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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
OLP Capital Management
Causeway Bay,
Hong Kong
| USD 567 M | -USD 207 M | -27% | 2.37% | 146% | 5 | 20% | 1.5 |
|
| 3302 |
GWI
3302
Grace & White Inc
Ny,
New York
| USD 567 M | +USD 20.4 M | +4% | 6.72% | 59.6% | 139 | 1.44% | 7.1 |
|
| 3303 |
3303
FORA Capital
Miami,
Florida
| USD 566 M | -USD 335 M | -37% | 22.7% | 162% | 705 | 67.66% | 0.3 |
|
| 3304 |
3304
Greenspring Advisors
Towson,
Maryland
| USD 565 M | – | – | 7.06% | – | 115 | – | 2.1 |
|
| 3305 |
3305
Moment Partners
San Francisco,
California
| USD 565 M | +USD 32.5 M | +6% | 6.47% | – | 121 | 7.44% | 0.7 |
|
| 3306 |
3306
Edge Wealth Management
New York
| USD 565 M | +USD 45.4 M | +9% | 9.68% | 75.3% | 89 | 8.99% | 5.7 |
|
| 3307 |
3307
Ironwood Financial
Tucson,
Arizona
| USD 564 M | +USD 98.1 M | +21% | 6.9% | 54.1% | 171 | 9.94% | 5.4 |
|
| 3308 |
FA
3308
Financial Advisors
Andover,
Massachusetts
| USD 564 M | +USD 27.4 M | +5% | 6.9% | 71.5% | 82 | 7.32% | 4.7 |
|
| 3309 |
3309
Act Two Investors
Santa Cruz,
California
| USD 564 M | +USD 74.3 M | +15% | 8.24% | 53% | 41 | 14.63% | 3.2 |
|
| 3310 |
FCP
3310
Fine Capital Partners
New York
| USD 563 M | -USD 144 M | -20% | 12.8% | 95.5% | 1 | 0% | 12.3 |
|
| 3311 |
3311
Estuary Capital Management
Wayzata,
Minnesota
| USD 563 M | +USD 50.2 M | +10% | 5.07% | – | 19 | 47.37% | 0.7 |
|
| 3312 |
3312
Coerente Capital Management
Toronto,
Ontario, Canada
| USD 563 M | +USD 19.2 M | +4% | 4.6% | 54.7% | 39 | 0% | 3.7 |
|
| 3313 |
JC
3313
Joho Capital
New York
| USD 563 M | -USD 147 M | -21% | 3.4% | 80.2% | 11 | 36.36% | 2.6 |
|
| 3314 |
3314
Independent Solutions Wealth Management
Williamsville,
New York
| USD 563 M | +USD 50.8 M | +10% | 10.5% | 125% | 195 | 17.44% | 3.6 |
|
| 3315 |
3315
Francis Financial
| USD 562 M | +USD 127 M | +29% | 5.34% | 56.2% | 133 | 30.83% | 1.7 |
|
| 3316 |
3316
Martin & Co
Knoxville,
Tennessee
| USD 562 M | +USD 18.5 M | +3% | 6.46% | 67.8% | 106 | 5.66% | 9.2 |
|
| 3317 |
3317
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
| USD 562 M | +USD 43.9 M | +8% | 7.17% | – | 260 | 16.92% | 0.7 |
|
| 3318 |
3318
Pinpoint Asset Management (Singapore)
Singapore,
| USD 561 M | -USD 11.2 M | -2% | 14.3% | – | 158 | 60.76% | 0.1 |
|
| 3319 |
3319
Tufton Capital Management
Hunt Valley,
Maryland
| USD 561 M | +USD 35.1 M | +7% | 8.5% | 96.1% | 121 | 4.96% | 8.4 |
|
| 3320 |
IIA
3320
IPG Investment Advisors
San Diego,
California
| USD 561 M | +USD 48.4 M | +9% | 15% | 126% | 240 | 37.92% | 2 |
|
| 3321 |
3321
Schnieders Capital Management
Pasadena,
California
| USD 561 M | -USD 9.15 M | -2% | 10.8% | 103% | 231 | 8.23% | 5.8 |
|
| 3322 |
3322
TCP Asset Management
Columbus,
Ohio
| USD 561 M | +USD 56.2 M | +11% | 7.12% | 65% | 114 | 19.3% | 1.6 |
|
| 3323 |
CNBTD
3323
Citizens National Bank Trust Department
Meridian,
Mississippi
| USD 560 M | +USD 59 M | +12% | 10.2% | 114% | 391 | 5.88% | 3.4 |
|
| 3324 |
CTAF
3324
Call To Action Foundation
Salt Lake City,
Utah
| USD 560 M | +USD 38.7 M | +7% | 7.81% | – | 1 | 0% | 1.8 |
|
| 3325 |
LHC
3325
Lodge Hill Capital
New York
| USD 560 M | +USD 126 M | +29% | 12.3% | 17.9% | 23 | 34.78% | 1.2 |
|