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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1701 |
1701
Moody Lynn & Lieberson
Boston,
Massachusetts
| USD 1895 M | +USD 114 M | +6% | 13% | 142% | 283 | 18.37% | 5.4 |
|
| 1702 |
1702
Turtle Creek Wealth Advisors
Dallas,
Texas
| USD 1894 M | +USD 570 M | +43% | 18% | 112% | 561 | 22.82% | 0.8 |
|
| 1703 |
1703
Kathmere Capital Management
Wayne,
Pennsylvania
| USD 1890 M | +USD 266 M | +16% | 14.4% | 62.3% | 717 | 18.83% | 1.9 |
|
| 1704 |
1704
Patten & Patten
Chattanooga,
Tennessee
| USD 1889 M | +USD 233 M | +14% | 14.7% | 74.1% | 357 | 7.28% | 6.8 |
|
| 1705 |
1705
Next Century Growth Investors
Plymouth,
Minnesota
| USD 1886 M | +USD 506 M | +37% | 57.4% | 447% | 130 | 26.92% | 2 |
|
| 1706 |
1706
CAS Investment Partners
Westport,
Connecticut
| USD 1883 M | +USD 135 M | +8% | 9.75% | 527% | 7 | 42.86% | 3.5 |
|
| 1707 |
1707
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| USD 1882 M | +USD 43.8 M | +2% | 24.4% | 94.6% | 1,012 | 54.25% | 0.4 |
|
| 1708 |
1708
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| USD 1880 M | +USD 222 M | +13% | 14.3% | 73.7% | 370 | 15.41% | 3.6 |
|
| 1709 |
1709
Koshinski Asset Management
Decatur,
Illinois
| USD 1878 M | +USD 275 M | +17% | 16.7% | 76.5% | 803 | 13.95% | 3.2 |
|
| 1710 |
1710
Oasis Management Company
Grand Cayman,
Cayman Islands
| USD 1876 M | +USD 160 M | +9% | 32.3% | 368% | 123 | 25.2% | 1.2 |
|
| 1711 |
1711
Atwood & Palmer
Kansas City,
Missouri
| USD 1875 M | +USD 103 M | +6% | 10.2% | 90% | 556 | 15.47% | 5.4 |
|
| 1712 |
1712
Proem Advisors
Dallas,
Texas
| USD 1871 M | +USD 195 M | +12% | 76% | – | 67 | 62.69% | 0.6 |
|
| 1713 |
1713
Robinhood Asset Management
Menlo Park,
California
| USD 1869 M | +USD 490 M | +36% | 16.1% | – | 105 | 43.81% | 0.3 |
|
| 1714 |
1714
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| USD 1868 M | +USD 183 M | +11% | 15.7% | 81.9% | 378 | 16.14% | 2.1 |
|
| 1715 |
1715
Keystone Investors
Singapore
| USD 1868 M | – | – | 61.2% | – | 84 | – | 0.4 |
|
| 1716 |
1716
B. Riley Wealth Advisors
Boca Raton,
Florida
| USD 1868 M | +USD 289 M | +18% | 21.3% | 118% | 1,023 | 22.87% | 4.9 |
|
| 1717 |
1717
LMCG Investments
Boston,
Massachusetts
| USD 1867 M | +USD 187 M | +11% | 22% | 125% | 230 | 6.52% | 7.3 |
|
| 1718 |
1718
Bar Harbor Wealth Management
Concord,
New Hampshire
| USD 1862 M | +USD 153 M | +9% | 15.2% | 79.2% | 281 | 9.96% | 7.2 |
|
| 1719 |
1719
Invictus Private Wealth
Denver,
Colorado
| USD 1862 M | +USD 240 M | +15% | 17% | 84.2% | 95 | 20% | 2.5 |
|
| 1720 |
SC
1720
SRB Corp
Boston,
Massachusetts
| USD 1859 M | +USD 231 M | +14% | 29.4% | 87.3% | 23 | 0% | 4.8 |
|
| 1721 |
1721
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| USD 1856 M | +USD 355 M | +24% | 14.8% | 58.7% | 289 | 39.45% | 0.9 |
|
| 1722 |
1722
Pertento Partners
London,
United Kingdom
| USD 1855 M | +USD 488 M | +36% | 30.5% | 196% | 20 | 20% | 1.1 |
|
| 1723 |
1723
Private Advisory Group
Redmond,
Washington
| USD 1853 M | +USD 329 M | +22% | 31.9% | 177% | 345 | 34.49% | 1.5 |
|
| 1724 |
1724
Ninety One
Cape Town,
South Africa
| USD 1848 M | -USD 479 M | -21% | 1.79% | 232% | 115 | 20.87% | 2.7 |
|
| 1725 |
1725
Spyglass Capital Management
San Francisco,
California
| USD 1847 M | +USD 435 M | +31% | 35.2% | 154% | 28 | 21.43% | 1.8 |
|