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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4976 |
DA
4976
DSC Advisors
Chicago,
Illinois
| USD 91.2 M | -USD 11.2 M | -11% | 19.1% | 3.18% | 38 | 28.95% | 2.4 |
|
| 4977 |
SVC
4977
Strycker View Capital
New York
| USD 91.2 M | -USD 10.9 M | -11% | 21.3% | 114% | 22 | 77.27% | 0.3 |
|
| 4978 |
4978
Horan Securities
Cincinnati,
United States
| USD 91.1 M | +USD 18.1 M | +25% | 18.1% | 50.1% | 396 | 41.67% | 0.5 |
|
| 4979 |
4979
Legg Mason Asset Management
Tokyo,
Japan
| USD 91.1 M | +USD 16.9 M | +23% | 21.9% | – | 160 | 29.38% | 2.1 |
|
| 4980 |
4980
Community Capital Management
Plantation,
Florida
| USD 91.1 M | +USD 30.9 M | +51% | 33% | 55.6% | 132 | 46.97% | 0.7 |
|
| 4981 |
PM
4981
Parametrica Management
Wanchai,
Hong Kong
| USD 91.1 M | -USD 7.98 M | -8% | 37.1% | 543% | 311 | 87.78% | 0.1 |
|
| 4982 |
PAPAIJV
4982
Paragon Associates & Paragon Associates II Joint Venture
Dallas,
Texas
| USD 91 M | -USD 2.07 M | -2% | 26.4% | 168% | 15 | 46.67% | 3.3 |
|
| 4983 |
4983
HighMark Wealth Management
St. Paul,
Minnesota
| USD 91 M | +USD 8.18 M | +10% | 26% | 110% | 461 | 21.26% | 0.4 |
|
| 4984 |
4984
Chou Associates Management
Toronto,
Ontario, Canada
| USD 91 M | -USD 8.97 M | -9% | 15.5% | 66.4% | 19 | 5.26% | 4.4 |
|
| 4985 |
4985
Vaughan & Co Securities
Ridgewood,
New Jersey
| USD 90.9 M | +USD 12.2 M | +15% | 19.9% | 70.7% | 166 | 72.29% | 0.5 |
|
| 4986 |
4986
Legacy Bridge
West Des Moines,
Iowa
| USD 90.9 M | +USD 11.5 M | +14% | 22.6% | 236% | 297 | 7.41% | 1.2 |
|
| 4987 |
4987
Provident Wealth Management
Brentwood,
Tennessee
| USD 90.8 M | +USD 8.93 M | +11% | 19.7% | 61.1% | 79 | 48.1% | 0.3 |
|
| 4988 |
4988
Matrix Private Capital Group
New York
| USD 90.7 M | +USD 20.3 M | +29% | 22% | 62.5% | 173 | 14.45% | 0.4 |
|
| 4989 |
AMCI
4989
Al Mehwar Commercial Investments
Abu Dhabi,
United Arab Emirates
| USD 90.6 M | +USD 21.1 M | +30% | 30.3% | – | 1 | 0% | 0.5 |
|
| 4990 |
4990
Amtrust Financial Services
New York
| USD 90.6 M | +USD 28.6 M | +46% | 31.6% | 61.9% | 60 | 58.33% | 0.7 |
|
| 4991 |
4991
Monaco Asset Management
Monaco
| USD 90.5 M | +USD 10.1 M | +13% | 60.4% | 120% | 61 | 68.85% | 0.2 |
|
| 4992 |
4992
Freestate Advisors
Overland Park,
Kansas
| USD 90.4 M | +USD 31.1 M | +53% | 6.1% | – | 6 | 66.67% | 0.2 |
|
| 4993 |
4993
Juniper Investment Company
New York
| USD 90.2 M | +USD 25.6 M | +40% | 37.3% | 358% | 9 | 0% | 0.7 |
|
| 4994 |
4994
Pacifica Partners
Surrey,
Canada
| USD 89.9 M | +USD 9.41 M | +12% | 16.8% | 127% | 424 | 19.58% | 0.4 |
|
| 4995 |
4995
Washington Capital Management
Seattle,
Washington
| USD 89.9 M | +USD 10.4 M | +13% | 25% | 81.8% | 101 | 16.83% | 2.4 |
|
| 4996 |
ECT
4996
Ebor Charitable Trust
Jackson,
Wyoming
| USD 89.8 M | -USD 31.7 M | -26% | 19.5% | 66.1% | 3 | 33.33% | 0.5 |
|
| 4997 |
4997
Strategic Financial Planning
Plano,
Texas
| USD 89.8 M | +USD 14.3 M | +19% | 17.8% | 47.5% | 29 | 3.45% | 0.5 |
|
| 4998 |
4998
Smart Portfolios LLC
Seattle,
Washington
| USD 89.8 M | +USD 20.2 M | +29% | 14.5% | 41.3% | 47 | 38.3% | 1.3 |
|
| 4999 |
4999
Altus Wealth Management
Ft Mitchell,
Kentucky
| USD 89.8 M | +USD 19.8 M | +28% | 23.5% | 73% | 31 | 22.58% | 0.4 |
|
| 5000 |
5000
Hartree Partners
New York
| USD 89.7 M | -USD 1.97 M | -2% | 15.2% | 138% | 34 | 67.65% | 0.4 |
|