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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1651 |
BPIH
1651
Broad Peak Investment Holdings
Singapore
| USD 1025 M | +USD 670 M | +188% | 28% | 52.2% | 14 | 64.29% | 0.3 |
|
| 1652 |
1652
TruWealth Advisors
Metairie,
Louisiana
| USD 1024 M | +USD 79.6 M | +8% | 5.83% | 56.3% | 146 | 16.44% | 1.3 |
|
| 1653 |
XS
1653
XR Securities
Chicago,
Illinois
| USD 1024 M | +USD 840 M | +458% | 8.92% | 17% | 624 | 60.74% | 0.7 |
|
| 1654 |
1654
Merewether Investment Management
Dallas,
Texas
| USD 1024 M | +USD 25.9 M | +3% | 22.8% | 262% | 41 | 41.46% | 0.6 |
|
| 1655 |
1655
Global Alpha Capital Management
Montreal,
Quebec, Canada
| USD 1023 M | +USD 23 M | +2% | 6.73% | 80.4% | 38 | 18.42% | 4.3 |
|
| 1656 |
1656
Park West Asset Management
San Francisco,
California
| USD 1023 M | -USD 390 M | -28% | 3.79% | 181% | 66 | 45.45% | 1.5 |
|
| 1657 |
1657
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| USD 1023 M | -USD 168 M | -14% | 7.43% | 80.6% | 155 | 18.06% | 3.9 |
|
| 1658 |
1658
TT International Asset Management
London,
United Kingdom
| USD 1022 M | +USD 136 M | +15% | 17.6% | 308% | 52 | 48.08% | 0.8 |
|
| 1659 |
1659
JFS Wealth Advisors
Hermitage,
Pennsylvania
| USD 1022 M | +USD 110 M | +12% | 8.49% | 54.8% | 2,023 | 7.96% | 2.2 |
|
| 1660 |
1660
General American Investors
New York
| USD 1022 M | +USD 60.3 M | +6% | 11.6% | 129% | 65 | 13.85% | 5.3 |
|
| 1661 |
1661
JB Capital
Wethersfield,
Connecticut
| USD 1022 M | +USD 111 M | +12% | 8.47% | 83.8% | 173 | 17.34% | 0.9 |
|
| 1662 |
1662
Meridian Wealth Management
Lexington,
Kentucky
| USD 1021 M | +USD 91.9 M | +10% | 9.43% | 117% | 544 | 13.05% | 2 |
|
| 1663 |
1663
PFG Advisors
Phoenix,
Arizona
| USD 1021 M | +USD 146 M | +17% | 7.45% | 82.7% | 587 | 16.01% | 1.6 |
|
| 1664 |
1664
Hikari Power
Tokyo,
Japan
| USD 1019 M | +USD 125 M | +14% | 14.4% | 53.5% | 66 | 1.52% | 4.9 |
|
| 1665 |
1665
Kanawha Capital Management
Richmond,
Virginia
| USD 1018 M | +USD 102 M | +11% | 12% | 74.5% | 211 | 9% | 6.3 |
|
| 1666 |
1666
Advisornet Financial
Minnetonka,
Minnesota
| USD 1016 M | +USD 14.7 M | +1% | 8.5% | 71.2% | 2,548 | 28.92% | 2.3 |
|
| 1667 |
1667
MSD Partners
New York
| USD 1015 M | -USD 223 M | -18% | 3.99% | 3.5% | 83 | 7.23% | 1.8 |
|
| 1668 |
1668
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| USD 1014 M | +USD 83.3 M | +9% | 10.5% | 61.9% | 541 | 14.97% | 4 |
|
| 1669 |
1669
Laurel Wealth Advisors (California)
Solana Beach,
California
| USD 1014 M | +USD 76.4 M | +8% | 8.23% | 33% | 681 | 15.57% | 2.6 |
|
| 1670 |
1670
McAdam LLC
Philadelphia,
Pennsylvania
| USD 1014 M | +USD 91.7 M | +10% | 6.41% | 65.4% | 240 | 28.75% | 2.7 |
|
| 1671 |
1671
Norris Perne & French
Grand Rapids,
Michigan
| USD 1014 M | +USD 51.5 M | +5% | 7.61% | 91.1% | 142 | 12.68% | 4.3 |
|
| 1672 |
1672
WMS Partners
Towson,
Maryland
| USD 1010 M | +USD 274 M | +37% | 9.02% | 10.8% | 294 | 17.69% | 3.4 |
|
| 1673 |
1673
Portolan Capital Management
Boston,
Massachusetts
| USD 1008 M | +USD 61.8 M | +7% | 14.7% | 738% | 166 | 43.98% | 1.2 |
|
| 1674 |
1674
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| USD 1006 M | +USD 121 M | +14% | 8.62% | 77.5% | 497 | 15.29% | 1.7 |
|
| 1675 |
1675
Centerbridge Partners
New York
| USD 1005 M | +USD 129 M | +15% | 23.6% | 15.9% | 34 | 50% | 1.8 |
|