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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
1801
Penn Capital Management
Philadelphia,
Pennsylvania
| USD 976 M | -USD 52.6 M | -5% | 3.95% | 181% | 164 | 20.73% | 1.9 |
|
| 1802 |
1802
Atlantic Union Bankshares
Glen Allen,
Virginia
| USD 976 M | -USD 27.1 M | -3% | 1.26% | 78.9% | 277 | 2.89% | 4.4 |
|
| 1803 |
1803
Procyon Advisors
Shelton,
Connecticut
| USD 976 M | +USD 180 M | +23% | 2.71% | 92.3% | 501 | 15.17% | 1.8 |
|
| 1804 |
1804
Willis Johnson & Associates
Houston,
Texas
| USD 975 M | +USD 37.2 M | +4% | 3.51% | 50.9% | 143 | 19.58% | 1.6 |
|
| 1805 |
CG
1805
Cutler Group
San Francisco,
California
| USD 975 M | +USD 255 M | +35% | 3.51% | 57.7% | 4,549 | 34.4% | 2 |
|
| 1806 |
1806
Washington Trust Advisors
Wellesley,
Massachusetts
| USD 975 M | -USD 56.8 M | -6% | 3.51% | 106% | 694 | 7.93% | 1.6 |
|
| 1807 |
1807
Himension Capital (Singapore)
Singapore
| USD 974 M | -USD 123 M | -11% | 1.35% | 492% | 94 | 89.36% | 0.2 |
|
| 1808 |
1808
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| USD 973 M | -USD 83 M | -8% | 1.23% | 162% | 238 | 11.34% | 4.6 |
|
| 1809 |
1809
SFMG Wealth Advisors
Plano,
Texas
| USD 973 M | +USD 1.1 M | +0.1% | 3.4% | 76.1% | 278 | 15.47% | 3.5 |
|
| 1810 |
1810
Summit Securities Group
New York
| USD 972 M | +USD 205 M | +27% | 0.29% | 136% | 1,121 | 70.03% | 0.8 |
|
| 1811 |
1811
Sandler Capital Management
New York
| USD 971 M | -USD 244 M | -20% | 1.65% | 325% | 134 | 47.76% | 0.7 |
|
| 1812 |
1812
Main Street Research
Lakeville,
Connecticut
| USD 971 M | +USD 343 M | +55% | 1.67% | 232% | 101 | 17.82% | 4.8 |
|
| 1813 |
1813
Litman Gregory Wealth Management
Larkspur,
California
| USD 969 M | +USD 168 M | +21% | 3.37% | 55.5% | 127 | 39.37% | 0.5 |
|
| 1814 |
1814
Concentric Capital Strategies
Stamford,
Connecticut
| USD 968 M | +USD 471 M | +95% | 1.77% | 165% | 275 | 73.09% | 0.2 |
|
| 1815 |
1815
Ensemble Capital Management
San Francisco,
California
| USD 968 M | -USD 67.5 M | -7% | 4.52% | 36.2% | 25 | 0% | 5.5 |
|
| 1816 |
1816
Ion Asset Management
Herzliya,
Israel
| USD 968 M | +USD 111 M | +13% | 19.1% | 125% | 44 | 34.09% | 1.2 |
|
| 1817 |
1817
Elm Partners Management
Philadelphia,
Pennsylvania
| USD 967 M | -USD 25.8 M | -3% | 3.31% | 46.9% | 47 | 12.77% | 3 |
|
| 1818 |
1818
Executive Wealth Management
Brighton,
Michigan
| USD 966 M | -USD 425 k | -0% | 4.03% | 18.4% | 213 | 13.15% | 2.7 |
|
| 1819 |
1819
Belpointe Asset Management
Reno,
Nevada
| USD 966 M | +USD 20.2 M | +2% | 2.9% | 80.1% | 726 | 26.17% | 3 |
|
| 1820 |
1820
Clear Harbor Asset Management
Stamford,
Connecticut
| USD 965 M | -USD 55.7 M | -5% | 2.83% | 98.6% | 384 | 15.63% | 3.7 |
|
| 1821 |
1821
Zazove Associates
Incline Village,
Nevada
| USD 964 M | -USD 133 M | -12% | 0.29% | 11% | 157 | 14.01% | 1.5 |
|
| 1822 |
1822
QV Investors
Calgary,
Alberta, Canada
| USD 964 M | -USD 145 M | -13% | 2.45% | 68.3% | 70 | 8.57% | 3.6 |
|
| 1823 |
1823
Adell Harriman & Carpenter
Houston,
Texas
| USD 964 M | -USD 20.3 M | -2% | 0.83% | 176% | 165 | 3.03% | 5.5 |
|
| 1824 |
1824
Parcion Private Wealth
Bellevue,
Washington
| USD 964 M | -USD 27 M | -3% | 3.73% | 103% | 194 | 12.37% | 2.5 |
|
| 1825 |
1825
Kensington Asset Management
Austin,
Texas
| USD 961 M | -USD 556 M | -37% | 3.27% | 38.1% | 16 | 75% | 0.3 |
|