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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
4226
Adams Street Partners
Chicago,
Illinois
| USD 443 M | +USD 182 M | +70% | 25.4% | 399% | 4 | 25% | 4.8 |
|
| 4227 |
4227
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| USD 442 M | +USD 97.7 M | +28% | 44% | 199% | 95 | 29.47% | 2 |
|
| 4228 |
4228
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| USD 442 M | +USD 22.6 M | +5% | 7.51% | 49.3% | 57 | 7.02% | 7.7 |
|
| 4229 |
HH
4229
HWG Holdings
Houston,
Texas
| USD 442 M | +USD 57.7 M | +15% | 23.1% | – | 64 | 45.31% | 2.3 |
|
| 4230 |
4230
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
| USD 442 M | +USD 61 M | +16% | 17.1% | – | 173 | 12.72% | 3.3 |
|
| 4231 |
4231
Sagewood Asset Management
New York
| USD 442 M | +USD 123 M | +38% | 18.6% | – | 460 | 32.83% | 0.3 |
|
| 4232 |
4232
Doliver Advisors
Houston,
Texas
| USD 442 M | +USD 2.02 M | +0.5% | 5.39% | 92.3% | 196 | 10.71% | 3.8 |
|
| 4233 |
4233
Twin Peaks Wealth Advisors
Burlingame,
California
| USD 442 M | +USD 44.4 M | +11% | 17.9% | – | 2,368 | 90.63% | 1.4 |
|
| 4234 |
4234
EdgeRock Capital
Denver,
Colorado
| USD 441 M | +USD 71.8 M | +19% | 15.9% | 79.7% | 142 | 16.9% | 1.4 |
|
| 4235 |
AA
4235
Alta Advisers
London,
United Kingdom
| USD 441 M | +USD 165 M | +60% | 27.9% | 129% | 224 | 10.27% | 2.7 |
|
| 4236 |
PTB
4236
Pioneer Trust Bank
Salem,
Oregon
| USD 441 M | +USD 29 M | +7% | 11.1% | 75.7% | 90 | 11.11% | 7.6 |
|
| 4237 |
4237
Morton Brown Family Wealth
Allentown,
Pennsylvania
| USD 441 M | +USD 62.7 M | +17% | 11% | 54.5% | 424 | 32.78% | 1.8 |
|
| 4238 |
CSWG
4238
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| USD 441 M | +USD 61.8 M | +16% | 15.7% | 76% | 74 | 24.32% | 3.8 |
|
| 4239 |
4239
Long Walk Management
Greenwich,
Connecticut
| USD 441 M | +USD 97.3 M | +28% | 24.6% | 302% | 16 | 43.75% | 1.1 |
|
| 4240 |
4240
Droms Strauss Advisors
St. Louis,
Missouri
| USD 441 M | +USD 57.9 M | +15% | 16.3% | 74.5% | 87 | 18.39% | 3.6 |
|
| 4241 |
4241
Roberts Wealth Advisors
Palo Alto,
California
| USD 440 M | +USD 46.3 M | +12% | 14% | 81.1% | 116 | 9.48% | 2.6 |
|
| 4242 |
EC
4242
Euclidean Capital
New York
| USD 440 M | +USD 47.5 M | +12% | 9.15% | 79.7% | 11 | 9.09% | 3.6 |
|
| 4243 |
4243
Turiya Advisors Asia
Hong Kong
| USD 440 M | -USD 56.7 M | -11% | 62.6% | 247% | 5 | 40% | 0.5 |
|
| 4244 |
4244
New Capital Management
Houston,
Texas
| USD 439 M | +USD 33.4 M | +8% | 8.19% | 55.4% | 61 | 4.92% | 3.7 |
|
| 4245 |
4245
OnyxPoint Global Management
New York
| USD 439 M | +USD 14.5 M | +3% | 6.63% | 162% | 40 | 47.5% | 0.6 |
|
| 4246 |
4246
HighVista Strategies
Boston,
Massachusetts
| USD 439 M | +USD 76.4 M | +21% | 35.3% | 622% | 185 | 36.22% | 1.1 |
|
| 4247 |
4247
Bridge City Capital
Lake Oswego,
Oregon
| USD 438 M | +USD 77.3 M | +21% | 33.7% | 120% | 120 | 15% | 4.1 |
|
| 4248 |
4248
Astoria Strategic Wealth
Conroe,
Texas
| USD 438 M | +USD 43.9 M | +11% | 10.1% | 42.1% | 38 | 7.89% | 4.5 |
|
| 4249 |
4249
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| USD 438 M | +USD 36.7 M | +9% | 14.8% | 84.6% | 128 | 15.63% | 5.8 |
|
| 4250 |
4250
Prudent Man Advisors
Naperville,
Illinois
| USD 438 M | +USD 104 M | +31% | 22.1% | 92.5% | 149 | 15.44% | 3.7 |
|