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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
3526
Covenant Asset Management
Chester,
New Jersey
| USD 595 M | -USD 69.6 M | -10% | 23.2% | 177% | 184 | 9.78% | 4.2 |
|
| 3527 |
3527
Edge Wealth Management
New York
| USD 594 M | +USD 9.08 M | +2% | 7.13% | 75.3% | 91 | 10.99% | 5.8 |
|
| 3528 |
RI
3528
RPTC Inc
Jackson,
Wyoming
| USD 594 M | +USD 23 M | +4% | 4.9% | 66.4% | 7 | 0% | 6.5 |
|
| 3529 |
3529
Kirr Marbach & Co
Columbus,
Indiana
| USD 594 M | +USD 45 M | +8% | 15.2% | 121% | 59 | 6.78% | 4.5 |
|
| 3530 |
3530
Drake & Associates
Waukesha,
Wisconsin
| USD 594 M | +USD 68.9 M | +13% | 9.04% | 47.9% | 118 | 26.27% | 1.8 |
|
| 3531 |
3531
ALM First Financial Advisors
Dallas,
Texas
| USD 594 M | +USD 36.2 M | +6% | 7.28% | 50.5% | 25 | 12% | 2.9 |
|
| 3532 |
3532
JMAC Enterprises
Newtown,
Pennsylvania
| USD 593 M | +USD 71.4 M | +14% | 13.8% | 68.5% | 126 | 10.32% | 2.9 |
|
| 3533 |
3533
Science & Technology Partners
New York
| USD 593 M | +USD 211 M | +55% | 64.8% | – | 104 | 77.88% | 0.2 |
|
| 3534 |
3534
Astoria Portfolio Advisors
New York
| USD 593 M | +USD 123 M | +26% | 16.4% | 75.4% | 369 | 22.76% | 1.6 |
|
| 3535 |
3535
Matthew Goff Investment Advisor
Houston,
Texas
| USD 593 M | -USD 7.24 M | -1% | 18.2% | 89.6% | 117 | 30.77% | 4.5 |
|
| 3536 |
FFA
3536
Florida Financial Advisors
Tampa,
Florida
| USD 592 M | +USD 174 M | +42% | 37.2% | – | 396 | 28.54% | 1.1 |
|
| 3537 |
3537
Studio Investment Management
Chicago,
Illinois
| USD 592 M | +USD 37.1 M | +7% | 8.06% | 51.3% | 192 | 9.9% | 3.2 |
|
| 3538 |
3538
Duncker Streett & Co
St. Louis,
Missouri
| USD 591 M | +USD 64.7 M | +12% | 16.6% | 102% | 548 | 7.3% | 7 |
|
| 3539 |
3539
Anatole Investment Management
Central,
Hong Kong
| USD 590 M | -USD 126 M | -18% | 145% | 3,486% | 21 | 66.67% | 0.3 |
|
| 3540 |
3540
Dorsey Wright & Associates
Pasadena,
California
| USD 590 M | -USD 217 M | -27% | 31.2% | 311% | 195 | 51.79% | 0.8 |
|
| 3541 |
3541
Estuary Capital Management
Wayzata,
Minnesota
| USD 589 M | -USD 8.35 M | -1% | 10.9% | – | 33 | 69.7% | 0.4 |
|
| 3542 |
3542
CenterStar Asset Management
Chicago,
Illinois
| USD 589 M | -USD 209 M | -26% | 18.4% | 104% | 566 | 76.86% | 0.4 |
|
| 3543 |
3543
Helen Stephens Group
Fort Worth,
Texas
| USD 589 M | +USD 87.5 M | +17% | 9.86% | 53.4% | 136 | 11.76% | 2.3 |
|
| 3544 |
SP
3544
Solel Partners
Boston,
Massachusetts
| USD 588 M | +USD 121 M | +26% | 22.2% | 25.9% | 25 | 28% | 1.5 |
|
| 3545 |
3545
New World Advisors
Hingham,
Massachusetts
| USD 588 M | +USD 19.6 M | +3% | 1.63% | 84.1% | 127 | 36.22% | 1.5 |
|
| 3546 |
3546
Triata Capital
Hong Kong
| USD 588 M | +USD 36.5 M | +7% | 10.9% | – | 14 | 14.29% | 1.3 |
|
| 3547 |
3547
Nuance Investments
Kansas City,
Missouri
| USD 588 M | -USD 129 M | -18% | 4.55% | 3.13% | 56 | 30.36% | 2.4 |
|
| 3548 |
3548
WestHill Financial Advisors
San Rafael,
California
| USD 587 M | +USD 64.4 M | +12% | 12.4% | 62.9% | 85 | 14.12% | 3.7 |
|
| 3549 |
CFMC
3549
Curbstone Financial Management Corp
Manchester,
New Hampshire
| USD 587 M | +USD 64.3 M | +12% | 14% | 69.6% | 221 | 11.31% | 6.5 |
|
| 3550 |
3550
Whalerock Point Partners
Providence,
Rhode Island
| USD 587 M | +USD 68.7 M | +13% | 15.5% | 103% | 213 | 10.33% | 5.5 |
|