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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
Whitney & Co
Rochester,
New York
| USD 374 M | +USD 24.9 M | +7% | 4.73% | 93.2% | 350 | 18.86% | 1.3 |
|
| 2477 |
TCOT
2477
Trust Company of Toledo
Holland,
Ohio
| USD 374 M | -USD 4.71 M | -1% | 2.22% | 109% | 190 | 5.26% | 4 |
|
| 2478 |
2478
IQ EQ Fund Management
Dublin 2,
Ireland
| USD 373 M | – | – | 1.48% | 109% | 99 | – | 2.3 |
|
| 2479 |
2479
Chicago Capital Management
Chicago,
Illinois
| USD 373 M | +USD 118 M | +46% | 22.1% | 270% | 50 | 86% | 0.1 |
|
| 2480 |
1C
2480
1060 Capital
Denver,
Colorado
| USD 373 M | +USD 40.9 M | +12% | 7.24% | 301% | 55 | 85.45% | 0.1 |
|
| 2481 |
2481
FAS Wealth Partners
Leawood,
Kansas
| USD 372 M | +USD 25.2 M | +7% | 2.48% | 72.3% | 173 | 3.47% | 2.8 |
|
| 2482 |
2482
Baxter Bros Inc
Riverside,
Connecticut
| USD 372 M | +USD 5.35 M | +1% | 3.56% | 73.8% | 117 | 7.69% | 3.6 |
|
| 2483 |
CM
2483
Capital Management
Glen Allen,
Virginia
| USD 372 M | +USD 340 k | +0.1% | 1.92% | 52.5% | 92 | 19.57% | 2.8 |
|
| 2484 |
2484
Hussman Strategic Advisors
Ellicott City,
Maryland
| USD 372 M | +USD 10.5 M | +3% | 4.35% | 41.6% | 264 | 35.61% | 1.3 |
|
| 2485 |
2485
Hartline Investment Corp
Winnetka,
Illinois
| USD 371 M | +USD 6.87 M | +2% | 2.95% | 201% | 105 | 7.62% | 3.6 |
|
| 2486 |
RPGK
2486
Retirement Planning Group (Kansas)
Leawood,
Kansas
| USD 371 M | +USD 2.68 M | +0.7% | 0.27% | 54.7% | 59 | 16.95% | 3.6 |
|
| 2487 |
2487
HighPoint Advisor Group
Downers Grove,
Illinois
| USD 370 M | +USD 6.22 M | +2% | 2.96% | – | 351 | 18.52% | 1.6 |
|
| 2488 |
2488
Ropes Wealth Advisors
Boston,
Massachusetts
| USD 370 M | +USD 4.63 M | +1% | 2.22% | 71% | 620 | 13.55% | 2 |
|
| 2489 |
2489
Bouchey Financial Group
Troy,
New York
| USD 369 M | +USD 20.7 M | +6% | 2.27% | 66.7% | 70 | 7.14% | 2.6 |
|
| 2490 |
2490
Carlson Capital Management
Northfield,
Minnesota
| USD 369 M | +USD 7.45 M | +2% | 2.28% | 9.85% | 90 | 14.44% | 3 |
|
| 2491 |
2491
Lathrop Investment Management
Little Rock,
Arkansas
| USD 368 M | +USD 19 M | +5% | 3.99% | 72.2% | 65 | 4.62% | 3.7 |
|
| 2492 |
LA
2492
Leonetti & Associates
Buffalo Grove,
Illinois
| USD 368 M | +USD 23.6 M | +7% | 5.58% | 49.5% | 44 | 25% | 2.4 |
|
| 2493 |
2493
Northcape Capital
Sydney,
Australia
| USD 368 M | -USD 34.6 M | -9% | 2.09% | – | 12 | 0% | 1.4 |
|
| 2494 |
2494
Spinnaker Capital
Boston,
Massachusetts
| USD 368 M | -USD 160 M | -30% | 9.64% | 12.4% | 3 | 0% | 0.5 |
|
| 2495 |
2495
Caledonia Investments plc (UK)
London England,
United Kingdom
| USD 368 M | +USD 10.8 M | +3% | 1.86% | 61.9% | 13 | 0% | 3.1 |
|
| 2496 |
2496
Ritholtz Wealth Management
New York
| USD 368 M | +USD 18.1 M | +5% | 1.09% | 93% | 122 | 12.3% | 0.9 |
|
| 2497 |
2497
Cynosure Advisors
Salt Lake City,
Utah
| USD 368 M | -USD 28.6 M | -7% | 3.71% | – | 241 | 14.11% | 0.4 |
|
| 2498 |
2498
Hill Path Capital
New York
| USD 368 M | +USD 103 M | +39% | 41.5% | 5.23% | 3 | 33.33% | 0.9 |
|
| 2499 |
2499
AIA International
Hong Kong
| USD 368 M | -USD 11.5 M | -3% | 2.45% | 47.9% | 11 | 45.45% | 0.5 |
|
| 2500 |
2500
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| USD 367 M | +USD 17.3 M | +5% | 4.81% | 119% | 39 | 10.26% | 2.2 |
|