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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
GPC
4276
Greenstone Partners & Co
Larkspur,
California
| USD 433 M | +USD 37.5 M | +9% | 21.7% | 527% | 9 | 11.11% | 4.1 |
|
| 4277 |
CP
4277
Cornerstone Planning
Charlotte,
North Carolina
| USD 432 M | -USD 10.7 M | -2% | 14.2% | – | 143 | 6.29% | 1.1 |
|
| 4278 |
GPGA
4278
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| USD 432 M | +USD 5.27 M | +1% | 16.8% | 96% | 93 | 26.88% | 2.2 |
|
| 4279 |
IPA
4279
Investment Planning Advisors
Cumming,
Georgia
| USD 432 M | +USD 68.6 M | +19% | 12.4% | – | 121 | 14.88% | 1.2 |
|
| 4280 |
MCM
4280
Monimus Capital Management
Woodbridge,
New Jersey
| USD 432 M | +USD 71.1 M | +20% | 16.1% | – | 66 | 31.82% | 0.7 |
|
| 4281 |
GCA
4281
Gradient Capital Advisors
San Diego,
California
| USD 432 M | +USD 46 M | +12% | 14.4% | 71% | 185 | 7.57% | 4.8 |
|
| 4282 |
BAM
4282
Blueshift Asset Management
Red Bank,
New Jersey
| USD 432 M | +USD 102 M | +31% | 16.4% | 38.8% | 789 | 68.19% | 0.3 |
|
| 4283 |
BPH
4283
Boundless Plain Holdings
Hong Kong,
| USD 432 M | +USD 128 M | +42% | 147% | – | 24 | 62.5% | 0.4 |
|
| 4284 |
SPT
4284
Siemens Pension Trust
Munich Germany,
Germany
| USD 431 M | -USD 5.74 M | -1% | 44.5% | 25.4% | 1 | 0% | 3.5 |
|
| 4285 |
BP
4285
BWM Planning
The Woodlands,
Texas
| USD 431 M | +USD 52.1 M | +14% | 10.4% | – | 102 | 17.65% | 1.3 |
|
| 4286 |
REAM
4286
Ripple Effect Asset Management
New York
| USD 431 M | -USD 247 M | -36% | 21.8% | – | 34 | 58.82% | 0.4 |
|
| 4287 |
CWM
4287
CCG Wealth Management
San Diego,
California
| USD 431 M | +USD 62.2 M | +17% | 18.5% | 82.6% | 162 | 22.84% | 2.3 |
|
| 4288 |
PWMG
4288
Private Wealth Management Group
Princeton,
New Jersey
| USD 431 M | +USD 50.2 M | +13% | 9.83% | – | 1,526 | 11.21% | 2 |
|
| 4289 |
CRCM
4289
Cat Rock Capital Management
Greenwich,
Connecticut
| USD 431 M | -USD 213 M | -33% | 15.5% | 66.7% | 14 | 50% | 2.1 |
|
| 4290 |
DPCM
4290
Doma Perpetual Capital Management
Miami,
Florida
| USD 431 M | +USD 58.4 M | +16% | 5.35% | – | 13 | 15.38% | 1.3 |
|
| 4291 |
BAM
4291
BOS Asset Management
Springfield,
Illinois
| USD 431 M | +USD 39.2 M | +10% | 13.9% | 70.3% | 223 | 18.83% | 2.1 |
|
| 4292 |
PA
4292
PSI Advisors
Tampa,
Florida
| USD 430 M | +USD 12.9 M | +3% | 13.9% | 58.2% | 174 | 23.56% | 3.1 |
|
| 4293 |
FC
4293
Fusion Capital
Mt. Pleasant,
South Carolina
| USD 430 M | +USD 59.8 M | +16% | 22.9% | 100% | 119 | 18.49% | 3.3 |
|
| 4294 |
LWM
4294
Luminvest Wealth Management
Scottsdale,
Arizona
| USD 430 M | +USD 47.9 M | +13% | 10.2% | 47.7% | 58 | 5.17% | 1.5 |
|
| 4295 |
WBC
4295
West Branch Capital
Amherst,
Massachusetts
| USD 430 M | +USD 56.8 M | +15% | 24.5% | 139% | 396 | 14.9% | 4.1 |
|
| 4296 |
RS
4296
Rakuten Securities
Tokyo,
Japan
| USD 430 M | +USD 189 M | +79% | 117% | – | 999 | 20.52% | 1.6 |
|
| 4297 |
SFWC
4297
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| USD 430 M | +USD 49.2 M | +13% | 11.6% | 72.3% | 187 | 17.11% | 3.3 |
|
| 4298 |
PG
4298
Prostatis Group
Hanover,
Maryland
| USD 429 M | +USD 38.7 M | +10% | 16.1% | 72.9% | 206 | 26.7% | 2 |
|
| 4299 |
VIA
4299
Virtus Investment Advisers
Hartford,
Connecticut
| USD 429 M | +USD 66.7 M | +18% | 23.5% | 172% | 517 | 23.4% | 0.9 |
|
| 4300 |
MSG
4300
Main Street Group
Glen Allen,
Virginia
| USD 429 M | +USD 88.8 M | +26% | 26.3% | – | 932 | 14.38% | 0.5 |
|