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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
Henry James International Management
New York
| USD 350 M | +USD 17.8 M | +5% | 6.09% | 125% | 171 | 10.53% | 1.7 |
|
| 3502 |
CNBTD
3502
Citizens National Bank Trust Department
Meridian,
Mississippi
| USD 349 M | +USD 20.4 M | +6% | 6.03% | 114% | 142 | 4.93% | 1 |
|
| 3503 |
IFS
3503
Ifrah Financial Services
Little Rock,
Arkansas
| USD 349 M | +USD 16.8 M | +5% | 5.14% | 64.1% | 223 | 13.45% | 3.3 |
|
| 3504 |
3504
Physician Wealth Advisors
Midvale,
Utah
| USD 349 M | +USD 41.8 M | +14% | 6.52% | 79.9% | 156 | 11.54% | 1.3 |
|
| 3505 |
3505
Concord Wealth Partners
Abingdon,
Virginia
| USD 349 M | +USD 52 M | +18% | 4.05% | 66% | 1,129 | 16.83% | 0.4 |
|
| 3506 |
3506
Amarillo National Bank
Amarillo,
Texas
| USD 349 M | -USD 44.9 M | -11% | 6.7% | 63.5% | 101 | 7.92% | 4.5 |
|
| 3507 |
3507
Pier 88 Investment Partners
San Francisco,
California
| USD 348 M | +USD 53.3 M | +18% | 3.69% | 36.1% | 118 | 11.86% | 1.3 |
|
| 3508 |
3508
Alight Capital Management
New York
| USD 348 M | -USD 36.9 M | -10% | 9.16% | 466% | 78 | 58.97% | 0.5 |
|
| 3509 |
EEP
3509
Edgehill Endowment Partners
Hamden,
Connecticut
| USD 348 M | +USD 45.5 M | +15% | 3.47% | 11.6% | 7 | 14.29% | 2.1 |
|
| 3510 |
3510
Northwest Quadrant Wealth Management
Bend,
Oregon
| USD 347 M | +USD 23.6 M | +7% | 5.23% | 45.6% | 66 | 6.06% | 3 |
|
| 3511 |
3511
Rock Point Advisors
Burlington,
Vermont
| USD 347 M | +USD 26.2 M | +8% | 4.77% | 82.8% | 101 | 5.94% | 3.5 |
|
| 3512 |
3512
Hunting Hill Global Capital
New York
| USD 347 M | +USD 36.1 M | +12% | 7.3% | 132% | 115 | 53.04% | 0.2 |
|
| 3513 |
3513
Southern Wealth Management
Dallas,
Texas
| USD 347 M | +USD 43.1 M | +14% | 5.87% | 50% | 56 | 3.57% | 1.3 |
|
| 3514 |
3514
First PREMIER Bank
Sioux Falls,
South Dakota
| USD 346 M | +USD 64.1 M | +23% | 5.81% | 63% | 370 | 16.22% | 2.9 |
|
| 3515 |
3515
Mosaic Family Wealth
St. Louis,
Missouri
| USD 346 M | +USD 262 k | +0.1% | 7.07% | 85.2% | 171 | 7.6% | 3.6 |
|
| 3516 |
3516
Orchard Capital Management
Chicago,
Illinois
| USD 346 M | +USD 28.3 M | +9% | 5.51% | 140% | 45 | 8.89% | 0.5 |
|
| 3517 |
3517
Cedar Brook Financial Partners
Cleveland,
Ohio
| USD 346 M | +USD 57.4 M | +20% | 6.35% | 47% | 383 | 20.37% | 1.4 |
|
| 3518 |
3518
Canal Capital Management
Richmond,
Virginia
| USD 346 M | +USD 52.8 M | +18% | 8.67% | 67.8% | 140 | 11.43% | 2.8 |
|
| 3519 |
3519
Johnson Bixby & Associates
Vancouver,
Washington
| USD 346 M | +USD 29.5 M | +9% | 4.37% | 48.7% | 84 | 9.52% | 0.5 |
|
| 3520 |
3520
Fort LP
Chevy Chase,
Maryland
| USD 346 M | -USD 10.5 M | -3% | 7.34% | 56.8% | 292 | 20.55% | 1.9 |
|
| 3521 |
3521
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| USD 346 M | +USD 14.4 M | +4% | 7.41% | 73.6% | 1,868 | 12.26% | 3.2 |
|
| 3522 |
3522
SCP Investment
Orinda,
California
| USD 345 M | +USD 10.7 M | +3% | 3.73% | 32.8% | 37 | 48.65% | 0.9 |
|
| 3523 |
3523
Harfst & Associates
Sheridan,
Wyoming
| USD 345 M | +USD 13.3 M | +4% | 6.33% | 88.1% | 148 | 17.57% | 2.5 |
|
| 3524 |
PPP
3524
Private Portfolio Partners
Paramus,
New Jersey
| USD 345 M | +USD 36.5 M | +12% | 6.39% | 16.9% | 270 | 17.04% | 1.6 |
|
| 3525 |
3525
Cloverfields Capital Group
Minneapolis,
Minnesota
| USD 345 M | +USD 35.8 M | +12% | 8.42% | 101% | 77 | 33.77% | 0.4 |
|