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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
Arcus Capital Partners
Atlanta,
Georgia
| USD 335 M | +USD 42 M | +14% | 22.2% | 69.2% | 127 | 13.39% | 2.5 |
|
| 3552 |
3552
Irenic Capital Management
New York
| USD 335 M | +USD 45 M | +16% | 7.83% | 93.6% | 21 | 47.62% | 0.3 |
|
| 3553 |
3553
BDT Capital Partners
Chicago,
Illinois
| USD 335 M | +USD 48.6 M | +17% | 16% | 25.5% | 4 | 50% | 0.7 |
|
| 3554 |
PT
3554
Plimoth Trust
Plymouth,
Massachusetts
| USD 334 M | +USD 12 M | +4% | 6.34% | 110% | 161 | 3.11% | 4.7 |
|
| 3555 |
3555
Shulman DeMeo Asset Management
Lake Success,
New York
| USD 334 M | +USD 15.9 M | +5% | 6.97% | 79.3% | 137 | 5.84% | 1.5 |
|
| 3556 |
3556
Enstar Group
Hamilton,
Bermuda
| USD 334 M | +USD 59.9 M | +22% | 5.22% | 29.5% | 11 | 18.18% | 2.5 |
|
| 3557 |
WM
3557
Wishbone Management
Chicago,
Illinois
| USD 334 M | -USD 12.7 M | -4% | 10% | 58.7% | 9 | 22.22% | 1 |
|
| 3558 |
3558
REDW Wealth
Albuquerque,
New Mexico
| USD 334 M | +USD 19.6 M | +6% | 4.98% | 54.1% | 154 | 13.64% | 3 |
|
| 3559 |
3559
MYDA Advisors
Woodmere,
New York
| USD 334 M | +USD 70.5 M | +27% | 11.7% | 232% | 174 | 66.09% | 0.4 |
|
| 3560 |
3560
Liberty Capital Management
Birmingham,
Michigan
| USD 334 M | +USD 29.6 M | +10% | 6.81% | – | 147 | 10.88% | 5.4 |
|
| 3561 |
BCA
3561
Bray Capital Advisors
Naples,
Florida
| USD 334 M | -USD 9.03 M | -3% | 7.87% | 36.6% | 266 | 3.38% | 5.2 |
|
| 3562 |
CBTWT
3562
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| USD 333 M | +USD 18.9 M | +6% | 6.33% | 124% | 143 | 6.29% | 5.2 |
|
| 3563 |
3563
Intellectus Partners
San Francisco,
California
| USD 333 M | +USD 16.5 M | +5% | 7.85% | 157% | 283 | 16.96% | 3 |
|
| 3564 |
AA
3564
Ashford Advisors
Pittsford,
New York
| USD 333 M | +USD 25.3 M | +8% | 7.48% | 66.5% | 16 | 12.5% | 2 |
|
| 3565 |
3565
Great Point Wealth Advisors
Boston,
Massachusetts
| USD 333 M | +USD 17.2 M | +5% | 4.6% | – | 62 | 1.61% | 2.8 |
|
| 3566 |
3566
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| USD 333 M | +USD 9.6 M | +3% | 4.47% | 12.8% | 153 | 18.95% | 4 |
|
| 3567 |
3567
Luminus Management
Houston,
Texas
| USD 333 M | -USD 73.9 M | -18% | 4.03% | 8.7% | 37 | 54.05% | 1.3 |
|
| 3568 |
3568
Cynosure Group
Salt Lake City,
Utah
| USD 333 M | +USD 266 M | +403% | 6.6% | 56.8% | 128 | 79.69% | 0.5 |
|
| 3569 |
3569
RB Capital Management
Reno,
Nevada
| USD 332 M | +USD 16.4 M | +5% | 8.92% | 79.4% | 183 | 7.65% | 3.8 |
|
| 3570 |
3570
Relaxing Retirement Coach
Wellesley,
Massachusetts
| USD 332 M | +USD 32.1 M | +11% | 3.76% | 28.6% | 76 | 11.84% | 2.5 |
|
| 3571 |
3571
Cardinal Point Capital Management
Toronto,
Ontario, Canada
| USD 332 M | +USD 3.12 M | +0.9% | 4.31% | 65.8% | 90 | 35.56% | 0.4 |
|
| 3572 |
3572
LexAurum Advisors
Overland Park,
Kansas
| USD 332 M | +USD 30.8 M | +10% | 5.2% | – | 281 | 13.17% | 2.6 |
|
| 3573 |
3573
Abacus Wealth Partners
Santa Monica,
California
| USD 332 M | +USD 29.8 M | +10% | 3.94% | 46% | 91 | 9.89% | 1.6 |
|
| 3574 |
3574
Ardmore Road Asset Management
New York
| USD 332 M | +USD 109 M | +49% | 11.5% | 245% | 41 | 70.73% | 0.4 |
|
| 3575 |
3575
Dorsey Wright & Associates
Pasadena,
California
| USD 332 M | +USD 2.25 M | +0.7% | 10.4% | 311% | 370 | 46.49% | 0.6 |
|