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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4951 |
4951
Forum Private Client Group
Fishers,
Indiana
| USD 336 M | +USD 35.9 M | +12% | 8.82% | 47.9% | 88 | 11.36% | 2 |
|
| 4952 |
SCI
4952
Silver Coast Investments
San Diego,
United States
| USD 336 M | +USD 22.5 M | +7% | 8.65% | – | 127 | 11.02% | 1.6 |
|
| 4953 |
4953
Greenfield Seitz Capital Management
Dallas,
Texas
| USD 336 M | +USD 4.22 M | +1% | 7.19% | 88.5% | 116 | 12.07% | 2 |
|
| 4954 |
4954
Red Lighthouse Investment Management
New York
| USD 336 M | +USD 39.5 M | +13% | 12.5% | 71.1% | 85 | 5.88% | 2.1 |
|
| 4955 |
4955
Adirondack Trust Company
Saratoga Springs,
New York
| USD 336 M | +USD 38 M | +13% | 16.7% | 96.7% | 576 | 8.68% | 6.2 |
|
| 4956 |
4956
OneAscent Wealth Management
Birmingham,
Alabama
| USD 336 M | +USD 33.1 M | +11% | 11.6% | 50.6% | 186 | 24.73% | 1.7 |
|
| 4957 |
4957
Jessup Wealth Management
Dayton,
Ohio
| USD 335 M | +USD 61.3 M | +22% | 35.5% | 181% | 86 | 15.12% | 1.8 |
|
| 4958 |
4958
Persistent Asset Partners
Hong Kong
| USD 335 M | +USD 66.9 M | +25% | 61.4% | – | 938 | 79.96% | 0.1 |
|
| 4959 |
PI
4959
Pennant Investors
Summit,
New Jersey
| USD 335 M | -USD 26.1 M | -7% | 13.5% | 372% | 18 | 16.67% | 3.3 |
|
| 4960 |
4960
TPG Financial Advisors
Portland,
Oregon
| USD 335 M | +USD 27.4 M | +9% | 8.28% | – | 86 | 17.44% | 3.4 |
|
| 4961 |
4961
Seaview Investment Managers
Miami,
Florida
| USD 335 M | +USD 57.4 M | +21% | 33.6% | 148% | 94 | 23.4% | 1.3 |
|
| 4962 |
4962
Spinecap SAS
Paris,
France
| USD 335 M | +USD 62.2 M | +23% | 7.51% | – | 16 | 6.25% | 1 |
|
| 4963 |
4963
BHK Investment Advisors
Birmingham,
Alabama
| USD 335 M | +USD 35.5 M | +12% | 14.3% | 54.6% | 83 | 9.64% | 4.5 |
|
| 4964 |
4964
Trustees of Dartmouth College
Hanover,
New Hampshire
| USD 335 M | +USD 83 M | +33% | 12.8% | 52.5% | 13 | 30.77% | 1.5 |
|
| 4965 |
4965
Arkfeld Wealth Strategies
Omaha,
Nebraska
| USD 334 M | +USD 18.3 M | +6% | 8.32% | 90.8% | 124 | 11.29% | 3.4 |
|
| 4966 |
WHGC
4966
Wealth High Governance Capital
Sao Paulo,
Brazil
| USD 334 M | +USD 1.2 M | +0.4% | 61.2% | 622% | 65 | 75.38% | 0.2 |
|
| 4967 |
4967
Core Alternative Capital
Peachtree Corners,
Georgia
| USD 334 M | -USD 4.59 M | -1% | 16.9% | 74.5% | 208 | 4.81% | 4.3 |
|
| 4968 |
4968
Saiph Capital
Wyckoff,
New Jersey
| USD 334 M | +USD 69.8 M | +26% | 12.3% | 52.4% | 135 | 46.67% | 1.2 |
|
| 4969 |
4969
Slagle Financial
Edwardsville,
Illinois
| USD 334 M | +USD 31.1 M | +10% | 12.8% | 77.9% | 148 | 32.43% | 1.8 |
|
| 4970 |
4970
Henry James International Management
New York
| USD 334 M | +USD 56.9 M | +21% | 27.8% | 125% | 99 | 13.13% | 5.9 |
|
| 4971 |
4971
Elevation Wealth Partners
Santa Rosa,
California
| USD 334 M | +USD 54.7 M | +20% | 14.8% | 69.9% | 1,366 | 25.77% | 1.2 |
|
| 4972 |
AFA
4972
Alta Fundamental Advisers
New York
| USD 333 M | +USD 68.2 M | +26% | 17.8% | 340% | 30 | 36.67% | 1.7 |
|
| 4973 |
GDS
4973
Gimbel Daniel Scott
| USD 333 M | -USD 102 M | -23% | 23.3% | 57.1% | 2 | 0% | 5.5 |
|
| 4974 |
4974
Costello Asset Management
Feasterville,
Pennsylvania
| USD 333 M | +USD 44 M | +15% | 12.4% | 81.5% | 727 | 8.12% | 1.9 |
|
| 4975 |
4975
S&T Bank
Indiana,
Pennsylvania
| USD 333 M | +USD 65.4 M | +24% | 57.2% | 193% | 453 | 11.04% | 2.4 |
|