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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1426 |
1426
Carronade Capital Management
Darien,
Connecticut
| USD 1875 M | +USD 357 M | +24% | 20.3% | 215% | 43 | 37.21% | 0.6 |
|
| 1427 |
1427
RNC Capital Management
Los Angeles,
California
| USD 1873 M | +USD 69.4 M | +4% | 1.98% | 83% | 167 | 10.78% | 5.6 |
|
| 1428 |
1428
Western Wealth Management
Golden,
Colorado
| USD 1868 M | +USD 114 M | +6% | 2.67% | 82.6% | 800 | 12.38% | 3 |
|
| 1429 |
1429
SIG Brokerage
New York
| USD 1867 M | – | – | 5.08% | – | 462 | – | 0 |
|
| 1430 |
1430
Michael & Susan Dell Foundation
New York
| USD 1865 M | +USD 462 M | +33% | 6.33% | 238% | 5 | 40% | 0.4 |
|
| 1431 |
1431
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| USD 1855 M | +USD 2.23 M | +0.1% | 0.07% | 71.4% | 432 | 11.11% | 2.4 |
|
| 1432 |
1432
Formuepleje A/S
Aarhus C,
Denmark
| USD 1854 M | -USD 101 M | -5% | 0.21% | 92.1% | 59 | 10.17% | 2.8 |
|
| 1433 |
1433
Standard Investments
New York
| USD 1852 M | -USD 121 M | -6% | 0.88% | 29.6% | 21 | 33.33% | 1.8 |
|
| 1434 |
1434
Index Fund Advisors
Irvine,
California
| USD 1850 M | -USD 36.6 M | -2% | 0.42% | 58.2% | 111 | 7.21% | 2 |
|
| 1435 |
1435
Fifth Third Wealth Advisors
Cincinnati,
Ohio
| USD 1843 M | +USD 212 M | +13% | 2.82% | 114% | 774 | 16.54% | 0.7 |
|
| 1436 |
1436
Csenge Advisory Group
Clearwater,
Florida
| USD 1842 M | -USD 75.7 M | -4% | 0.29% | 66.3% | 771 | 18.42% | 2.7 |
|
| 1437 |
1437
Parsons Capital Management
Providence,
Rhode Island
| USD 1842 M | +USD 263 M | +17% | 1.37% | 97.4% | 459 | 6.97% | 6.6 |
|
| 1438 |
1438
HighPoint Advisor Group
Downers Grove,
Illinois
| USD 1841 M | +USD 125 M | +7% | 5% | – | 746 | 12.73% | 3.8 |
|
| 1439 |
1439
Greenoaks Capital Partners
Orinda,
California
| USD 1841 M | -USD 21.7 M | -1% | 12.5% | 311% | 13 | 38.46% | 2.3 |
|
| 1440 |
1440
Heartland Advisors
Milwaukee,
Wisconsin
| USD 1840 M | -USD 67.2 M | -4% | 0.6% | 88.6% | 207 | 15.46% | 2.8 |
|
| 1441 |
1441
Westchester Capital Management (New York)
Valhalla,
New York
| USD 1840 M | -USD 504 M | -22% | 4.28% | 100% | 241 | 51.87% | 0.8 |
|
| 1442 |
1442
Investment House LLC
Redondo Beach,
California
| USD 1838 M | -USD 15.5 M | -0.8% | 3.21% | 137% | 218 | 14.22% | 6.6 |
|
| 1443 |
1443
Cobblestone Capital Advisors
Rochester,
New York
| USD 1834 M | +USD 51.5 M | +3% | 1.2% | 83.3% | 303 | 8.25% | 6.2 |
|
| 1444 |
1444
Arkadios Wealth Advisors
Atlanta,
Georgia
| USD 1834 M | +USD 68 M | +4% | 4.74% | 91.1% | 1,017 | 16.03% | 2.1 |
|
| 1445 |
1445
McAdam LLC
Philadelphia,
Pennsylvania
| USD 1833 M | +USD 50.2 M | +3% | 0.58% | 65.4% | 375 | 16.8% | 2.8 |
|
| 1446 |
1446
Punch & Associates Investment Management
Edina,
Minnesota
| USD 1832 M | +USD 19.2 M | +1% | 4.56% | 97.5% | 182 | 13.19% | 4.5 |
|
| 1447 |
1447
Marathon Trading Investment Management
Radnor,
Pennsylvania
| USD 1824 M | +USD 717 M | +65% | 14.9% | 143% | 374 | 42.78% | 1.1 |
|
| 1448 |
1448
Delta Accumulation LLC
Sausalito,
California
| USD 1821 M | +USD 459 M | +34% | 1.45% | 96.5% | 238 | 24.37% | 0.9 |
|
| 1449 |
1449
Cormorant Asset Management
Boston,
Massachusetts
| USD 1821 M | -USD 64.9 M | -3% | 66.6% | 3,977% | 53 | 24.53% | 1.4 |
|
| 1450 |
1450
Rice Hall James & Associates
San Diego,
California
| USD 1821 M | -USD 26.9 M | -1% | 6.11% | 140% | 265 | 11.7% | 4.6 |
|