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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
First Light Asset Management
Edina,
Minnesota
| USD 1116 M | -USD 192 M | -15% | 1.36% | 364% | 40 | 30% | 2.2 |
|
| 2202 |
2202
Certified Advisory Corp
Altamonte Springs,
Florida
| USD 1115 M | +USD 17.5 M | +2% | 0.3% | 62.9% | 334 | 9.88% | 4.1 |
|
| 2203 |
2203
Verus Financial Partners
Richmond,
Virginia
| USD 1115 M | +USD 28 M | +3% | 0.73% | 45.7% | 124 | 9.68% | 4.3 |
|
| 2204 |
2204
North of South Capital
London,
United Kingdom
| USD 1113 M | +USD 281 k | +0% | 0.04% | – | 33 | 30.3% | 0.9 |
|
| 2205 |
2205
Rockbridge Investment Management
Syracuse,
New York
| USD 1113 M | +USD 37.6 M | +3% | 0.51% | 38.6% | 141 | 7.09% | 4 |
|
| 2206 |
2206
Hilltop Holdings
Dallas,
Texas
| USD 1112 M | -USD 578 M | -34% | 2.53% | 96.7% | 951 | 40.59% | 4.2 |
|
| 2207 |
2207
TD Capital Management
Memphis,
Tennessee
| USD 1112 M | -USD 15.2 M | -1% | 2.13% | 40.5% | 925 | 19.57% | 2.3 |
|
| 2208 |
2208
Emerald Investment Advisers
Leola,
Pennsylvania
| USD 1112 M | – | – | 2.24% | – | 251 | – | 0 |
|
| 2209 |
2209
RKL Wealth Management
Lancaster,
Pennsylvania
| USD 1111 M | -USD 107 M | -9% | 1.03% | 76.8% | 189 | 8.47% | 5.5 |
|
| 2210 |
2210
Jackson Thornton Wealth Management
Montgomery,
Alabama
| USD 1111 M | +USD 53 M | +5% | 2.4% | 64.4% | 347 | 30.55% | 1 |
|
| 2211 |
2211
Bain Capital Life Sciences Investors
Boston,
Massachusetts
| USD 1109 M | -USD 197 M | -15% | 3.07% | 507% | 22 | 22.73% | 3.3 |
|
| 2212 |
2212
Sentinus LLC
Oak Brook,
Illinois
| USD 1107 M | +USD 65.8 M | +6% | 0.73% | – | 669 | 30.49% | 0.9 |
|
| 2213 |
2213
YCG LLC
Austin,
Texas
| USD 1105 M | -USD 221 M | -17% | 9.66% | 27% | 46 | 13.04% | 6.4 |
|
| 2214 |
2214
AWM Capital
Phoenix,
Arizona
| USD 1105 M | +USD 3.13 M | +0.3% | 0.31% | 51.1% | 117 | 15.38% | 2.6 |
|
| 2215 |
2215
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| USD 1103 M | -USD 5.56 M | -0.5% | 1.24% | 58.6% | 137 | 11.68% | 2.4 |
|
| 2216 |
2216
Formuepleje A/S
Aarhus C,
Denmark
| USD 1103 M | -USD 571 M | -34% | 9.21% | 92.1% | 70 | 32.86% | 2.4 |
|
| 2217 |
2217
DLD Asset Management
New York
| USD 1100 M | -USD 253 M | -19% | 0.49% | 10.3% | 520 | 60.19% | 0.3 |
|
| 2218 |
2218
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| USD 1099 M | +USD 124 M | +13% | 1.81% | 98% | 139 | 1.44% | 3.3 |
|
| 2219 |
2219
Legato Capital Management
San Francisco,
California
| USD 1099 M | -USD 62.9 M | -5% | 7.29% | 243% | 898 | 35.63% | 1.3 |
|
| 2220 |
2220
Mark Asset Management
New York
| USD 1097 M | -USD 412 M | -27% | 0.15% | 325% | 53 | 41.51% | 3.1 |
|
| 2221 |
2221
PFM Health Sciences
San Francisco,
California
| USD 1097 M | +USD 93.7 M | +9% | 2.29% | 241% | 102 | 42.16% | 1.2 |
|
| 2222 |
2222
Delta Asset Management
Memphis,
Tennessee
| USD 1097 M | -USD 67 M | -6% | 2.11% | 53.8% | 620 | 6.94% | 4.7 |
|
| 2223 |
CPRC
2223
Consolidated Portfolio Review Corp
Woodbury,
New York
| USD 1096 M | -USD 61.8 M | -5% | 4.99% | 65.4% | 34 | 0% | 2.2 |
|
| 2224 |
2224
Abacus Wealth Partners
Santa Monica,
California
| USD 1095 M | +USD 76 M | +7% | 0.85% | 49.5% | 566 | 21.2% | 0.7 |
|
| 2225 |
2225
Khrom Capital Management
Miami Beach,
Florida
| USD 1093 M | +USD 131 M | +14% | 0.01% | 35.6% | 19 | 52.63% | 0.7 |
|