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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
2326
Aptus Capital Advisors
Fairhope,
Alabama
| USD 379 M | – | – | 6.99% | 67% | 174 | – | 0 |
|
| 2327 |
2327
Lone Star Global Acquisitions
Hamilton,
Bermuda
| USD 379 M | -USD 272 M | -42% | 40.6% | 380% | 2 | 0% | 1.9 |
|
| 2328 |
2328
Ion Asset Management
Herzliya,
Israel
| USD 378 M | -USD 43.4 M | -10% | 4.61% | 125% | 13 | 38.46% | 1.3 |
|
| 2329 |
2329
HighPoint Advisor Group
Downers Grove,
Illinois
| USD 378 M | +USD 12.4 M | +3% | 11.2% | – | 388 | 26.55% | 2 |
|
| 2330 |
2330
LSP Investment Advisors
New York
| USD 377 M | -USD 19.4 M | -5% | 25% | 79.5% | 28 | 32.14% | 0.7 |
|
| 2331 |
2331
Sensato Investors
San Francisco,
California
| USD 377 M | -USD 202 M | -35% | 9.57% | 75.8% | 116 | 48.28% | 0.7 |
|
| 2332 |
2332
Hill Path Capital
New York
| USD 377 M | -USD 150 M | -28% | 30.3% | 5.23% | 2 | 0% | 1.4 |
|
| 2333 |
2333
Magnus Financial Group
New York
| USD 376 M | – | – | 13.9% | 78.2% | 439 | – | 0 |
|
| 2334 |
2334
Gagnon Securities
New York
| USD 376 M | -USD 59.1 M | -14% | 14.3% | 129% | 108 | 20.37% | 2.6 |
|
| 2335 |
2335
Quadrant Capital Group
Cincinnati,
Ohio
| USD 375 M | +USD 25.3 M | +7% | 9.73% | 118% | 2,472 | 16.55% | 2.4 |
|
| 2336 |
BIM
2336
Bridgecreek Investment Management
Tulsa,
Oklahoma
| USD 375 M | -USD 128 M | -25% | 16.8% | 48.4% | 117 | 12.82% | 3.1 |
|
| 2337 |
2337
Van Cleef Asset Management
Beachwood,
Ohio
| USD 374 M | -USD 73.7 M | -16% | 14.5% | 104% | 122 | 11.48% | 4 |
|
| 2338 |
RPGK
2338
Retirement Planning Group (Kansas)
Leawood,
Kansas
| USD 374 M | -USD 14.1 M | -4% | 9.66% | 54.7% | 70 | 27.14% | 3.2 |
|
| 2339 |
WCM
2339
Woodson Capital Management
Greenwich,
Connecticut
| USD 374 M | -USD 2.68 M | -0.7% | 18% | 235% | 40 | 45% | 1 |
|
| 2340 |
2340
Verity & Verity
Beaufort,
South Carolina
| USD 374 M | -USD 41 M | -10% | 10.5% | 90.4% | 113 | 14.16% | 3 |
|
| 2341 |
GA
2341
GFS Advisors
Houston,
Texas
| USD 374 M | -USD 18.1 M | -5% | 14.6% | 97.9% | 142 | 22.54% | 3.6 |
|
| 2342 |
2342
Duncker Streett & Co
St. Louis,
Missouri
| USD 374 M | -USD 66.7 M | -15% | 11.2% | 90.9% | 605 | 5.29% | 4.2 |
|
| 2343 |
2343
JFS Wealth Advisors
Hermitage,
Pennsylvania
| USD 373 M | -USD 15 M | -4% | 9.52% | 54.8% | 570 | 24.04% | 3.2 |
|
| 2344 |
2344
Lee Financial
Dallas,
Texas
| USD 373 M | -USD 33.6 M | -8% | 11.7% | 75% | 505 | 15.45% | 1.5 |
|
| 2345 |
SAS
2345
Sarbit Advisory Services
Winnipeg,
Manitoba, Canada
| USD 373 M | -USD 60.5 M | -14% | 21.7% | 29.3% | 12 | 25% | 1.5 |
|
| 2346 |
2346
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
| USD 373 M | -USD 62.4 M | -14% | 14.3% | 12.8% | 171 | 10.53% | 2.8 |
|
| 2347 |
2347
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| USD 373 M | -USD 57.4 M | -13% | 14.6% | 58% | 237 | 29.11% | 2.1 |
|
| 2348 |
PAM
2348
Premier Asset Management
Chicago,
Illinois
| USD 373 M | -USD 74.8 M | -17% | 14.1% | 104% | 156 | 35.9% | 2.3 |
|
| 2349 |
2349
Western Wealth Management
Golden,
Colorado
| USD 372 M | – | – | 11.9% | 82.6% | 350 | – | 0 |
|
| 2350 |
2350
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| USD 371 M | -USD 112 M | -23% | 11.3% | 83.4% | 353 | 28.61% | 2.9 |
|