 3309 |
CPIH
3309
Consolidated Press International Holdings
Sydney,
Australia
| USD 364 M | +USD 44.7 M | +14% | 4.01% | – | 28 | 21.43% | 0.4 |
|
| 3310 |
3310
Cubic Asset Management
Boston,
Massachusetts
| USD 363 M | -USD 8.17 M | -2% | 3.06% | 40.5% | 211 | 10.43% | 5.5 |
|
| 3311 |
3311
CRA Financial Services
Northfield,
New Jersey
| USD 363 M | -USD 6.69 M | -2% | 3.37% | 91.9% | 214 | 7.94% | 3.1 |
|
| 3312 |
3312
Wealth Advisors of Tampa Bay
Tampa,
Florida
| USD 363 M | +USD 181 M | +99% | 5.45% | 86.2% | 100 | 25% | 2.9 |
|
| 3313 |
3313
Palo Duro Investment Partners
Chicago,
Illinois
| USD 363 M | +USD 57.9 M | +19% | 13.3% | 62.8% | 12 | 58.33% | 0.2 |
|
| 3314 |
3314
Point72 Hong Kong
Hong Kong
| USD 363 M | -USD 36.7 M | -9% | 12.1% | 396% | 64 | 67.19% | 0.2 |
|
| 3315 |
3315
Trivium Point Advisory
Westport,
Connecticut
| USD 363 M | -USD 6.59 M | -2% | 2.55% | 106% | 203 | 9.36% | 2.8 |
|
| 3316 |
3316
Brian C. Broderick
| USD 363 M | -USD 16.1 M | -4% | 3.33% | 98.6% | 83 | 7.23% | 6.4 |
|
| 3317 |
CPH
3317
C Partners Holding
Zurich,
Switzerland
| USD 362 M | -USD 165 M | -31% | 2.06% | 25.6% | 19 | 5.26% | 4.6 |
|
| 3318 |
3318
Bayview Asset Management
Coral Gables,
Florida
| USD 362 M | -USD 135 M | -27% | 7.33% | 55.4% | 13 | 53.85% | 0.6 |
|
| 3319 |
3319
Seven Post Investment Office
San Francisco,
California
| USD 362 M | +USD 33.4 M | +10% | 1.25% | 44.4% | 55 | 5.45% | 3 |
|
| 3320 |
SA
3320
SoftVest Advisors
Abilene,
Texas
| USD 361 M | +USD 71.7 M | +25% | 24.1% | 178% | 7 | 42.86% | 1.7 |
|
| 3321 |
H2CM
3321
H/2 Credit Manager
Stamford,
Connecticut
| USD 361 M | +USD 32.8 M | +10% | 0.96% | 97.4% | 14 | 7.14% | 1.9 |
|
| 3322 |
3322
Opes Wealth Management
Menlo Park,
California
| USD 361 M | +USD 8.42 M | +2% | 5.03% | 54.1% | 126 | 7.94% | 2.4 |
|
| 3323 |
3323
Delta Investment Management
San Francisco,
California
| USD 361 M | -USD 4.14 M | -1% | 1% | 65.8% | 205 | 20% | 2.1 |
|
| 3324 |
3324
Cypress Wealth Services
Palm Desert,
California
| USD 361 M | -USD 19.8 M | -5% | 3.82% | 82.7% | 259 | 11.97% | 2 |
|
| 3325 |
3325
Bienville Capital Management
New York
| USD 361 M | +USD 61.9 M | +21% | 4.21% | 36.3% | 99 | 18.18% | 3.6 |
|