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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
DDD Partners
Bellevue,
Washington
| USD 668 M | +USD 10 M | +2% | 1.99% | 62.1% | 66 | 12.12% | 1.6 |
|
| 2452 |
2452
Verity & Verity
Beaufort,
South Carolina
| USD 668 M | +USD 35.2 M | +6% | 1.15% | 90.4% | 106 | 6.6% | 4 |
|
| 2453 |
2453
Dendur Capital
New York
| USD 668 M | +USD 66.4 M | +11% | 0.8% | 99.6% | 30 | 63.33% | 0.4 |
|
| 2454 |
2454
Verus Financial Partners
Richmond,
Virginia
| USD 668 M | +USD 13 M | +2% | 1.24% | 45.7% | 97 | 4.12% | 2.4 |
|
| 2455 |
IR
2455
IAT Reinsurance
New York
| USD 667 M | -USD 74.6 M | -10% | 5.07% | 60.2% | 101 | 26.73% | 3.9 |
|
| 2456 |
2456
Fort Point Capital Partners
San Francisco,
California
| USD 667 M | +USD 121 M | +22% | 1.82% | 62.2% | 262 | 41.6% | 1.8 |
|
| 2457 |
2457
Emerson Point Capital
Larchmont,
New York
| USD 666 M | -USD 14.3 M | -2% | 5.66% | 94.8% | 37 | 10.81% | 1.8 |
|
| 2458 |
2458
Parthenon LLC
Louisville,
Kentucky
| USD 665 M | -USD 1.98 M | -0.3% | 0.73% | 93.3% | 124 | 5.65% | 5.8 |
|
| 2459 |
2459
Fusion Family Wealth
Woodbury,
New York
| USD 665 M | -USD 2.3 M | -0.3% | 1.65% | 58.2% | 38 | 7.89% | 3.6 |
|
| 2460 |
2460
Van Cleef Asset Management
Beachwood,
Ohio
| USD 664 M | -USD 12 M | -2% | 1.31% | 104% | 122 | 4.92% | 5.7 |
|
| 2461 |
2461
Empirical Finance
Havertown,
Pennsylvania
| USD 663 M | +USD 50 M | +8% | 0.34% | 124% | 439 | 12.98% | 1.3 |
|
| 2462 |
2462
LVM Capital Management
Portage,
Michigan
| USD 663 M | +USD 8.04 M | +1% | 0.19% | 121% | 137 | 7.3% | 4.7 |
|
| 2463 |
2463
Navellier & Associates
Reno,
Nevada
| USD 663 M | +USD 148 k | +0% | 1.24% | 361% | 348 | 25.57% | 1.3 |
|
| 2464 |
2464
Sands Capital Ventures
Arlington,
Virginia
| USD 663 M | – | – | 3.48% | 167% | 13 | – | 0 |
|
| 2465 |
2465
Deltec Asset Management
New York
| USD 663 M | -USD 63.8 M | -9% | 4.23% | 127% | 327 | 26.91% | 1.7 |
|
| 2466 |
2466
First American Trust
Santa Ana,
California
| USD 662 M | +USD 25.6 M | +4% | 0.17% | 84.6% | 169 | 19.53% | 3.1 |
|
| 2467 |
2467
Hills Bank & Trust
North Liberty,
Iowa
| USD 662 M | +USD 2.5 M | +0.4% | 0.21% | 52.8% | 266 | 8.27% | 3.5 |
|
| 2468 |
2468
Berry Street Capital Management
London,
United Kingdom
| USD 661 M | -USD 475 M | -42% | 7.65% | 331% | 146 | 78.77% | 0.2 |
|
| 2469 |
2469
Adventist Health System West
Roseville,
California
| USD 660 M | -USD 23.2 M | -3% | 1.14% | 60.2% | 6 | 16.67% | 1.6 |
|
| 2470 |
2470
First Trust Capital Management
Chicago,
Illinois
| USD 659 M | -USD 11 M | -2% | 8.23% | 214% | 299 | 50.5% | 0.3 |
|
| 2471 |
2471
PGIM Custom Harvest
Newark,
New Jersey
| USD 659 M | +USD 118 M | +22% | 0.77% | 78.2% | 250 | 12% | 0.6 |
|
| 2472 |
KFS
2472
Kurt F. Somerville
| USD 659 M | -USD 10.9 M | -2% | 0.17% | 92.9% | 117 | 3.42% | 5.2 |
|
| 2473 |
2473
Nations Financial Group
Cedar Rapids,
Iowa
| USD 659 M | +USD 61.5 M | +10% | 0.61% | 105% | 469 | 22.39% | 2 |
|
| 2474 |
2474
Toth Financial Advisory
Leesburg,
Virginia
| USD 658 M | +USD 3.45 M | +0.5% | 0.24% | 90.4% | 818 | 22% | 2.1 |
|
| 2475 |
2475
Raub Brock Capital Management
Larkspur,
California
| USD 658 M | +USD 77.6 M | +13% | 0.74% | 54.7% | 66 | 21.21% | 1.9 |
|