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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
Talbot Financial
Bellevue,
Washington
| USD 1215 M | +USD 33.2 M | +3% | 4.9% | 118% | 70 | 7.14% | 2.2 |
|
| 2127 |
2127
Caligan Partners
New York
| USD 1215 M | +USD 451 M | +59% | 43% | 2,628% | 30 | 60% | 0.6 |
|
| 2128 |
2128
AltraVue Capital
Bellevue,
Washington
| USD 1214 M | +USD 7.82 M | +0.6% | 1.5% | 221% | 27 | 7.41% | 4.1 |
|
| 2129 |
2129
Neumeier Poma Investment Counsel
Carmel,
California
| USD 1210 M | -USD 11.9 M | -1% | 4.08% | 229% | 45 | 13.33% | 3.6 |
|
| 2130 |
QCM
2130
Qsemble Capital Management
New York
| USD 1209 M | +USD 188 M | +18% | 0.93% | 39.9% | 648 | 61.27% | 0.3 |
|
| 2131 |
2131
DT Investment Partners
Chadds Ford,
Pennsylvania
| USD 1208 M | +USD 25.8 M | +2% | 2.09% | 64.3% | 562 | 8.19% | 3.2 |
|
| 2132 |
2132
Intrust Bank
Wichita,
Kansas
| USD 1207 M | +USD 5.21 M | +0.4% | 4.1% | 102% | 418 | 10.29% | 6.4 |
|
| 2133 |
2133
American Express
New York
| USD 1207 M | -USD 68.2 M | -5% | 5.32% | – | 2 | 50% | 2 |
|
| 2134 |
2134
Polaris Capital Management
Boston,
Massachusetts
| USD 1206 M | -USD 316 M | -21% | 3.98% | 94.4% | 93 | 7.53% | 4.7 |
|
| 2135 |
2135
Park West Asset Management
San Francisco,
California
| USD 1204 M | +USD 17.3 M | +1% | 6.95% | 181% | 57 | 35.09% | 1.1 |
|
| 2136 |
2136
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| USD 1201 M | +USD 67.9 M | +6% | 1.42% | 38.2% | 185 | 12.43% | 3.5 |
|
| 2137 |
C
2137
Chescapmanager
Baltimore,
Maryland
| USD 1201 M | +USD 155 M | +15% | 2.47% | 202% | 26 | 11.54% | 3.3 |
|
| 2138 |
2138
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| USD 1199 M | +USD 25.9 M | +2% | 1.12% | 44.7% | 173 | 8.67% | 5.3 |
|
| 2139 |
2139
Clean Energy Transition
London,
United Kingdom
| USD 1198 M | -USD 163 M | -12% | 5.86% | 129% | 16 | 31.25% | 1.5 |
|
| 2140 |
2140
Headlands Technologies
Chicago,
Illinois
| USD 1198 M | -USD 53.9 M | -4% | 2.25% | 158% | 900 | 61.33% | 0.4 |
|
| 2141 |
2141
Heritage Financial Services
Westwood,
Massachusetts
| USD 1198 M | +USD 85.4 M | +8% | 1.49% | 38.3% | 140 | 14.29% | 2.5 |
|
| 2142 |
2142
Transamerica Financial Advisors
St. Petersburg,
Florida
| USD 1198 M | -USD 7.43 M | -0.6% | 1.98% | 77.1% | 1,938 | 23.43% | 1.2 |
|
| 2143 |
2143
Meteora Capital
Boca Raton,
Florida
| USD 1195 M | +USD 250 M | +27% | 2.94% | 56.9% | 501 | 51.3% | 0.3 |
|
| 2144 |
2144
SlateStone Wealth
Jupiter,
Florida
| USD 1195 M | +USD 39.8 M | +3% | 2.89% | 79.1% | 309 | 9.39% | 3.2 |
|
| 2145 |
2145
Estate Counselors
Thiensville,
Wisconsin
| USD 1194 M | +USD 29.8 M | +3% | 3.01% | 60% | 108 | 34.26% | 1.7 |
|
| 2146 |
2146
Longaeva Partners
Chicago,
Illinois
| USD 1192 M | +USD 499 M | +72% | 7.51% | – | 162 | 79.01% | 0.1 |
|
| 2147 |
2147
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| USD 1192 M | +USD 35.1 M | +3% | 2.5% | 58% | 183 | 8.2% | 2.8 |
|
| 2148 |
2148
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| USD 1191 M | +USD 40.1 M | +3% | 2.56% | 62.2% | 242 | 6.61% | 5 |
|
| 2149 |
2149
Fiduciary Group
Savannah,
Georgia
| USD 1191 M | +USD 52 M | +5% | 3.36% | 67.1% | 303 | 6.93% | 6.1 |
|
| 2150 |
2150
American Trust
Lexington,
Kentucky
| USD 1189 M | +USD 5.66 M | +0.5% | 2.24% | 59% | 371 | 23.45% | 1.2 |
|