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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2351 |
2351
North Peak Capital Management
New York
| USD 454 M | +USD 246 M | +119% | 54.7% | 301% | 16 | 75% | 0.2 |
|
| 2352 |
2352
Jaffetilchin Investment Partners
Tampa,
Florida
| USD 454 M | +USD 171 M | +60% | 21.3% | 88.1% | 247 | 54.25% | 1.5 |
|
| 2353 |
BCM
2353
Bayesian Capital Management
Brooklyn,
New York
| USD 453 M | -USD 9.38 M | -2% | 28.9% | 107% | 909 | 61.83% | 0.3 |
|
| 2354 |
2354
Auxier Asset Management
Aurora,
Oregon
| USD 453 M | +USD 52.8 M | +13% | 15.5% | 71.7% | 155 | 8.39% | 5.3 |
|
| 2355 |
2355
Pekin Hardy Strauss
Chicago,
Illinois
| USD 453 M | +USD 8.37 M | +2% | 16.8% | 102% | 223 | 18.83% | 3.6 |
|
| 2356 |
2356
Litman Gregory Wealth Management
Larkspur,
California
| USD 453 M | +USD 55.3 M | +14% | 15.8% | 55.5% | 175 | 7.43% | 2 |
|
| 2357 |
2357
PrairieView Partners
St. Paul,
Minnesota
| USD 453 M | +USD 55.8 M | +14% | 13.7% | 34% | 314 | 5.1% | 0.6 |
|
| 2358 |
2358
Smith, Moore & Co
Clayton,
Missouri
| USD 453 M | +USD 73.5 M | +19% | 18.7% | 67% | 334 | 15.87% | 3.3 |
|
| 2359 |
2359
Regis Management Company
Menlo Park,
California
| USD 453 M | +USD 17.5 M | +4% | 19.5% | 5.33% | 62 | 19.35% | 4.2 |
|
| 2360 |
2360
EAM Investors
Solana Beach,
California
| USD 452 M | +USD 130 M | +40% | 113% | 6,012% | 352 | 69.32% | 0.2 |
|
| 2361 |
JWBC
2361
J.W. Burns & Co
Dewitt,
New York
| USD 452 M | +USD 81.8 M | +22% | 21.9% | 95.4% | 153 | 6.54% | 5.2 |
|
| 2362 |
2362
Covenant Asset Management
Chester,
New Jersey
| USD 452 M | +USD 120 M | +36% | 35% | 177% | 146 | 14.38% | 2.3 |
|
| 2363 |
2363
Quadrant Capital Group
Cincinnati,
Ohio
| USD 452 M | -USD 146 M | -24% | 20.9% | 118% | 2,560 | 23.2% | 2.9 |
|
| 2364 |
2364
Advisory Alpha
Holland,
Michigan
| USD 452 M | +USD 95 M | +27% | 20% | 50.3% | 700 | 85.57% | 1.5 |
|
| 2365 |
2365
Teza Capital Management
Chicago,
Illinois
| USD 452 M | +USD 420 M | +1,340% | 30% | 133% | 575 | 86.61% | 0.1 |
|
| 2366 |
2366
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| USD 452 M | +USD 98.9 M | +28% | 29.4% | 102% | 146 | 21.23% | 2.1 |
|
| 2367 |
2367
CKW Financial Group
Honolulu,
Hawaii
| USD 451 M | +USD 67.9 M | +18% | 19.2% | 62.4% | 181 | 11.6% | 4.4 |
|
| 2368 |
2368
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| USD 451 M | +USD 112 M | +33% | 19.7% | 82.3% | 68 | 63.24% | 0.2 |
|
| 2369 |
2369
Oak Management Corp
Wilton,
Connecticut
| USD 450 M | +USD 444 M | +7,023% | 102% | 96.4% | 4 | 50% | 1.9 |
|
| 2370 |
2370
Signet Financial Management
Parsippany,
New Jersey
| USD 449 M | +USD 25 M | +6% | 18.4% | 65.2% | 252 | 21.43% | 2.8 |
|
| 2371 |
2371
Insight Wealth Strategies
San Ramon,
California
| USD 449 M | +USD 73.4 M | +20% | 13.8% | 83.5% | 183 | 26.23% | 0.9 |
|
| 2372 |
2372
Walleye Capital
New York
| USD 448 M | -USD 6.06 M | -1% | 25.2% | 129% | 1,189 | 80.32% | 0.2 |
|
| 2373 |
2373
SlateStone Wealth
Jupiter,
Florida
| USD 447 M | +USD 95.8 M | +27% | 24% | 79.1% | 198 | 23.74% | 0.9 |
|
| 2374 |
2374
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| USD 447 M | +USD 96.5 M | +28% | 20.2% | 81.9% | 118 | 18.64% | 0.4 |
|
| 2375 |
2375
Anchor Investment Management
Columbia,
South Carolina
| USD 447 M | +USD 59.5 M | +15% | 17.6% | 75.1% | 916 | 9.72% | 3 |
|