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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2176 |
2176
L. Roy Papp & Associates
Phoenix,
Arizona
| USD 801 M | -USD 72.5 M | -8% | 5.93% | 80.1% | 181 | 8.29% | 5.3 |
|
| 2177 |
2177
Good Life Advisors
Reading,
Pennsylvania
| USD 801 M | -USD 23.2 M | -3% | 2.66% | 60% | 422 | 15.17% | 2.4 |
|
| 2178 |
2178
DigitalBridge Group
Boca Raton,
Florida
| USD 800 M | +USD 94.5 M | +13% | 5.98% | 161% | 68 | 39.71% | 0.9 |
|
| 2179 |
2179
Olstein Capital Management
Purchase,
New York
| USD 798 M | -USD 40.4 M | -5% | 5.34% | 16.6% | 106 | 3.77% | 4.4 |
|
| 2180 |
2180
Lenox Wealth Advisors
New York
| USD 798 M | -USD 42.5 M | -5% | 4.24% | 35.7% | 1,080 | 34.54% | 2.2 |
|
| 2181 |
2181
Perpetual Investment Management
Sydney,
Australia
| USD 797 M | -USD 75.2 M | -9% | 2.93% | – | 237 | 8.86% | 1 |
|
| 2182 |
2182
Kore Private Wealth
New York
| USD 796 M | -USD 23.9 M | -3% | 2.93% | 35.9% | 341 | 17.01% | 2.1 |
|
| 2183 |
CCMD
2183
Cypress Capital Management (Delaware)
Greenville,
Delaware
| USD 796 M | -USD 87.8 M | -10% | 4.28% | 25.6% | 212 | 4.72% | 3.5 |
|
| 2184 |
2184
J.V. Bruni & Co
Colorado Springs,
Colorado
| USD 796 M | -USD 14.8 M | -2% | 0.29% | 97.9% | 34 | 2.94% | 4.4 |
|
| 2185 |
2185
Marks Group Wealth Management
Minnetonka,
Minnesota
| USD 796 M | -USD 24.8 M | -3% | 5.64% | 62.8% | 341 | 19.65% | 1.5 |
|
| 2186 |
2186
Graham Holdings Company
Arlington,
Virginia
| USD 796 M | -USD 8.38 M | -1% | 8.38% | 95.1% | 7 | 14.29% | 0.3 |
|
| 2187 |
2187
Shenkman Capital Management
New York
| USD 793 M | -USD 677 M | -46% | 0.53% | 3.15% | 69 | 2.9% | 2.1 |
|
| 2188 |
2188
Anchor Investment Management
Columbia,
South Carolina
| USD 793 M | -USD 12.5 M | -2% | 2.52% | 75.1% | 1,059 | 11.33% | 3.6 |
|
| 2189 |
2189
Hartline Investment Corp
Winnetka,
Illinois
| USD 792 M | +USD 62 M | +9% | 2.67% | 222% | 129 | 14.73% | 4.2 |
|
| 2190 |
2190
Elm Partners Management
Philadelphia,
Pennsylvania
| USD 791 M | -USD 20.1 M | -2% | 4.77% | 46.9% | 52 | 38.46% | 1.9 |
|
| 2191 |
2191
Forte Capital
Rochester,
New York
| USD 791 M | -USD 1.54 M | -0.2% | 10.4% | 98.3% | 223 | 0.45% | 2.9 |
|
| 2192 |
2192
Atlas Venture Life Science Advisors
Cambridge,
Massachusetts
| USD 791 M | -USD 298 M | -27% | 25.9% | 484% | 17 | 5.88% | 0.2 |
|
| 2193 |
2193
J.M. Forbes & Co
Boston,
Massachusetts
| USD 791 M | -USD 79.8 M | -9% | 3.85% | 112% | 120 | 5% | 5.3 |
|
| 2194 |
2194
FourThought Financial
Venice,
Florida
| USD 790 M | -USD 4.85 M | -0.6% | 4.18% | – | 1,621 | 12.15% | 1.1 |
|
| 2195 |
2195
Intrust Bank
Wichita,
Kansas
| USD 790 M | -USD 40.7 M | -5% | 3.22% | 102% | 411 | 11.68% | 4.4 |
|
| 2196 |
2196
Barton Investment Management
West Conshohocken,
Pennsylvania
| USD 789 M | -USD 362 M | -31% | 26.4% | 124% | 44 | 9.09% | 6.2 |
|
| 2197 |
2197
Bowie Capital Management
Richardson,
Texas
| USD 789 M | -USD 75.2 M | -9% | 10.5% | 31.6% | 36 | 13.89% | 2.7 |
|
| 2198 |
2198
Tairen Capital
Hong Kong
| USD 789 M | +USD 139 M | +21% | 1.44% | 462% | 64 | 62.5% | 0.3 |
|
| 2199 |
2199
Oxford Financial Group
Carmel,
Indiana
| USD 789 M | -USD 101 M | -11% | 6.29% | 77.2% | 292 | 16.44% | 1.7 |
|
| 2200 |
2200
Kahn Brothers Group
New York
| USD 788 M | +USD 59.5 M | +8% | 11.9% | 53.4% | 50 | 22% | 4.9 |
|