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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
Engaged Capital
Newport Beach,
California
| USD 691 M | -USD 11.3 M | -2% | 12.3% | 26.2% | 11 | 36.36% | 2.6 |
|
| 2352 |
2352
Strategic Wealth Partners Group
Deerfield,
Illinois
| USD 691 M | +USD 80.3 M | +13% | 7% | – | 62 | 3.23% | 3.7 |
|
| 2353 |
2353
Rock Creek Group
Washington,
District of Columbia
| USD 690 M | -USD 82.1 M | -11% | 5.07% | 37.2% | 214 | 32.71% | 1.9 |
|
| 2354 |
2354
New England Asset Management
Farmington,
Connecticut
| USD 690 M | +USD 18.1 M | +3% | 3.65% | 55.6% | 103 | 3.88% | 6.4 |
|
| 2355 |
MG
2355
Magnolia Group
Omaha,
Nebraska
| USD 689 M | -USD 2.09 M | -0.3% | 0.03% | 9.52% | 13 | 7.69% | 2.7 |
|
| 2356 |
2356
RTD Financial Advisors
Philadelphia,
Pennsylvania
| USD 688 M | +USD 41.3 M | +6% | 3.7% | 51.5% | 96 | 5.21% | 1.4 |
|
| 2357 |
2357
St. James Investment Company
Southlake,
Texas
| USD 688 M | +USD 11.6 M | +2% | 1.84% | 43.8% | 27 | 0% | 3.5 |
|
| 2358 |
2358
Browning West
Los Angeles,
California
| USD 687 M | +USD 12.8 M | +2% | 0.12% | 96.8% | 2 | 0% | 2.5 |
|
| 2359 |
2359
Nexpoint Asset Management
Dallas,
Texas
| USD 685 M | -USD 239 M | -26% | 6.87% | 253% | 128 | 40.63% | 1.2 |
|
| 2360 |
AAA
2360
Adams Asset Advisors
Dallas,
Texas
| USD 685 M | -USD 61.7 M | -8% | 3.14% | 66.8% | 87 | 8.05% | 4.1 |
|
| 2361 |
2361
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| USD 684 M | +USD 29.6 M | +5% | 5.05% | 83.4% | 346 | 13.01% | 4.6 |
|
| 2362 |
2362
Nadler Financial Group
Deerfield,
Illinois
| USD 684 M | +USD 55.7 M | +9% | 8.37% | 81.8% | 122 | 10.66% | 5 |
|
| 2363 |
2363
Quadratic Capital Management
Greenwich,
Connecticut
| USD 683 M | -USD 16.1 M | -2% | 2.27% | 0.6% | 2 | 0% | 2.1 |
|
| 2364 |
2364
Heritage Trust
Oklahoma City,
Oklahoma
| USD 683 M | +USD 47.5 M | +7% | 6.21% | – | 271 | 14.39% | 3.8 |
|
| 2365 |
2365
Core Alternative Capital
Peachtree Corners,
Georgia
| USD 682 M | -USD 66.9 M | -9% | 5.51% | 74.5% | 491 | 27.9% | 1.7 |
|
| 2366 |
2366
Redwood Capital Management
New York
| USD 682 M | +USD 5.99 M | +0.9% | 10.8% | 313% | 32 | 12.5% | 3 |
|
| 2367 |
2367
Kahn Brothers Group
New York
| USD 682 M | -USD 12.7 M | -2% | 1.78% | 53.4% | 45 | 4.44% | 6.1 |
|
| 2368 |
2368
Abner Herrman & Brock
Jersey City,
New Jersey
| USD 682 M | +USD 19.4 M | +3% | 9.01% | 156% | 112 | 21.43% | 4.5 |
|
| 2369 |
2369
Steigerwald Gordon & Koch
Leesburg,
Virginia
| USD 682 M | +USD 12.5 M | +2% | 4.11% | 59.5% | 112 | 7.14% | 5.5 |
|
| 2370 |
2370
Jackson Wealth Management
Lake Mary,
Florida
| USD 681 M | +USD 548 M | +412% | 6.98% | 72.1% | 185 | 58.92% | 0.6 |
|
| 2371 |
2371
Waddell & Associates
Memphis,
Tennessee
| USD 681 M | +USD 41.4 M | +6% | 5.27% | 194% | 176 | 15.91% | 1.4 |
|
| 2372 |
2372
Pegasus Partners
Mequon,
Wisconsin
| USD 680 M | +USD 48.4 M | +8% | 7.73% | 32.6% | 131 | 13.74% | 3.7 |
|
| 2373 |
2373
Nilsine Partners
Greenwood Village,
Colorado
| USD 680 M | +USD 41.9 M | +7% | 7.67% | 117% | 361 | 11.63% | 0.2 |
|
| 2374 |
2374
Tang Capital Management
San Diego,
California
| USD 679 M | +USD 8.14 M | +1% | 22% | 493% | 124 | 37.1% | 0.7 |
|
| 2375 |
2375
Genus Capital Management
Vancouver,
British Columbia, Canada
| USD 679 M | – | – | 8.72% | – | 193 | – | 0 |
|