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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
SG Capital Management
Chicago,
Illinois
| USD 1211 M | -USD 294 M | -20% | 33.1% | 250% | 125 | 65.6% | 0.3 |
|
| 2252 |
2252
Nemes Rush Group
Novi,
Michigan
| USD 1211 M | +USD 159 M | +15% | 18.2% | 111% | 994 | 9.05% | 1.8 |
|
| 2253 |
2253
Coppell Advisory Solutions
Coppell,
Texas
| USD 1210 M | +USD 1041 M | +613% | 14.9% | – | 568 | 95.77% | 0.1 |
|
| 2254 |
2254
Mane Global Capital Management
New York
| USD 1210 M | +USD 239 M | +25% | 46.5% | 423% | 81 | 62.96% | 0.6 |
|
| 2255 |
2255
Owl Creek Asset Management
New York
| USD 1209 M | -USD 174 M | -13% | 90.8% | 320% | 49 | 69.39% | 0.9 |
|
| 2256 |
2256
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
| USD 1208 M | +USD 258 M | +27% | 16.7% | – | 404 | 18.07% | 0.5 |
|
| 2257 |
2257
Moody National Bank Trust Division
Galveston,
Texas
| USD 1208 M | +USD 158 M | +15% | 21.9% | 115% | 551 | 19.06% | 4.8 |
|
| 2258 |
2258
RDST Capital
Seattle,
Washington
| USD 1208 M | +USD 170 M | +16% | 14.1% | 43% | 22 | 27.27% | 1.3 |
|
| 2259 |
2259
Meteora Capital
Boca Raton,
Florida
| USD 1207 M | -USD 148 M | -11% | 2.8% | 56.9% | 518 | 40.35% | 0.5 |
|
| 2260 |
2260
Legato Capital Management
San Francisco,
California
| USD 1207 M | +USD 108 M | +10% | 35.7% | 243% | 870 | 38.62% | 1.4 |
|
| 2261 |
2261
Cooper Financial Group
Irvine,
California
| USD 1206 M | +USD 217 M | +22% | 17.7% | 87.2% | 486 | 19.75% | 2.6 |
|
| 2262 |
2262
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| USD 1206 M | +USD 41.4 M | +4% | 10.2% | 61.4% | 176 | 10.23% | 5.3 |
|
| 2263 |
2263
TritonPoint Partners
Chevy Chase,
Maryland
| USD 1206 M | +USD 934 M | +344% | 17.4% | – | 389 | 58.35% | 0.2 |
|
| 2264 |
2264
Cornerstone Advisory
Hunt Valley,
Maryland
| USD 1205 M | +USD 149 M | +14% | 12.8% | 53.5% | 293 | 15.7% | 4.5 |
|
| 2265 |
2265
Woodstock Corp
Boston,
Massachusetts
| USD 1204 M | +USD 80.9 M | +7% | 12.4% | 115% | 166 | 7.83% | 8.4 |
|
| 2266 |
2266
Quarry LP
New York
| USD 1203 M | +USD 645 M | +116% | 24.7% | 83.2% | 2,653 | 59.22% | 0.5 |
|
| 2267 |
TCOT
2267
Trust Company of Toledo
Holland,
Ohio
| USD 1201 M | +USD 148 M | +14% | 19.7% | 109% | 941 | 17% | 2.7 |
|
| 2268 |
2268
Amica Mutual Insurance
Providence,
Rhode Island
| USD 1201 M | +USD 36.5 M | +3% | 14.4% | 80.4% | 149 | 8.05% | 4.5 |
|
| 2269 |
2269
Royal Fund Management
Lady Lake,
Florida
| USD 1201 M | +USD 147 M | +14% | 18.5% | 92.4% | 350 | 32% | 3.4 |
|
| 2270 |
CPRC
2270
Consolidated Portfolio Review Corp
Woodbury,
New York
| USD 1201 M | +USD 105 M | +10% | 12.8% | 65.4% | 35 | 5.71% | 2.5 |
|
| 2271 |
2271
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| USD 1200 M | +USD 205 M | +21% | 16.3% | 84.4% | 313 | 15.34% | 3.2 |
|
| 2272 |
2272
Blueprint Investment Partners
Greensboro,
North Carolina
| USD 1199 M | +USD 219 M | +22% | 16.9% | 90.8% | 170 | 29.41% | 1.2 |
|
| 2273 |
2273
Blue Grotto Capital
Atlanta,
Georgia
| USD 1198 M | +USD 330 M | +38% | 21% | 300% | 34 | 52.94% | 0.6 |
|
| 2274 |
2274
Crescent Grove Advisors
Lake Forest,
Illinois
| USD 1198 M | +USD 158 M | +15% | 12.7% | 61.1% | 326 | 15.95% | 3.9 |
|
| 2275 |
2275
Governors Lane
New York
| USD 1197 M | -USD 367 M | -23% | 6.04% | 133% | 244 | 38.93% | 0.5 |
|