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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 |
2226
Strategic Global Advisors
Newport Beach,
California
| USD 656 M | -USD 28.4 M | -4% | 13.9% | 137% | 167 | 33.53% | 1.7 |
|
| 2227 |
2227
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| USD 655 M | -USD 61.6 M | -9% | 10.8% | 47.7% | 709 | 11.85% | 1.8 |
|
| 2228 |
2228
Telos Capital Management
San Diego,
California
| USD 655 M | -USD 115 M | -15% | 12.4% | 71.1% | 190 | 12.11% | 5.1 |
|
| 2229 |
ACG
2229
Aventail Capital Group
New York
| USD 655 M | -USD 15.3 M | -2% | 8.94% | 154% | 68 | 69.12% | 0.4 |
|
| 2230 |
2230
NBT Bank
Norwich,
New York
| USD 655 M | -USD 93.3 M | -12% | 11.8% | 77% | 240 | 8.33% | 6.2 |
|
| 2231 |
TFP
2231
Triple Frond Partners
San Francisco,
California
| USD 654 M | -USD 154 M | -19% | 18.7% | 92.9% | 10 | 10% | 4.1 |
|
| 2232 |
2232
Mizuho Bank
Tokyo,
Japan
| USD 654 M | -USD 83.8 M | -11% | 11.8% | 99.8% | 9 | 44.44% | 1.7 |
|
| 2233 |
2233
Connable Office Inc
Kalamazoo,
Michigan
| USD 654 M | -USD 95.4 M | -13% | 13.6% | 68.3% | 233 | 21.03% | 3.4 |
|
| 2234 |
2234
CFS Investment Advisory Services
Totowa,
New Jersey
| USD 654 M | – | – | 11.4% | 59.7% | 206 | – | 0.7 |
|
| 2235 |
2235
TCI Wealth Advisors
Tucson,
Arizona
| USD 654 M | -USD 13.8 M | -2% | 13.2% | 65% | 2,649 | 23.03% | 3.2 |
|
| 2236 |
2236
Newbrook Capital Advisors
New York
| USD 653 M | -USD 353 M | -35% | 15% | 299% | 21 | 42.86% | 0.8 |
|
| 2237 |
2237
Verity & Verity
Beaufort,
South Carolina
| USD 653 M | -USD 68.6 M | -10% | 9.87% | 90.4% | 101 | 5.94% | 4.8 |
|
| 2238 |
2238
Mayflower Financial Advisors
Boston,
Massachusetts
| USD 653 M | -USD 90.3 M | -12% | 11% | 68.7% | 376 | 14.1% | 1.2 |
|
| 2239 |
2239
Investure LLC
Charlottesville,
Virginia
| USD 652 M | -USD 81 M | -11% | 15.1% | 55.4% | 24 | 16.67% | 1.8 |
|
| 2240 |
2240
RTD Financial Advisors
Philadelphia,
Pennsylvania
| USD 652 M | -USD 89.2 M | -12% | 13.1% | 51.5% | 115 | 8.7% | 0.5 |
|
| 2241 |
2241
Engaged Capital
Newport Beach,
California
| USD 651 M | -USD 376 M | -37% | 18.5% | 26.2% | 9 | 22.22% | 3 |
|
| 2242 |
2242
Mizuho Securities USA
New York
| USD 651 M | -USD 48.9 M | -7% | 5.21% | 99% | 200 | 34.5% | 0.8 |
|
| 2243 |
2243
Matrix Asset Advisors
White Plains,
New York
| USD 651 M | -USD 92.9 M | -12% | 14% | 84.9% | 93 | 13.98% | 4.1 |
|
| 2244 |
2244
Highland Private Wealth Management
Bellevue,
Washington
| USD 650 M | -USD 99.4 M | -13% | 14.5% | 19% | 203 | 15.27% | 2.7 |
|
| 2245 |
AA
2245
Ancient Art
Austin,
Texas
| USD 650 M | -USD 119 M | -15% | 17.8% | 168% | 22 | 13.64% | 1.8 |
|
| 2246 |
2246
Goodnow Investment Group
Darien,
Connecticut
| USD 649 M | -USD 296 M | -31% | 25.5% | 131% | 21 | 4.76% | 3.9 |
|
| 2247 |
2247
Private Ocean
San Rafael,
California
| USD 649 M | -USD 152 M | -19% | 10.8% | 2.82% | 735 | 23.95% | 2.8 |
|
| 2248 |
2248
Silverback Asset Management
Chapel Hill,
North Carolina
| USD 649 M | -USD 88.4 M | -12% | 1.95% | 92.1% | 98 | 10.2% | 0.6 |
|
| 2249 |
2249
Sentinel Trust
Houston,
Texas
| USD 649 M | -USD 183 M | -22% | 14.1% | 79.2% | 144 | 19.44% | 1.7 |
|
| 2250 |
2250
Kore Private Wealth
New York
| USD 649 M | -USD 148 M | -19% | 16.3% | 35.9% | 350 | 20.57% | 2.2 |
|