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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
3601
Inherent Group
New York
| USD 165 M | – | – | 17.4% | 61.7% | 7 | – | 0 |
|
| 3602 |
PSG
3602
Planning Solutions Group
Fulton,
Maryland
| USD 164 M | – | – | 11.2% | – | 122 | – | 0 |
|
| 3603 |
3603
Thomas Story & Son
Culver,
Indiana
| USD 164 M | -USD 24.8 M | -13% | 10.6% | 101% | 57 | 10.53% | 3.9 |
|
| 3604 |
3604
Alera Investment Advisors
Deerfield,
Illinois
| USD 164 M | – | – | 12.2% | 28.9% | 1,207 | – | 0 |
|
| 3605 |
3605
Patriot Financial Partners
Radnor,
Pennsylvania
| USD 164 M | -USD 54.5 M | -25% | 26.4% | 16.6% | 11 | 18.18% | 1.7 |
|
| 3606 |
3606
University of Chicago
Chicago,
Illinois
| USD 164 M | -USD 25.9 M | -14% | 13.4% | 62.3% | 4 | 0% | 1.9 |
|
| 3607 |
SSI
3607
Scott & Selber Inc
Houston,
Texas
| USD 164 M | -USD 39.3 M | -19% | 14.2% | 202% | 80 | 27.5% | 2.2 |
|
| 3608 |
3608
Sitrin Capital Management
Century City,
California
| USD 164 M | -USD 22.2 M | -12% | 12% | 139% | 41 | 29.27% | 1.9 |
|
| 3609 |
3609
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| USD 164 M | -USD 225 M | -58% | 12.9% | 140% | 205 | 42.93% | 2.3 |
|
| 3610 |
3610
Parkside Advisors
Berkeley,
California
| USD 164 M | +USD 13.8 M | +9% | 9.83% | 36.7% | 62 | 30.65% | 2.4 |
|
| 3611 |
3611
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| USD 163 M | -USD 24.7 M | -13% | 11.2% | 81.7% | 633 | 9.48% | 2.1 |
|
| 3612 |
WA
3612
Winfield Associates
Cleveland,
Ohio
| USD 163 M | -USD 39.4 M | -19% | 12.6% | 77.8% | 129 | 12.4% | 3.9 |
|
| 3613 |
ARG
3613
Advisory Resource Group
Tulsa,
Oklahoma
| USD 163 M | – | – | 15.6% | 66.5% | 63 | – | 0 |
|
| 3614 |
3614
Burford Capital Investment Management
Chicago,
Illinois
| USD 163 M | +USD 62.7 M | +63% | 12.5% | 46.3% | 5 | 60% | 0.4 |
|
| 3615 |
3615
TrinityPoint Wealth
Milford,
Connecticut
| USD 163 M | – | – | 13.2% | 28.4% | 167 | – | 0 |
|
| 3616 |
GPC
3616
Guardian Point Capital
Charlottesville,
Virginia
| USD 163 M | -USD 91.1 M | -36% | 9.44% | 142% | 13 | 30.77% | 1.5 |
|
| 3617 |
3617
Sargent Investment Group
Bethesda,
Maryland
| USD 163 M | – | – | 14.1% | 113% | 125 | – | 0 |
|
| 3618 |
3618
Liberty Capital Management
Birmingham,
Michigan
| USD 163 M | -USD 28.8 M | -15% | 10.1% | – | 107 | 10.28% | 3.9 |
|
| 3619 |
3619
Pinnacle Bancorp
Beatrice,
Nebraska
| USD 163 M | – | – | 8.48% | 72.9% | 704 | – | 1.3 |
|
| 3620 |
3620
SV Health Investors
Boston,
Massachusetts
| USD 162 M | -USD 179 M | -52% | 39.5% | 97.4% | 9 | 0% | 2 |
|
| 3621 |
3621
Resource America
New York
| USD 162 M | +USD 9.6 M | +6% | 9.57% | 12.2% | 52 | 26.92% | 0.7 |
|
| 3622 |
MAS
3622
Managed Account Services
Coconut Grove,
Florida
| USD 162 M | +USD 8.37 M | +5% | 12.6% | 32.4% | 81 | 14.81% | 1.4 |
|
| 3623 |
SCP
3623
Syntal Capital Partners
Midland,
Texas
| USD 162 M | -USD 124 M | -43% | 11.3% | 102% | 154 | 42.21% | 1.9 |
|
| 3624 |
PPP
3624
Private Portfolio Partners
Paramus,
New Jersey
| USD 162 M | – | – | 12.5% | 16.9% | 178 | – | 0 |
|
| 3625 |
SM
3625
Saya Management
New York
| USD 162 M | -USD 3.92 M | -2% | 5.94% | 34.8% | 14 | 57.14% | 0.5 |
|