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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1401 |
1401
Virtu Financial
New York
| USD 1838 M | -USD 50.4 M | -3% | 2.74% | 160% | 2,249 | 76.26% | 0.2 |
|
| 1402 |
1402
HMI Capital Management
San Francisco,
California
| USD 1837 M | -USD 154 M | -8% | 8.87% | 5.95% | 13 | 30.77% | 1.6 |
|
| 1403 |
1403
CSM Advisors
Warrendale,
Pennsylvania
| USD 1833 M | -USD 305 M | -14% | 1.71% | 105% | 133 | 12.78% | 2.6 |
|
| 1404 |
1404
Strategic Blueprint
Atlanta,
Georgia
| USD 1833 M | +USD 151 M | +9% | 1.98% | 82.1% | 732 | 18.31% | 2.4 |
|
| 1405 |
1405
Trajan Wealth
Scottsdale,
Arizona
| USD 1832 M | +USD 26.4 M | +1% | 0.71% | – | 192 | 28.65% | 0.9 |
|
| 1406 |
1406
Parsons Capital Management
Providence,
Rhode Island
| USD 1831 M | -USD 10.8 M | -0.6% | 0.24% | 97.4% | 450 | 6% | 6.8 |
|
| 1407 |
1407
Stratos Wealth Advisors
Beachwood,
Ohio
| USD 1831 M | -USD 260 M | -12% | 1.34% | 65.7% | 765 | 20.52% | 2.6 |
|
| 1408 |
1408
Cobblestone Capital Advisors
Rochester,
New York
| USD 1826 M | -USD 8.88 M | -0.5% | 0.12% | 83.3% | 309 | 10.03% | 6.2 |
|
| 1409 |
1409
StoneX Group
New York
| USD 1824 M | +USD 4.79 M | +0.3% | 1.67% | 92.3% | 1,035 | 33.82% | 2.3 |
|
| 1410 |
CL
1410
CSS LLC
Chicago,
Illinois
| USD 1822 M | -USD 443 M | -20% | 0.56% | 128% | 1,198 | 45.91% | 1.1 |
|
| 1411 |
1411
EverSource Wealth Advisors
Birmingham,
Alabama
| USD 1821 M | +USD 42.3 M | +2% | 0.96% | 98.1% | 4,227 | 16.39% | 1.7 |
|
| 1412 |
1412
JB Capital
Wethersfield,
Connecticut
| USD 1814 M | +USD 27.4 M | +2% | 2.05% | 83.8% | 244 | 18.03% | 2.1 |
|
| 1413 |
1413
Allianz Investment Management US
Minneapolis,
Minnesota
| USD 1812 M | +USD 394 M | +28% | 1% | 7.58% | 63 | 12.7% | 2.3 |
|
| 1414 |
1414
Tang Capital Management
San Diego,
California
| USD 1808 M | +USD 296 M | +20% | 5.03% | 493% | 208 | 14.9% | 1 |
|
| 1415 |
1415
Greenoaks Capital Partners
Orinda,
California
| USD 1807 M | -USD 33.9 M | -2% | 0.25% | 311% | 9 | 22.22% | 2.4 |
|
| 1416 |
1416
Equitable Trust
Nashville,
Tennessee
| USD 1805 M | +USD 13.5 M | +0.8% | 0.64% | 109% | 487 | 8.83% | 3.2 |
|
| 1417 |
1417
IFG Advisory
Atlanta,
Georgia
| USD 1805 M | +USD 40.4 M | +2% | 0.71% | 70.1% | 729 | 15.23% | 2.2 |
|
| 1418 |
1418
Fernbridge Capital Management
Los Angeles,
California
| USD 1803 M | -USD 104 M | -5% | 9.48% | 12.4% | 25 | 44% | 1.6 |
|
| 1419 |
1419
Sabal Trust
St. Petersburg,
Florida
| USD 1801 M | +USD 70.3 M | +4% | 3.03% | 18.4% | 246 | 10.16% | 4.3 |
|
| 1420 |
1420
Paradigm Capital Management Inc
Albany,
New York
| USD 1800 M | -USD 357 M | -17% | 14.7% | 237% | 135 | 11.11% | 7.1 |
|
| 1421 |
1421
Reynders McVeigh Capital Management
Boston,
Massachusetts
| USD 1791 M | -USD 109 M | -6% | 1.99% | 119% | 204 | 6.37% | 7.3 |
|
| 1422 |
1422
PFG Advisors
Phoenix,
Arizona
| USD 1789 M | +USD 156 M | +10% | 1.51% | 82.7% | 727 | 9.63% | 2.7 |
|
| 1423 |
1423
Carronade Capital Management
Darien,
Connecticut
| USD 1787 M | -USD 88.8 M | -5% | 2.29% | 215% | 45 | 48.89% | 0.8 |
|
| 1424 |
1424
Motley Fool Asset Management
Alexandria,
Virginia
| USD 1784 M | -USD 135 M | -7% | 4.66% | 135% | 242 | 14.46% | 2.9 |
|
| 1425 |
1425
Basswood Capital Management
New York
| USD 1782 M | +USD 65.6 M | +4% | 5.24% | 111% | 123 | 20.33% | 4.3 |
|