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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
Cutler Investment Counsel
Jacksonville,
Oregon
| USD 793 M | +USD 57.8 M | +8% | 8.48% | 61.8% | 132 | 6.82% | 4.9 |
|
| 2452 |
2452
Institute for Wealth Management
Denver,
Colorado
| USD 792 M | +USD 46.3 M | +6% | 5.9% | 137% | 560 | 11.61% | 3.7 |
|
| 2453 |
2453
Oak Root LLC
Santa Barbara,
California
| USD 792 M | +USD 42 M | +6% | 5.91% | 75.4% | 15 | 0% | 0.7 |
|
| 2454 |
2454
ShawSpring Partners
Boston,
Massachusetts
| USD 792 M | +USD 98.3 M | +14% | 12.9% | 3.53% | 10 | 0% | 2.2 |
|
| 2455 |
2455
RTD Financial Advisors
Philadelphia,
Pennsylvania
| USD 790 M | +USD 46.3 M | +6% | 6.73% | 51.5% | 111 | 3.6% | 2.2 |
|
| 2456 |
2456
Alley Investment Management Company
Lake Forest,
Illinois
| USD 790 M | +USD 57.4 M | +8% | 8.07% | 54.6% | 86 | 2.33% | 2.3 |
|
| 2457 |
2457
Red Cedar Investment Management
Grand Rapids,
Michigan
| USD 788 M | +USD 54.9 M | +7% | 6.59% | 81.4% | 82 | 12.2% | 2.6 |
|
| 2458 |
2458
Rodgers Brothers
Harmony,
Pennsylvania
| USD 787 M | +USD 49 M | +7% | 8.27% | 108% | 249 | 9.64% | 5.8 |
|
| 2459 |
2459
Khrom Capital Management
Miami Beach,
Florida
| USD 787 M | +USD 258 M | +49% | 12.8% | 35.6% | 18 | 22.22% | 1.3 |
|
| 2460 |
2460
Aperture Investors
New York
| USD 787 M | +USD 103 M | +15% | 11.6% | 211% | 90 | 30% | 1.4 |
|
| 2461 |
2461
Alta Park Capital
San Francisco,
California
| USD 787 M | -USD 15.4 M | -2% | 11.9% | 1,071% | 43 | 53.49% | 0.9 |
|
| 2462 |
2462
Vise Technologies
New York
| USD 786 M | +USD 216 M | +38% | 7.17% | – | 622 | 37.46% | 1.1 |
|
| 2463 |
2463
LVW Advisors
Pittsford,
New York
| USD 786 M | +USD 102 M | +15% | 5.92% | 79.1% | 319 | 10.97% | 3 |
|
| 2464 |
2464
Lodestar Private Asset Management
Alamo,
California
| USD 785 M | +USD 58.5 M | +8% | 5.92% | 64.4% | 219 | 7.31% | 1.5 |
|
| 2465 |
2465
Signet Financial Management
Parsippany,
New Jersey
| USD 785 M | +USD 43.2 M | +6% | 6.36% | 65.2% | 280 | 10.71% | 2.9 |
|
| 2466 |
2466
Pekin Hardy Strauss
Chicago,
Illinois
| USD 784 M | +USD 56.1 M | +8% | 7.68% | 102% | 368 | 19.57% | 4 |
|
| 2467 |
2467
Pembroke Management
Montreal,
Quebec, Canada
| USD 784 M | +USD 39.7 M | +5% | 9.61% | 105% | 64 | 12.5% | 3.3 |
|
| 2468 |
2468
Continuum Advisory
Eagle,
Idaho
| USD 783 M | +USD 89.7 M | +13% | 6.05% | 77% | 2,043 | 23.35% | 1 |
|
| 2469 |
2469
Parkman Healthcare Partners
Stamford,
Connecticut
| USD 783 M | +USD 36.9 M | +5% | 19.2% | 306% | 106 | 27.36% | 1.3 |
|
| 2470 |
2470
Dark Forest Capital Management
San Juan,
Puerto Rico
| USD 783 M | +USD 236 M | +43% | 9.56% | 63% | 1,223 | 71.3% | 0.2 |
|
| 2471 |
2471
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
| USD 782 M | +USD 76.9 M | +11% | 3.27% | 151% | 314 | 20.7% | 0.6 |
|
| 2472 |
2472
Curated Wealth Partners
El Segundo,
California
| USD 782 M | +USD 65 M | +9% | 9.33% | 39.9% | 140 | 11.43% | 0.2 |
|
| 2473 |
2473
LVZ Inc
Holland,
Michigan
| USD 782 M | +USD 48.1 M | +7% | 6.67% | 52.9% | 158 | 15.19% | 2.9 |
|
| 2474 |
2474
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| USD 781 M | +USD 502 M | +180% | 6.84% | 116% | 378 | 56.61% | 1.7 |
|
| 2475 |
2475
Great Lakes Retirement
Sandusky,
Ohio
| USD 780 M | +USD 50.7 M | +7% | 4.69% | 118% | 703 | 72.97% | 2.1 |
|