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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
DT Investment Partners
Chadds Ford,
Pennsylvania
| USD 1202 M | -USD 6.17 M | -0.5% | 1.37% | 64.3% | 551 | 7.99% | 3.5 |
|
| 2102 |
2102
Whitney & Co
Rochester,
New York
| USD 1201 M | -USD 55.6 M | -4% | 2.38% | 110% | 184 | 10.33% | 4.6 |
|
| 2103 |
2103
JNBA Financial Advisors
Bloomington,
Minnesota
| USD 1201 M | +USD 56 M | +5% | 0.07% | 66.8% | 895 | 19.55% | 5 |
|
| 2104 |
2104
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| USD 1201 M | -USD 189 M | -14% | 13.2% | 121% | 2 | 0% | 4.1 |
|
| 2105 |
2105
Guardian Partners
Toronto,
Canada
| USD 1200 M | -USD 47.9 M | -4% | 4.32% | – | 217 | 18.89% | 0.9 |
|
| 2106 |
2106
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| USD 1200 M | +USD 7.79 M | +0.7% | 1.86% | 58% | 187 | 11.76% | 2.9 |
|
| 2107 |
2107
Anchor Investment Management
Columbia,
South Carolina
| USD 1199 M | -USD 32 M | -3% | 0.65% | 75.1% | 1,099 | 7.73% | 5.8 |
|
| 2108 |
2108
Callahan Advisors
Houston,
Texas
| USD 1198 M | -USD 18.5 M | -2% | 0.67% | 87.7% | 187 | 12.3% | 5.8 |
|
| 2109 |
2109
KWMG LLC
Overland Park,
Kansas
| USD 1198 M | +USD 37.7 M | +3% | 3.25% | 76.2% | 153 | 6.54% | 6.3 |
|
| 2110 |
2110
Shay Capital
New York
| USD 1198 M | +USD 229 M | +24% | 1.35% | 166% | 705 | 64.54% | 0.5 |
|
| 2111 |
2111
Condor Capital Management
Martinsville,
New Jersey
| USD 1197 M | -USD 38.4 M | -3% | 3.25% | 58.2% | 188 | 10.11% | 5.8 |
|
| 2112 |
2112
JTC Employer Solutions Trustee
St Helier,
Jersey
| USD 1197 M | -USD 276 M | -19% | 3.8% | 88.7% | 321 | 5.92% | 3.6 |
|
| 2113 |
2113
TCV Trust & Wealth Management
Richmond,
Virginia
| USD 1193 M | -USD 45.3 M | -4% | 0.44% | 75.3% | 232 | 9.05% | 7.1 |
|
| 2114 |
2114
Koss-Olinger Consulting
Gainesville,
Florida
| USD 1193 M | -USD 97.7 M | -8% | 0.77% | 57.9% | 291 | 20.27% | 1.3 |
|
| 2115 |
2115
Sone Capital Management
New York
| USD 1191 M | -USD 41.4 M | -3% | 8.19% | – | 129 | 44.19% | 0.5 |
|
| 2116 |
2116
Main Management Fund Advisors
San Francisco,
California
| USD 1191 M | +USD 93.9 M | +9% | 0.4% | 80% | 8 | 37.5% | 0.9 |
|
| 2117 |
2117
Elequin Capital
New York
| USD 1190 M | -USD 155 M | -12% | 1.75% | 52.4% | 745 | 61.74% | 0.2 |
|
| 2118 |
2118
Talbot Financial
Bellevue,
Washington
| USD 1190 M | -USD 24.9 M | -2% | 2.81% | 118% | 70 | 8.57% | 2.4 |
|
| 2119 |
2119
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| USD 1190 M | -USD 1.99 M | -0.2% | 0.61% | 62.2% | 241 | 7.88% | 5.3 |
|
| 2120 |
2120
PKO Investment Management Joint-Stock
Warsaw,
Poland
| USD 1188 M | -USD 65 M | -5% | 0.88% | 145% | 234 | 12.82% | 3.3 |
|
| 2121 |
2121
Concentric Capital Strategies
Stamford,
Connecticut
| USD 1187 M | -USD 893 M | -43% | 1.28% | 165% | 419 | 66.11% | 0.4 |
|
| 2122 |
2122
KLCM Advisors
Milwaukee,
Wisconsin
| USD 1185 M | +USD 21 M | +2% | 1.4% | 122% | 291 | 16.15% | 3.1 |
|
| 2123 |
PAMJ
2123
Parvus Asset Management Jersey
St. Helier,
Jersey
| USD 1184 M | -USD 750 M | -39% | 52.6% | – | 1 | 0% | 0.8 |
|
| 2124 |
2124
ARS Wealth Advisors Group
St. Petersburg,
Florida
| USD 1184 M | +USD 74.5 M | +7% | 1.32% | 89.5% | 214 | 16.36% | 2.5 |
|
| 2125 |
2125
J.M. Forbes & Co
Boston,
Massachusetts
| USD 1182 M | -USD 52.7 M | -4% | 0.76% | 112% | 153 | 9.8% | 6.6 |
|