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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
Quest Investment Management
Lake Oswego,
Oregon
| USD 904 M | +USD 8.32 M | +0.9% | 7.33% | 105% | 94 | 14.89% | 5.5 |
|
| 2177 |
2177
Suncoast Equity Management
Tampa,
Florida
| USD 904 M | +USD 51.3 M | +6% | 4.72% | 82.9% | 74 | 6.76% | 3.4 |
|
| 2178 |
2178
Caldwell Trust
Venice,
Florida
| USD 904 M | +USD 44.6 M | +5% | 4.64% | 87% | 724 | 7.73% | 3.7 |
|
| 2179 |
2179
Fort Baker Capital Management
Larkspur,
California
| USD 904 M | +USD 169 M | +23% | 0.07% | 46.3% | 91 | 30.77% | 0.6 |
|
| 2180 |
2180
Telos Capital Management
San Diego,
California
| USD 902 M | +USD 15.3 M | +2% | 2.28% | 71.1% | 203 | 9.85% | 6 |
|
| 2181 |
2181
Townsend & Associates
Westminster,
Colorado
| USD 901 M | +USD 43.5 M | +5% | 3.04% | 58% | 106 | 3.77% | 2 |
|
| 2182 |
2182
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| USD 900 M | -USD 82.8 M | -8% | 2.47% | 78.9% | 204 | 12.25% | 6.4 |
|
| 2183 |
2183
Knollwood Investment Advisory
Hunt Valley,
Maryland
| USD 899 M | +USD 346 M | +62% | 5.49% | 160% | 356 | 43.54% | 0.5 |
|
| 2184 |
2184
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| USD 899 M | +USD 6.63 M | +0.7% | 1.79% | 58% | 187 | 15.51% | 1.8 |
|
| 2185 |
2185
Private Capital Advisors
Darien,
Connecticut
| USD 898 M | +USD 94.9 M | +12% | 11% | 132% | 96 | 25% | 5.2 |
|
| 2186 |
2186
Salomon & Ludwin
Richmond,
Virginia
| USD 896 M | -USD 267 M | -23% | 1.53% | 52.6% | 856 | 14.6% | 1.2 |
|
| 2187 |
2187
MBL Wealth
Charlotte,
North Carolina
| USD 896 M | +USD 14.4 M | +2% | 1.71% | 52.7% | 222 | 17.12% | 1.7 |
|
| 2188 |
2188
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| USD 896 M | -USD 33.4 M | -4% | 1.77% | 61.4% | 146 | 13.7% | 5.7 |
|
| 2189 |
2189
Prospector Partners
Guilford,
Connecticut
| USD 895 M | -USD 14.9 M | -2% | 1.92% | 53.6% | 101 | 5.94% | 4.6 |
|
| 2190 |
2190
Canyon Capital Advisors
Dallas,
Texas
| USD 895 M | -USD 41.4 M | -4% | 0.93% | 78% | 17 | 0% | 2.5 |
|
| 2191 |
2191
Petredis Investment Advisors
Warrendale,
Pennsylvania
| USD 894 M | +USD 60.2 M | +7% | 6.71% | 158% | 103 | 3.88% | 1.3 |
|
| 2192 |
2192
Cat Rock Capital Management
Greenwich,
Connecticut
| USD 893 M | +USD 19.4 M | +2% | 3.02% | 66.7% | 12 | 8.33% | 2.1 |
|
| 2193 |
2193
Crewe Advisors
Salt Lake City,
Utah
| USD 892 M | +USD 34.3 M | +4% | 1.88% | 96.1% | 1,057 | 23.75% | 0.9 |
|
| 2194 |
2194
Symmetry Investments
St Helier,
Jersey
| USD 892 M | -USD 780 M | -47% | 4.33% | 148% | 268 | 71.27% | 0.4 |
|
| 2195 |
2195
Technology Crossover Management VIII
Menlo Park,
California
| USD 892 M | -USD 8.03 M | -0.9% | 13.8% | 77.9% | 6 | 0% | 4.1 |
|
| 2196 |
2196
PrairieView Partners
St. Paul,
Minnesota
| USD 891 M | +USD 18.8 M | +2% | 0.25% | 34% | 417 | 8.39% | 3.4 |
|
| 2197 |
2197
Magnus Financial Group
New York
| USD 890 M | +USD 47.2 M | +6% | 1.67% | 78.2% | 338 | 13.02% | 2.8 |
|
| 2198 |
2198
MV Capital Management
Bethesda,
Maryland
| USD 889 M | +USD 15.2 M | +2% | 2.06% | 67.6% | 1,037 | 19.96% | 3 |
|
| 2199 |
2199
Insigneo Advisory Services
Miami,
Florida
| USD 888 M | +USD 46.7 M | +6% | 5.34% | 119% | 650 | 27.38% | 0.8 |
|
| 2200 |
2200
Zweig-DiMenna Associates
New York
| USD 888 M | -USD 257 M | -22% | 10.9% | 561% | 136 | 54.41% | 1.7 |
|