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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
3426
Great Point Wealth Advisors
Boston,
Massachusetts
| USD 532 M | – | – | 5.14% | – | 64 | – | 3.5 |
|
| 3427 |
3427
Spinnaker Investment Group
Newport Beach,
California
| USD 532 M | +USD 106 M | +25% | 6.1% | 56.9% | 159 | 38.36% | 1.4 |
|
| 3428 |
3428
Kahn Brothers Group
New York
| USD 532 M | +USD 33.9 M | +7% | 10.1% | 53.4% | 55 | 12.73% | 4.7 |
|
| 3429 |
3429
Paragon Capital Management (Colorado)
Denver,
Colorado
| USD 532 M | -USD 20 M | -4% | 2.89% | 109% | 222 | 13.06% | 2.8 |
|
| 3430 |
3430
Perkins Coie Trust Company
Seattle,
Washington
| USD 532 M | -USD 55.6 M | -9% | 8.08% | 83.2% | 326 | 26.69% | 5.6 |
|
| 3431 |
3431
Nalanda India Equity Fund
Mauritius
| USD 531 M | -USD 155 M | -23% | 4.82% | 13.6% | 2 | 50% | 6.8 |
|
| 3432 |
3432
Liberty Capital Management
Birmingham,
Michigan
| USD 531 M | +USD 35.7 M | +7% | 6.59% | – | 180 | 5% | 5.9 |
|
| 3433 |
3433
Marotta Asset Management
Charlottesville,
Virginia
| USD 531 M | +USD 32.5 M | +7% | 5.02% | 51% | 110 | 5.45% | 4.1 |
|
| 3434 |
3434
Leonard Rickey Investment Advisors
Yakima,
Washington
| USD 531 M | +USD 30.4 M | +6% | 5.78% | 60.4% | 119 | 6.72% | 3.5 |
|
| 3435 |
3435
Hazelview Securities
Toronto,
Ontario, Canada
| USD 531 M | -USD 33.2 M | -6% | 2.83% | – | 40 | 45% | 1.3 |
|
| 3436 |
3436
Founders Financial Alliance
Raleigh,
North Carolina
| USD 531 M | +USD 91.1 M | +21% | 8.32% | 84.9% | 725 | 26.62% | 2.5 |
|
| 3437 |
3437
Stieven Capital Advisors
St. Louis,
Missouri
| USD 530 M | +USD 18.1 M | +4% | 7.89% | 117% | 47 | 27.66% | 3.7 |
|
| 3438 |
3438
Stamos Capital Partners
Menlo Park,
California
| USD 530 M | -USD 27.4 M | -5% | 6.68% | 36.7% | 142 | 2.82% | 2.7 |
|
| 3439 |
3439
Studio Investment Management
Chicago,
Illinois
| USD 530 M | +USD 31.7 M | +6% | 6.32% | 51.3% | 182 | 9.34% | 2.8 |
|
| 3440 |
3440
Olstein Capital Management
Purchase,
New York
| USD 530 M | -USD 3.81 M | -0.7% | 3.55% | 16.6% | 105 | 5.71% | 5.8 |
|
| 3441 |
3441
SkyOak Wealth
Southfield,
Michigan
| USD 529 M | +USD 31.8 M | +6% | 7.41% | 80.7% | 266 | 13.53% | 3.3 |
|
| 3442 |
MAM
3442
Milestone Asset Management
Pittsburgh,
Pennsylvania
| USD 529 M | +USD 55.3 M | +12% | 5.64% | 64.4% | 257 | 34.24% | 1.1 |
|
| 3443 |
3443
SMI Advisory Services
Columbus,
Indiana
| USD 529 M | +USD 11.1 M | +2% | 6.8% | 80.7% | 62 | 27.42% | 1.2 |
|
| 3444 |
3444
Strong Tower Advisory Services
Minneapolis,
Minnesota
| USD 528 M | +USD 20.8 M | +4% | 8.61% | 155% | 103 | 8.74% | 2.7 |
|
| 3445 |
3445
111 Capital
Paris,
France
| USD 528 M | -USD 54 M | -9% | 7.81% | – | 728 | 71.57% | 0.2 |
|
| 3446 |
3446
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| USD 528 M | +USD 28.1 M | +6% | 7.58% | 55.7% | 139 | 4.32% | 8.8 |
|
| 3447 |
3447
First National Corp
Rockland,
Massachusetts
| USD 527 M | +USD 31.4 M | +6% | 6.5% | 56.3% | 184 | 16.85% | 3.8 |
|
| 3448 |
3448
Systelligence LLC
Bloomington,
Minnesota
| USD 527 M | -USD 13.5 M | -2% | 6.06% | 57.3% | 64 | 31.25% | 0.9 |
|
| 3449 |
3449
Moody Aldrich Partners
Marblehead,
Massachusetts
| USD 527 M | +USD 10.6 M | +2% | 21.3% | 312% | 209 | 24.88% | 1.4 |
|
| 3450 |
3450
Varenne Capital Partners
Paris,
France
| USD 527 M | -USD 49.8 M | -9% | 17.7% | 212% | 36 | 72.22% | 0.3 |
|