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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
Heard Capital LLC
Chicago,
Illinois
| USD 1684 M | +USD 2.03 M | +0.1% | 1.13% | 161% | 22 | 0% | 4.2 |
|
| 1477 |
1477
Apexium Financial
Dallas,
Texas
| USD 1677 M | +USD 29.3 M | +2% | 4.44% | 89.6% | 287 | 12.89% | 2.4 |
|
| 1478 |
1478
Baring Fintech Manager Holding
Castel,
Guernsey
| USD 1676 M | -USD 33.6 M | -2% | 1.96% | – | 1 | 0% | 0.3 |
|
| 1479 |
1479
First Interstate Bank
Billings,
Montana
| USD 1675 M | +USD 23.1 M | +1% | 2.12% | 49.7% | 185 | 11.35% | 5 |
|
| 1480 |
1480
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| USD 1673 M | -USD 77.4 M | -4% | 3.09% | 160% | 433 | 23.09% | 4.8 |
|
| 1481 |
1481
Meeder Advisory Services
Dublin,
Ohio
| USD 1667 M | +USD 65 M | +4% | 0.58% | 91.4% | 601 | 11.81% | 1.6 |
|
| 1482 |
1482
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| USD 1667 M | -USD 188 M | -10% | 0.51% | 81.3% | 443 | 19.64% | 2.6 |
|
| 1483 |
PAME
1483
Parvus Asset Management Europe
London,
United Kingdom
| USD 1666 M | -USD 480 M | -22% | 14.3% | – | 1 | 0% | 0.3 |
|
| 1484 |
1484
Visionary Wealth Advisors
O'fallon,
Illinois
| USD 1666 M | -USD 39.7 M | -2% | 1.59% | 75.4% | 569 | 11.07% | 2.8 |
|
| 1485 |
1485
RBF Capital
San Francisco,
California
| USD 1665 M | -USD 267 M | -14% | 2.49% | 147% | 619 | 19.06% | 4.4 |
|
| 1486 |
1486
Clearline Capital
New York
| USD 1662 M | +USD 906 M | +120% | 16.9% | 57.4% | 133 | 42.11% | 1.1 |
|
| 1487 |
1487
Pitcairn
Conshohocken,
Pennsylvania
| USD 1658 M | -USD 34.9 M | -2% | 0.69% | 111% | 752 | 12.63% | 4.8 |
|
| 1488 |
1488
TruWealth Advisors
Metairie,
Louisiana
| USD 1657 M | -USD 1.75 M | -0.1% | 1.77% | 56.3% | 171 | 12.28% | 2.7 |
|
| 1489 |
1489
Mason Investment Advisory Services
Reston,
Virginia
| USD 1657 M | -USD 48.7 M | -3% | 2.6% | 76.1% | 75 | 6.67% | 3.5 |
|
| 1490 |
CP
1490
Coho Partners
Berwyn,
Pennsylvania
| USD 1656 M | -USD 518 M | -24% | 5.33% | 35.6% | 41 | 17.07% | 6.9 |
|
| 1491 |
1491
Empirical Finance
Havertown,
Pennsylvania
| USD 1656 M | -USD 72.5 M | -4% | 2.88% | 124% | 514 | 4.67% | 3.9 |
|
| 1492 |
1492
Procyon Advisors
Shelton,
Connecticut
| USD 1654 M | +USD 79 M | +5% | 1.97% | 92.3% | 624 | 16.51% | 2.4 |
|
| 1493 |
1493
Atlantic Union Bankshares
Glen Allen,
Virginia
| USD 1653 M | -USD 65.3 M | -4% | 1.67% | 78.9% | 325 | 10.77% | 4.9 |
|
| 1494 |
1494
Pine Valley Investments
Marlton,
New Jersey
| USD 1653 M | -USD 19.6 M | -1% | 0.56% | 93.9% | 594 | 9.76% | 1.4 |
|
| 1495 |
1495
Hamilton Capital
Columbus,
Ohio
| USD 1652 M | +USD 337 M | +26% | 2.69% | – | 147 | 19.05% | 2.5 |
|
| 1496 |
1496
Centaurus Financial
Anaheim,
California
| USD 1652 M | +USD 14 M | +0.9% | 3.92% | 83.5% | 947 | 14.99% | 3.1 |
|
| 1497 |
1497
Transform Wealth
Greenwood Village,
Colorado
| USD 1651 M | -USD 151 M | -8% | 5.14% | 48.4% | 275 | 16% | 3.1 |
|
| 1498 |
1498
Permira Holdings
St. Peter Port,
Guernsey
| USD 1649 M | -USD 703 M | -30% | 28.8% | – | 2 | 0% | 1.3 |
|
| 1499 |
1499
E.S. Barr & Co
Lexington,
Kentucky
| USD 1647 M | -USD 43.6 M | -3% | 0.93% | 73.5% | 112 | 9.82% | 6.3 |
|
| 1500 |
1500
Cartenna Capital
Stamford,
Connecticut
| USD 1645 M | -USD 426 M | -21% | 4.92% | 162% | 57 | 75.44% | 0.3 |
|