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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
Romano Brothers & Co
Evanston,
Illinois
| USD 643 M | -USD 28.4 M | -4% | 3.19% | 110% | 310 | 4.52% | 1 |
|
| 2402 |
2402
Kahn Brothers Group
New York
| USD 641 M | -USD 41.1 M | -6% | 2.13% | 53.4% | 45 | 8.89% | 6.2 |
|
| 2403 |
2403
Heritage Trust
Oklahoma City,
Oklahoma
| USD 641 M | -USD 42.7 M | -6% | 3.2% | – | 266 | 4.51% | 4.1 |
|
| 2404 |
2404
Quent Capital
New York
| USD 641 M | +USD 1.4 M | +0.2% | 3.14% | 78.1% | 1,366 | 6.44% | 1.5 |
|
| 2405 |
2405
Biglari Capital Corp
San Antonio,
Texas
| USD 640 M | -USD 115 M | -15% | 17.6% | 72.7% | 12 | 0% | 4.2 |
|
| 2406 |
AP
2406
Archon Partners
Princeton Junction,
New Jersey
| USD 639 M | -USD 28.9 M | -4% | 2.17% | 99.5% | 44 | 13.64% | 5.8 |
|
| 2407 |
2407
JLB & Associates
Plymouth,
Michigan
| USD 638 M | -USD 64.2 M | -9% | 3.27% | 69.9% | 78 | 7.69% | 6.6 |
|
| 2408 |
2408
Cortland Associates
St Louis,
Missouri
| USD 638 M | +USD 17.1 M | +3% | 2.19% | 57.1% | 54 | 7.41% | 6 |
|
| 2409 |
2409
Shepherd Financial Partners
Winchester,
Massachusetts
| USD 637 M | -USD 7.38 M | -1% | 3.73% | 78% | 196 | 9.18% | 3.2 |
|
| 2410 |
PRC
2410
Pearl River Capital
Niles,
Michigan
| USD 637 M | +USD 16.9 M | +3% | 2.17% | 20.3% | 631 | 50.4% | 0.5 |
|
| 2411 |
2411
Farther Finance Advisors
San Francisco,
California
| USD 637 M | +USD 179 M | +39% | 3.11% | 81.5% | 2,743 | 13.38% | 0.6 |
|
| 2412 |
2412
Syntegra Private Wealth Group
Chesterfield,
Missouri
| USD 637 M | -USD 17.4 M | -3% | 3.34% | 56.9% | 137 | 13.87% | 0.7 |
|
| 2413 |
2413
GDS Wealth Management
Flower Mound,
Texas
| USD 636 M | +USD 19.9 M | +3% | 3.54% | 82.2% | 128 | 9.38% | 1.4 |
|
| 2414 |
2414
Miller Investment Management
West Conshohocken,
Pennsylvania
| USD 635 M | -USD 20.3 M | -3% | 2.62% | 60.2% | 97 | 1.03% | 5.3 |
|
| 2415 |
2415
Genus Capital Management
Vancouver,
British Columbia, Canada
| USD 635 M | -USD 43.8 M | -6% | 1.01% | – | 217 | 28.57% | 0.2 |
|
| 2416 |
2416
Oxbow Advisors
Austin,
Texas
| USD 635 M | -USD 1.32 M | -0.2% | 1.16% | 66.3% | 224 | 16.07% | 4.4 |
|
| 2417 |
2417
Tompkins Financial
Ithaca,
New York
| USD 635 M | -USD 3.43 M | -0.5% | 3.6% | 84.4% | 620 | 8.23% | 4.3 |
|
| 2418 |
2418
Van Cleef Asset Management
Beachwood,
Ohio
| USD 635 M | -USD 16 M | -2% | 1.68% | 104% | 110 | 4.55% | 6.9 |
|
| 2419 |
2419
Cutler Investment Counsel
Jacksonville,
Oregon
| USD 635 M | -USD 25.9 M | -4% | 3.19% | 56.2% | 129 | 5.43% | 4.7 |
|
| 2420 |
2420
American Financial Advisors
Marietta,
Georgia
| USD 635 M | -USD 4.46 M | -0.7% | 3.58% | 52.7% | 140 | 7.86% | 2.4 |
|
| 2421 |
2421
Wealth Alliance
Mellville,
New York
| USD 634 M | -USD 34.7 M | -5% | 3.71% | 75.7% | 537 | 14.15% | 2.2 |
|
| 2422 |
2422
Gilbert & Cook
West Des Moines,
Iowa
| USD 634 M | +USD 10.3 M | +2% | 3.5% | 63.2% | 245 | 23.67% | 2.9 |
|
| 2423 |
2423
L.J. Altfest & Co
New York
| USD 634 M | -USD 31.5 M | -5% | 3.21% | 95.6% | 318 | 19.5% | 3.2 |
|
| 2424 |
2424
AlphaCore Capital
La Jolla,
California
| USD 634 M | +USD 9.9 M | +2% | 1.17% | 85.9% | 383 | 13.84% | 1 |
|
| 2425 |
2425
McGowan Group Asset Management
Dallas,
Texas
| USD 633 M | -USD 8.15 M | -1% | 1.33% | 69.8% | 142 | 18.31% | 3.6 |
|