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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
2151
Tradition Wealth Management
Edina,
Minnesota
| USD 689 M | -USD 95.3 M | -12% | 13.3% | 69.6% | 1,187 | 12.97% | 1.2 |
|
| 2152 |
2152
TRUE Private Wealth Advisors
Salem,
Oregon
| USD 687 M | -USD 23.4 M | -3% | 8.97% | 89.2% | 250 | 12% | 3.4 |
|
| 2153 |
2153
Oak Ridge Investments
Chicago,
Illinois
| USD 687 M | -USD 213 M | -24% | 16.9% | 208% | 167 | 15.57% | 3.4 |
|
| 2154 |
2154
Prospector Partners
Guilford,
Connecticut
| USD 687 M | -USD 122 M | -15% | 10.5% | 53.6% | 111 | 11.71% | 4.1 |
|
| 2155 |
2155
First Command Bank
Fort Worth,
Texas
| USD 686 M | -USD 43 M | -6% | 12.2% | 34.1% | 464 | 14.87% | 3.1 |
|
| 2156 |
2156
First Command Financial Services
Fort Worth,
Texas
| USD 686 M | -USD 43 M | -6% | 12.2% | 34.4% | 464 | 14.87% | 3.1 |
|
| 2157 |
2157
United Asset Strategies
Garden City,
New York
| USD 686 M | -USD 100 M | -13% | 12.6% | 94.6% | 231 | 19.48% | 2.8 |
|
| 2158 |
2158
MHR Fund Management
New York
| USD 685 M | -USD 324 M | -32% | 29.2% | 332% | 30 | 6.67% | 2 |
|
| 2159 |
2159
Berger Financial Group
Plymouth,
Minnesota
| USD 684 M | -USD 103 M | -13% | 11.5% | 59.9% | 281 | 18.15% | 1.1 |
|
| 2160 |
2160
FourThought Financial
Venice,
Florida
| USD 684 M | -USD 106 M | -13% | 13.4% | – | 1,602 | 11.99% | 1.3 |
|
| 2161 |
2161
Perpetual Investment Management
Sydney,
Australia
| USD 683 M | -USD 113 M | -14% | 11.9% | – | 240 | 20.83% | 1.2 |
|
| 2162 |
2162
CoreView Capital Management
Hong Kong
| USD 683 M | +USD 180 M | +36% | 33.4% | 50.9% | 12 | 33.33% | 0.6 |
|
| 2163 |
2163
Skylands Capital
Milwaukee,
Wisconsin
| USD 682 M | -USD 144 M | -17% | 15.6% | 61% | 161 | 17.39% | 4.2 |
|
| 2164 |
2164
LGT Fund Management
Vaduz,
Liechtenstein
| USD 682 M | -USD 68.8 M | -9% | 18.6% | 121% | 218 | 26.15% | 0.4 |
|
| 2165 |
KC
2165
KCL Capital
New York
| USD 682 M | +USD 147 M | +28% | 29.9% | 106% | 63 | 74.6% | 0.5 |
|
| 2166 |
2166
AltraVue Capital
Bellevue,
Washington
| USD 680 M | -USD 55.7 M | -8% | 5.64% | 221% | 34 | 5.88% | 2.6 |
|
| 2167 |
2167
Litman Gregory Wealth Management
Larkspur,
California
| USD 680 M | -USD 3.69 M | -0.5% | 12.3% | 55.5% | 90 | 41.11% | 2.6 |
|
| 2168 |
2168
J.M. Forbes & Co
Boston,
Massachusetts
| USD 679 M | -USD 111 M | -14% | 12.1% | 112% | 121 | 9.09% | 5.6 |
|
| 2169 |
2169
Oxford Financial Group
Carmel,
Indiana
| USD 678 M | -USD 111 M | -14% | 12.6% | 77.2% | 299 | 22.74% | 1.8 |
|
| 2170 |
MG
2170
Magnolia Group
Omaha,
Nebraska
| USD 678 M | -USD 52.6 M | -7% | 6.24% | 9.52% | 11 | 9.09% | 2.2 |
|
| 2171 |
2171
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| USD 677 M | -USD 36.8 M | -5% | 15% | 52.3% | 33 | 15.15% | 1.3 |
|
| 2172 |
2172
Coastline Trust
Providence,
Rhode Island
| USD 676 M | -USD 147 M | -18% | 12.6% | 106% | 335 | 10.75% | 6.2 |
|
| 2173 |
HI
2173
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| USD 675 M | -USD 151 M | -18% | 14% | 37.9% | 112 | 8.04% | 3.5 |
|
| 2174 |
BPIM
2174
Brant Point Investment Management
New York
| USD 674 M | -USD 206 M | -23% | 15.2% | 169% | 116 | 37.07% | 2.7 |
|
| 2175 |
2175
King Street Capital Management
New York
| USD 674 M | -USD 395 M | -37% | 13.5% | 140% | 52 | 42.31% | 0.8 |
|