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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
TAA
2226
TB Alternative Assets
Grand Cayman,
Cayman Islands
| USD 528 M | +USD 72.1 M | +16% | 27.8% | 312% | 36 | 52.78% | 0.6 |
|
| 2227 |
2227
Fairholme Capital Management
South Miami,
Florida
| USD 528 M | +USD 52.5 M | +11% | 15.7% | 36.2% | 4 | 25% | 3 |
|
| 2228 |
2228
Alpine Woods Capital Investors
Purchase,
New York
| USD 527 M | -USD 14.9 M | -3% | 11.8% | 105% | 293 | 22.87% | 3.1 |
|
| 2229 |
2229
Kore Private Wealth
New York
| USD 527 M | +USD 82.2 M | +19% | 6.42% | 35.9% | 1,105 | 79.37% | 0.2 |
|
| 2230 |
2230
Roundview Capital
Princeton,
New Jersey
| USD 526 M | +USD 62.8 M | +14% | 7.21% | 77.7% | 230 | 6.09% | 3.6 |
|
| 2231 |
2231
Blue Chip Partners
Farmington Hills,
Michigan
| USD 526 M | +USD 53 M | +11% | 5.54% | 81.2% | 157 | 13.38% | 3.3 |
|
| 2232 |
JCI
2232
Jet Capital Investors
New York
| USD 525 M | +USD 52.2 M | +11% | 12.2% | 147% | 45 | 68.89% | 0.7 |
|
| 2233 |
GTC
2233
Ghost Tree Capital
New York
| USD 525 M | +USD 133 M | +34% | 140% | 265% | 68 | 58.82% | 0.6 |
|
| 2234 |
2234
JNBA Financial Advisors
Bloomington,
Minnesota
| USD 524 M | +USD 32.8 M | +7% | 6.8% | 61.8% | 648 | 14.66% | 2.3 |
|
| 2235 |
2235
Almanack Investment Partners
Wayne,
Pennsylvania
| USD 524 M | +USD 8.52 M | +2% | 3.82% | 77.8% | 258 | 31.78% | 1.1 |
|
| 2236 |
2236
Adelphi Capital
London,
United Kingdom
| USD 524 M | +USD 61.1 M | +13% | 12.9% | – | 3 | 0% | 2 |
|
| 2237 |
2237
Weatherly Asset Management
Del Mar,
California
| USD 523 M | +USD 54.1 M | +12% | 11.2% | 116% | 184 | 7.07% | 4.5 |
|
| 2238 |
2238
Golden State Wealth Management
Santa Ana,
California
| USD 523 M | +USD 220 M | +73% | 7.1% | – | 1,126 | 96.45% | 0.5 |
|
| 2239 |
TIM
2239
Total Investment Management
Scottsdale,
Arizona
| USD 523 M | +USD 30.1 M | +6% | 7.1% | 44.4% | 62 | 29.03% | 1.8 |
|
| 2240 |
2240
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| USD 523 M | +USD 36.9 M | +8% | 6.68% | 83.4% | 333 | 18.62% | 3.1 |
|
| 2241 |
2241
Heartwood Wealth Advisors
Richmond,
Virginia
| USD 523 M | – | – | 6.23% | 59.4% | 85 | – | 0 |
|
| 2242 |
2242
First American Trust
Santa Ana,
California
| USD 522 M | +USD 24 M | +5% | 7.18% | 84.6% | 151 | 26.49% | 2.8 |
|
| 2243 |
2243
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| USD 522 M | – | – | 19.1% | 82.3% | 28 | – | 0 |
|
| 2244 |
2244
White Mountains Advisors
Guilford,
Connecticut
| USD 522 M | +USD 15.5 M | +3% | 8.45% | 33.4% | 3 | 0% | 4.8 |
|
| 2245 |
2245
Apriem Advisors
Irvine,
California
| USD 522 M | +USD 70.5 M | +16% | 8.29% | 74.3% | 145 | 17.93% | 3.6 |
|
| 2246 |
2246
Claret Asset Management
Montreal,
Quebec, Canada
| USD 521 M | +USD 34.4 M | +7% | 9.28% | 73.3% | 212 | 10.85% | 1.5 |
|
| 2247 |
2247
Tanglewood Wealth Management
Houston,
Texas
| USD 520 M | +USD 61.2 M | +13% | 5.54% | 64.6% | 19 | 5.26% | 2.3 |
|
| 2248 |
SC
2248
Serenity Capital
Palo Alto,
California
| USD 519 M | +USD 85.9 M | +20% | 29.8% | – | 8 | 12.5% | 1.5 |
|
| 2249 |
2249
Weld Capital Management
New York
| USD 519 M | -USD 26.6 M | -5% | 8.44% | – | 1,086 | 79.74% | 0.2 |
|
| 2250 |
2250
Soltis Investment Advisors
St. George,
Utah
| USD 519 M | – | – | 5.47% | 95.1% | 153 | – | 0 |
|