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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
Clark Asset Management
Stratham,
New Hampshire
| USD 361 M | +USD 35.4 M | +11% | 1.81% | 51.8% | 105 | 26.67% | 1 |
|
| 3777 |
3777
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| USD 360 M | -USD 3.29 M | -0.9% | 0.5% | 41.6% | 51 | 1.96% | 7.1 |
|
| 3778 |
3778
Shayne & Jacobs LLC
Nashville,
Tennessee
| USD 360 M | -USD 7.35 M | -2% | 2.23% | 79.4% | 100 | 7% | 2.8 |
|
| 3779 |
MJP
3779
Michael J. Puzo
| USD 360 M | -USD 485 k | -0.1% | 2.95% | 90.3% | 75 | 2.67% | 7.2 |
|
| 3780 |
3780
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| USD 360 M | +USD 584 k | +0.2% | 0.05% | 53.6% | 54 | 9.26% | 5.3 |
|
| 3781 |
3781
Kiley Juergens Wealth Management
Olympia,
Washington
| USD 360 M | +USD 36.8 M | +11% | 7.58% | 106% | 71 | 7.04% | 3.7 |
|
| 3782 |
3782
Univest Financial
Souderton,
Pennsylvania
| USD 360 M | +USD 4.69 M | +1% | 2.01% | 82.6% | 135 | 4.44% | 4.3 |
|
| 3783 |
3783
Financial Insights
Tacoma,
Washington
| USD 360 M | +USD 1.42 M | +0.4% | 4.51% | 82.1% | 160 | 4.38% | 2.6 |
|
| 3784 |
3784
Safeguard Financial
Minocqua,
Wisconsin
| USD 360 M | +USD 52.7 M | +17% | 2.64% | 21.9% | 100 | 19% | 1.2 |
|
| 3785 |
3785
Blue Owl Capital Holdings
New York
| USD 360 M | -USD 141 M | -28% | 13.4% | 145% | 55 | 43.64% | 0.7 |
|
| 3786 |
3786
Stokes Capital Advisors
Greenwood,
South Carolina
| USD 360 M | +USD 15.7 M | +5% | 0.98% | 61.3% | 77 | 3.9% | 4.2 |
|
| 3787 |
3787
Svenska Handelsbanken
Stockholm,
Sweden
| USD 359 M | +USD 42.2 M | +13% | 11.5% | – | 19 | 63.16% | 0.1 |
|
| 3788 |
3788
New World Advisors
Hingham,
Massachusetts
| USD 359 M | +USD 17.2 M | +5% | 7.67% | 84.1% | 75 | 10.67% | 1.9 |
|
| 3789 |
3789
Lifeworks Advisors
Grand Rapids,
Michigan
| USD 359 M | +USD 1.82 M | +0.5% | 1.85% | 80.4% | 250 | 20.4% | 1.3 |
|
| 3790 |
3790
Genworth Financial
Glen Allen,
Virginia
| USD 359 M | +USD 12.7 M | +4% | 3.63% | 73.6% | 2 | 0% | 3.1 |
|
| 3791 |
3791
AXS Investments
Port Chester,
New York
| USD 359 M | -USD 57.8 M | -14% | 1% | 104% | 322 | 43.17% | 1.5 |
|
| 3792 |
3792
General Pension Society PZU Joint Stock
Warsaw,
Poland
| USD 359 M | +USD 1.8 M | +0.5% | 5.67% | 116% | 19 | 0% | 7.6 |
|
| 3793 |
3793
Ellsworth Advisors
Hudson,
Ohio
| USD 359 M | +USD 10.2 M | +3% | 0.75% | 131% | 194 | 21.13% | 1.5 |
|
| 3794 |
3794
Doliver Advisors
Houston,
Texas
| USD 358 M | +USD 2.97 M | +0.8% | 2.17% | 92.3% | 152 | 11.84% | 3.5 |
|
| 3795 |
3795
CenterStar Asset Management
Chicago,
Illinois
| USD 358 M | +USD 33.3 M | +10% | 4.43% | 104% | 384 | 73.44% | 0.3 |
|
| 3796 |
3796
Paradigm Asset Management
New York
| USD 358 M | -USD 35.7 M | -9% | 1.21% | 73.8% | 584 | 27.57% | 2.3 |
|
| 3797 |
3797
Clare Market Investments
Dallas,
Texas
| USD 358 M | +USD 34.3 M | +11% | 10% | – | 160 | 20.63% | 2.4 |
|
| 3798 |
3798
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| USD 358 M | +USD 9.8 M | +3% | 2.7% | 63.5% | 197 | 26.4% | 2 |
|
| 3799 |
3799
Louisbourg Investments
Dieppe,
New Brunswick, Canada
| USD 357 M | -USD 2.79 M | -0.8% | 1.27% | 93.1% | 174 | 8.62% | 0.5 |
|
| 3800 |
3800
Pacific Center for Financial Services
San Ramon,
California
| USD 357 M | +USD 6.01 M | +2% | 1.11% | 60.1% | 491 | 5.91% | 4.3 |
|