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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
3726
HT Partners
Centerbrook,
Connecticut
| USD 342 M | +USD 15 M | +5% | 4.43% | 71.1% | 50 | 2% | 3.4 |
|
| 3727 |
3727
Canal Insurance Company
Greenville,
South Carolina
| USD 342 M | +USD 47.2 M | +16% | 9.71% | 114% | 91 | 25.27% | 3.7 |
|
| 3728 |
3728
Ninepoint Partners
Toronto,
Ontario, Canada
| USD 342 M | -USD 31.7 M | -8% | 18.4% | 82.6% | 98 | 39.8% | 1 |
|
| 3729 |
CWM
3729
Cordatus Wealth Management
Newtown,
Pennsylvania
| USD 341 M | +USD 211 M | +163% | 12.2% | 108% | 173 | 69.94% | 0.6 |
|
| 3730 |
3730
Magnolia Capital Advisors
Jackson,
Mississippi
| USD 341 M | +USD 54.4 M | +19% | 7.89% | 78.7% | 215 | 17.67% | 0.7 |
|
| 3731 |
3731
Perkins Coie Trust Company
Seattle,
Washington
| USD 341 M | +USD 21.4 M | +7% | 11.4% | 83.2% | 282 | 19.86% | 5.9 |
|
| 3732 |
3732
Orchard Capital Management
Chicago,
Illinois
| USD 341 M | +USD 8.58 M | +3% | 4.96% | 140% | 50 | 16% | 0.8 |
|
| 3733 |
3733
Washington State Investment Board
Olympia,
Washington
| USD 341 M | +USD 41.7 M | +14% | 14% | 567% | 1 | 0% | 1.5 |
|
| 3734 |
3734
Adams Wealth Management
Logan,
Utah
| USD 340 M | +USD 75.8 M | +29% | 9.98% | 105% | 91 | 23.08% | 1.4 |
|
| 3735 |
3735
Mattern Wealth Management
Lawrence,
Kansas
| USD 340 M | +USD 43 M | +14% | 9.58% | 62.2% | 179 | 15.64% | 1.4 |
|
| 3736 |
3736
Outlook Wealth Advisors
Shenandoah,
Texas
| USD 340 M | +USD 34.6 M | +11% | 8.55% | 76% | 233 | 21.03% | 1.5 |
|
| 3737 |
3737
Kize Capital
New York
| USD 340 M | +USD 1.13 M | +0.3% | 9.45% | 34.7% | 7 | 0% | 0.9 |
|
| 3738 |
3738
Bank of Stockton
Stockton,
California
| USD 340 M | +USD 13.7 M | +4% | 9.02% | 99.2% | 126 | 5.56% | 4.7 |
|
| 3739 |
PLFAM
3739
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| USD 340 M | +USD 30.7 M | +10% | 9.81% | 81.6% | 121 | 8.26% | 4.8 |
|
| 3740 |
3740
Whitegate Investment Counselors
Concord,
New Hampshire
| USD 340 M | -USD 365 M | -52% | 6.77% | 51% | 231 | 74.46% | 5.1 |
|
| 3741 |
3741
BCWM LLC
Overland Park,
Kansas
| USD 340 M | +USD 4.52 M | +1% | 4.8% | – | 68 | 13.24% | 3.4 |
|
| 3742 |
CBTWT
3742
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| USD 340 M | +USD 32.2 M | +10% | 13.5% | 124% | 135 | 4.44% | 4.2 |
|
| 3743 |
3743
Tamar Securities
Woodland Hills,
California
| USD 339 M | +USD 62.6 M | +23% | 8.98% | 101% | 61 | 16.39% | 1 |
|
| 3744 |
3744
APEIRON Capital Ltd
Hong Kong
| USD 339 M | -USD 41.7 M | -11% | 6.76% | 362% | 12 | 8.33% | 0.7 |
|
| 3745 |
FNBOMD
3745
First National Bank of Mount Dora
Mount Dora,
Florida
| USD 339 M | +USD 35 M | +12% | 10.2% | 96.2% | 127 | 4.72% | 4 |
|
| 3746 |
3746
DCM Advisors
New York
| USD 339 M | +USD 79.3 M | +31% | 11.9% | 99.3% | 336 | 50.6% | 0.5 |
|
| 3747 |
3747
Radcliff Management
New York
| USD 339 M | – | – | 25.1% | 47.6% | 3 | – | 0 |
|
| 3748 |
3748
Insight Advisors
Newtown,
Pennsylvania
| USD 339 M | +USD 4.24 M | +1% | 8.66% | 74% | 334 | 12.57% | 0.8 |
|
| 3749 |
3749
Holderness Investments Company
Greensboro,
North Carolina
| USD 339 M | +USD 35.7 M | +12% | 11.3% | 144% | 234 | 9.4% | 3.7 |
|
| 3750 |
3750
59 North Capital Management
Houston,
Texas
| USD 339 M | +USD 43.7 M | +15% | 2.29% | 81.4% | 13 | 38.46% | 0.6 |
|