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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
2376
Atom Investors
Austin,
Texas
| USD 1124 M | -USD 272 M | -20% | 18.4% | 83.4% | 1,057 | 61.97% | 0.3 |
|
| 2377 |
2377
Penn Davis McFarland
Dallas,
Texas
| USD 1123 M | +USD 100 M | +10% | 9.88% | 86.8% | 84 | 16.67% | 4.4 |
|
| 2378 |
2378
EAM Investors
Solana Beach,
California
| USD 1122 M | +USD 256 M | +30% | 69.1% | 6,012% | 395 | 63.04% | 0.3 |
|
| 2379 |
2379
Hudson Way Capital Management
Dallas,
Texas
| USD 1122 M | +USD 75.6 M | +7% | 5.32% | 51.3% | 19 | 21.05% | 2.7 |
|
| 2380 |
2380
Wealth Management Nebraska
Norfolk,
Nebraska
| USD 1121 M | +USD 134 M | +14% | 8.68% | – | 111 | 14.41% | 1 |
|
| 2381 |
TFP
2381
Triple Frond Partners
San Francisco,
California
| USD 1120 M | +USD 158 M | +16% | 17.1% | 92.9% | 14 | 21.43% | 3.4 |
|
| 2382 |
SRFM
2382
Shannon River Fund Management
New York
| USD 1120 M | +USD 596 M | +114% | 70.5% | 554% | 50 | 70% | 0.5 |
|
| 2383 |
2383
WNY Asset Management
Williamsville,
New York
| USD 1120 M | +USD 153 M | +16% | 10.5% | – | 278 | 16.55% | 2.7 |
|
| 2384 |
CC
2384
Cornerstone Capital
Palo Alto,
California
| USD 1119 M | +USD 118 M | +12% | 17.2% | 91.2% | 128 | 14.06% | 5.5 |
|
| 2385 |
SWA
2385
Strategies Wealth Advisors
Grand Rapids,
Michigan
| USD 1118 M | +USD 123 M | +12% | 14.2% | 64.6% | 217 | 17.97% | 2 |
|
| 2386 |
2386
HCR Wealth Advisors
Los Angeles,
California
| USD 1117 M | +USD 153 M | +16% | 19.3% | 107% | 268 | 13.43% | 4.3 |
|
| 2387 |
VFM
2387
Viking Fund Management
Minot,
North Dakota
| USD 1117 M | +USD 141 M | +14% | 16.3% | 105% | 153 | 11.76% | 4.4 |
|
| 2388 |
2388
Arrow Financial
Glens Falls,
New York
| USD 1116 M | +USD 122 M | +12% | 14.4% | 66.5% | 163 | 4.29% | 8.7 |
|
| 2389 |
2389
Versant Capital Management
Phoenix,
Arizona
| USD 1115 M | +USD 101 M | +10% | 13.5% | 97.3% | 2,873 | 7.8% | 4.5 |
|
| 2390 |
2390
JGP Wealth Management
Bend,
Oregon
| USD 1115 M | +USD 153 M | +16% | 21.5% | 87.8% | 241 | 11.62% | 3.6 |
|
| 2391 |
2391
Frec Markets Inc
San Francisco,
California
| USD 1114 M | +USD 527 M | +90% | 29.1% | – | 938 | 34.86% | 0.3 |
|
| 2392 |
2392
Octagon Capital Advisors
New York
| USD 1113 M | +USD 209 M | +23% | 40.2% | 2,969% | 34 | 35.29% | 1.1 |
|
| 2393 |
2393
Onyx Bridge Wealth Group
Tarrytown,
New York
| USD 1111 M | +USD 181 M | +19% | 16.2% | 74.6% | 411 | 14.6% | 2.4 |
|
| 2394 |
2394
Mason Street Advisors
Milwaukee,
Wisconsin
| USD 1110 M | +USD 86.7 M | +8% | 7.35% | 32% | 16 | 12.5% | 2.7 |
|
| 2395 |
2395
Guardian Partners
Toronto,
Canada
| USD 1109 M | -USD 91.3 M | -8% | 14.1% | – | 400 | 54.25% | 0.6 |
|
| 2396 |
2396
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| USD 1108 M | +USD 73 M | +7% | 11.8% | 78.9% | 236 | 12.29% | 6 |
|
| 2397 |
2397
Trust Company
Manhattan,
Kansas
| USD 1108 M | +USD 41.1 M | +4% | 8.12% | 40.6% | 971 | 13.29% | 2.5 |
|
| 2398 |
2398
Galileo PTC
Road Town, Tortola,
British Virgin Islands
| USD 1107 M | +USD 86.9 M | +9% | 8.86% | 82.7% | 3 | 0% | 3.4 |
|
| 2399 |
2399
Aperture Investors
New York
| USD 1106 M | +USD 314 M | +40% | 41.4% | 211% | 110 | 41.82% | 1.4 |
|
| 2400 |
2400
HBW Advisory Services
Simi Valley,
California
| USD 1105 M | +USD 157 M | +17% | 15.2% | 68.6% | 502 | 19.32% | 2.4 |
|