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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
Tortoise Investment Management
White Plains,
New York
| USD 571 M | +USD 56.6 M | +11% | 6.57% | 40.2% | 804 | 8.83% | 4.2 |
|
| 2427 |
2427
Austin Private Wealth
Austin,
Texas
| USD 571 M | +USD 94.2 M | +20% | 6.61% | 62.3% | 170 | 25.88% | 1.5 |
|
| 2428 |
2428
Keebeck Wealth Management
Chicago,
Illinois
| USD 570 M | +USD 50.7 M | +10% | 8.79% | 81.3% | 249 | 13.65% | 1.9 |
|
| 2429 |
2429
Penobscot Investment Management
Boston,
Massachusetts
| USD 570 M | +USD 33.4 M | +6% | 11.8% | 114% | 229 | 7.42% | 6 |
|
| 2430 |
2430
CGN Advisors
Manhattan,
Kansas
| USD 568 M | +USD 170 M | +43% | 7.2% | 48.9% | 238 | 14.29% | 1.4 |
|
| 2431 |
2431
J. Safra Asset Management
New York
| USD 568 M | -USD 64 M | -10% | 7.69% | 84.3% | 94 | 74.47% | 0.7 |
|
| 2432 |
VS
2432
VK Services
Menlo Park,
California
| USD 568 M | -USD 103 M | -15% | 21.9% | 1,605% | 9 | 22.22% | 1 |
|
| 2433 |
2433
TCG Crossover Management
Palo Alto,
California
| USD 567 M | +USD 233 M | +70% | 83.1% | 3,013% | 26 | 38.46% | 0.6 |
|
| 2434 |
2434
Oldfield Partners
London,
United Kingdom
| USD 567 M | +USD 61.9 M | +12% | 13.6% | 90.3% | 25 | 0% | 4.7 |
|
| 2435 |
2435
Kathmere Capital Management
Wayne,
Pennsylvania
| USD 566 M | +USD 64.3 M | +13% | 7.17% | 68.3% | 215 | 30.23% | 1.3 |
|
| 2436 |
2436
RBO & Co
Saint Helena,
California
| USD 566 M | +USD 62.1 M | +12% | 12.7% | 27.9% | 55 | 5.45% | 5.9 |
|
| 2437 |
2437
Daymark Wealth Partners
Cincinnati,
Ohio
| USD 565 M | – | – | 9.56% | 96.4% | 228 | – | 0 |
|
| 2438 |
2438
SOL Capital Management
Rockville,
Maryland
| USD 565 M | +USD 84.3 M | +18% | 8.38% | 56.6% | 287 | 11.85% | 5.7 |
|
| 2439 |
2439
Madison Avenue Partners
New York
| USD 565 M | +USD 98.4 M | +21% | 9.53% | 284% | 25 | 40% | 0.9 |
|
| 2440 |
2440
Manitou Investment Management
Toronto,
Ontario, Canada
| USD 564 M | +USD 32.8 M | +6% | 10.1% | 69.3% | 43 | 9.3% | 4.1 |
|
| 2441 |
2441
Wealth Alliance
Mellville,
New York
| USD 563 M | +USD 56.5 M | +11% | 8.1% | 75.7% | 516 | 18.6% | 1.7 |
|
| 2442 |
VCM
2442
Violich Capital Management
San Francisco,
California
| USD 563 M | +USD 32.3 M | +6% | 9.04% | 111% | 113 | 10.62% | 5.9 |
|
| 2443 |
2443
Alpha Omega Wealth Management
Richmond,
Virginia
| USD 563 M | +USD 39.2 M | +7% | 10.4% | 65.9% | 214 | 6.07% | 4.6 |
|
| 2444 |
2444
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| USD 563 M | +USD 21.9 M | +4% | 9.07% | 84.5% | 504 | 29.37% | 2.1 |
|
| 2445 |
2445
Ghisallo Capital Management
Boston,
Massachusetts
| USD 562 M | -USD 187 M | -25% | 2.5% | 122% | 272 | 62.13% | 0.7 |
|
| 2446 |
2446
Dendur Capital
New York
| USD 561 M | +USD 59.6 M | +12% | 16.8% | 99.6% | 18 | 33.33% | 1 |
|
| 2447 |
2447
Signet Financial Management
Parsippany,
New Jersey
| USD 560 M | +USD 48.9 M | +10% | 9.19% | 65.2% | 272 | 14.71% | 2 |
|
| 2448 |
2448
Stratos Investment Management
Beachwood,
Ohio
| USD 560 M | +USD 65.1 M | +13% | 8.07% | 58.2% | 166 | 15.66% | 2.3 |
|
| 2449 |
2449
Clearline Capital
New York
| USD 559 M | -USD 277 M | -33% | 7.49% | 57.4% | 164 | 39.63% | 1 |
|
| 2450 |
OCMI
2450
Oaktop Capital Management II
Chatham,
New Jersey
| USD 559 M | +USD 61.2 M | +12% | 17.7% | 451% | 16 | 6.25% | 6.2 |
|