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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
Bank Hapoalim BM
Tel Aviv,
Israel
| USD 731 M | +USD 114 M | +18% | 12.2% | 76.6% | 151 | 16.56% | 3.8 |
|
| 2377 |
2377
Forte Capital
Rochester,
New York
| USD 731 M | +USD 81.5 M | +13% | 12.1% | 98.3% | 230 | 11.74% | 3.8 |
|
| 2378 |
2378
Hudson Valley Investment Advisors
Goshen,
New York
| USD 730 M | +USD 20.9 M | +3% | 12.3% | 102% | 187 | 4.81% | 5.4 |
|
| 2379 |
LP
2379
LGL Partners
Philadelphia,
Pennsylvania
| USD 730 M | +USD 160 M | +28% | 10.2% | 68.9% | 110 | 16.36% | 3.5 |
|
| 2380 |
2380
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 730 M | -USD 720 M | -50% | 18.5% | 34.1% | 31 | 35.48% | 1.7 |
|
| 2381 |
2381
Oldfield Partners
London,
United Kingdom
| USD 729 M | +USD 79.5 M | +12% | 14.7% | 90.3% | 29 | 27.59% | 3.2 |
|
| 2382 |
2382
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| USD 727 M | +USD 68.4 M | +10% | 13.9% | 127% | 495 | 4.85% | 6.5 |
|
| 2383 |
AP
2383
Archon Partners
Princeton Junction,
New Jersey
| USD 726 M | +USD 86.3 M | +14% | 13.4% | 99.5% | 44 | 15.91% | 5.8 |
|
| 2384 |
2384
Transamerica Financial Advisors
St. Petersburg,
Florida
| USD 724 M | -USD 14.6 M | -2% | 9.77% | 77.1% | 667 | 8.55% | 1.9 |
|
| 2385 |
2385
Mayflower Financial Advisors
Boston,
Massachusetts
| USD 724 M | +USD 55.7 M | +8% | 8.31% | 68.7% | 362 | 11.33% | 2.3 |
|
| 2386 |
2386
Curi Wealth Management
Raleigh,
North Carolina
| USD 724 M | +USD 71.8 M | +11% | 10.2% | 16.2% | 170 | 16.47% | 1.8 |
|
| 2387 |
2387
Parthenon LLC
Louisville,
Kentucky
| USD 723 M | +USD 56.9 M | +9% | 9.37% | 93.3% | 117 | 2.56% | 7.6 |
|
| 2388 |
2388
GFI Investment Counsel
Toronto,
Ontario, Canada
| USD 723 M | +USD 67.6 M | +10% | 16.1% | 41.8% | 17 | 0% | 3.8 |
|
| 2389 |
2389
Atomi Financial Group
New York
| USD 723 M | +USD 423 M | +141% | 24.7% | 139% | 633 | 50.08% | 0.3 |
|
| 2390 |
2390
Dendur Capital
New York
| USD 722 M | -USD 65.7 M | -8% | 15.4% | 99.6% | 20 | 50% | 1.1 |
|
| 2391 |
SWS
2391
SYSTM Wealth Solutions
Chicago,
Illinois
| USD 722 M | +USD 71.3 M | +11% | 11.5% | – | 1,088 | 64.61% | 0.3 |
|
| 2392 |
2392
CGN Advisors
Manhattan,
Kansas
| USD 722 M | -USD 21 M | -3% | 8.78% | 48.9% | 268 | 14.55% | 2 |
|
| 2393 |
2393
Baxter Bros Inc
Riverside,
Connecticut
| USD 722 M | +USD 63.1 M | +10% | 11.2% | 73.8% | 157 | 9.55% | 5.3 |
|
| 2394 |
2394
Spectrum Wealth Counsel
Indianapolis,
Indiana
| USD 722 M | – | – | 12% | – | 333 | – | 0 |
|
| 2395 |
HPM
2395
H. Partners Management
New York
| USD 721 M | +USD 47 M | +7% | 9.55% | 13.5% | 3 | 33.33% | 7 |
|
| 2396 |
2396
CKW Financial Group
Honolulu,
Hawaii
| USD 720 M | +USD 64.2 M | +10% | 10.7% | 70.3% | 233 | 9.87% | 5.4 |
|
| 2397 |
2397
Cabot Wealth Management
Salem,
Massachusetts
| USD 719 M | +USD 66.7 M | +10% | 11.8% | 69.3% | 147 | 10.2% | 4.6 |
|
| 2398 |
2398
Silverback Asset Management
Chapel Hill,
North Carolina
| USD 718 M | -USD 11.2 M | -2% | 0.53% | 92.1% | 94 | 14.89% | 0.9 |
|
| 2399 |
AH
2399
Allen Holding
New York
| USD 718 M | +USD 1.89 M | +0.3% | 8.6% | 135% | 17 | 17.65% | 5.9 |
|
| 2400 |
2400
Nottingham Advisors
Amherst,
New York
| USD 717 M | +USD 70 M | +11% | 8.72% | 47.6% | 138 | 12.32% | 4.6 |
|