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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
Alaska Permanent Capital Management
Anchorage,
Alaska
| USD 994 M | -USD 153 M | -13% | 12.1% | 42.8% | 46 | 32.61% | 3.2 |
|
| 1702 |
1702
Oakworth Capital
Birmingham,
Alabama
| USD 994 M | -USD 167 M | -14% | 14.9% | 70% | 588 | 11.05% | 5.2 |
|
| 1703 |
1703
Sarissa Capital Management
Greenwich,
Connecticut
| USD 993 M | -USD 64.5 M | -6% | 0.73% | 80% | 11 | 0% | 2.8 |
|
| 1704 |
1704
Portolan Capital Management
Boston,
Massachusetts
| USD 993 M | -USD 261 M | -21% | 14.2% | 738% | 176 | 52.84% | 1.1 |
|
| 1705 |
1705
Hodges Capital Management
Dallas,
Texas
| USD 991 M | -USD 268 M | -21% | 16.8% | 200% | 247 | 19.03% | 3.2 |
|
| 1706 |
1706
Avior Wealth Management
Omaha,
Nebraska
| USD 990 M | -USD 170 M | -15% | 14.5% | 71.4% | 1,282 | 11.7% | 3.1 |
|
| 1707 |
1707
Lee, Danner & Bass
Nashville,
Tennessee
| USD 990 M | -USD 184 M | -16% | 14.7% | – | 214 | 10.28% | 6 |
|
| 1708 |
1708
Arete Wealth Advisors
Chicago,
Illinois
| USD 989 M | -USD 205 M | -17% | 13% | 85.3% | 587 | 36.8% | 2.3 |
|
| 1709 |
1709
M Holdings Securities
Portland,
Oregon
| USD 988 M | -USD 333 M | -25% | 13.9% | 83.9% | 521 | 19.58% | 1.7 |
|
| 1710 |
1710
Kanawha Capital Management
Richmond,
Virginia
| USD 987 M | -USD 152 M | -13% | 11.6% | 74.5% | 202 | 4.46% | 6.3 |
|
| 1711 |
1711
Galvin Gaustad & Stein
Scottsdale,
Arizona
| USD 986 M | -USD 123 M | -11% | 10.6% | 60.7% | 182 | 17.58% | 1.3 |
|
| 1712 |
1712
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| USD 985 M | -USD 158 M | -14% | 13.7% | 86% | 596 | 15.27% | 3.8 |
|
| 1713 |
1713
Islet Management
New York
| USD 984 M | -USD 1435 M | -59% | 15.6% | 75.3% | 187 | 73.8% | 0.3 |
|
| 1714 |
1714
Pacific Heights Asset Management
San Francisco,
California
| USD 983 M | -USD 188 M | -16% | 16.5% | 181% | 83 | 1.2% | 6.7 |
|
| 1715 |
1715
First American Bank
Dundee,
Illinois
| USD 982 M | -USD 199 M | -17% | 12.9% | 114% | 169 | 8.88% | 4.9 |
|
| 1716 |
1716
Trek Financial
Scottsdale,
Arizona
| USD 980 M | -USD 170 M | -15% | 7.73% | 152% | 276 | 37.68% | 1.3 |
|
| 1717 |
1717
Laurel Wealth Advisors (California)
Solana Beach,
California
| USD 980 M | -USD 230 M | -19% | 13.6% | 33% | 776 | 22.29% | 2.3 |
|
| 1718 |
SBCM
1718
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| USD 980 M | -USD 220 M | -18% | 16.6% | 72.3% | 48 | 0% | 5.6 |
|
| 1719 |
1719
Atlantic Union Bankshares
Glen Allen,
Virginia
| USD 978 M | -USD 164 M | -14% | 12.1% | 78.9% | 265 | 6.79% | 3.8 |
|
| 1720 |
1720
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| USD 977 M | -USD 171 M | -15% | 13.6% | 61.4% | 146 | 12.33% | 4.6 |
|
| 1721 |
1721
NXG Investment Management
Dallas,
Texas
| USD 976 M | -USD 140 M | -13% | 10.4% | 121% | 103 | 20.39% | 2.6 |
|
| 1722 |
1722
Avity Investment Management
Greenwich,
Connecticut
| USD 974 M | -USD 167 M | -15% | 12.2% | 119% | 94 | 12.77% | 5.3 |
|
| 1723 |
1723
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| USD 974 M | -USD 293 M | -23% | 13.2% | 162% | 254 | 20.08% | 3.9 |
|
| 1724 |
1724
Alpha Wave Global
New York
| USD 973 M | -USD 137 M | -12% | 4.17% | 226% | 143 | 23.78% | 0.7 |
|
| 1725 |
1725
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| USD 972 M | -USD 188 M | -16% | 14.6% | 94.2% | 153 | 7.84% | 5.3 |
|