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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
4751
TriaGen Wealth Management
Calabasas,
California
| USD 241 M | +USD 31.2 M | +15% | 11.6% | 132% | 176 | 19.32% | 1.9 |
|
| 4752 |
4752
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| USD 241 M | +USD 25.9 M | +12% | 10% | 78% | 169 | 15.98% | 1.7 |
|
| 4753 |
4753
Beech Hill Advisors
New York
| USD 241 M | +USD 33.9 M | +16% | 11.2% | 117% | 98 | 10.2% | 4.4 |
|
| 4754 |
SAMT
4754
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| USD 241 M | +USD 37.7 M | +19% | 9.74% | 68.4% | 69 | 8.7% | 3.7 |
|
| 4755 |
4755
Catalina Capital Group
Torrance,
California
| USD 241 M | +USD 91.3 M | +61% | 11.7% | – | 318 | 47.17% | 0.1 |
|
| 4756 |
4756
Westshore Wealth
Newport Beach,
California
| USD 241 M | +USD 23.9 M | +11% | 7.09% | 58.8% | 107 | 14.95% | 2.2 |
|
| 4757 |
4757
Retireful LLC
Haslett,
Michigan
| USD 241 M | +USD 10.7 M | +5% | 10.9% | 437% | 144 | 76.39% | 0.2 |
|
| 4758 |
4758
University of Massachusetts Foundation
Newton,
Massachusetts
| USD 240 M | +USD 14.4 M | +6% | 8.07% | 53.6% | 4 | 0% | 3.9 |
|
| 4759 |
4759
Thames Capital Management
Roseland,
New Jersey
| USD 240 M | +USD 46.2 M | +24% | 25.5% | 1,177% | 29 | 34.48% | 2.2 |
|
| 4760 |
JCM
4760
JS Capital Management
New York
| USD 240 M | -USD 596 M | -71% | 35.2% | 52.4% | 25 | 96% | 4.8 |
|
| 4761 |
4761
Tabor Asset Management
New York
| USD 240 M | +USD 26.8 M | +13% | 17.9% | 214% | 50 | 42% | 0.7 |
|
| 4762 |
SHFA
4762
SS&H Financial Advisors
Troy,
Michigan
| USD 240 M | +USD 4.28 M | +2% | 12.9% | – | 119 | 5.88% | 1.8 |
|
| 4763 |
4763
Bardin Hill Management Partners
New York
| USD 240 M | +USD 5.08 M | +2% | 7.37% | 214% | 63 | 57.14% | 0.9 |
|
| 4764 |
KA
4764
Kooman & Associates
Altoona,
Pennsylvania
| USD 240 M | +USD 16.5 M | +7% | 7.28% | 66% | 44 | 18.18% | 1.1 |
|
| 4765 |
4765
Snider Financial Group
Bellevue,
Washington
| USD 240 M | +USD 22.9 M | +11% | 9.25% | 87% | 65 | 18.46% | 1.5 |
|
| 4766 |
4766
Augustine Asset Management
Jacksonville,
Florida
| USD 240 M | +USD 13.9 M | +6% | 16.1% | 316% | 99 | 7.07% | 3.9 |
|
| 4767 |
4767
LGT Fund Management
Vaduz,
Liechtenstein
| USD 240 M | +USD 6.61 M | +3% | 12.3% | 121% | 146 | 36.3% | 1.2 |
|
| 4768 |
4768
Norway Savings Bank
Portland,
Maine
| USD 240 M | +USD 13.9 M | +6% | 7.92% | 117% | 141 | 4.26% | 5 |
|
| 4769 |
4769
ArchPoint Investors
Coral Gables,
Florida
| USD 240 M | -USD 679 k | -0.3% | 8.31% | 111% | 74 | 37.84% | 3.3 |
|
| 4770 |
4770
Nalanda India Fund
Moka,
Mauritius
| USD 240 M | USD 0 | 0% | 20% | 15.3% | 1 | 0% | 5.3 |
|
| 4771 |
4771
Financial Life Advisors
San Antonio,
Texas
| USD 239 M | +USD 6.64 M | +3% | 4.98% | 47% | 61 | 6.56% | 2.5 |
|
| 4772 |
4772
Adirondack Trust Company
Saratoga Springs,
New York
| USD 239 M | +USD 6.54 M | +3% | 11.5% | 96.7% | 509 | 3.54% | 5.4 |
|
| 4773 |
4773
Rede Wealth
Charlottesville,
Virginia
| USD 239 M | +USD 27.7 M | +13% | 13.5% | 84.4% | 96 | 7.29% | 2.2 |
|
| 4774 |
4774
Azarias Capital Management
Berwyn,
Pennsylvania
| USD 238 M | +USD 13.7 M | +6% | 4.75% | 58.2% | 24 | 8.33% | 1.7 |
|
| 4775 |
4775
Long Road Investment Counsel
Kalamazoo,
Michigan
| USD 238 M | -USD 2.45 M | -1% | 9.13% | 64.4% | 70 | 1.43% | 7.6 |
|