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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
5701
Twin Lakes Capital Management
Redwood Shores,
California
| USD 262 M | +USD 41.6 M | +19% | 33.7% | 131% | 223 | 8.52% | 3.9 |
|
| 5702 |
5702
Exeter Financial
Scottsdale,
Arizona
| USD 261 M | +USD 16.5 M | +7% | 8.85% | 59.1% | 103 | 6.8% | 5.9 |
|
| 5703 |
SBCM
5703
Silverberg Bernstein Capital Management
Armonk,
New York
| USD 261 M | +USD 79.5 M | +44% | 56% | 133% | 71 | 5.63% | 2 |
|
| 5704 |
5704
Fairtree Asset Management
Bellville, Cape Town,
South Africa
| USD 261 M | +USD 43.1 M | +20% | 11% | – | 104 | 15.38% | 0.9 |
|
| 5705 |
5705
NYL Investors
New York
| USD 261 M | -USD 3.83 M | -1% | 3.95% | 10.8% | 31 | 6.45% | 5.7 |
|
| 5706 |
5706
Northbridge Financial Group
Tampa,
Florida
| USD 261 M | +USD 28.4 M | +12% | 18.6% | – | 188 | 12.23% | 0.4 |
|
| 5707 |
5707
Horizon Financial Services
Winston Salem,
North Carolina
| USD 261 M | +USD 34.5 M | +15% | 10.9% | 42.6% | 610 | 38.52% | 1 |
|
| 5708 |
5708
Bravera Wealth
Bismarck,
North Dakota
| USD 261 M | +USD 38.7 M | +17% | 13.5% | – | 418 | 17.7% | 0.5 |
|
| 5709 |
5709
Virtus ETF Advisers
New York
| USD 261 M | +USD 45.6 M | +21% | 32.1% | 177% | 585 | 28.38% | 0.8 |
|
| 5710 |
5710
Revere Asset Management
Dallas,
Texas
| USD 261 M | +USD 65.4 M | +33% | 50.1% | 592% | 49 | 69.39% | 0.6 |
|
| 5711 |
5711
Tealwood Asset Management
Minneapolis,
Minnesota
| USD 261 M | +USD 40.7 M | +19% | 32.5% | 128% | 128 | 13.28% | 3.8 |
|
| 5712 |
5712
Robbins Farley
Bedford,
New Hampshire
| USD 260 M | +USD 34.5 M | +15% | 17.7% | 106% | 157 | 8.92% | 3 |
|
| 5713 |
5713
Marnell Management
Farmington Hills,
Michigan
| USD 260 M | -USD 27.2 M | -9% | 12.4% | – | 79 | 21.52% | 0.4 |
|
| 5714 |
5714
4D Advisors
Redondo Beach,
California
| USD 260 M | +USD 103 M | +65% | 34.1% | – | 52 | 63.46% | 0.4 |
|
| 5715 |
5715
Weik Capital Management
Wyomissing,
Pennsylvania
| USD 260 M | +USD 9.01 M | +4% | 6.73% | 66.9% | 96 | 9.38% | 8.8 |
|
| 5716 |
5716
Quarry Hill Advisors
St Paul,
Minnesota
| USD 260 M | +USD 17.2 M | +7% | 11.2% | 65% | 53 | 3.77% | 2.8 |
|
| 5717 |
5717
Patron Partners
Houston,
Texas
| USD 260 M | +USD 33.8 M | +15% | 18% | 90.2% | 200 | 11% | 3.4 |
|
| 5718 |
PCG
5718
PFC Capital Group
Los Angeles,
California
| USD 260 M | +USD 33.3 M | +15% | 20.9% | – | 94 | 9.57% | 1.9 |
|
| 5719 |
5719
Family CFO
Los Altos,
California
| USD 260 M | +USD 36.6 M | +16% | 19.4% | 89.6% | 47 | 12.77% | 2.7 |
|
| 5720 |
5720
InvesTrust
Oklahoma City,
Oklahoma
| USD 260 M | +USD 21.8 M | +9% | 14% | – | 95 | 4.21% | 1.4 |
|
| 5721 |
5721
Altus Wealth Management
Ft Mitchell,
Kentucky
| USD 260 M | +USD 34.8 M | +15% | 14.6% | 73% | 28 | 7.14% | 4.6 |
|
| 5722 |
5722
Heritage Wealth Management (Texas)
Houston,
Texas
| USD 260 M | +USD 25.8 M | +11% | 11.9% | 52.3% | 45 | 11.11% | 2.1 |
|
| 5723 |
5723
Porter White Investment Advisors
Birmingham,
Alabama
| USD 260 M | +USD 10 M | +4% | 10.8% | 58% | 40 | 0% | 2.6 |
|
| 5724 |
5724
Palmer Knight Company
Jacksonville,
Florida
| USD 260 M | +USD 54.8 M | +27% | 23.8% | 78.9% | 37 | 16.22% | 3.4 |
|
| 5725 |
5725
MY.Alpha Management HK Advisors
Hong Kong
| USD 260 M | +USD 13.8 M | +6% | 37.8% | 423% | 14 | 57.14% | 1.2 |
|