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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1476 |
1476
Trajan Wealth
Scottsdale,
Arizona
| USD 1696 M | +USD 137 M | +9% | 5.34% | – | 190 | 18.42% | 0.4 |
|
| 1477 |
1477
Pitcairn
Conshohocken,
Pennsylvania
| USD 1692 M | +USD 54.8 M | +3% | 6.96% | 111% | 763 | 13.5% | 4.6 |
|
| 1478 |
1478
Motley Fool Asset Management
Alexandria,
Virginia
| USD 1692 M | +USD 183 M | +12% | 7.51% | 117% | 215 | 6.98% | 2.9 |
|
| 1479 |
1479
Grandfield & Dodd
New York
| USD 1688 M | +USD 108 M | +7% | 8.12% | 70.8% | 211 | 7.11% | 7 |
|
| 1480 |
1480
Strategic Financial Services
Utica,
New York
| USD 1685 M | +USD 105 M | +7% | 6.45% | 58.7% | 141 | 7.09% | 5.6 |
|
| 1481 |
1481
Acropolis Investment Management
St. Louis,
Missouri
| USD 1684 M | +USD 101 M | +6% | 6.11% | 51% | 304 | 7.24% | 5.3 |
|
| 1482 |
1482
Harvest Fund Management
Beijing,
China
| USD 1683 M | +USD 301 M | +22% | 5.78% | 327% | 755 | 33.91% | 2 |
|
| 1483 |
1483
Alta Capital Management
Salt Lake City,
Utah
| USD 1682 M | +USD 91.3 M | +6% | 5.35% | 89.2% | 99 | 17.17% | 5.3 |
|
| 1484 |
1484
Concourse Financial Group Securities
Birmingham,
Alabama
| USD 1681 M | +USD 83.4 M | +5% | 6.18% | 18.1% | 2,416 | 12.29% | 3.6 |
|
| 1485 |
1485
Royal Fund Management
Lady Lake,
Florida
| USD 1678 M | +USD 444 M | +36% | 5.61% | 103% | 376 | 33.24% | 2.6 |
|
| 1486 |
1486
Sageworth Trust
Lancaster,
Pennsylvania
| USD 1678 M | +USD 92.1 M | +6% | 6.62% | 64.5% | 130 | 30.77% | 3.3 |
|
| 1487 |
1487
Traynor Capital Management
Malvern,
Pennsylvania
| USD 1669 M | +USD 334 M | +25% | 2.89% | 225% | 327 | 25.69% | 2.9 |
|
| 1488 |
1488
GM Advisory Group
Melville,
New York
| USD 1669 M | +USD 119 M | +8% | 5.46% | 53.6% | 269 | 16.36% | 2.9 |
|
| 1489 |
1489
Bank of Finland
Helsinki,
Finland
| USD 1668 M | +USD 100 M | +6% | 6.13% | 66.7% | 4 | 0% | 3 |
|
| 1490 |
1490
Belpointe Asset Management
Reno,
Nevada
| USD 1667 M | +USD 233 M | +16% | 7.06% | 80.1% | 1,001 | 22.48% | 2.5 |
|
| 1491 |
1491
Cambria Investment Management
Manhattan Beach,
California
| USD 1665 M | +USD 28.6 M | +2% | 8.31% | 72% | 406 | 33.74% | 1.8 |
|
| 1492 |
1492
LMCG Investments
Boston,
Massachusetts
| USD 1664 M | -USD 54.8 M | -3% | 5.22% | 135% | 292 | 26.71% | 6.7 |
|
| 1493 |
1493
Altshuler Shaham
Tel Aviv,
Israel
| USD 1663 M | -USD 1274 M | -43% | 1.12% | 108% | 368 | 32.07% | 1.1 |
|
| 1494 |
1494
Robert Wood Johnson Foundation
Princeton,
New Jersey
| USD 1660 M | +USD 79 M | +5% | 10.3% | 4.83% | 2 | 0% | 7.9 |
|
| 1495 |
1495
Wilkinson Global Asset Management
New York
| USD 1659 M | +USD 60.7 M | +4% | 6.38% | 86.5% | 81 | 6.17% | 2.9 |
|
| 1496 |
1496
McKinley Carter Wealth Services
Wheeling,
West Virginia
| USD 1656 M | +USD 85.7 M | +5% | 5.95% | 63.2% | 309 | 5.5% | 4.6 |
|
| 1497 |
1497
Abdiel Capital Advisors
New York
| USD 1655 M | +USD 237 M | +17% | 7.95% | 43.7% | 7 | 0% | 3.8 |
|
| 1498 |
1498
Prelude Capital Management
New York
| USD 1653 M | +USD 213 M | +15% | 9.06% | 198% | 1,616 | 50.06% | 0.8 |
|
| 1499 |
1499
Pine Valley Investments
Marlton,
New Jersey
| USD 1653 M | +USD 126 M | +8% | 7.44% | 93.9% | 542 | 11.44% | 1.1 |
|
| 1500 |
1500
Linonia Partnership
New York
| USD 1647 M | +USD 386 M | +31% | 23.4% | – | 11 | 18.18% | 0.8 |
|