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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
First Trust Direct Indexing
Boston,
Massachusetts
| USD 772 M | +USD 68.4 M | +10% | 11.1% | 69% | 697 | 11.19% | 0.7 |
|
| 2352 |
2352
Oldfield Partners
London,
United Kingdom
| USD 771 M | -USD 163 M | -17% | 3.31% | 98% | 22 | 13.64% | 5.6 |
|
| 2353 |
2353
Beacon Financial Group
Dallas,
Texas
| USD 769 M | +USD 23.9 M | +3% | 7.33% | 66.6% | 238 | 13.45% | 4 |
|
| 2354 |
2354
Matrix Asset Advisors
White Plains,
New York
| USD 769 M | +USD 58.5 M | +8% | 8.92% | 84.9% | 86 | 8.14% | 4.1 |
|
| 2355 |
2355
DT Investment Partners
Chadds Ford,
Pennsylvania
| USD 769 M | +USD 22.8 M | +3% | 6.24% | 64.3% | 147 | 12.93% | 2.4 |
|
| 2356 |
2356
Resources Management Corp
West Hartford,
Connecticut
| USD 768 M | +USD 72.9 M | +10% | 13.2% | 78.5% | 535 | 10.47% | 2.4 |
|
| 2357 |
2357
Abner Herrman & Brock
Jersey City,
New Jersey
| USD 768 M | +USD 57.6 M | +8% | 10.8% | 156% | 116 | 22.41% | 4.1 |
|
| 2358 |
2358
Oak Hill Capital Management
New York
| USD 768 M | – | – | 4.49% | 1.19% | 2 | – | 0 |
|
| 2359 |
2359
EFG Asset Management
Portland,
Oregon
| USD 767 M | – | – | 7.21% | 211% | 175 | – | 0 |
|
| 2360 |
2360
Circle Wealth Management
Summit,
New Jersey
| USD 766 M | +USD 72.8 M | +11% | 9.63% | 71.8% | 204 | 17.16% | 2 |
|
| 2361 |
2361
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| USD 765 M | +USD 21.2 M | +3% | 6.57% | 89.9% | 37 | 2.7% | 2.8 |
|
| 2362 |
2362
Manchester Capital Management
Manchester,
Vermont
| USD 764 M | +USD 33.5 M | +5% | 10.9% | 86.7% | 1,145 | 19.04% | 2.8 |
|
| 2363 |
2363
RTD Financial Advisors
Philadelphia,
Pennsylvania
| USD 764 M | – | – | 6.12% | 51.5% | 116 | – | 0 |
|
| 2364 |
2364
Redwood Investment Management
Scottsdale,
Arizona
| USD 763 M | +USD 62.6 M | +9% | 6.81% | 62.5% | 323 | 43.03% | 0.9 |
|
| 2365 |
2365
North Point Portfolio Managers
Orange Village,
Ohio
| USD 763 M | +USD 50.1 M | +7% | 12.1% | 72.8% | 84 | 5.95% | 4.3 |
|
| 2366 |
2366
Anderson Hoagland & Co
St Louis,
Missouri
| USD 763 M | -USD 21.5 M | -3% | 6.57% | 104% | 117 | 11.97% | 2.5 |
|
| 2367 |
2367
Cardiff Park Advisors
Carlsbad,
California
| USD 762 M | – | – | 6.83% | 88.6% | 308 | – | 0 |
|
| 2368 |
2368
Archon Capital Management
Seattle,
Washington
| USD 761 M | +USD 53.2 M | +8% | 0.89% | 222% | 36 | 16.67% | 1.4 |
|
| 2369 |
2369
Third Avenue Management
New York
| USD 760 M | +USD 17.4 M | +2% | 9.71% | 113% | 64 | 14.06% | 3.8 |
|
| 2370 |
2370
Nations Financial Group
Cedar Rapids,
Iowa
| USD 760 M | +USD 101 M | +15% | 9.33% | 112% | 494 | 17.21% | 2 |
|
| 2371 |
BIC
2371
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| USD 756 M | -USD 299 M | -28% | 12.4% | 36% | 186 | 30.65% | 4.9 |
|
| 2372 |
2372
Verus Financial Partners
Richmond,
Virginia
| USD 756 M | +USD 88.3 M | +13% | 4.65% | 45.7% | 98 | 5.1% | 2.6 |
|
| 2373 |
2373
AltraVue Capital
Bellevue,
Washington
| USD 756 M | +USD 79.1 M | +12% | 6.92% | 221% | 34 | 5.88% | 2.2 |
|
| 2374 |
2374
Arkadios Wealth Advisors
Atlanta,
Georgia
| USD 755 M | +USD 61.5 M | +9% | 8.33% | 91.1% | 1,981 | 72.29% | 1.5 |
|
| 2375 |
LFCM
2375
Long Focus Capital Management
San Juan,
Puerto Rico
| USD 755 M | – | – | 3.87% | 120% | 103 | – | 0 |
|