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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1851 |
1851
BIP Wealth
Atlanta,
Georgia
| USD 909 M | – | – | 5.04% | 51.8% | 175 | – | 0 |
|
| 1852 |
1852
Next Century Growth Investors
Plymouth,
Minnesota
| USD 909 M | +USD 75.8 M | +9% | 17.3% | 447% | 112 | 17.86% | 2.6 |
|
| 1853 |
CCA
1853
Castle Creek Arbitrage
Avon,
Colorado
| USD 908 M | -USD 227 M | -20% | 2.67% | 17.2% | 625 | 40% | 0.8 |
|
| 1854 |
NM
1854
NWI Management
New York
| USD 908 M | +USD 456 M | +101% | 21.4% | 230% | 50 | 28% | 2.6 |
|
| 1855 |
1855
Nexus Investment Management
Toronto,
Ontario, Canada
| USD 906 M | +USD 20.6 M | +2% | 4.06% | 93.5% | 73 | 0% | 6.4 |
|
| 1856 |
1856
Edgestream Partners
Princeton,
New Jersey
| USD 906 M | +USD 16.3 M | +2% | 5.35% | 41.7% | 685 | 50.66% | 0.5 |
|
| 1857 |
1857
Courier Capital
Buffalo,
New York
| USD 905 M | +USD 37.3 M | +4% | 5.84% | 70.8% | 302 | 8.61% | 6.3 |
|
| 1858 |
1858
Girard Partners
King Of Prussia,
Pennsylvania
| USD 904 M | +USD 21.8 M | +2% | 8.3% | 25.7% | 271 | 11.07% | 4.4 |
|
| 1859 |
1859
PSG Equity
Boston,
Massachusetts
| USD 904 M | +USD 268 M | +42% | 42.2% | 13.7% | 1 | 0% | 1.3 |
|
| 1860 |
1860
Motley Fool Asset Management
Alexandria,
Virginia
| USD 904 M | +USD 16.7 M | +2% | 16.7% | 135% | 213 | 49.3% | 4.1 |
|
| 1861 |
1861
Executive Wealth Management
Brighton,
Michigan
| USD 901 M | +USD 87 M | +11% | 6.13% | 18.4% | 207 | 14.49% | 2.4 |
|
| 1862 |
1862
Ninepoint Partners
Toronto,
Ontario, Canada
| USD 901 M | +USD 117 M | +15% | 6.15% | 82.6% | 100 | 37% | 1.2 |
|
| 1863 |
1863
TCV Trust & Wealth Management
Richmond,
Virginia
| USD 901 M | +USD 20.5 M | +2% | 3.45% | 75.3% | 199 | 12.56% | 5.9 |
|
| 1864 |
1864
Unison Advisors
Washington,
District of Columbia
| USD 900 M | +USD 132 M | +17% | 4.23% | 57.8% | 181 | 1.1% | 2.8 |
|
| 1865 |
1865
Amica Mutual Insurance
Providence,
Rhode Island
| USD 897 M | +USD 105 M | +13% | 9.54% | 80.4% | 99 | 9.09% | 4.8 |
|
| 1866 |
1866
Blackhill Capital
Morristown,
New Jersey
| USD 896 M | +USD 33.1 M | +4% | 3.91% | 212% | 52 | 0% | 8.5 |
|
| 1867 |
1867
Alphadyne Asset Management
New York
| USD 896 M | +USD 214 M | +31% | 10.8% | 159% | 49 | 51.02% | 0.3 |
|
| 1868 |
1868
Trinity Street Asset Management
London,
United Kingdom
| USD 893 M | +USD 276 M | +45% | 10.5% | 76.9% | 22 | 18.18% | 2.1 |
|
| 1869 |
1869
North Reef Capital Management
Laguna Beach,
California
| USD 893 M | -USD 19.8 M | -2% | 10.4% | 81.9% | 49 | 42.86% | 0.5 |
|
| 1870 |
1870
Oxford Financial Group
Carmel,
Indiana
| USD 891 M | +USD 32.7 M | +4% | 3.19% | 77.2% | 283 | 15.55% | 2.4 |
|
| 1871 |
1871
Mount Yale Investment Advisors
Denver,
Colorado
| USD 891 M | +USD 9.2 M | +1% | 9.53% | 81.9% | 540 | 27.04% | 2.2 |
|
| 1872 |
1872
Baker Tilly Wealth Management
Madison,
Wisconsin
| USD 889 M | +USD 77.4 M | +10% | 9.83% | 96.9% | 587 | 14.99% | 1.6 |
|
| 1873 |
1873
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| USD 889 M | +USD 130 M | +17% | 13.6% | 89.9% | 48 | 12.5% | 2.6 |
|
| 1874 |
1874
Eagle Ridge Investment Management
Stamford,
Connecticut
| USD 889 M | +USD 31.9 M | +4% | 4.83% | 28.2% | 160 | 7.5% | 4.4 |
|
| 1875 |
1875
Trust Asset Management
Houston,
Texas
| USD 889 M | +USD 85.1 M | +11% | 8.53% | 91.1% | 214 | 12.62% | 2.2 |
|