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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
2451
Koss-Olinger Consulting
Gainesville,
Florida
| USD 674 M | +USD 86.7 M | +15% | 5.6% | 57.9% | 265 | 20% | 0.2 |
|
| 2452 |
2452
TRUE Private Wealth Advisors
Salem,
Oregon
| USD 673 M | +USD 54.4 M | +9% | 7.1% | 89.2% | 251 | 12.75% | 2.7 |
|
| 2453 |
HCM
2453
Harspring Capital Management
New York
| USD 673 M | +USD 100 M | +17% | 8.99% | 70.6% | 42 | 28.57% | 0.7 |
|
| 2454 |
2454
Crestview Partners III
New York
| USD 672 M | +USD 224 M | +50% | 50.7% | 51.2% | 3 | 33.33% | 3.3 |
|
| 2455 |
2455
Venrock Management V
Palo Alto,
California
| USD 672 M | -USD 305 M | -31% | 50.7% | – | 3 | 33.33% | 1 |
|
| 2456 |
2456
Managed Asset Portfolios
Rochester,
Michigan
| USD 672 M | +USD 49.6 M | +8% | 3.44% | 99.2% | 37 | 2.7% | 3.4 |
|
| 2457 |
2457
Asset Dedication LLC
San Francisco,
California
| USD 671 M | +USD 229 M | +52% | 4.62% | 67.8% | 887 | 25.59% | 2.4 |
|
| 2458 |
2458
Clearline Capital
New York
| USD 671 M | -USD 100 M | -13% | 2.28% | 57.4% | 170 | 43.53% | 0.4 |
|
| 2459 |
2459
Azzad Asset Management
Falls Church,
Virginia
| USD 671 M | +USD 67.4 M | +11% | 9.47% | 101% | 343 | 16.03% | 3 |
|
| 2460 |
2460
First Trust Capital Management
Chicago,
Illinois
| USD 670 M | +USD 159 M | +31% | 10.5% | 214% | 282 | 43.97% | 0.2 |
|
| 2461 |
2461
Apriem Advisors
Irvine,
California
| USD 670 M | +USD 24.9 M | +4% | 6.51% | 74.3% | 158 | 10.76% | 3.7 |
|
| 2462 |
KFS
2462
Kurt F. Somerville
| USD 670 M | +USD 37.9 M | +6% | 6.58% | 92.9% | 114 | 1.75% | 5 |
|
| 2463 |
2463
JFS Wealth Advisors
Hermitage,
Pennsylvania
| USD 670 M | +USD 180 M | +37% | 4.4% | 54.8% | 655 | 16.03% | 3.8 |
|
| 2464 |
2464
First Trust Direct Indexing
Boston,
Massachusetts
| USD 670 M | +USD 294 M | +78% | 8.66% | 69% | 604 | 37.42% | 0.3 |
|
| 2465 |
2465
PrairieView Partners
St. Paul,
Minnesota
| USD 668 M | +USD 42.9 M | +7% | 4.11% | 34% | 393 | 11.7% | 1.3 |
|
| 2466 |
2466
Tradition Wealth Management
Edina,
Minnesota
| USD 668 M | +USD 90.1 M | +16% | 6.1% | 69.6% | 1,202 | 37.27% | 0.3 |
|
| 2467 |
2467
Fusion Family Wealth
Woodbury,
New York
| USD 668 M | +USD 21.4 M | +3% | 5.48% | 58.2% | 110 | 70.91% | 3.6 |
|
| 2468 |
2468
Parthenon LLC
Louisville,
Kentucky
| USD 667 M | +USD 45.6 M | +7% | 7.79% | 93.3% | 122 | 5.74% | 5.5 |
|
| 2469 |
2469
Simplify Asset Management
Las Vegas,
Nevada
| USD 667 M | +USD 418 M | +168% | 8.49% | 45% | 24 | 58.33% | 0.2 |
|
| 2470 |
2470
Van Hulzen Asset Management
El Dorado Hills,
California
| USD 667 M | +USD 40.7 M | +6% | 6.12% | 86.3% | 295 | 18.98% | 2.2 |
|
| 2471 |
2471
KWMG LLC
Overland Park,
Kansas
| USD 667 M | +USD 39.6 M | +6% | 4.78% | 76.2% | 143 | 2.1% | 3.7 |
|
| 2472 |
2472
Toews Corporation
Northfield,
New Jersey
| USD 666 M | -USD 552 M | -45% | 1.27% | 22% | 122 | 90.98% | 1.7 |
|
| 2473 |
2473
Abbrea Capital
Greenbrae,
California
| USD 666 M | +USD 60.7 M | +10% | 7.12% | 38% | 240 | 7.5% | 2.7 |
|
| 2474 |
2474
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| USD 665 M | -USD 23.9 M | -3% | 31.3% | 602% | 26 | 38.46% | 1.4 |
|
| 2475 |
2475
Private Capital Management (Florida)
Naples,
Florida
| USD 665 M | +USD 77 M | +13% | 12.3% | 118% | 89 | 55.06% | 1.9 |
|