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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1551 |
1551
Kestra Investment Management
Austin,
Texas
| USD 1468 M | – | – | 2.01% | – | 98 | – | 0 |
|
| 1552 |
1552
Parsons Capital Management
Providence,
Rhode Island
| USD 1468 M | +USD 6.87 M | +0.5% | 3.37% | 84.9% | 455 | 7.03% | 6.2 |
|
| 1553 |
1553
Consulta
London,
United Kingdom
| USD 1468 M | -USD 84.4 M | -5% | 2.55% | 30.7% | 14 | 0% | 3.2 |
|
| 1554 |
1554
Larson Financial Group
St Louis,
Missouri
| USD 1467 M | +USD 172 M | +13% | 1.85% | 81.2% | 2,516 | 32.87% | 1.8 |
|
| 1555 |
1555
Commodore Capital
New York
| USD 1465 M | -USD 30.5 M | -2% | 2.2% | 2,121% | 43 | 27.91% | 1.1 |
|
| 1556 |
1556
Community Trust & Investment
Versailles,
Kentucky
| USD 1465 M | +USD 43.7 M | +3% | 5.61% | 123% | 118 | 9.32% | 3.8 |
|
| 1557 |
1557
Mane Global Capital Management
New York
| USD 1463 M | +USD 284 M | +24% | 8.68% | 423% | 63 | 69.84% | 0.2 |
|
| 1558 |
1558
Eversept Partners
New York
| USD 1460 M | -USD 38.8 M | -3% | 7.51% | 321% | 86 | 32.56% | 1.4 |
|
| 1559 |
1559
Foster & Motley
Cincinnati,
Ohio
| USD 1455 M | +USD 2.4 M | +0.2% | 0.54% | 68.8% | 401 | 7.73% | 4.5 |
|
| 1560 |
1560
Equitable Trust
Nashville,
Tennessee
| USD 1454 M | +USD 12.1 M | +0.8% | 2.62% | 109% | 457 | 12.91% | 3.2 |
|
| 1561 |
1561
Graypoint LLC
Albany,
New York
| USD 1447 M | +USD 63 M | +5% | 3.7% | 72.8% | 487 | 9.45% | 2.2 |
|
| 1562 |
1562
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| USD 1445 M | -USD 19.4 M | -1% | 3.07% | 86% | 663 | 10.71% | 4.3 |
|
| 1563 |
1563
Rivulet Capital
Summit,
New Jersey
| USD 1445 M | -USD 551 M | -28% | 10.6% | 27.4% | 17 | 23.53% | 1.7 |
|
| 1564 |
1564
Willis Investment Counsel
Gainesville,
Georgia
| USD 1444 M | -USD 10.6 M | -0.7% | 1.52% | 65.3% | 109 | 3.67% | 5.6 |
|
| 1565 |
SFG
1565
Sather Financial Group
Victoria,
Texas
| USD 1443 M | +USD 49.9 M | +4% | 2.19% | 70% | 100 | 19% | 3.9 |
|
| 1566 |
1566
Everence Capital Management
Goshen,
Indiana
| USD 1443 M | -USD 71 M | -5% | 2.7% | 108% | 762 | 4.33% | 4.4 |
|
| 1567 |
1567
Asset Dedication LLC
San Francisco,
California
| USD 1442 M | +USD 102 M | +8% | 1.59% | 67.8% | 1,237 | 20.86% | 2.4 |
|
| 1568 |
1568
Prelude Capital Management
New York
| USD 1441 M | -USD 465 M | -24% | 0.69% | 198% | 1,595 | 45.52% | 0.8 |
|
| 1569 |
1569
Garde Capital
Seattle,
Washington
| USD 1440 M | +USD 9.37 M | +0.7% | 2.58% | 57.6% | 292 | 13.36% | 4.2 |
|
| 1570 |
1570
Country Club Bank
Kansas City,
Missouri
| USD 1439 M | +USD 21.6 M | +2% | 2.25% | 77.4% | 314 | 5.41% | 1.9 |
|
| 1571 |
1571
Ribbit Management Company
Palo Alto,
California
| USD 1437 M | +USD 56.4 M | +4% | 6.83% | – | 9 | 0% | 0.5 |
|
| 1572 |
1572
General American Investors
New York
| USD 1436 M | +USD 37.5 M | +3% | 6.2% | 129% | 80 | 16.25% | 5.1 |
|
| 1573 |
1573
Rothschild Investment LLC
Chicago,
Illinois
| USD 1436 M | +USD 54.2 M | +4% | 2.97% | 99.4% | 2,867 | 22.99% | 1.1 |
|
| 1574 |
1574
Evensky & Katz
Coral Gables,
Florida
| USD 1436 M | +USD 19.1 M | +1% | 0.8% | 57.1% | 88 | 3.41% | 5.5 |
|
| 1575 |
1575
Belpointe Asset Management
Reno,
Nevada
| USD 1434 M | +USD 98.5 M | +7% | 4.17% | 80.1% | 961 | 30.28% | 2.5 |
|