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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
First Interstate Bank
Billings,
Montana
| USD 452 M | +USD 9.22 M | +2% | 2.84% | 48.2% | 718 | 12.26% | 2.2 |
|
| 2252 |
2252
KG Funds Management
New York
| USD 451 M | +USD 21.4 M | +5% | 8.81% | 45.8% | 9 | 22.22% | 1.4 |
|
| 2253 |
2253
Jaffetilchin Investment Partners
Tampa,
Florida
| USD 450 M | +USD 3.76 M | +0.8% | 4.13% | 88.1% | 387 | 42.38% | 1.1 |
|
| 2254 |
LLC
2254
Latimer Light Capital
New York
| USD 449 M | +USD 91.8 M | +26% | 11% | 134% | 22 | 36.36% | 0.7 |
|
| 2255 |
2255
Bain Capital Venture Investors
Boston,
Massachusetts
| USD 449 M | +USD 249 M | +125% | 20.1% | 34.2% | 5 | 40% | 0.8 |
|
| 2256 |
HEC
2256
Hudson Executive Capital
New York
| USD 449 M | +USD 110 M | +32% | 18.8% | 127% | 9 | 44.44% | 1.2 |
|
| 2257 |
2257
Cabot Wealth Management
Salem,
Massachusetts
| USD 449 M | +USD 1.4 M | +0.3% | 1.61% | 69.3% | 133 | 13.53% | 3 |
|
| 2258 |
2258
Cobalt Capital Management
Short Hills,
New Jersey
| USD 448 M | -USD 33.9 M | -7% | 5.8% | 235% | 57 | 57.89% | 0.5 |
|
| 2259 |
2259
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| USD 448 M | +USD 46.3 M | +12% | 4.9% | 602% | 21 | 42.86% | 0.8 |
|
| 2260 |
2260
Sentinel Trust
Houston,
Texas
| USD 447 M | -USD 26.2 M | -6% | 2.44% | 79.2% | 125 | 22.4% | 2.7 |
|
| 2261 |
2261
Ironvine Capital Partners
Omaha,
Nebraska
| USD 447 M | +USD 31.7 M | +8% | 2.47% | 58.8% | 83 | 19.28% | 0.5 |
|
| 2262 |
2262
BerganKDV Wealth Management
Bloomington,
Minnesota
| USD 447 M | +USD 81.5 M | +22% | 0.99% | 27.9% | 660 | 66.52% | 0.4 |
|
| 2263 |
2263
Corsair Capital Management
New York
| USD 447 M | -USD 91.7 M | -17% | 0.41% | 435% | 70 | 34.29% | 1.9 |
|
| 2264 |
2264
J.M. Forbes & Co
Boston,
Massachusetts
| USD 447 M | +USD 17.3 M | +4% | 4.23% | 112% | 109 | 3.67% | 3.6 |
|
| 2265 |
RI
2265
RPTC Inc
Jackson,
Wyoming
| USD 446 M | -USD 144 M | -24% | 5.39% | 66.4% | 14 | 0% | 0.7 |
|
| 2266 |
2266
Arrow Financial
Glens Falls,
New York
| USD 445 M | +USD 13.8 M | +3% | 4.42% | 66.5% | 352 | 7.1% | 3.7 |
|
| 2267 |
2267
Stanley-Laman Group
Berwyn,
Pennsylvania
| USD 445 M | +USD 6.22 M | +1% | 2.94% | 114% | 285 | 15.79% | 1.2 |
|
| 2268 |
2268
10-15 Associates
Goshen,
New York
| USD 445 M | +USD 24.4 M | +6% | 3.34% | 33% | 112 | 9.82% | 2.8 |
|
| 2269 |
2269
Apriem Advisors
Irvine,
California
| USD 445 M | +USD 35.3 M | +9% | 2.41% | 74.3% | 449 | 68.82% | 1.1 |
|
| 2270 |
RIA
2270
RPG Investment Advisory
Pleasanton,
California
| USD 445 M | +USD 7.74 M | +2% | 3.7% | 186% | 365 | 20.55% | 1.2 |
|
| 2271 |
BCM
2271
Bayesian Capital Management
Brooklyn,
New York
| USD 445 M | +USD 51.4 M | +13% | 12% | 107% | 846 | 66.43% | 0.2 |
|
| 2272 |
2272
Shepherd Financial Partners
Winchester,
Massachusetts
| USD 445 M | +USD 38.5 M | +9% | 3.66% | 78% | 138 | 25.36% | 1 |
|
| 2273 |
2273
Avior Wealth Management
Omaha,
Nebraska
| USD 444 M | +USD 11.3 M | +3% | 2.67% | 71.4% | 890 | 21.57% | 1.8 |
|
| 2274 |
2274
Mizuho Trust & Banking
Tokyo,
Japan
| USD 444 M | +USD 132 M | +42% | 1.17% | 36.1% | 17 | 52.94% | 0.6 |
|
| 2275 |
2275
Evanston Advisors
Schaumburg,
Illinois
| USD 443 M | +USD 13.6 M | +3% | 1.88% | 16% | 74 | 12.16% | 1.8 |
|