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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
Ironvine Capital Partners
Omaha,
Nebraska
| USD 1005 M | +USD 39.6 M | +4% | 5.34% | 58.8% | 53 | 3.77% | 5 |
|
| 2302 |
2302
Infrastructure Capital Advisors
New York
| USD 1004 M | -USD 275 M | -21% | 0.29% | 52% | 162 | 32.1% | 1.3 |
|
| 2303 |
GA
2303
GuoLine Advisory
Singapore
| USD 1004 M | +USD 60.6 M | +6% | 8.17% | 112% | 22 | 4.55% | 1.7 |
|
| 2304 |
2304
KLCM Advisors
Milwaukee,
Wisconsin
| USD 1003 M | +USD 62.1 M | +7% | 9.49% | 122% | 200 | 20.5% | 4.5 |
|
| 2305 |
2305
Suncoast Equity Management
Tampa,
Florida
| USD 1002 M | +USD 25.7 M | +3% | 4.75% | 82.9% | 92 | 9.78% | 3.2 |
|
| 2306 |
2306
Global Strategic Investment Solutions
Scottsdale,
Arizona
| USD 1002 M | +USD 66.2 M | +7% | 6.19% | 56.8% | 158 | 6.96% | 3.8 |
|
| 2307 |
2307
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| USD 1002 M | +USD 166 M | +20% | 20.4% | 82.3% | 76 | 28.95% | 0.5 |
|
| 2308 |
2308
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| USD 1001 M | +USD 71.1 M | +8% | 9.84% | 78.9% | 199 | 6.53% | 6.8 |
|
| 2309 |
2309
Greenland Capital Management
New York
| USD 1001 M | +USD 27.8 M | +3% | 20.1% | 210% | 454 | 57.05% | 0.4 |
|
| 2310 |
2310
Jackson Wealth Management
Lake Mary,
Florida
| USD 1000 M | +USD 81.1 M | +9% | 8.86% | 72.1% | 184 | 23.91% | 1.5 |
|
| 2311 |
2311
Wellesley Asset Management
Portsmouth,
New Hampshire
| USD 999 M | -USD 50.4 M | -5% | 0% | 0% | 56 | 0% | 1.1 |
|
| 2312 |
2312
Graham Holdings Company
Arlington,
Virginia
| USD 999 M | +USD 109 M | +12% | 12% | 95.1% | 6 | 16.67% | 3 |
|
| 2313 |
2313
Everhart Financial Group
Dublin,
Ohio
| USD 998 M | +USD 132 M | +15% | 8.45% | 123% | 401 | 17.96% | 2 |
|
| 2314 |
2314
Mainstay Capital Management
Grand Blanc,
Michigan
| USD 998 M | -USD 1030 M | -51% | 10.2% | 131% | 153 | 32.03% | 2.7 |
|
| 2315 |
TCOT
2315
Trust Company of Toledo
Holland,
Ohio
| USD 998 M | +USD 90.9 M | +10% | 8.74% | 109% | 805 | 5.71% | 2.3 |
|
| 2316 |
2316
Pekin Hardy Strauss
Chicago,
Illinois
| USD 997 M | +USD 118 M | +13% | 11.9% | 102% | 431 | 21.58% | 3.8 |
|
| 2317 |
2317
Shell Asset Management
The Hague,
Netherlands
| USD 996 M | -USD 1900 M | -66% | 8.99% | – | 1,275 | 11.14% | 6.7 |
|
| 2318 |
2318
Gleason Group
Prospect,
Kentucky
| USD 996 M | +USD 72.7 M | +8% | 6.97% | 69.1% | 214 | 10.75% | 4.2 |
|
| 2319 |
2319
Miller Investment Management
West Conshohocken,
Pennsylvania
| USD 995 M | +USD 42.7 M | +4% | 6.53% | 60.2% | 101 | 7.92% | 6.6 |
|
| 2320 |
2320
IMA Advisory Services
Denver,
Colorado
| USD 992 M | +USD 59.5 M | +6% | 6.64% | 74.5% | 581 | 8.78% | 0.9 |
|
| 2321 |
2321
J.V. Bruni & Co
Colorado Springs,
Colorado
| USD 991 M | +USD 40.8 M | +4% | 12.6% | 97.9% | 32 | 3.13% | 5.9 |
|
| 2322 |
2322
Ikarian Capital
Dallas,
Texas
| USD 990 M | +USD 470 M | +90% | 132% | 5,184% | 202 | 50.5% | 0.6 |
|
| 2323 |
2323
Monograph Wealth Advisors
Manhattan Beach,
California
| USD 988 M | +USD 177 M | +22% | 8.54% | 68% | 144 | 16.67% | 2 |
|
| 2324 |
2324
Linden Thomas Advisory Services
Charlotte,
North Carolina
| USD 988 M | +USD 80.1 M | +9% | 10.8% | 149% | 493 | 5.07% | 2 |
|
| 2325 |
2325
Financial Synergies Wealth Advisors
Houston,
Texas
| USD 988 M | +USD 69.6 M | +8% | 6.93% | 79% | 95 | 7.37% | 3.3 |
|