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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
TA Associates
Boston,
Massachusetts
| USD 717 M | -USD 289 M | -29% | 27.3% | – | 2 | 0% | 1.4 |
|
| 2102 |
2102
Cardiff Park Advisors
Carlsbad,
California
| USD 716 M | +USD 77 M | +12% | 8.31% | 88.6% | 335 | 12.84% | 0.9 |
|
| 2103 |
2103
Litman Gregory Wealth Management
Larkspur,
California
| USD 716 M | +USD 90.5 M | +14% | 6.54% | 55.5% | 82 | 9.76% | 3.3 |
|
| 2104 |
2104
Estate Counselors
Thiensville,
Wisconsin
| USD 715 M | +USD 68.7 M | +11% | 6.08% | 60% | 195 | 40.51% | 2.1 |
|
| 2105 |
2105
James Investment Research
Alpha,
Ohio
| USD 715 M | +USD 14.1 M | +2% | 9.37% | 110% | 618 | 19.74% | 3.3 |
|
| 2106 |
2106
Alta Park Capital
San Francisco,
California
| USD 714 M | +USD 219 M | +44% | 3.28% | 1,071% | 30 | 40% | 0.9 |
|
| 2107 |
2107
AltraVue Capital
Bellevue,
Washington
| USD 714 M | +USD 45.5 M | +7% | 8.42% | 221% | 32 | 9.38% | 2.9 |
|
| 2108 |
2108
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| USD 714 M | -USD 82.3 M | -10% | 6.44% | 34% | 106 | 28.3% | 5.7 |
|
| 2109 |
2109
United Bank (Virginia)
Vienna,
Virginia
| USD 714 M | +USD 63.9 M | +10% | 10.6% | 76.1% | 170 | 12.94% | 3.8 |
|
| 2110 |
2110
J.V. Bruni & Co
Colorado Springs,
Colorado
| USD 713 M | +USD 76 M | +12% | 13.3% | 97.9% | 33 | 6.06% | 4.6 |
|
| 2111 |
2111
Curi Wealth Management
Raleigh,
North Carolina
| USD 713 M | +USD 109 M | +18% | 7.84% | 16.2% | 212 | 25.47% | 1.1 |
|
| 2112 |
KC
2112
KCL Capital
New York
| USD 713 M | +USD 275 M | +63% | 7.15% | 106% | 47 | 61.7% | 0.4 |
|
| 2113 |
2113
L. Roy Papp & Associates
Phoenix,
Arizona
| USD 713 M | +USD 51.3 M | +8% | 10.7% | 80.1% | 170 | 7.06% | 5.9 |
|
| 2114 |
2114
Cozad Asset Management
Champaign,
Illinois
| USD 712 M | +USD 95.1 M | +15% | 10.1% | 132% | 386 | 13.73% | 2.5 |
|
| 2115 |
2115
Hackensack Meridian Health
Edison,
New Jersey
| USD 711 M | -USD 20.7 M | -3% | 9.76% | 53.4% | 13 | 53.85% | 0.8 |
|
| 2116 |
2116
Jay A. Fishman Ltd
Troy,
Michigan
| USD 711 M | +USD 19.5 M | +3% | 5.77% | 119% | 97 | 8.25% | 5.3 |
|
| 2117 |
2117
Traynor Capital Management
Malvern,
Pennsylvania
| USD 709 M | +USD 149 M | +27% | 6.74% | 225% | 232 | 26.29% | 2.6 |
|
| 2118 |
2118
Tradition Wealth Management
Edina,
Minnesota
| USD 708 M | +USD 42.8 M | +6% | 7.05% | 69.6% | 1,245 | 12.53% | 1.4 |
|
| 2119 |
2119
DigitalBridge Group
Boca Raton,
Florida
| USD 708 M | +USD 4.57 M | +0.6% | 8.28% | 161% | 62 | 27.42% | 1.1 |
|
| 2120 |
2120
Caldwell Trust
Venice,
Florida
| USD 707 M | +USD 33.8 M | +5% | 10% | 87% | 752 | 7.58% | 2.6 |
|
| 2121 |
AIM
2121
Aigen Investment Management
New York
| USD 707 M | +USD 10 M | +1% | 8.2% | 55.5% | 842 | 73.52% | 0.2 |
|
| 2122 |
2122
Greenwood Gearhart
Fayetteville,
Arkansas
| USD 706 M | +USD 75.8 M | +12% | 8.92% | 70.6% | 103 | 14.56% | 3.8 |
|
| 2123 |
AH
2123
Allen Holding
New York
| USD 705 M | +USD 68.6 M | +11% | 10.6% | 135% | 16 | 6.25% | 5 |
|
| 2124 |
2124
KWMG LLC
Overland Park,
Kansas
| USD 704 M | +USD 53.9 M | +8% | 8.41% | 76.2% | 144 | 7.64% | 5 |
|
| 2125 |
2125
Laird Norton Wetherby Trust Company
Seattle,
Washington
| USD 704 M | +USD 264 M | +60% | 6.59% | 88.1% | 119 | 43.7% | 1 |
|