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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
Discerene Group
Stamford,
Connecticut
| USD 1056 M | -USD 114 M | -10% | 9.51% | 48.6% | 13 | 0% | 4 |
|
| 2302 |
2302
KWB Wealth
Redlands,
California
| USD 1056 M | +USD 151 M | +17% | 1.95% | 54.8% | 190 | 30.53% | 2 |
|
| 2303 |
2303
Carret Asset Management
New York
| USD 1054 M | +USD 25.6 M | +2% | 5.09% | 94.4% | 300 | 6% | 7.9 |
|
| 2304 |
2304
Pictet North America Advisors
Geneva 73,
Switzerland
| USD 1053 M | -USD 14.6 M | -1% | 2.47% | 67.7% | 152 | 5.26% | 4.5 |
|
| 2305 |
2305
Southeast Asset Advisors
Thomasville,
Georgia
| USD 1053 M | +USD 135 M | +15% | 8.91% | 91.5% | 228 | 13.16% | 4 |
|
| 2306 |
2306
MASTERINVEST Kapitalanlage
Vienna,
| USD 1053 M | +USD 27.3 M | +3% | 4.64% | – | 288 | 11.11% | 0.5 |
|
| 2307 |
2307
Triad Wealth Partners
Lawrence,
Kansas
| USD 1052 M | +USD 277 M | +36% | 1.81% | – | 487 | 30.39% | 0.6 |
|
| 2308 |
2308
Summit Partners
Boston,
Massachusetts
| USD 1051 M | +USD 127 M | +14% | 17.6% | 23.2% | 8 | 0% | 5.1 |
|
| 2309 |
2309
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| USD 1051 M | +USD 736 M | +234% | 0.02% | 47.9% | 29 | 55.17% | 0.8 |
|
| 2310 |
2310
Parkman Healthcare Partners
Stamford,
Connecticut
| USD 1050 M | +USD 91.8 M | +10% | 26.9% | 306% | 111 | 27.93% | 1.4 |
|
| 2311 |
2311
Compass Ion Advisors
Conshohocken,
Pennsylvania
| USD 1050 M | +USD 12.8 M | +1% | 1.2% | 75.6% | 284 | 7.04% | 2.3 |
|
| 2312 |
AH
2312
Allen Holding
New York
| USD 1049 M | -USD 10.4 M | -1% | 1.87% | 135% | 9 | 0% | 7.9 |
|
| 2313 |
2313
Three Seasons Wealth
Salt Lake City,
Utah
| USD 1049 M | +USD 41.7 M | +4% | 4.24% | 156% | 223 | 38.12% | 0.9 |
|
| 2314 |
2314
Cornerstone Advisory
Hunt Valley,
Maryland
| USD 1049 M | +USD 30.6 M | +3% | 2.04% | 53.5% | 259 | 9.65% | 4.8 |
|
| 2315 |
2315
Berkshire Money Management
Dalton,
Massachusetts
| USD 1048 M | +USD 76.6 M | +8% | 1.99% | 61.8% | 132 | 64.39% | 1.4 |
|
| 2316 |
SC
2316
Shellback Capital
Boston,
Massachusetts
| USD 1048 M | -USD 530 M | -34% | 8.43% | 198% | 130 | 54.62% | 1.1 |
|
| 2317 |
2317
Octavia Wealth Advisors
Cincinnati,
Ohio
| USD 1047 M | +USD 42.1 M | +4% | 2.71% | 67.9% | 272 | 13.24% | 2.9 |
|
| 2318 |
2318
Spirepoint Private Client
Vero Beach,
Florida
| USD 1046 M | +USD 95.2 M | +10% | 4.45% | – | 325 | 17.54% | 1.1 |
|
| 2319 |
2319
CCM Investment Advisers
Columbia,
South Carolina
| USD 1045 M | +USD 29.5 M | +3% | 5.96% | 170% | 98 | 14.29% | 4.6 |
|
| 2320 |
2320
Marks Group Wealth Management
Minnetonka,
Minnesota
| USD 1044 M | -USD 31.9 M | -3% | 0.8% | 62.8% | 342 | 16.96% | 3.2 |
|
| 2321 |
2321
Penn Davis McFarland
Dallas,
Texas
| USD 1044 M | +USD 76.2 M | +8% | 7.66% | 100% | 77 | 3.9% | 4.3 |
|
| 2322 |
2322
Limestone Investment Advisors
New York
| USD 1043 M | -USD 219 M | -17% | 0.1% | – | 680 | 57.79% | 0.3 |
|
| 2323 |
2323
Randolph Company
Cincinnati,
Ohio
| USD 1043 M | +USD 14.1 M | +1% | 2.18% | 127% | 45 | 11.11% | 4.7 |
|
| 2324 |
2324
Steigerwald Gordon & Koch
Leesburg,
Virginia
| USD 1042 M | -USD 189 k | -0% | 2.29% | 59.5% | 973 | 20.66% | 1.1 |
|
| 2325 |
2325
SG Capital Management
Chicago,
Illinois
| USD 1042 M | -USD 80.2 M | -7% | 2.7% | 250% | 96 | 73.96% | 0.2 |
|