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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
Crescent Park Management
East Palo Alto,
California
| USD 550 M | -USD 20.1 M | -4% | 6.3% | 87% | 28 | 25% | 1.3 |
|
| 2077 |
SAM
2077
Skyline Asset Management
Chicago,
Illinois
| USD 549 M | -USD 38.8 M | -7% | 6.01% | 26.1% | 61 | 9.84% | 3.2 |
|
| 2078 |
2078
Kingstown Capital Management
New York
| USD 549 M | +USD 61.9 M | +13% | 2.79% | 38.6% | 15 | 0% | 1.9 |
|
| 2079 |
2079
Prime Capital Investment Advisors
Overland Park,
Kansas
| USD 548 M | +USD 205 M | +60% | 2.17% | 78.7% | 418 | 40.67% | 0.6 |
|
| 2080 |
2080
NatWest Group
Edinburgh, Scotland,
United Kingdom
| USD 548 M | +USD 49.8 M | +10% | 4.38% | 207% | 80 | 10% | 4 |
|
| 2081 |
2081
Modera Wealth Management
Westwood,
New Jersey
| USD 548 M | +USD 13.8 M | +3% | 1.79% | 68.2% | 156 | 14.74% | 3.2 |
|
| 2082 |
2082
NewSquare Capital
Newtown Square,
Pennsylvania
| USD 548 M | +USD 23.4 M | +4% | 3.02% | 76.5% | 380 | 19.74% | 2.4 |
|
| 2083 |
2083
Kings Point Capital Management
Great Neck,
New York
| USD 548 M | +USD 44.5 M | +9% | 5.03% | 80.1% | 432 | 18.98% | 3 |
|
| 2084 |
2084
Stearns Financial Services Group
Greensboro,
North Carolina
| USD 548 M | +USD 18.1 M | +3% | 2.67% | 26.1% | 187 | 13.9% | 3.3 |
|
| 2085 |
2085
Planning Alternatives
Birmingham,
Michigan
| USD 547 M | +USD 711 k | +0.1% | 2.57% | 69.6% | 51 | 11.76% | 3.7 |
|
| 2086 |
2086
Strategic Value Partners
Greenwich,
Connecticut
| USD 547 M | -USD 508 M | -48% | 12.9% | – | 11 | 36.36% | 1.1 |
|
| 2087 |
2087
SeaTown Holdings
Singapore
| USD 547 M | -USD 302 M | -36% | 6.11% | 220% | 87 | 60.92% | 0.6 |
|
| 2088 |
2088
Phillips Financial Management
Fort Wayne,
Indiana
| USD 546 M | +USD 21.5 M | +4% | 2.19% | 45.6% | 78 | 2.56% | 4.3 |
|
| 2089 |
2089
Kays Financial Advisory
Atlanta,
Georgia
| USD 546 M | +USD 29.7 M | +6% | 3.16% | 23.3% | 124 | 8.87% | 1.8 |
|
| 2090 |
2090
North Point Portfolio Managers
Orange Village,
Ohio
| USD 546 M | +USD 18.9 M | +4% | 4.51% | 72.8% | 81 | 13.58% | 3.6 |
|
| 2091 |
2091
Archon Capital Management
Seattle,
Washington
| USD 545 M | +USD 179 M | +49% | 10.6% | 222% | 37 | 45.95% | 0.8 |
|
| 2092 |
2092
Legato Capital Management
San Francisco,
California
| USD 545 M | +USD 242 M | +80% | 0.75% | 243% | 197 | 28.93% | 0.8 |
|
| 2093 |
2093
Weld Capital Management
New York
| USD 544 M | -USD 4.7 M | -0.9% | 1.95% | – | 1,058 | 74.29% | 0.1 |
|
| 2094 |
2094
Connable Office Inc
Kalamazoo,
Michigan
| USD 544 M | +USD 28.9 M | +6% | 2.89% | 68.3% | 196 | 20.92% | 2.7 |
|
| 2095 |
2095
Canandaigua National Bank & Trust
Canandaigua,
New York
| USD 543 M | +USD 21.2 M | +4% | 4.38% | – | 306 | 13.07% | 3.3 |
|
| 2096 |
2096
RKL Wealth Management
Lancaster,
Pennsylvania
| USD 542 M | +USD 31.7 M | +6% | 3.5% | 76.8% | 132 | 7.58% | 3 |
|
| 2097 |
2097
Cevian Capital II
St. Helier,
Jersey
| USD 542 M | -USD 9.3 M | -2% | 9.28% | 105% | 2 | 0% | 1 |
|
| 2098 |
2098
Ninepoint Partners
Toronto,
Ontario, Canada
| USD 542 M | +USD 7.57 M | +1% | 0.48% | 82.6% | 118 | 49.15% | 0.6 |
|
| 2099 |
2099
Northstar Investment Advisors
Denver,
Colorado
| USD 542 M | +USD 2.85 M | +0.5% | 4.05% | 85.8% | 131 | 16.79% | 3.6 |
|
| 2100 |
2100
Mount Yale Investment Advisors
Denver,
Colorado
| USD 542 M | +USD 7.83 M | +1% | 4.11% | 81.9% | 350 | 21.14% | 1 |
|