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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
Rialto Wealth Management
Syracuse,
New York
| USD 358 M | +USD 39.4 M | +12% | 7.91% | – | 1,778 | 48.37% | 0.2 |
|
| 4152 |
4152
Engaged Capital
Newport Beach,
California
| USD 358 M | -USD 34.6 M | -9% | 3.04% | 26.2% | 10 | 40% | 1.6 |
|
| 4153 |
4153
Clayton Dubilier & Rice
New York
| USD 357 M | -USD 78.5 M | -18% | 21.4% | 176% | 3 | 66.67% | 2 |
|
| 4154 |
4154
Elevated Capital Advisors
Sandy,
Utah
| USD 357 M | USD 0 | 0% | 4.76% | 46% | 252 | 0% | 2.2 |
|
| 4155 |
4155
Aspen Capital Management
Boise,
Idaho
| USD 357 M | +USD 44.1 M | +14% | 7.47% | – | 75 | 16% | 0.2 |
|
| 4156 |
4156
Trustees of Dartmouth College
Hanover,
New Hampshire
| USD 357 M | +USD 3.59 M | +1% | 7.67% | 52.5% | 7 | 28.57% | 1.8 |
|
| 4157 |
4157
Bridge City Capital
Lake Oswego,
Oregon
| USD 356 M | +USD 23.1 M | +7% | 12.2% | 120% | 109 | 5.5% | 4.2 |
|
| 4158 |
4158
One Charles Private Wealth Services
Hingham,
Massachusetts
| USD 356 M | +USD 47.1 M | +15% | 6.76% | 99.7% | 169 | 16.57% | 2.5 |
|
| 4159 |
4159
G2 Capital Management
Columbus,
Ohio
| USD 356 M | +USD 25.8 M | +8% | 7.9% | 55.1% | 68 | 11.76% | 2.3 |
|
| 4160 |
4160
Astoria Portfolio Advisors
New York
| USD 356 M | +USD 62.3 M | +21% | 9.24% | 75.4% | 279 | 22.58% | 1.6 |
|
| 4161 |
4161
O'Keefe Stevens Advisory
Rochester,
New York
| USD 356 M | +USD 50.7 M | +17% | 17.1% | 208% | 72 | 11.11% | 3.5 |
|
| 4162 |
4162
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
| USD 356 M | +USD 62.4 M | +21% | 18.9% | – | 679 | 6.77% | 2.8 |
|
| 4163 |
4163
Greenlea Lane Capital Management
Weston,
Connecticut
| USD 355 M | +USD 66 M | +23% | 14.8% | 99.7% | 8 | 0% | 4 |
|
| 4164 |
4164
Hartree Partners
New York
| USD 355 M | +USD 77.3 M | +28% | 7.89% | 138% | 86 | 62.79% | 0.5 |
|
| 4165 |
4165
Summit Rock Advisors
New York
| USD 355 M | +USD 211 M | +147% | 16.3% | – | 3 | 100% | 0 |
|
| 4166 |
4166
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| USD 355 M | +USD 36.5 M | +11% | 15.7% | 147% | 211 | 4.74% | 7.7 |
|
| 4167 |
4167
BCGM Wealth Management
Lafayette,
Indiana
| USD 355 M | +USD 29.2 M | +9% | 7.79% | 54.9% | 165 | 8.48% | 2.5 |
|
| 4168 |
4168
Operose Advisors
Milwaukee,
Wisconsin
| USD 355 M | +USD 52.7 M | +17% | 10.3% | 68.8% | 424 | 12.26% | 2.2 |
|
| 4169 |
4169
Whitcomb & Hess
Ashland,
Ohio
| USD 355 M | +USD 24.3 M | +7% | 6.7% | 54% | 57 | 10.53% | 2.7 |
|
| 4170 |
4170
West Michigan Advisors
Holland,
Michigan
| USD 354 M | +USD 52.9 M | +18% | 9.19% | 86.6% | 250 | 21.6% | 1.7 |
|
| 4171 |
4171
Rock Point Advisors
Burlington,
Vermont
| USD 354 M | +USD 30.3 M | +9% | 9.36% | 82.8% | 114 | 11.4% | 4.8 |
|
| 4172 |
MI
4172
M3F Inc
Salt Lake City,
Utah
| USD 354 M | -USD 9.38 M | -3% | 0.08% | 139% | 32 | 9.38% | 3.6 |
|
| 4173 |
4173
Hurlow Wealth Management Group
Bloomington,
Indiana
| USD 354 M | +USD 34.1 M | +11% | 8.31% | 55.8% | 131 | 11.45% | 4.2 |
|
| 4174 |
4174
Searle & Co
Greenwich,
Connecticut
| USD 354 M | +USD 3.14 M | +0.9% | 6.47% | 93.8% | 186 | 6.99% | 5 |
|
| 4175 |
4175
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| USD 354 M | +USD 128 M | +56% | 67.2% | 282% | 38 | 42.11% | 1.8 |
|