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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
True North Advisors
Dallas,
Texas
| USD 362 M | -USD 27.1 M | -7% | 9.54% | 82.9% | 221 | 25.79% | 1.9 |
|
| 3752 |
3752
Ackerman Capital Advisors
Dallas,
Texas
| USD 362 M | +USD 5.15 M | +1% | 4.21% | 46.4% | 113 | 20.35% | 2.8 |
|
| 3753 |
3753
Tradewinds Capital Management
Bellingham,
Washington
| USD 362 M | +USD 110 M | +44% | 6.44% | 96.9% | 586 | 23.38% | 4.2 |
|
| 3754 |
3754
Integris Wealth Management
Monterey,
California
| USD 362 M | +USD 23.9 M | +7% | 4.74% | 60.3% | 95 | 3.16% | 1.1 |
|
| 3755 |
3755
Vertex Planning Partners
Downers Grove,
Illinois
| USD 361 M | +USD 23.9 M | +7% | 6.49% | 55.4% | 166 | 14.46% | 1 |
|
| 3756 |
NTCM
3756
Nut Tree Capital Management
New York
| USD 361 M | +USD 53 M | +17% | 0.43% | 101% | 12 | 16.67% | 1.6 |
|
| 3757 |
GTC
3757
Ghost Tree Capital
New York
| USD 361 M | +USD 55.4 M | +18% | 28.8% | 265% | 85 | 54.12% | 0.5 |
|
| 3758 |
HCM
3758
Horrell Capital Management
Little Rock,
Arkansas
| USD 361 M | +USD 29 M | +9% | 7.27% | 55.6% | 232 | 6.9% | 5.8 |
|
| 3759 |
3759
ALM First Financial Advisors
Dallas,
Texas
| USD 361 M | +USD 18.4 M | +5% | 5.85% | 50.5% | 23 | 8.7% | 1.1 |
|
| 3760 |
MJP
3760
Michael J. Puzo
| USD 361 M | +USD 45.9 M | +15% | 10.7% | 90.3% | 78 | 7.69% | 6.8 |
|
| 3761 |
3761
Cederberg Capital
London,
United Kingdom
| USD 361 M | -USD 73.9 M | -17% | 0.15% | 273% | 6 | 0% | 1.5 |
|
| 3762 |
VM
3762
VPR Management
Houston,
Texas
| USD 360 M | -USD 24.8 M | -6% | 3.76% | 54.5% | 55 | 5.45% | 3.2 |
|
| 3763 |
3763
Silverarc Capital Management
Boston,
Massachusetts
| USD 360 M | +USD 24.1 M | +7% | 51.8% | 2,765% | 100 | 56% | 0.7 |
|
| 3764 |
3764
WrapManager Inc
Mill Valley,
California
| USD 360 M | +USD 19.5 M | +6% | 7.11% | 64.6% | 301 | 15.28% | 3.5 |
|
| 3765 |
3765
Asia Research & Capital Management
Hong Kong
| USD 360 M | +USD 357 M | +14,631% | 9.54% | – | 3 | 66.67% | 0.1 |
|
| 3766 |
3766
Louisbourg Investments
Dieppe,
New Brunswick, Canada
| USD 360 M | +USD 28.5 M | +9% | 7.25% | 93.1% | 174 | 10.92% | 0.2 |
|
| 3767 |
3767
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| USD 360 M | +USD 20 M | +6% | 6.66% | 53.6% | 54 | 3.7% | 4.8 |
|
| 3768 |
3768
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| USD 360 M | +USD 42.4 M | +13% | 6.76% | 56.9% | 108 | 19.44% | 2.8 |
|
| 3769 |
PTB
3769
Pioneer Trust Bank
Salem,
Oregon
| USD 360 M | +USD 23.9 M | +7% | 7.11% | 75.7% | 75 | 6.67% | 7.4 |
|
| 3770 |
3770
Prosight Management
Dallas,
Texas
| USD 359 M | +USD 110 M | +44% | 22.8% | 39.5% | 53 | 52.83% | 0.8 |
|
| 3771 |
3771
Firestone Capital Management
Coral Gables,
Florida
| USD 359 M | +USD 34.6 M | +11% | 6.82% | 56.9% | 151 | 17.22% | 2.7 |
|
| 3772 |
3772
Legacy Wealth Asset Management
Woodbury,
Minnesota
| USD 359 M | +USD 54.5 M | +18% | 12.2% | 116% | 357 | 8.96% | 2.2 |
|
| 3773 |
3773
Capital City Trust
Tallahassee,
Florida
| USD 359 M | +USD 23 M | +7% | 10.9% | 98.5% | 121 | 8.26% | 6.7 |
|
| 3774 |
3774
Flagstar Advisors
New York
| USD 359 M | +USD 43.2 M | +14% | 6.14% | 81.9% | 189 | 7.94% | 1.7 |
|
| 3775 |
3775
Valicenti Advisory Services
Elmira,
New York
| USD 359 M | +USD 30 M | +9% | 8.92% | 134% | 95 | 26.32% | 4.7 |
|