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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2426 |
2426
Berkshire Money Management
Dalton,
Massachusetts
| USD 1094 M | +USD 118 M | +12% | 14.2% | 56.5% | 59 | 16.95% | 3.6 |
|
| 2427 |
2427
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| USD 1094 M | +USD 188 M | +21% | 20.4% | 79.2% | 11 | 9.09% | 4.6 |
|
| 2428 |
2428
Koch Inc
Wichita,
Kansas
| USD 1094 M | +USD 172 M | +19% | 62.9% | – | 10 | 20% | 1 |
|
| 2429 |
2429
Goldstone Financial Group
Oakbrook Terrace,
Illinois
| USD 1094 M | +USD 172 M | +19% | 13.8% | 54.9% | 252 | 13.1% | 2 |
|
| 2430 |
2430
Stansberry Asset Management
Westlake,
Texas
| USD 1091 M | +USD 119 M | +12% | 10.5% | 79.6% | 162 | 20.99% | 2.5 |
|
| 2431 |
2431
Alta Park Capital
San Francisco,
California
| USD 1091 M | +USD 450 M | +70% | 102% | 1,071% | 37 | 59.46% | 1.3 |
|
| 2432 |
2432
Intrua Financial
Houston,
Texas
| USD 1091 M | +USD 122 M | +13% | 13.3% | 71% | 525 | 18.29% | 2.6 |
|
| 2433 |
2433
Asset Advisors Investment Management
Augusta,
Georgia
| USD 1090 M | +USD 41.4 M | +4% | 7.73% | 58.7% | 108 | 7.41% | 5.4 |
|
| 2434 |
2434
Rational Advisors
Huntington,
New York
| USD 1090 M | +USD 110 M | +11% | 6.85% | 37.7% | 208 | 20.19% | 1.6 |
|
| 2435 |
2435
Armis Advisers
Atlanta,
Georgia
| USD 1089 M | +USD 53.2 M | +5% | 13% | – | 504 | 13.1% | 0.8 |
|
| 2436 |
TCM
2436
Trybe Capital Management
Greenwich,
Connecticut
| USD 1089 M | +USD 508 M | +87% | 122% | 681% | 8 | 12.5% | 2 |
|
| 2437 |
2437
Legacy Edge Advisors
Syosset,
New York
| USD 1089 M | +USD 137 M | +14% | 13% | – | 248 | 13.71% | 1.7 |
|
| 2438 |
2438
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| USD 1088 M | +USD 53.2 M | +5% | 9.7% | 70.8% | 29 | 10.34% | 2 |
|
| 2439 |
2439
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| USD 1086 M | +USD 616 M | +131% | 14% | – | 175 | 49.14% | 0.9 |
|
| 2440 |
2440
Palisade Asset Management
Minneapolis,
Minnesota
| USD 1083 M | +USD 87.4 M | +9% | 13.9% | 61.8% | 205 | 5.37% | 8 |
|
| 2441 |
2441
Graham Holdings Company
Arlington,
Virginia
| USD 1083 M | +USD 116 M | +12% | 12% | 95.1% | 6 | 0% | 3.8 |
|
| 2442 |
2442
Dock Street Asset Management
Palm Beach,
Florida
| USD 1081 M | +USD 131 M | +14% | 21.3% | 175% | 68 | 20.59% | 3.9 |
|
| 2443 |
2443
Boulay Financial Advisors
Eden Prairie,
Minnesota
| USD 1080 M | +USD 209 M | +24% | 13.6% | – | 6 | 16.67% | 0.7 |
|
| 2444 |
2444
Great Waters Wealth Management
Shoreview,
Minnesota
| USD 1079 M | +USD 135 M | +14% | 10.9% | 49% | 128 | 6.25% | 2.5 |
|
| 2445 |
2445
Hook Mill Capital Partners
New York
| USD 1077 M | -USD 56.1 M | -5% | 12.8% | 149% | 48 | 41.67% | 1.2 |
|
| 2446 |
2446
KMG Fiduciary Partners
Toledo,
Ohio
| USD 1076 M | -USD 276 M | -20% | 19.3% | 114% | 272 | 27.94% | 4.3 |
|
| 2447 |
2447
Water Island Capital
New York
| USD 1075 M | +USD 179 M | +20% | 16.1% | 438% | 138 | 68.84% | 0.2 |
|
| 2448 |
2448
TriCert Investment Counsel
Waterloo,
| USD 1074 M | – | – | 10.9% | – | 88 | – | 0 |
|
| 2449 |
GA
2449
GuoLine Advisory
Singapore
| USD 1074 M | +USD 118 M | +12% | 24.1% | 112% | 25 | 12% | 2.2 |
|
| 2450 |
2450
Ironvine Capital Partners
Omaha,
Nebraska
| USD 1073 M | +USD 163 M | +18% | 14.1% | 58.8% | 62 | 17.74% | 5.3 |
|