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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
Graham Holdings Company
Arlington,
Virginia
| USD 967 M | -USD 115 M | -11% | 6.9% | 95.1% | 6 | 0% | 3.5 |
|
| 2402 |
2402
TwinBeech Capital
Purchase,
New York
| USD 965 M | -USD 442 M | -31% | 5.56% | 5.7% | 887 | 76.21% | 0.2 |
|
| 2403 |
2403
Red Cedar Investment Management
Grand Rapids,
Michigan
| USD 965 M | +USD 38.8 M | +4% | 3.37% | 81.4% | 96 | 15.63% | 2.9 |
|
| 2404 |
2404
HCR Wealth Advisors
Los Angeles,
California
| USD 964 M | -USD 45.3 M | -4% | 2.01% | 107% | 263 | 11.41% | 4.5 |
|
| 2405 |
2405
Focused Wealth Management
Newburgh,
New York
| USD 964 M | +USD 7.03 M | +0.7% | 3.18% | 80.9% | 269 | 36.06% | 5.2 |
|
| 2406 |
2406
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| USD 963 M | +USD 2.42 M | +0.3% | 1.87% | 68% | 160 | 10% | 3.8 |
|
| 2407 |
TFP
2407
Triple Frond Partners
San Francisco,
California
| USD 963 M | +USD 720 k | +0.1% | 6.8% | 92.9% | 13 | 15.38% | 3.5 |
|
| 2408 |
2408
Quantitative Investment Management
Charlottesville,
Virginia
| USD 963 M | -USD 65.8 M | -6% | 9.34% | 24.6% | 583 | 73.24% | 0.2 |
|
| 2409 |
2409
MASTERINVEST Kapitalanlage
Vienna,
| USD 962 M | -USD 90.6 M | -9% | 2.67% | – | 312 | 21.15% | 0.6 |
|
| 2410 |
2410
Red Door Wealth Management
Memphis,
Tennessee
| USD 962 M | +USD 560 k | +0.1% | 0.49% | 100% | 318 | 12.26% | 2.8 |
|
| 2411 |
2411
JGP Wealth Management
Bend,
Oregon
| USD 961 M | +USD 1.88 M | +0.2% | 1.64% | 87.8% | 244 | 12.3% | 3.6 |
|
| 2412 |
2412
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| USD 961 M | +USD 18.1 M | +2% | 0.26% | 47.7% | 199 | 5.03% | 4.9 |
|
| 2413 |
2413
Navellier & Associates
Reno,
Nevada
| USD 960 M | +USD 67.1 M | +8% | 14.2% | 361% | 372 | 24.19% | 2.1 |
|
| 2414 |
2414
Oak Harvest Investment Services
Houston,
Texas
| USD 958 M | +USD 41 M | +4% | 5.09% | 120% | 194 | 26.8% | 2.2 |
|
| 2415 |
2415
Center for Financial Planning
Southfied,
Michigan
| USD 958 M | -USD 3.11 M | -0.3% | 1.62% | 64.4% | 735 | 14.83% | 3.9 |
|
| 2416 |
2416
J.V. Bruni & Co
Colorado Springs,
Colorado
| USD 958 M | -USD 60.7 M | -6% | 3.55% | 97.9% | 33 | 9.09% | 5.9 |
|
| 2417 |
2417
Capital Investment Services of America
Milwaukee,
Wisconsin
| USD 958 M | -USD 102 M | -10% | 8.31% | 74.2% | 82 | 3.66% | 7.6 |
|
| 2418 |
2418
Lombard Odier Asset Management (USA)
New York
| USD 957 M | -USD 119 M | -11% | 3.23% | 96.8% | 363 | 68.87% | 0.6 |
|
| 2419 |
2419
Zazove Associates
Incline Village,
Nevada
| USD 957 M | -USD 204 M | -18% | 0.33% | 11% | 170 | 22.35% | 1.2 |
|
| 2420 |
2420
Pekin Hardy Strauss
Chicago,
Illinois
| USD 957 M | -USD 125 M | -12% | 10.5% | 105% | 523 | 21.8% | 3.5 |
|
| 2421 |
GA
2421
GuoLine Advisory
Singapore
| USD 956 M | -USD 132 M | -12% | 11.2% | 112% | 24 | 4.17% | 2.1 |
|
| 2422 |
2422
Paradigm Operations
San Francisco,
California
| USD 954 M | -USD 403 M | -30% | 25.8% | 230% | 3 | 0% | 1.8 |
|
| 2423 |
2423
Isthmus Partners
Madison,
Wisconsin
| USD 953 M | +USD 52.8 M | +6% | 0.47% | 73.7% | 232 | 14.22% | 3.1 |
|
| 2424 |
2424
Wellesley Asset Management
Portsmouth,
New Hampshire
| USD 953 M | -USD 8.28 M | -0.9% | 0% | 0% | 54 | 0% | 0.9 |
|
| 2425 |
2425
Legacy Edge Advisors
Syosset,
New York
| USD 951 M | +USD 37.8 M | +4% | 0.63% | – | 234 | 11.97% | 1.6 |
|