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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2476 |
2476
Parker Investment Management
Menlo Park,
California
| USD 282 M | +USD 12.9 M | +5% | 3.95% | 208% | 36 | 13.89% | 0.4 |
|
| 2477 |
QCI
2477
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| USD 281 M | +USD 38.9 M | +16% | 16.5% | 107% | 27 | 3.7% | 1.4 |
|
| 2478 |
IHM
2478
Iguana Healthcare Management
New York
| USD 281 M | +USD 35.5 M | +14% | 30.9% | 141% | 107 | 54.21% | 0.5 |
|
| 2479 |
CANC
2479
Culbertson A N & Co
Charlottesville,
Virginia
| USD 281 M | +USD 10.8 M | +4% | 3.47% | 87.5% | 89 | 10.11% | 2.6 |
|
| 2480 |
CDIA
2480
Capital Directions Investment Advisors
Atlanta,
Georgia
| USD 281 M | +USD 5.17 M | +2% | 5.01% | 7.53% | 78 | 2.56% | 2.1 |
|
| 2481 |
EA
2481
Echinus Advisors
New York
| USD 281 M | +USD 4.36 M | +2% | 4.95% | 91.4% | 11 | 27.27% | 1.3 |
|
| 2482 |
2482
Hanseatic Management Services
Albuquerque,
New Mexico
| USD 281 M | +USD 17.3 M | +7% | 12% | – | 382 | 42.41% | 0.5 |
|
| 2483 |
2483
Diker Management
New York
| USD 281 M | +USD 23.7 M | +9% | 12.7% | 210% | 76 | 38.16% | 0.9 |
|
| 2484 |
2484
Private Capital Advisors
Darien,
Connecticut
| USD 280 M | +USD 15.6 M | +6% | 4.87% | 132% | 122 | 20.49% | 2.2 |
|
| 2485 |
2485
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| USD 280 M | +USD 13.1 M | +5% | 3.98% | 73.7% | 57 | 8.77% | 1.4 |
|
| 2486 |
2486
Loeb Partners Corp
New York
| USD 280 M | -USD 23.8 M | -8% | 1.17% | 34.4% | 176 | 21.59% | 1.8 |
|
| 2487 |
2487
Miller Investment Management
West Conshohocken,
Pennsylvania
| USD 280 M | +USD 21 M | +8% | 4.58% | 60.2% | 76 | 17.11% | 2.2 |
|
| 2488 |
TM
2488
Thrax Management
New York
| USD 280 M | -USD 368 M | -57% | 16.9% | – | 225 | 82.22% | 0.1 |
|
| 2489 |
2489
BP Capital Fund Advisors
Dallas,
Texas
| USD 279 M | +USD 27 M | +11% | 12.5% | 17.9% | 59 | 18.64% | 0.5 |
|
| 2490 |
2490
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| USD 279 M | +USD 20.4 M | +8% | 2.23% | – | 1,545 | 22.33% | 1.2 |
|
| 2491 |
BP
2491
Banbury Partners
Charlotte,
North Carolina
| USD 278 M | +USD 5.77 M | +2% | 0.56% | 138% | 18 | 38.89% | 0.7 |
|
| 2492 |
2492
Hartline Investment Corp
Winnetka,
Illinois
| USD 278 M | +USD 412 k | +0.1% | 3.47% | 201% | 107 | 4.67% | 2.5 |
|
| 2493 |
2493
New England Private Wealth Advisors
Wellesley,
Massachusetts
| USD 278 M | +USD 16.2 M | +6% | 2.36% | 55.8% | 126 | 7.94% | 2.2 |
|
| 2494 |
2494
Tanglewood Wealth Management
Houston,
Texas
| USD 278 M | +USD 6.77 M | +2% | 2.16% | 59.7% | 12 | 8.33% | 1.7 |
|
| 2495 |
2495
Rothschild Capital Partners
New York
| USD 278 M | +USD 18.7 M | +7% | 8.46% | 90.8% | 94 | 56.38% | 0.9 |
|
| 2496 |
2496
Bristlecone Advisors
Bellevue,
Washington
| USD 278 M | +USD 6.6 M | +2% | 3.85% | 103% | 161 | 19.25% | 0.6 |
|
| 2497 |
2497
Well Done LLC
Holland,
Michigan
| USD 278 M | +USD 2.44 M | +0.9% | 3.43% | 80.4% | 92 | 18.48% | 0.6 |
|
| 2498 |
2498
NTV Asset Management
Charleston,
West Virginia
| USD 277 M | +USD 13.4 M | +5% | 2.55% | 97.8% | 165 | 12.73% | 2.7 |
|
| 2499 |
2499
Hills Bank & Trust
North Liberty,
Iowa
| USD 277 M | +USD 5.3 M | +2% | 3.3% | 52.8% | 131 | 9.16% | 2.1 |
|
| 2500 |
2500
Adirondack Research & Management
Guilderland,
New York
| USD 277 M | +USD 10.4 M | +4% | 12.7% | 47.8% | 117 | 11.97% | 2 |
|