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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1376 |
1376
Sageworth Trust
Lancaster,
Pennsylvania
| USD 2335 M | +USD 188 M | +9% | 2.55% | 72% | 273 | 51.65% | 3.3 |
|
| 1377 |
1377
Steele Capital Management
Dubuque,
Iowa
| USD 2330 M | +USD 75.1 M | +3% | 1.86% | – | 85 | 10.59% | 1.7 |
|
| 1378 |
1378
Meeder Advisory Services
Dublin,
Ohio
| USD 2329 M | +USD 178 M | +8% | 3.11% | 91.4% | 699 | 16.02% | 1.9 |
|
| 1379 |
1379
Madison Avenue Partners
New York
| USD 2328 M | +USD 652 M | +39% | 29.5% | 284% | 28 | 46.43% | 1.4 |
|
| 1380 |
1380
New Age Alpha Advisors
Rye,
New York
| USD 2323 M | -USD 63.7 M | -3% | 3.17% | – | 935 | 32.19% | 0.8 |
|
| 1381 |
1381
Sofinnova Investments
Menlo Park,
California
| USD 2319 M | +USD 490 M | +27% | 48.6% | 450% | 73 | 32.88% | 1.3 |
|
| 1382 |
1382
Port Capital
Chicago,
Illinois
| USD 2319 M | -USD 80.7 M | -3% | 0.55% | 74.4% | 86 | 6.98% | 5.4 |
|
| 1383 |
1383
GenTrust
Miami,
Florida
| USD 2318 M | +USD 119 M | +5% | 1.62% | 53% | 293 | 32.08% | 1.8 |
|
| 1384 |
1384
Ninety One
Cape Town,
South Africa
| USD 2315 M | +USD 97.6 M | +4% | 13.8% | 232% | 102 | 10.78% | 3 |
|
| 1385 |
1385
StoneX Group
New York
| USD 2304 M | +USD 10.4 M | +0.5% | 2.28% | 85.2% | 1,257 | 39.54% | 2.2 |
|
| 1386 |
1386
Bank of Italy
Rome,
Italy
| USD 2302 M | +USD 226 M | +11% | 3.42% | 20.9% | 9 | 22.22% | 4.8 |
|
| 1387 |
1387
Connecticut Wealth Management
Farmington,
Connecticut
| USD 2300 M | +USD 46.3 M | +2% | 2.2% | 70.2% | 327 | 6.42% | 3 |
|
| 1388 |
6CM
1388
683 Capital Management
New York
| USD 2299 M | +USD 384 M | +20% | 21.3% | 311% | 255 | 53.73% | 0.9 |
|
| 1389 |
1389
MASECO Private Wealth
London,
| USD 2297 M | +USD 233 M | +11% | 1.56% | – | 563 | 56.13% | 0.2 |
|
| 1390 |
1390
IFG Advisory
Atlanta,
Georgia
| USD 2295 M | +USD 95.4 M | +4% | 2.37% | 70.1% | 811 | 13.44% | 2.6 |
|
| 1391 |
1391
Simon Quick Advisors
Morristown,
New Jersey
| USD 2291 M | +USD 80.6 M | +4% | 2.31% | 77.8% | 440 | 21.14% | 3 |
|
| 1392 |
1392
Fullerton Fund Management
Singapore
| USD 2287 M | -USD 301 M | -12% | 9.84% | 412% | 159 | 61.64% | 0.8 |
|
| 1393 |
1393
Bank of Korea
Seoul,
South Korea
| USD 2283 M | – | – | 2.45% | – | 4 | – | 0.8 |
|
| 1394 |
1394
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| USD 2279 M | -USD 73.6 M | -3% | 1.62% | 70.4% | 311 | 20.58% | 5 |
|
| 1395 |
1395
Turtle Creek Asset Management
Toronto,
Ontario, Canada
| USD 2272 M | -USD 1041 M | -31% | 0.73% | 2.37% | 42 | 11.9% | 4.1 |
|
| 1396 |
1396
American Capital Management
New York
| USD 2266 M | -USD 244 M | -10% | 3.36% | 96.7% | 70 | 5.71% | 6 |
|
| 1397 |
BPI
1397
BFC Planning, Inc.
Cedar Rapids,
Iowa
| USD 2263 M | +USD 880 M | +64% | 2.9% | – | 3,352 | 17.57% | 0.8 |
|
| 1398 |
1398
Portman Square Capital
London,
United Kingdom
| USD 2261 M | +USD 1.61 M | +0.1% | 5.02% | 25.4% | 136 | 33.09% | 0.8 |
|
| 1399 |
1399
Smithfield Trust
Pittsburgh,
Pennsylvania
| USD 2261 M | +USD 24.2 M | +1% | 1.72% | 50% | 1,117 | 10.21% | 6.7 |
|
| 1400 |
1400
Integrated Advisors Network
Dallas,
Texas
| USD 2260 M | -USD 121 M | -5% | 2.49% | 107% | 819 | 18.19% | 3.4 |
|