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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
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| USD 635 M | +USD 64.4 M | +11% | 9.31% | 70.8% | 11 | 18.18% | 1.9 |
|
| 2452 |
2452
Alaska Wealth Advisors
Anchorage,
Alaska
| USD 634 M | +USD 36.5 M | +6% | 2.4% | 44.3% | 124 | 15.32% | 1.5 |
|
| 2453 |
SP
2453
Solel Partners
Boston,
Massachusetts
| USD 634 M | +USD 145 M | +30% | 12.9% | 25.9% | 27 | 29.63% | 1.3 |
|
| 2454 |
2454
Signet Financial Management
Parsippany,
New Jersey
| USD 632 M | +USD 38.5 M | +6% | 5.98% | 65.2% | 278 | 8.99% | 2.3 |
|
| 2455 |
2455
KWB Wealth
Redlands,
California
| USD 632 M | +USD 90.3 M | +17% | 3.98% | 54.8% | 139 | 25.18% | 1.3 |
|
| 2456 |
2456
Montanaro Asset Management
London,
United Kingdom
| USD 632 M | -USD 11.6 M | -2% | 8.97% | 49.6% | 46 | 4.35% | 2.1 |
|
| 2457 |
2457
Means Investment Company
Bangor,
Maine
| USD 632 M | +USD 62.6 M | +11% | 10.2% | 87.9% | 200 | 6% | 3.1 |
|
| 2458 |
2458
Sierra Capital
Miami,
Florida
| USD 632 M | +USD 15.2 M | +2% | 3.67% | 32.4% | 187 | 5.88% | 1.9 |
|
| 2459 |
SCM
2459
Somerset Capital Management
London,
United Kingdom
| USD 631 M | -USD 89.4 M | -12% | 5.14% | 7.5% | 11 | 9.09% | 3.4 |
|
| 2460 |
2460
Strategic Wealth Investment Group
Louisville,
Kentucky
| USD 630 M | +USD 91 M | +17% | 6.73% | – | 141 | 27.66% | 1.9 |
|
| 2461 |
2461
ARS Wealth Advisors Group
St. Petersburg,
Florida
| USD 630 M | +USD 87.2 M | +16% | 6.23% | 89.5% | 148 | 21.62% | 1.2 |
|
| 2462 |
2462
Continuum Advisory
Eagle,
Idaho
| USD 629 M | +USD 39.5 M | +7% | 5.36% | 77% | 458 | 10.48% | 2 |
|
| 2463 |
2463
Ikarian Capital
Dallas,
Texas
| USD 628 M | +USD 187 M | +42% | 32.6% | 5,184% | 169 | 58.58% | 0.6 |
|
| 2464 |
2464
Main Street Research
Lakeville,
Connecticut
| USD 627 M | +USD 121 M | +24% | 6.94% | 232% | 103 | 21.36% | 4.6 |
|
| 2465 |
2465
Mechanics Bank - Trust Department
Walnut Creek,
California
| USD 627 M | +USD 32.3 M | +5% | 6.86% | 76.8% | 174 | 4.02% | 6.4 |
|
| 2466 |
2466
VR Adviser
New York
| USD 625 M | +USD 113 M | +22% | 23.5% | 1,698% | 35 | 42.86% | 0.7 |
|
| 2467 |
2467
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| USD 625 M | +USD 280 M | +81% | 51.3% | 101% | 15 | 33.33% | 1.7 |
|
| 2468 |
JWBC
2468
J.W. Burns & Co
Dewitt,
New York
| USD 624 M | +USD 36.3 M | +6% | 8.18% | 95.4% | 177 | 2.82% | 6.8 |
|
| 2469 |
2469
Avestar Capital
New York
| USD 624 M | +USD 63.5 M | +11% | 8.58% | 101% | 371 | 25.07% | 1.7 |
|
| 2470 |
2470
AlphaCore Capital
La Jolla,
California
| USD 624 M | +USD 246 M | +65% | 3.23% | 85.9% | 356 | 33.71% | 0.8 |
|
| 2471 |
2471
Dendur Capital
New York
| USD 624 M | +USD 45.1 M | +8% | 18.1% | 99.6% | 14 | 21.43% | 1.3 |
|
| 2472 |
2472
Gilbert & Cook
West Des Moines,
Iowa
| USD 624 M | +USD 44.2 M | +8% | 6.13% | 63.2% | 239 | 21.76% | 2.8 |
|
| 2473 |
2473
Winthrop Advisory Group
Boston,
Massachusetts
| USD 624 M | +USD 57 M | +10% | 7.45% | 78.3% | 140 | 12.14% | 3 |
|
| 2474 |
2474
Silver Oak Securities
Jackson,
Tennessee
| USD 622 M | +USD 12.5 M | +2% | 3.96% | 73.4% | 495 | 34.14% | 0.7 |
|
| 2475 |
2475
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| USD 622 M | +USD 29 M | +5% | 4.62% | 52.3% | 15 | 0% | 1.7 |
|