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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
Great Lakes Retirement
Sandusky,
Ohio
| USD 962 M | +USD 45.5 M | +5% | 3.41% | 118% | 229 | 18.78% | 2.5 |
|
| 2452 |
2452
Synergy Asset Management
Vancouver,
Washington
| USD 962 M | -USD 1801 M | -65% | 3.98% | 97.3% | 314 | 47.77% | 1 |
|
| 2453 |
2453
Cutler Investment Counsel
Jacksonville,
Oregon
| USD 961 M | +USD 7.5 M | +0.8% | 1.3% | 61.8% | 146 | 5.48% | 5.3 |
|
| 2454 |
2454
Center for Financial Planning
Southfied,
Michigan
| USD 961 M | +USD 25.5 M | +3% | 1.78% | 64.4% | 743 | 16.69% | 3.5 |
|
| 2455 |
2455
Red Door Wealth Management
Memphis,
Tennessee
| USD 961 M | +USD 19.4 M | +2% | 2.37% | 100% | 307 | 10.42% | 2.7 |
|
| 2456 |
2456
Tairen Capital
Hong Kong
| USD 961 M | +USD 35.5 M | +4% | 11.9% | 462% | 91 | 62.64% | 0.3 |
|
| 2457 |
2457
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| USD 961 M | +USD 45.6 M | +5% | 1.86% | 62.2% | 156 | 8.33% | 3.8 |
|
| 2458 |
2458
Wellesley Asset Management
Portsmouth,
New Hampshire
| USD 961 M | -USD 38 M | -4% | 0% | 0% | 54 | 0% | 1 |
|
| 2459 |
2459
JGP Wealth Management
Bend,
Oregon
| USD 959 M | +USD 57.1 M | +6% | 1.71% | 87.8% | 244 | 17.62% | 3.4 |
|
| 2460 |
2460
Condire Management
Dallas,
Texas
| USD 958 M | +USD 123 M | +15% | 18.4% | 187% | 24 | 25% | 1.7 |
|
| 2461 |
2461
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| USD 958 M | +USD 104 M | +12% | 2.24% | 84.5% | 2,756 | 82.62% | 0.6 |
|
| 2462 |
BDP
2462
Brehaut David Pascal
| USD 958 M | – | – | 4.35% | – | 1 | – | 0 |
|
| 2463 |
2463
Focused Wealth Management
Newburgh,
New York
| USD 957 M | +USD 17.9 M | +2% | 2.28% | 80.9% | 244 | 27.46% | 5.8 |
|
| 2464 |
MPM
2464
MBB Public Markets
Chicago,
Illinois
| USD 957 M | +USD 205 M | +27% | 5.51% | 50.3% | 42 | 45.24% | 1.5 |
|
| 2465 |
AP
2465
Archon Partners
Princeton Junction,
New Jersey
| USD 957 M | +USD 15.7 M | +2% | 2.42% | 99.5% | 46 | 23.91% | 5.7 |
|
| 2466 |
2466
Absolute Gestao de Investimentos
Sao Paulo,
Brazil
| USD 957 M | +USD 188 M | +24% | 6.92% | – | 75 | 81.33% | 0.2 |
|
| 2467 |
2467
Broad Bay Capital Management
New York
| USD 956 M | +USD 147 M | +18% | 7.27% | 338% | 36 | 50% | 1.1 |
|
| 2468 |
RL
2468
RPO LLC
Stamford,
Connecticut
| USD 956 M | -USD 3.25 M | -0.3% | 3.91% | 66.2% | 82 | 60.98% | 0.4 |
|
| 2469 |
2469
Sunriver Management
Greenwich,
Connecticut
| USD 954 M | +USD 33.9 M | +4% | 1.92% | 9.27% | 27 | 37.04% | 1.2 |
|
| 2470 |
2470
Polymer Capital Management
New York
| USD 953 M | +USD 8.18 M | +0.9% | 8.04% | – | 1,041 | 56.96% | 0.3 |
|
| 2471 |
NM
2471
Newtyn Management
New York
| USD 952 M | +USD 135 M | +17% | 18% | 52% | 42 | 45.24% | 1.7 |
|
| 2472 |
2472
Atika Capital Management
New York
| USD 950 M | -USD 292 M | -24% | 27.6% | 811% | 121 | 65.29% | 0.6 |
|
| 2473 |
2473
Black Diamond Financial
Towson,
Maryland
| USD 949 M | +USD 56 M | +6% | 2.62% | 68.3% | 181 | 13.81% | 3.1 |
|
| 2474 |
2474
Intrua Financial
Houston,
Texas
| USD 948 M | +USD 27.2 M | +3% | 1.98% | 77.4% | 486 | 13.17% | 2.5 |
|
| 2475 |
2475
Shenkman Capital Management
New York
| USD 948 M | -USD 69.3 M | -7% | 0.15% | 3.15% | 98 | 2.04% | 1 |
|