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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
WDA
2051
Wendell David Associates
Portsmouth,
New Hampshire
| USD 981 M | -USD 8.26 M | -0.8% | 1% | 46% | 166 | 6.02% | 7.6 |
|
| 2052 |
2052
RWC Asset Advisors
Miami,
Florida
| USD 980 M | -USD 294 M | -23% | 1.97% | 267% | 23 | 26.09% | 2 |
|
| 2053 |
2053
Y.D. More Investments
Ramat Gan,
Israel
| USD 980 M | +USD 416 M | +74% | 5.57% | 305% | 471 | 32.48% | 0.9 |
|
| 2054 |
2054
ClariVest Asset Management
San Diego,
California
| USD 980 M | +USD 15.9 M | +2% | 7.9% | 106% | 949 | 21.5% | 1.9 |
|
| 2055 |
2055
Leo Wealth LLC
Hurst,
Texas
| USD 980 M | +USD 2.88 M | +0.3% | 0.99% | – | 358 | 14.25% | 0.4 |
|
| 2056 |
2056
Michael & Susan Dell Foundation
New York
| USD 980 M | +USD 178 M | +22% | 13.3% | 238% | 6 | 66.67% | 2.4 |
|
| 2057 |
2057
Permanens Capital
New York
| USD 980 M | +USD 166 M | +20% | 0.92% | 76.9% | 29 | 17.24% | 3.6 |
|
| 2058 |
2058
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| USD 978 M | -USD 1.81 M | -0.2% | 0.95% | 77.5% | 171 | 7.02% | 8.1 |
|
| 2059 |
2059
Sunbelt Securities
Houston,
Texas
| USD 978 M | +USD 81.2 M | +9% | 3.96% | 83.5% | 1,828 | 8.53% | 1.8 |
|
| 2060 |
OCMI
2060
Oaktop Capital Management II
Chatham,
New Jersey
| USD 976 M | +USD 111 M | +13% | 14.2% | 451% | 16 | 6.25% | 6.5 |
|
| 2061 |
2061
J.M. Forbes & Co
Boston,
Massachusetts
| USD 976 M | +USD 53.4 M | +6% | 5.76% | 112% | 136 | 5.88% | 5.9 |
|
| 2062 |
2062
Ilex Capital Partners
London,
United Kingdom
| USD 976 M | -USD 42.7 M | -4% | 0.3% | – | 32 | 78.13% | 0.1 |
|
| 2063 |
2063
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| USD 974 M | +USD 14.2 M | +1% | 2.03% | 62.2% | 238 | 5.46% | 4.1 |
|
| 2064 |
1WCM
2064
12 West Capital Management
New York
| USD 973 M | -USD 136 M | -12% | 7.99% | 169% | 25 | 24% | 2.4 |
|
| 2065 |
2065
Anchor Investment Management
Columbia,
South Carolina
| USD 972 M | +USD 17.7 M | +2% | 1.96% | 75.1% | 1,077 | 10.96% | 4.9 |
|
| 2066 |
2066
Sound View Wealth Advisors Group
Savannah,
Georgia
| USD 970 M | +USD 32 M | +3% | 3.5% | 73% | 374 | 5.08% | 3.3 |
|
| 2067 |
2067
First Nebraska Trust
Lincoln,
Nebraska
| USD 970 M | +USD 1.14 M | +0.1% | 0.09% | 67.9% | 198 | 5.05% | 5.9 |
|
| 2068 |
2068
Smith, Moore & Co
Clayton,
Missouri
| USD 970 M | +USD 31.2 M | +3% | 1.64% | 67% | 458 | 10.04% | 4.5 |
|
| 2069 |
2069
Capital Investment Advisory Services
Raleigh,
North Carolina
| USD 969 M | +USD 35.6 M | +4% | 2.56% | 69.3% | 1,004 | 9.06% | 3.3 |
|
| 2070 |
PWMAG
2070
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| USD 969 M | +USD 37 M | +4% | 2.69% | 90.7% | 373 | 9.65% | 3.7 |
|
| 2071 |
2071
Longbow Finance
Lutry,
Switzerland
| USD 967 M | -USD 21.5 M | -2% | 6.54% | 162% | 86 | 3.49% | 0.8 |
|
| 2072 |
2072
Godsey & Gibb Inc
Richmond,
Virginia
| USD 967 M | +USD 17.6 M | +2% | 0.52% | 87.5% | 440 | 22.27% | 1 |
|
| 2073 |
2073
Verus Capital Partners
Scottsdale,
Arizona
| USD 967 M | +USD 61.7 M | +7% | 6.74% | 139% | 380 | 15.26% | 2.5 |
|
| 2074 |
BFS
2074
Bard Financial Services
Branford,
Connecticut
| USD 967 M | +USD 25.6 M | +3% | 4.74% | 90.1% | 238 | 7.14% | 2.9 |
|
| 2075 |
2075
Palisade Asset Management
Minneapolis,
Minnesota
| USD 967 M | -USD 59.5 M | -6% | 0.39% | 61.8% | 408 | 53.43% | 7.2 |
|