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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4526 |
4526
Montis Financial
Waltham,
Massachusetts
| USD 281 M | +USD 63.3 M | +29% | 6.66% | 46% | 110 | 29.09% | 1.7 |
|
| 4527 |
4527
Morton Brown Family Wealth
Allentown,
Pennsylvania
| USD 281 M | +USD 28 M | +11% | 5.97% | 54.5% | 281 | 24.91% | 1.5 |
|
| 4528 |
4528
Highland Financial Advisors
Wayne,
New Jersey
| USD 281 M | +USD 12.4 M | +5% | 5.17% | 70% | 59 | 20.34% | 1.5 |
|
| 4529 |
4529
Symetra Investment Management
Farmington,
Connecticut
| USD 281 M | -USD 14.6 M | -5% | 3.6% | 37.3% | 5 | 0% | 2.2 |
|
| 4530 |
ATI
4530
ARK & TLK Investments
Oklahoma City,
Oklahoma
| USD 281 M | +USD 13.9 M | +5% | 5.91% | 62.2% | 110 | 5.45% | 0.7 |
|
| 4531 |
4531
Webs Creek Capital Management
Dallas,
Texas
| USD 281 M | -USD 13.7 M | -5% | 6.5% | 133% | 19 | 57.89% | 0.6 |
|
| 4532 |
4532
Empirical Asset Management
Wellesley,
Massachusetts
| USD 281 M | +USD 15.1 M | +6% | 6.25% | 94.5% | 368 | 21.74% | 0.9 |
|
| 4533 |
4533
PL Capital Advisors
Naples,
Florida
| USD 281 M | +USD 40.3 M | +17% | 22.1% | 100% | 29 | 10.34% | 4.7 |
|
| 4534 |
4534
Sterling Investment Counsel
Buffalo,
New York
| USD 281 M | +USD 26.6 M | +10% | 5.89% | 93.8% | 180 | 12.78% | 1.8 |
|
| 4535 |
4535
Triumph Capital Management
Denver,
Colorado
| USD 281 M | +USD 24.6 M | +10% | 4.82% | 55.5% | 312 | 38.14% | 1.1 |
|
| 4536 |
4536
Field & Main Bank
Henderson,
Kentucky
| USD 281 M | +USD 13.6 M | +5% | 7.08% | 107% | 248 | 4.03% | 6.2 |
|
| 4537 |
4537
Promethos Capital
Boston,
Massachusetts
| USD 281 M | +USD 16.6 M | +6% | 9.12% | – | 83 | 13.25% | 0.6 |
|
| 4538 |
4538
Seascape Capital Management
Portsmouth,
New Hampshire
| USD 280 M | +USD 12.3 M | +5% | 7.09% | 111% | 103 | 9.71% | 2.9 |
|
| 4539 |
4539
Silphium Asset Management
London,
United Kingdom
| USD 280 M | +USD 69.9 M | +33% | 5.73% | 118% | 63 | 34.92% | 0.9 |
|
| 4540 |
4540
BBJS Financial Advisors
Seattle,
Washington
| USD 280 M | +USD 12.2 M | +5% | 3.75% | – | 174 | 20.11% | 1.3 |
|
| 4541 |
4541
APEIRON Capital Ltd
Hong Kong
| USD 280 M | -USD 6.26 M | -2% | 3.15% | 487% | 13 | 38.46% | 1.1 |
|
| 4542 |
4542
Front Row Advisors
Tiburon,
California
| USD 280 M | -USD 7.34 M | -3% | 6.24% | 142% | 951 | 48.26% | 4.9 |
|
| 4543 |
4543
Smart Money Group
Eastland,
Texas
| USD 280 M | +USD 653 k | +0.2% | 4.7% | 58.9% | 96 | 6.25% | 2.4 |
|
| 4544 |
4544
MY.Alpha Management HK Advisors
Hong Kong
| USD 280 M | +USD 14.8 M | +6% | 21% | 423% | 21 | 57.14% | 0.7 |
|
| 4545 |
SSCM
4545
Summit Street Capital Management
New York
| USD 280 M | +USD 6.41 M | +2% | 2.7% | 217% | 29 | 0% | 6.1 |
|
| 4546 |
4546
Insight Folios
Charlotte,
North Carolina
| USD 280 M | +USD 36.3 M | +15% | 11.1% | 32.9% | 119 | 4.2% | 2.9 |
|
| 4547 |
4547
EWA LLC
Pittsbugh,
Pennsylvania
| USD 280 M | +USD 38.4 M | +16% | 5.14% | 102% | 180 | 18.89% | 0.9 |
|
| 4548 |
4548
Auour Investments
Woburn,
Massachusetts
| USD 280 M | +USD 11.4 M | +4% | 4.93% | 39.2% | 82 | 8.54% | 1.1 |
|
| 4549 |
SVCM
4549
Saturn V Capital Management
Austin,
Texas
| USD 280 M | +USD 15.1 M | +6% | 15.3% | 1,083% | 30 | 30% | 0.8 |
|
| 4550 |
LLWM
4550
Life Line Wealth Management
Beverly Hills,
California
| USD 280 M | +USD 15.1 M | +6% | 7.64% | – | 28 | 35.71% | 0.5 |
|